US · Technology · Software - Application
EPS came in at 0.07 against a street estimate of 0.03 — a beat of 133.3%.
Analysts rate Klaviyo, Inc. a strong buy (20 buy, 3 hold, 0 sell out of 23) with an average price target of $26.43.
CONFIDENT Klaviyo scaled to $1.5B ARR run rate with 26% YoY revenue growth. Composer agent hit 95k users in one month; Customer Agent resolution volumes up 80%. Enterprise deals accelerating (Warner Music, Claire's). International growth 35% YoY. Q2 2026 International driving disproportionate growth; early innings in Europe (Germany, Spain, Italy, APAC); WhatsApp catalyzing emerging markets. Analysts pressed on Composer ROI (campaign velocity, contract uplift) and enterprise win drivers (consolidation, AI vision, scale). Management highlighted early adoption momentum and multi-stakeholder sales motion. NRR debate: strong leading indicators (retention, cross-sell) offset by profile enforcement lag through Q1. 2026-08-05…
Full summary in the app.
| Fund | Stake |
|---|---|
| Summit Partners, LLP | 4.87% |
| Capital Research & Mgmt Co - Division 3 | 3.68% |
| Vanguard Portfolio Management, LLC | 2.70% |
| BlackRock Inc | 2.67% |
| FMR Inc | 2.31% |
| Vanguard Capital Management, LLC | 2.10% |
| Whale Rock Capital Management LLC | 1.94% |
| Wellington Management Company LLP | 1.77% |
| Document | Date |
|---|---|
| Quarterly report · Q3 2026 HEADLINE NUMBERS • Third-quarter 2026 revenue was $387,207, compared with $310,880 in the third quarter of 2025. • Nine-month 2026 revenue was $1,11 | 2026-11-04 |
| Results announced · Q4 2026 HEADLINE NUMBERS • Q3 FY26 revenue was $387.2 million, up 25% year over year. • GAAP gross profit was $287.4 million, with a 74% gross margin. Non-G | 2026-11-04 |
| Quarterly report · Q2 2026 KLAVIYO, INC. - FORM 10-Q SUMMARY Quarter Ended June 30, 2026 --- HEADLINE NUMBERS • Revenue (Q2 2026): $370,576 thousand; Six-month revenue: $728, | 2026-08-05 |
| Results announced · Q3 2026 KLAVIYO Q2 2026 EARNINGS SUMMARY HEADLINE NUMBERS • Q2 2026 revenue: $370.6 million, up 26% year-over-year • Annualized run rate nearly $1.5 billion | 2026-08-05 |
| Board / officer change · Q3 2026 KLAVIYO, INC. – FORM 8-K SUMMARY Filed: July 13, 2026 --- HEADLINE NUMBERS • New CFO appointment: Erica Smith appointed Chief Financial Officer, ef | 2026-07-13 |
| Shareholder vote results · Q2 2026 KLAVIYO, INC. (KVYO) - FORM 8-K SUMMARY HEADLINE NUMBERS • Annual stockholder meeting held June 9, 2026 • Three board director seats up for election | 2026-06-09 |
| Quarterly report · Q1 2026 KLAVIYO, INC. - Q1 2026 10-Q SUMMARY HEADLINE NUMBERS • Revenue Q1 2026: $358.0 million (vs. $279.8 million in Q1 2025) — growth of 28% • Gross Prof | 2026-05-05 |
| Results announced · Q2 2026 CONSULTING AGREEMENT SUMMARY: KLAVIYO, INC. & AMANDA WHALEN HEADLINE NUMBERS • Agreement effective date: May 4, 2026 • Consulting term end date: Nov | 2026-05-05 |
Readable in the app.
| Announcement | Date |
|---|---|
| Board authorized a new $300 million share repurchase program Klaviyo announced third-quarter 2026 financial results, but the figures themselves are not included in the provided 8-K text; the filing only refers to a separate press release. The company | 2026-11-04 |
| Board authorizes $500M share repurchase program with $100M accelerated component Klaviyo announced on March 2, 2026, that its board authorized a $500 million share repurchase program for its Series A Common Stock. The company plans to immediately begin an accelerated sha | 2026-03-02 |
Technicals, trade setups with a published hit rate, AI analysis and earnings-call summaries for Klaviyo, Inc. — free to start.
Open in the appGoogle PlayApp StoreData updated 2026-11-07.