KlaviyoKVYO
About: Klaviyo Inc is a technology company that provides a software-as-a-service (SaaS) platform to enable its customers to send the right messages at the right time across email, short message service and push notifications, more accurately measure and predict performance, and deploy specific actions and campaigns. The platform combines proprietary data and application layers into one solution with machine learning and artificial intelligence capabilities. It is focused on marketing automation within eCommerce as its first application use case. It generates revenue through the sale of subscriptions to its customers for the use of its platform. Geographically the company generates the majority of its revenue from the Americas, followed by EMEA and APAC.
Employees: 2,035
Fund manager confidence
Based on 2024 Q2 SEC filings by fund managers ($100M+ AUM)
32% more repeat investments, than reductions
Existing positions increased: 49 | Existing positions reduced: 37
12% more capital invested
Capital invested by funds: $2.47B [Q1] → $2.76B (+$287M) [Q2]
6.6% more ownership
Funds ownership: 150.78% [Q1] → 157.38% (+6.6%) [Q2]
2% more funds holding
Funds holding: 129 [Q1] → 131 (+2) [Q2]
8% more first-time investments, than exits
New positions opened: 26 | Existing positions closed: 24
0% more funds holding in top 10
Funds holding in top 10: 9 [Q1] → 9 (+0) [Q2]
9% less call options, than puts
Call options by funds: $13.5M | Put options by funds: $14.8M
Research analyst outlook
9 Wall Street Analysts provided 1 year price targets over the past 3 months
9 analyst ratings
Wells Fargo Michael Berg 100% 1-year accuracy 3 / 3 met price target | 1%downside $37 | Equal-Weight Initiated | 16 Oct 2024 |
Barclays Raimo Lenschow 58% 1-year accuracy 41 / 71 met price target | 38%downside $23 | Overweight Maintained | 11 Oct 2024 |
Baird Rob Oliver 77% 1-year accuracy 27 / 35 met price target | 12%upside $42 | Outperform Maintained | 10 Oct 2024 |
Benchmark Mark Zgutowicz 63% 1-year accuracy 29 / 46 met price target | 12%upside $42 | Buy Initiated | 30 Sept 2024 |
Needham Scott Berg 35% 1-year accuracy 43 / 124 met price target | 7%upside $40 | Buy Reiterated | 4 Sept 2024 |
Financial journalist opinion
Based on 3 articles about KVYO published over the past 30 days