Klaviyo, Inc. Series A (KVYO) Stock Analysis
Technology · Software - Application
Hold if already holding. Not a fresh buy at $14.21, but acceptable to hold if already in. Reasons: Concentration risk — Counterparty: Shopify (77.9%); Negative momentum.
Klaviyo is a B2C CRM platform providing marketing automation, customer service, and analytics for consumer companies, with over 193,000 customers and $1,234M in revenue in 2025 (+31.6% YoY). Revenue comes from tiered subscriptions priced on active consumer profiles and message... Read more
Hold if already holding. Not a fresh buy at $14.21, but acceptable to hold if already in. Reasons: Concentration risk — Counterparty: Shopify (77.9%); Negative momentum. Chart setup: No clear chart pattern; technical signals are mixed. Maintain position. Not compelling to add more. Score 6.1/10, moderate confidence.
Passes 6/9 gates (favorable risk/reward ratio, clean insider activity, news events none recent, earnings proximity 53d clear, semi cycle peak clear, materials cycle peak clear). Fails on weak momentum and death cross (50MA < 200MA). Suitability: aggressive.
Recent developments
updated 2026-06-12Recent Developments — Klaviyo, Inc. Series A
Latest news
- NEWS Klaviyo (NYSE:KVYO) Coverage Initiated by Analysts at Morgan Stanley - MarketBeat — MarketBeat positive
- NEWS Citigroup Lowers Klaviyo (NYSE:KVYO) Price Target to $29.00 - MarketBeat — MarketBeat negative
- NEWS Klaviyo (KVYO) to Release Quarterly Earnings on Tuesday - MarketBeat — MarketBeat neutral
- NEWS Klaviyo- Lukewarm About This B2C CRM Software Stock Ahead Of Earnings (NYSE:KVYO) - Seeking Alpha — Seeking Alpha negative
- NEWS Klaviyo, Inc. (NYSE:KVYO) Given Average Recommendation of "Moderate Buy" by Brokerages - MarketBeat — MarketBeat positive
Generated 2026-06-15T18:11:46Z.
Upcoming dated catalysts
Thesis
Key Metrics
Quality Signals
Options Flow
Concentration Risks(10-K Item 1A)
- HIGHcounterpartyShopify78%10-K Item 1A: 'approximately 77.9% of our ARR was derived from customers who also use Shopify Inc.'s (and together with certain of its affiliates, "Shopify") platform'
Material Events(8-K, last 90d)
- 2026-05-05Item 5.02HIGHCFO Amanda Whalen informed company of intention to step down, effective August 21, 2026, to pursue a new role. Company initiated formal search for new CFO; Whalen will move to advisory role through November 16, 2026. No successor named. No disagreement cited.SEC filing →
Model-generated analysis — not investment advice. Not a registered investment advisor. Past performance does not guarantee future results.
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Rating Breakdown
1 floor-breaker·2 ceiling hits
Price action weak — below key moving averages, no momentum carry. Needs a base before trend-continuation setups apply.static
Price Targets
Position Sizing
Risk Alerts
Earnings
Verdict History
Frequently Asked Questions
Hold if already holding. Not a fresh buy at $14.21, but acceptable to hold if already in. Reasons: Concentration risk — Counterparty: Shopify (77.9%); Negative momentum. Chart setup: No clear chart pattern; technical signals are mixed. Maintain position. Not compelling to add more. Target $26.30 (+85.1%), stop $13.39 (−6.1%), A.R:R 5.7:1. Score 6.1/10, moderate confidence.
Take-profit target: $26.30 (+85.1% upside). Target $26.30 (+85.1%), stop $13.39 (−6.1%), A.R:R 5.7:1. Stop-loss: $13.39.
Concentration risk — Counterparty: Shopify (77.9%); Negative momentum; Below 200-MA, MA slope -9.2%/30d (confirmed downtrend).
Klaviyo, Inc. Series A trades at a P/E of N/A (forward 13.8). TrendMatrix value score: 8.7/10. Verdict: Hold.
30 analysts cover KVYO with a consensus score of 4.3/5. Average price target: $29.
What does Klaviyo, Inc. Series A do?Klaviyo is a B2C CRM platform providing marketing automation, customer service, and analytics for consumer companies,...
Klaviyo is a B2C CRM platform providing marketing automation, customer service, and analytics for consumer companies, with over 193,000 customers and $1,234M in revenue in 2025 (+31.6% YoY). Revenue comes from tiered subscriptions priced on active consumer profiles and message volume; approximately 77.9% of ARR is from customers who also use Shopify's platform.