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KVYOKlaviyo, Inc. Series AHold6.1·$14.21-0.56%
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Klaviyo, Inc. Series A (KVYO) Stock Analysis

HoldVALUE-TRAP 2/5Moderate Confidence

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

$14.21+85.1% A.UpsideScore 6.1/10#20 of 98 Software - Application
QualityF-score8 / 9FCF yield5.65%
Stop $13.39Target $26.30(analyst − 10%)A.R:R 5.7:1
Analyst target$29.23+105.7%22 analysts
$26.30our TP
$14.21price
$29.23mean
$37

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.

news + 30-day 8-K events · 5-min refresh

Recent developments

updated 2026-06-12
TrendMatrix Research · upcoming catalyst calendar

Upcoming dated catalysts

Tue, Aug 4, 202653d to earnings· next earnings call

Thesis

Rewards
Strong earnings beat streak (4/4)
Attractive valuation
Strong growth profile
Risks
Concentration risk — Counterparty: Shopify (77.9%)
Negative momentum
Below 200-MA, MA slope -9.2%/30d (confirmed downtrend)

Key Metrics

P/E (TTM)
P/E (Fwd)13.8
Mkt Cap$4.3B
EV/EBITDA-116.8
Profit Mgn-0.7%
ROE-0.8%
Rev Growth27.9%
Beta0.62
DividendNone
Rating analysts30

Quality Signals

Piotroski F8/9MoatNarrow

Options Flow

P/C1.88bearish
IV98%elevated
Max Pain$5-64.8% vs spot

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 5.02HIGH
    CFO 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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About TrendMatrix. TrendMatrix is a publisher of general securities research and market commentary. We publish on a regular schedule. All content is the same for every subscriber in a tier — we do not provide personalized investment advice and we do not take into account any individual subscriber's financial situation, investment objectives, risk tolerance, tax situation, or holdings.

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Performance. Past performance is not indicative of future results. Performance figures reflect the published model only and do not reflect any individual subscriber's actual results.

Methodology · Editorial policy & full disclaimer

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

Obv
1.0
Ma Position
1.0
Volume
2.2
Macd
3.5
Rsi
4.5
Volume distribution (falling OBV)Below 200-MA, MA slope -9.2%/30d — confirmed downtrend
GatesMomentum 2.4<4.5Death cross (50MA < 200MA)Executive change: officer departure/appointmentA.R:R 5.7 ≥ 1.5Insider activity: OKNEWS EVENTS NONE RECENTEARNINGS PROXIMITY 53d clearSEMI CYCLE PEAK CLEARMATERIALS CYCLE PEAK CLEARSuitability: Aggressive
RSI
46 · Neutral
20D MA 50D MA 200D MADEATH CROSSSupport $13.80Resistance $18.55

Price Targets

$13
$26
A.Upside+85.1%
A.R:R5.7:1

Position Sizing

ConvictionNone
Suggested %0.5%
Max %1%
RegimeSteady

Risk Alerts

! momentum at 2.4 (below the engine's 4.5 threshold)
! Death cross — 50-day MA below 200-day MA

Earnings

B
B
B
B
4/4 beats
Next Earnings2026-08-04 (53d)

Verdict History

reverse chrono — latest first
Loading history...
Verdicts are recorded on every nightly pipeline run. Rows capture transitions (verdict flips, score deltas ≥0.3, entry/TP/SL changes). Rows with a ▶ can be expanded to see the change reason. Aggregate cohort performance is tracked in the recommendation ledger.
Frequently Asked Questions
Is KVYO stock a buy right now?

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.

What is the KVYO stock price target?

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.

What are the risks of investing in KVYO?

Concentration risk — Counterparty: Shopify (77.9%); Negative momentum; Below 200-MA, MA slope -9.2%/30d (confirmed downtrend).

Is KVYO overvalued or undervalued?

Klaviyo, Inc. Series A trades at a P/E of N/A (forward 13.8). TrendMatrix value score: 8.7/10. Verdict: Hold.

What do analysts say about KVYO?

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.

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