Klaviyo, Inc. Series A (KVYO) Q2 2026 earnings — TrendMatrix coverage
Reported
Model-generated analysis — not investment advice. Not a registered investment advisor. Past performance does not guarantee future results. How we score · Full disclosure
Key numbers
- Reported EPS
- $0.19
- Estimate
- $0.19
- Surprise
- -0.3%
- Revenue (period 2026-06-30)
- $370.6M
- Score at report (before → after)
- 6.8 → 6.7/10
Revenue source: xbrl.
How the report landed
Klaviyo, Inc. Series A (KVYO) reported diluted EPS of $0.19, in line with the $0.19 estimate. TrendMatrix's engine moved from Buy (Wait) (6.8/10) to Hold at 6.7/10 after the report.
Where TrendMatrix's rating stands now
TrendMatrix currently rates KVYO Hold at 6.3/10.
3 of the last 4 quarters beat the estimate; this quarter's -0.3% surprise compares with a +12.7% four-quarter average. Next scheduled report: 2026-11-04.
What supports the rating
- Strong earnings beat streak (3/4)
- Attractive valuation
What argues against it
- Concentration risk — Counterparty: Shopify (77.9%)
- Sector modifier (Technology): -0.8
- Negative momentum
This section and the ones below it reflect TrendMatrix’s latest engine read — they update after the report date and are not frozen to it.
The levels TrendMatrix's engine tracks
- Current price
- $16.22
- Price target
- $23.98
- Stop
- $15.43
- Upside to target
- +47.8%
- Reward-to-risk
- 3.5:1
The stock trades at 545.3× trailing but 15.5× forward earnings — consensus estimates already build in a substantial earnings recovery.
Model outputs from TrendMatrix’s engine as of 2026-09-14 — shown for context, not personalized investment advice.
KVYO at TrendMatrix's latest read
Technology names get repriced on forward expectations more than trailing prints — a quarter here is read through next-year growth and multiple, not the EPS line alone.
- Industry
- Software - Application
- Market cap
- $4.90B
- P/E (fwd)
- 15.5
- P/E (ttm)
- 545.3
- 52-week range
- $12.53–$36.23
- Off 52-week high
- 55.2%
- RSI (14)
- 40
- Volume vs avg
- 1.16×
- Score today
- 6.3/10