Klaviyo IncKVYO
Price$16.19Intrinsic value$15.465% below price

Outlook & Key Dates

Estimates, guidance, catalysts, and upcoming events

Analyst Estimates Learn more →
5-Yr Fwd EPS Growth
25.5%projected annual EPS growth
As of 27 Aug 2026
Analyst Coverage
20analysts covering
Consensus: PositiveAs of 18 Aug 2026
FY Revenue (est.)
$1.5Bnext fiscal year
As of 18 Aug 2026
Reporting Calendar
EventExpected Date
Q3 2026 Earnings Release4 Nov 2026
Monitoring Framework
Key Performance Indicators
Dollar-Based Net Revenue Retention Rate (NRR) Quarterly11,000.0%
Total Paying Customers Quarterly196K
Customers Generating Over $50,000 of ARR Quarterly4.2K
Non-GAAP Operating Margin Quarterly1,640.0%Target: 14.5% to 15.0% for FY26
Watch Items
  • CFO Transition and Leadership StabilityTrigger: Failure to appoint a permanent CFO by November 2026Action: Re-evaluate operational execution risk and internal financial controls.
  • Revenue Growth DecelerationTrigger: Full-year FY26 revenue growth falling below 20%Action: Review upmarket enterprise traction and international expansion efficiency.
  • SMS Product Mix and Gross Margin PressureTrigger: Non-GAAP gross margin dropping below 75%Action: Assess pricing power and carrier fee pass-through strategies.
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Research as of 19 Jun 2026

AI-assisted, source-linked narrative; figures from company filings (SEC EDGAR) and market data. Dates shown per section. Not investment advice. Terms of Use.