Klaviyo Inc (KVYO)
NYSEInformation TechnologySoftware - ApplicationSnapshot 2026-09-04
$18.61-5.82%
Close 2026-09-04 · 1-day change
NYSEInformation TechnologySoftware - ApplicationSnapshot 2026-09-04
QuarterlyIQ Insights · KVYO
What must go right, what could break, what the price assumes, and what evidence comes next.
The current health of the standing investment case.
Recent financial performance sits well below its industry cohort — worth keeping an eye on, though it has not freshly broken.
One-year growth currently built into the price, compared with our model's estimate.
| Measure | Marker shape | Value |
|---|---|---|
| Growth built into the price | circle | -6.9% |
| Our one-year growth estimate | diamond | 23.2% |
For each item: what to watch, what would become a concern, and what would make it less concerning.
A reporting-risk estimate, not a forecast of the stock-price response.
Historical relationships that met the evidence threshold. They do not prove cause or forecast a move.
Usually moved in the same direction.
Price observations: 365 days
Most sensitive to the broad stock market.
Based on historical daily prices through 2026-09-04.
Past price behavior in dollars on a $10,000 position. This does not measure permanent business risk.
How much price usually moves either way.
Use the underlying financial and sector pages to investigate the cause.
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
Growth built into the price is above our model estimate.
The price assumes 30.1 percentage points less one-year growth.
The one-year revenue growth assumption on Valuation.
Model as of 2026-09-04 · Compared with 120 industry peers · Company calendar date is not available
KVYO — earnings miss
Dated 2026-08-05
Results of Operations and Financial Condition On August 5, 2026, Klaviyo, Inc. (the "Company") issued a press release announcing financial results for the second quarter ended June 30, 2026. A copy of the release is furnished with this report as Exhibit 99.1. The information in this Current Report on Form 8-K, including Exhibit 99.1 attached hereto, is intended to be furnished and shall not be deemed “filed” for purposes of Section 18 of the Securities Exchange Act of 1934, as amended (the “E…
Why it matters: Going above this threshold shows strong efficiency. It also shows management cares about profits.
Supportive ifNon-GAAP operating income in Q3 is over $40 million.
Worry ifNon-GAAP operating income in Q3 falls below $40 million.
Why it matters: Growing the customer base is crucial for sustaining revenue growth. It shows demand for Klaviyo's products.
Supportive ifTotal customers exceed 210,000 by the end of Q3.
Worry ifTotal customers remain below 205,000 by the end of Q3.
Why it matters: A drop in NRR shows problems with keeping and growing customers.
Worry ifQ3 NRR reported below 105%, compared to 109% in Q2.
Less concerning ifNRR is at or above 109%. This shows strong customer engagement.
Why it matters: A smooth transition will keep finances stable. It helps with strategy during a key growth time.
Watch forErica Smith carries out financial plans well. There are no disruptions.
Also watch forTransition problems come up. They can hurt financial operations or investor trust.
We watch for confirming and disproving signals on each item. Resolutions are found automatically where possible and checked by hand for unclear cases. Last 90 days shown.
A larger daily loss that occurred about once in every 20 trading days.
Deepest peak-to-trough drop in the last year.
| Measure | Value | Meaning |
|---|---|---|
| Typical day | ±$268 on $10,000 · ±2.7% | How much price usually moves either way. |
| Bad day | $786 loss on $10,000 · 7.9% | A larger daily loss that occurred about once in every 20 trading days. |
| Largest peak-to-trough drop in the past year | $6,420 loss on $10,000 · 64.2% | Deepest peak-to-trough drop in the last year. |
Past year. 1.00 means similar movement; 1.20 means about 20% more.
Past year. 1.00 means similar movement to the sector. This is secondary context.
Latest 30 trading days, shown as an annual percentage.
Latest 252 trading days, shown as an annual percentage.
20-trading-day average in US dollars.
Trading days used by the source risk snapshot.
Past results, not a forecast. Not investment advice.
Why it matters: A slowdown in customer growth may mean the market is full or competition is up.
Worry ifThe cohort of customers generating over $50,000 of ARR grows less than 36% YoY.
Less concerning ifThe cohort of customers generating over $50,000 of ARR grows at 38% YoY or more.
Why it matters: Better margins mean improved cost management. This is key for long-term growth.
Supportive ifNon-GAAP operating margin is more than 14% in the next quarterly results.
Worry ifNon-GAAP operating margin is less than 14% in the next quarterly results.
Why it matters: A smooth change helps keep money stable. Disruptions can hurt how well a company does.
Watch forFinancial performance stays steady or improves after the CFO change.
Also watch forFinancial performance drops a lot after the CFO transition.
Why it matters: A drop in revenue growth signals a weakening trend in the tech sector. This could hurt Klaviyo's performance.
Worry ifKlaviyo's revenue growth falls below the sector median growth rate.
Less concerning ifKlaviyo maintains or exceeds the sector median revenue growth rate.
Why it matters: Finishing this would show confidence in the company’s finances and spending plans.
Supportive ifCompletion of the $500 million share repurchase program by the end of Q3.
Worry ifNo significant progress on the repurchase program by the end of Q3.
Why it matters: This report will show if revenue growth continues and if costs are managed well. Investors will focus on these results.
Watch forThe earnings report shows revenue growth over $360 million. It also shows positive operating income.
Also watch forThe earnings report shows revenue under $350 million. Operating income is still negative.
Why it matters: The CFO leaving could change financial decisions. This may lower investor confidence and affect future performance.
Worry ifThe new CFO shares a clear plan. This reassures investors about financial stability.
Less concerning ifThe new CFO does not share a clear plan. This creates uncertainty for investors.
Why it matters: Starting the share repurchase program would show confidence in the stock and improve shareholder value.
Supportive ifKlaviyo says it finished buying back shares from the $500 million plan.
Worry ifNo share buybacks happen next quarter, showing a lack of confidence.
Why it matters: A lower growth rate would signal potential weakness in demand and execution.
Worry ifQ3 revenue growth guidance of 21.5% or lower compared to Q2's 26%.
Less concerning ifQ3 revenue growth is expected to be over 22.5%. This shows strong momentum.
Why it matters: A steady or rising NRR shows strong customer loyalty and growth chance.
Supportive ifNRR remains at or above 110% in the next reporting period.
Worry ifNRR falls below 110%, showing possible customer loss.
Why it matters: News about the share buyback can show that management believes in the company's worth and future.
Supportive ifAnnouncement of the first share repurchase under the $500 million program.
Worry ifNo updates or delays in the share repurchase program.