Added to YB: 2025-05-07
Pitch date: 2025-05-05
KVYO [bearish]
Klaviyo, Inc.
+40.79%
current return
Author Info
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Company Info
Klaviyo, Inc. provides a cloud-based software-as-a-service platform in the United States, rest of the Americas, the Asia-Pacific, the United Kingdom, rest of Europe, the Middle East, and Africa.
Market Cap
$5.4B
Pitch Price
$30.77
Price Target
N/A
Dividend
N/A
EV/EBITDA
-159.52
P/E
-162.72
EV/Sales
3.62
Sector
Software
Category
N/A
Klaviyo (NYSE: KVYO): A Tunnel Painting on a Rock
KVYO short: 78% of ARR from Shopify ecosystem exposes Klaviyo to tariff risks & de minimis loophole closure. 50%+ of 167k SMB customers face extinction by end-2025. Customers like Busy Baby (GoFundMe), Pashion, CUTS begging for survival. Recent pricing changes can't offset 30%+ revenue at risk. Sell-side cutting targets as Trump admin serious about policy changes.
Read full article (14 min)