Added to YB: 2026-07-16
Pitch date: 2026-07-14
KVYO [neutral]
Klaviyo, Inc.
-1.51%
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
$5.2B
Pitch Price
$17.90
Price Target
70.00 (+300%)
Dividend
N/A
EV/EBITDA
-3.7K
P/E
-586.54
EV/Sales
3.32
Sector
Software
Category
growth
Show full summary:
Two incentive-based ideas ($KVYO)
KVYO (overview): AI B2C CRM/marketing SaaS, founder-led. Down ~50% YTD on SaaS selloff. Rev >20% growth guide FY26, customers +16% YoY, margins expanding. $500m buyback (~10% mkt cap). New CFO PSUs struck at $30/$50/$70 vs ~$16-17 now. ~2.7x EV/S, ~16x NTM EBITDA. No terminal-value call.
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