KVYO Klaviyo

🔻 $KVYO down ~69% from its Feb '25 highs 📈 Quarterly revenue up ~37% over the same span ($270M → $370.6M) ✅ Inverse H&S at $15.3 level 🎯VEX showing a break over $17.5 can lead to $35 by Jan (current info, may change but the path is there right now)

$KVYO actually revenue is growing every year They are one of the few “rule of 40” stocks Clown

$KVYO is an interesting agentic AI play. 26% revenue growth, ~17x forward PE and -50% on 1Y. The chart isn't turning around yet. $TTAN interesting also. I wish I could build an ETF.

$KVYO in big here Historically, we have done great here with this one 20 to 30% short term

What's up with $KVYO today Spotted some big moves with those 5,000 Nov 20 $17.5 calls swept at the ask That's about $560k in premium with only 171 open interest before Looks like fresh upside speculation, not just hedging Price action has been pretty modest lately This kind of flow really stands out Definitely something to watch Need to see some follow-through in price and volume to confirm this bullish interest Keep an eye on it

$KVYO crazy how dead this board is. The Agency acquisition is super underrated snd not talked about at all here. The founder of agency started and sold Drift for over $1 billion. Then had goals to turn Agency into a billion dollar revenue company with sub 100 employees. Klaviyo basically bought him, not so much agency (but they bought the company). And now he is CPO. Then you have ex workday ceo who is now co-ceo at klaviyo to help drive enterprise adoption Then You have ex cfo of cyberark that was bought for 25billion by palo alto as new cfo here. Ex workday guy also new CRO at klaviyo All these people will be crucial for the next phase of growth.

$KVYO loads of feature updates at their k:boston event the past few days 1. Headless option 2. Deeper personalization workflows 3. Improvements to composer agent and customer service agent 4. Deeper access to data for users 5. Ios app They are still growing like crazy however imo they will see reacceleration come 2027 with continued customer service adoption. Cfo whalen mentioned this part of the business could match or surpass the marketing (email sms) platform in revenue eventually. Huge opportunity.

$KVYO I know we’re supposed to believe that ai will replace companies like this, but I’m not believing it. This is growing at 25%, has mountains of cash, and is at 3x revenue. Just wildly undervalued.

$KVYO 📊 KVYO dropped -2.53%, which looks more like a broader tech/growth selloff than company-specific news. The stock has been in a rough stretch, trading down significantly from its highs near $32 at the start of 2026, now in the mid-teens. No fresh catalyst today, so it likely moved with the rate-sensitive growth trade, as higher yields compress valuations on high-multiple software names. The analyst picture is actually more bullish than the stock price suggests — 13 of 15 analysts have Strong Buy ratings, with price targets ranging from $22 to $30+. Truist is at $30, KeyBanc at $29. That implies massive upside from current levels, but analysts have been saying this for months while the stock has kept sliding. One downgrade stands out: Benchmark cut to Hold on August 6th, the day after earnings. That's a yellow flag worth noting. 🚩

$KVYO Considering the hammering the broad market has taken over the past weeks, I should say this has held up very well.

$KVYO +12% IN 2.5 WEEKS, now testing the 50DMA.. How many more #PeloCalledit's do you need to see before you start paying attention? 💰 Tracking it all 😎

$KVYO institutional options summary: Tracking a high-conviction $1.1M premium block on the November $20 Calls.Key tape signatures: • Executed as a multi-exchange sweep, directly hitting the ask price. • Order volume significantly exceeds the existing Open Interest on the strike. • Capital is entering out-of-the-money options with the stock trading near $16.80.THIS premium entry follows Klaviyo's recent AI CRM updates and MNTN partnership. The flow points to institutional positioning for an 18%+ breakout past current consolidation toward the $22-$24 resistance zone ahead of fall conferences.

$KVYO at ~$15.54 looks increasingly interesting, but the bull case still needs to be earned. My DCF uses 2026 revenue of ~$1.53B, growth gradually decelerating from 24% to 6% by 2035, and FCF margins expanding from ~14% to ~21%. With a higher 11.75% WACC reflecting the Fed’s tighter rate environment. Base case: ~$20–23/share Bear case: ~$12–15 if growth/margins disappoint. Bull: ~$30–36 if AI, multi-product adoption and enterprise expansion sustain >20% growth longer and drive 23–25% FCF margins. The key metrics: NRR, $50K+ ARR customer growth, gross margin, SBC/dilution and AI monetization. Product momentum looks real; the question is whether it converts into incremental ARR/FCF.

$KVYO I wonder if KVYO will stay just under $17.5 until after options expiration next Friday. My Nov 17.5 options are up 51% so they are doing fine.

$KVYO 📧 KVYO — up 5.73% 🎉 | The standout winner of the day, though no single headline on Wednesday explains it. Klaviyo launched two new connected AI agents (Composer + Customer Agent) inside its B2C CRM platform recently, which has been generating buzz 🤖 The stock has been heavily beaten down in 2026 (down ~51% YTD), so any positive momentum can trigger outsized bouncing. Analysts still have a consensus "Strong Buy" with a ~$28 price target versus where it's trading — there's a significant gap the market could close if the AI product momentum continues 📈

$KVYO It is the opportunity cost that hurts the most here. All the planned selling is what the shorts are hiding behind to continue to bury this stock. Cant see getting out anytime soon regardless of positive news/earnings.

$KVYO could become interesting buy candidate for one of the big adtech players at these levels

$KVYO Klaviyo (NYSE: KVYO) is a leading AI-powered ecommerce CRM platform helping over 205,000 businesses grow through email marketing, SMS, customer data analytics, automation, and personalized customer engagement. The company continues to deliver strong revenue growth and expanding profitability. What stands out is Klaviyo's deep Shopify integration, growing AI capabilities, strong balance sheet, and ability to generate increasing revenue from existing customers through cross-selling additional products and services. Bull Case: • Strong revenue growth • Over $1B in cash • Expanding AI opportunities • High customer retention • Growing international business Risks: • Heavy competition from HubSpot, Salesforce, Adobe, and Mailchimp • Dependence on ecommerce spending trends Preferred Buy Zones: • Aggressive Buy: Below $18 • Attractive Entry: $18 to $25 • Fair Value: $25 to $32 • Caution: Above $40 Bottom line: KVYO combines growth, profitability, AI exposure, and a solid competitive moat.