• In late September 2025, Klaviyo launched its Marketing Agent and broadly released its Customer Agent, positioning the company as an AI-first B2C CRM platform that unifies data, marketing, service, and analytics for consumer brands.
• This move marks a significant evolution for Klaviyo, aiming to transform it from a marketing tool to a comprehensive, autonomous CRM platform powered by integrated AI capabilities.
• We'll explore how Klaviyo's introduction of autonomous AI agents could reshape its long-term investment narrative and competitive positioning.

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Klaviyo Investment Narrative Recap

To be a Klaviyo shareholder, you need to believe the business can execute on its ambition to become the leading AI-powered B2C CRM, expanding beyond marketing into a unified customer engagement platform. The launch of Marketing Agent and Customer Agent is an important milestone in this strategy and could accelerate adoption, but the most important short-term catalyst, expansion of higher-margin AI-driven upsells, remains contingent on how quickly customers embrace these capabilities. The biggest near-term risk, pressure on gross margins due to channel costs, is not materially changed by this product launch.

Of the recent company moves, Klaviyo’s July 2025 introduction of Klaviyo Service as part of its unified platform is particularly relevant. This product suite paved the way for the broader rollout of AI agents, reinforcing the company’s move into integrated service and commerce solutions, a crucial step as the adoption and success of these new AI products may influence both revenue growth and investor sentiment in the months ahead.

However, when considering all of this, investors should be aware that with continued SMS, RCS, and WhatsApp channel growth, there is still...

Klaviyo's narrative projects $1.9 billion revenue and $88.3 million earnings by 2028. This requires 21.4% yearly revenue growth and a $155 million increase in earnings from the current level of -$66.7 million.

Uncover how Klaviyo's forecasts yield a $46.70 fair value, a 80% upside to its current price.

Exploring Other Perspectives

Simply Wall St Community members currently value Klaviyo stock between US$14.85 and US$46.70, based on four separate forecasts. These varied perspectives reflect differing views on AI product adoption and highlight how the pace of customer uptake could shape the company’s future market standing.

Explore 4 other fair value estimates on Klaviyo - why the stock might be worth as much as 80% more than the current price!

Build Your Own Klaviyo Narrative

Disagree with existing narratives? Create your own in under 3 minutes - extraordinary investment returns rarely come from following the herd.

• A great starting point for your Klaviyo research is our analysis highlighting 3 key rewards that could impact your investment decision.
• Our free Klaviyo research report provides a comprehensive fundamental analysis summarized in a single visual - the Snowflake - making it easy to evaluate Klaviyo's overall financial health at a glance.

No Opportunity In Klaviyo?

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This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.