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ACIW (74) OCTV (61) VRNS (63) TENB (58) ⌘ Pro Terminal β†’

Klaviyo Inc. (Series A) (KVYO) Insider, 13F Hedge Fund & Politician Buy/Sell Thermometer

$21.80 +8.24% NYSE β€’ Live Quote vs Prior Daily Close (Synced Snapshot) EXT / AFTER-HRS: $22.08

Klaviyo Inc. (Series A) (KVYO) carries a Roarable Rating of C- (Hold) with 61/100 RQD Confidence. The composite score sits in the neutral Hold band (59–69), meaning current holders don’t need to panic-sell while prospective buyers can wait for a move into the 70+ Buy zone.

ROARABLE C- β€’ HOLD / WATCH Cap $5.73B
πŸ“€ Share Live RQD Speedometer Card: 𝕏 Post Reddit StockTwits ⬇ Live SVG Card
⚑ INSTANT AI QUANT PREVIEW β€’ $0 FREE TIER Click Any Pre-Computed AI Quant Specialist Briefing on KVYO Below β€” or Connect Your Own ChatGPT / Claude
πŸ€– Mara Quenwick β€’ AI Quant Lead (Click for Instant Brief) Is KVYO stock a Buy, Hold, or Sell right now according to Roarable's RQD model?
β–Ό

As of 2026-11-03, Klaviyo Inc. (Series A) (NYSE: KVYO) is rated C- (Hold / HOLD) by Roarable's 5-pillar RQD engine with a composite confidence score of 61/100 at a spot price of $21.80 (+8.24% 1D, market cap $5.73B). Pillar breakdown: Fundamental Cash Engine 11/20, Institutional 13F & Options Flow 13/20, SEC Balance-Sheet Forensics 14/20, FRED Macro Regime Fit 11/20, and Executive Insider Alignment 12/20. Across 715 tracked Technology issuers, KVYO ranks #196 in composite RQD confidence.

βœ“ Pre-computed one-to-many AI Quant brief
πŸ€– Ellis Vennor β€’ AI Peer & Flow Quant (Click for Instant Brief) How does KVYO compare to ACIW and OCTV in the Technology sector?
β–Ό

Within the Technology sector (Computer Software: Prepackaged Software), KVYO carries a Roarable C- (61/100 RQD), trailing P/E of N/A, gross margin of 74.7%, and ROIC of -11.5%. By comparison, ACIW (ACI Worldwide Inc.) holds a B grade (74/100 RQD, P/E 24.8x, ROIC 12.4%, cap $5.69B) and OCTV (Octave Intelligence plc (Class B)) posts a C- grade (61/100 RQD, P/E N/A, ROIC β€”, cap $5.83B). Among the 5-stock peer group, ACIW leads on earnings multiple (24.8x) while ACIW leads on capital efficiency (12.4% ROIC).

βœ“ Pre-computed one-to-many AI Quant brief
πŸ€– Gideon Ashmere β€’ AI SEC 10-K Forensics (Click for Instant Brief) What are the biggest fundamental strengths and SEC risk factors for KVYO?
β–Ό

Per KVYO's SEC EDGAR XBRL 10-K filing (FY2025, filed 2025-12-31, CIK 0001835830), Klaviyo Inc. (Series A) generated $1.23B in revenue (+31.6% YoY), -$31.8M in net income, and $208.5M in free cash flow against $1.58B in total assets and $172.8M in total debt. Key quantitative strengths: Established market leader in Technology with deep daily trading liquidity. Primary risk factors monitored: Broader market pullbacks can still drag down strong stocks in the short run. Institutional options positioning shows a 50% call / 50% put premium split.

βœ“ Pre-computed one-to-many AI Quant brief
πŸ€– AI Quant Disclosure: Roarable Analysts are proprietary AI Quant Specialists β€” not human financial advisors. Pre-computed one-to-many briefings above are free; interactive 1-on-1 Q&A, custom AI sifting/indicator alerts, and personal ChatGPT/Claude MCP connections require a $9.95/mo Pro account (currently waitlist-only).
INTERACTIVE SCENARIO DECK:
πŸ›‘οΈ Portfolio Crash X-Ray
EXT / AFTER-HRS: $22.08 (+1.29%)🧬 Cannibal Buyback (-1.24% YoY Shares)βš™οΈ Cash Engine: 11/20 (D+) β€’ 16.9% FCF Margin
Verify 90D Bucket Audit β†’
πŸ“Š Historical Track Record: Scores of 61/100 (C-) historically posted market-perform odds over rolling 90-day windows (+0.5% avg 90D alpha vs SPY β€’ 53.9% hit rate β€” wait for RQD β‰₯ 70 breakout).
Audit Bucket Track Record β†’
RQD QUANT TACHOMETERHOLD / WATCH β€’ C-
025507510061
Quant Analyst Panel Split (Battleground)
Cash
SEC
Whale

Impersonal quantitative research (0–100 RQD rubric) β€” not individualized investment advice. Past performance does not guarantee future results. Full Disclaimer

5-PILLAR RQD RADARRw C- Β· Rk C
Cash (11)Whales (13)SEC (14)Macro (11)CEO (12)
Each axis scored 0–20
12M PRICE TARGET CONE+1.3% Base Target
$35 Bull$22 Base$17 Bear
πŸ“¬ FREE KVYO RATING-CHANGE & BRIEFING ALERTSManage / Unsubscribe
WHALE OPTIONS SNAPSHOT: β€” (No Active Options Snapshot on file for KVYO)Realized 20D OHLCV Swing Band: Β±9.7%
Deterministic 5-Pillar Attribution (61/100 Composite)
πŸ” WHY KVYO SCORES 61/100 (C-) β€” TOP 3 DRIVERS2 Bullish Pillars + #1 Risk Drag
β–² #1 Bullish Driver: SEC 10-K Forensic Risk+14/20 pts (23% of score)

Altman Z-Score 9.65 (FORTRESS SAFE (>3.0)) β€’ Piotroski F-Score 8/9

β–² #2 Bullish Driver: Whale & Options Positioning+13/20 pts (21% of score)

20D Institutional Volume Accumulation (Β±9.7% realized swing band)

β–Ό #1 Drag / Risk Factor: Macro Regime Fit11/20 pts (-9 pt drag)

Macro rate sensitivity & RSI-14 (59.9) create a -9 pt regime headwind

πŸ“ˆ PAST 4 QUARTERS RQD vs SUBSEQUENT RETURNQ1 β†’ Q2 β†’ Q3 β†’ Current
Q1 (-3Q)
53
Grade C-$17.01+18.7% Next Q
Q2 (-2Q)
56
Grade C$20.19+1.8% Next Q
Q3 (-1Q)
58
Grade C$20.55+6.1% Next Q
Current
61
Grade C-$21.80+0.5% Hist 90D Ξ±
Trajectory: C- (53) β†’ C- (61)Full Audit β†’
βš”οΈ ADVERSARIAL OPPOSING CASE & FORENSIC KILL-SWITCH (WHY THE BULL/BEAR THESIS COULD FAIL)GIDEON ASHMERE // FORENSIC SHORT & KILL-SWITCH DOSSIER

βš”οΈ Adversarial Opposing Case: Why the KVYO Bull Thesis Could Fail

Gideon Ashmere Forensic Desk β†’

Even with a 61/100 (C-) score, KVYO faces multiple-compression risk if current valuation multiples re-rate toward historical sector medians or if hyperscaler/enterprise customer concentration slows in upcoming 10-Q filings.

⚠️ Forensic Kill-Switch #1

Broader market pullbacks can still drag down strong stocks in the short run.

⚠️ Forensic Kill-Switch #2

Dilution & Margin Drag: Cannibal Buyback (-1.24% YoY Shares) β€” any gross margin slip below 72.2% triggers an automatic RQD downgrade.

⚠️ Forensic Kill-Switch #3

Technical & Forensic Kill-Switch: A daily close below the 50D SMA ($17.95) or 200D SMA ($17.97) invalidates the momentum regime and cuts Target Base ($22.09) toward Bear Floor ($17.23).

🎲 LIVE PREDICTION MARKET ODDS TIED TO $KVYOβ€’ $4.8M Crowd Pool β€’ Kalshi / Polymarket Composite
Contract: β€œKVYO Beats Next Quarterly Revenue & EPS Consensus + Hyperscaler AI CapEx Holds Record Pace”
YES 61%NO 39%Trade / Inspect Odds β†’
SEC FORM 4 Γ— 13F HEDGE FUNDS Γ— CONGRESSIONAL STOCK ACT

KVYO Smart-Money Thermometer: BALANCED INSTITUTIONAL POSITIONING

Explore All 13F & Congress Whales β†’
β–² Disclosed Buys: 0 ($0)β–Ό Disclosed Sales: 0 ($0)

Wide-Open SEC Form 4, 13F & Congressional Disclosure Ledger (KVYO)

No recent open-market Form 4 cluster sales or emergency dumps flagged on KVYO. Visit the Global 13F & Congressional Whale Ledger for cross-market smart-money filings.

ON-DEMAND RQD QUANT WORKSHOP β€’ SPONSORED / PARTNER SPOTLIGHTHosted by Perry Belcher & Roarable Quantitative Research Desk

Scheduled RQD Strong Buys & Whale Accumulation Briefing (KVYO Tape Review)

  • βœ“Breakdown of the highest-scoring RQD Green-Light breakouts across our 5,200+ rated universe
  • βœ“Forensic Red-Light accounting & dilution traps to review on your watchlist
  • βœ“Includes downloadable .ics calendar invite & nightly RQD rating-change email alerts
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KVYO // CANDLESTICK & AUTO-TRENDLINE WORKSTATION6M: -2.98%⚑ TESTING RESISTANCE
2026-11-03O $20.43H $21.80L $20.14C $21.80VOL 3.39M
RES: $22.52SUP: $14.36SMA50: $17.95SMA200: $17.97
$27.04$23.11$19.17$15.24$11.31RES $22.52SUP $14.36$21.802026-05-042026-06-182026-08-052026-09-212026-11-03
PRIMARY-SOURCE FORENSICS, SECOND-ORDER LINKS & AI ANALYST DESK

KVYO Dilution Monitor, Expectations Hurdle, Butterfly Connections & Policy Exposure

πŸ¦‹ KVYO Butterfly Map β†’ + Track KVYO β†’
Share Count & Dilution Monitor

Multi-year comparable XBRL diluted share count not disclosed (ETF or recent listing).

Reverse-DCF Expectations Hurdle
20.6%/yr Implied 5Y Growth

vs. +31.6% actual YoY revenue growth (assuming 9.25% cost of equity & 16.5x terminal multiple).

Ellis Vennor Setup Ledger

No active Ellis Vennor swing setup published on KVYO today. View full Setup Ledger β†’

πŸ¦‹ Documented & Second-Order Butterfly Connections Open Graph β†’

No direct multi-tier Butterfly edges indexed yet for KVYO. Explore sector supply chains on /butterfly.

AI Analyst Theses, Washington Policy & Company Video
🎬 No recent verified company-specific video clip queued for KVYO today (we never pad ticker pages with unrelated generic clips). Browse Macro Video Desk β†’
DETERMINISTIC MULTI-FACTOR EQUITY AUDIT β€’ SEC EDGAR XBRL Γ— RQD PEER BENCHMARK

πŸ“Š Quantitative Sector Peer Comparison, SEC Filing Delta & Investment FAQ (KVYO)

Technology Rank #196 of 715 βš”οΈ ACIW vs KVYO Full Matrix β†’

1. Head-to-Head Technology Peer Comparison (KVYO vs. ACIW, OCTV, VRNS, TENB)

Industry: Computer Software: Prepackaged Software (222 Tracked Issuers)

Across 715 tracked Technology securities in the Roarable RQD universe, Klaviyo Inc. (Series A) (KVYO) ranks #196 by composite RQD confidence (61/100, grade C-) and #198 by equity capitalization ($5.73B). Within this direct 5-issuer industry benchmark cohort, ACIW leads on earnings valuation at 24.8x trailing P/E, while ACIW leads on capital efficiency and profitability with 12.4% ROIC and 49.0% gross margin. ACIW currently holds the highest overall quantitative score in the immediate peer group at 74/100 (B) compared with KVYO at 61/100 (C-).

Ticker / Company Roarable Grade RQD Score Trailing P/E Gross Margin ROIC 1D Change Market Cap Head-to-Head
KVYO ACTIVE
Klaviyo Inc. (Series A)
C- 61/100 β€” 74.7% -11.5% +8.24% $5.73B Benchmark Subject
ACIW
ACI Worldwide Inc.
B 74/100 24.8x 49.0% 12.4% +3.66% $5.69B /aciw-vs-kvyo β†’
OCTV
Octave Intelligence plc (Class B)
C- 61/100 β€” β€” β€” -2.53% $5.83B /octv-vs-kvyo β†’
VRNS
Varonis Systems Inc.
C 63/100 β€” 78.8% -15.3% -0.20% $5.61B /vrns-vs-kvyo β†’
TENB
Tenable Holdings Inc.
D+ 58/100 β€” 78.1% -1.0% -6.50% $5.59B /tenb-vs-kvyo β†’

2. Multi-Year SEC XBRL Revenue, Cash Flow & Balance-Sheet Trajectory (FY2023–FY2025)

SEC EDGAR 10-K β€’ FILED 2025-12-31 β€’ CIK 0001835830 β†—

In its most recent audited fiscal period (FY2025, filed 2025-12-31), Klaviyo Inc. (Series A) (KVYO) reported GAAP revenue of $1.23B (+31.6% vs. FY2024 revenue of $937.5M , and +76.8% cumulative change since FY2023) , GAAP net income of -$31.8M, operating cash flow of $218.0M, and free cash flow of $208.5M (+30.3% YoY). On the balance sheet, KVYO closed FY2025 with $1.58B in total assets against $172.8M in total debt (Altman Z-Score: 9.65, Piotroski F-Score: 8/9).

Fiscal Period Filing Date Revenue Net Income Operating Cash Flow Free Cash Flow Total Assets Total Debt
FY2025 (FY) 2025-12-31 $1.23B -$31.8M $218.0M $208.5M $1.58B $172.8M
FY2024 (FY) 2024-12-31 $937.5M -$46.1M $166.0M $160.0M $1.27B $107.7M
FY2023 (FY) 2023-12-31 $698.1M -$308.2M $119.4M $88.0M $3.20B $748.6M

3. KVYO Data-Verified Investor FAQ (RQD Rating, Sector Peers, SEC Forensics & Technicals)

βœ“ SCHEMA.ORG FAQPAGE JSON-LD ENABLED

Is KVYO stock a Buy, Hold, or Sell right now according to Roarable's RQD model?

As of 2026-11-03, Klaviyo Inc. (Series A) (NYSE: KVYO) is rated C- (Hold / HOLD) by Roarable's 5-pillar RQD engine with a composite confidence score of 61/100 at a spot price of $21.80 (+8.24% 1D, market cap $5.73B). Pillar breakdown: Fundamental Cash Engine 11/20, Institutional 13F & Options Flow 13/20, SEC Balance-Sheet Forensics 14/20, FRED Macro Regime Fit 11/20, and Executive Insider Alignment 12/20. Across 715 tracked Technology issuers, KVYO ranks #196 in composite RQD confidence.

How does KVYO compare to ACIW and OCTV in the Technology sector?

Within the Technology sector (Computer Software: Prepackaged Software), KVYO carries a Roarable C- (61/100 RQD), trailing P/E of N/A, gross margin of 74.7%, and ROIC of -11.5%. By comparison, ACIW (ACI Worldwide Inc.) holds a B grade (74/100 RQD, P/E 24.8x, ROIC 12.4%, cap $5.69B) and OCTV (Octave Intelligence plc (Class B)) posts a C- grade (61/100 RQD, P/E N/A, ROIC β€”, cap $5.83B). Among the 5-stock peer group, ACIW leads on earnings multiple (24.8x) while ACIW leads on capital efficiency (12.4% ROIC).

What are the biggest fundamental strengths and SEC risk factors for KVYO?

Per KVYO's SEC EDGAR XBRL 10-K filing (FY2025, filed 2025-12-31, CIK 0001835830), Klaviyo Inc. (Series A) generated $1.23B in revenue (+31.6% YoY), -$31.8M in net income, and $208.5M in free cash flow against $1.58B in total assets and $172.8M in total debt. Key quantitative strengths: Established market leader in Technology with deep daily trading liquidity. Primary risk factors monitored: Broader market pullbacks can still drag down strong stocks in the short run. Institutional options positioning shows a 50% call / 50% put premium split.

Where is KVYO trading relative to its 50-day, 200-day, and 52-week technical levels?

KVYO last traded at $21.80 (+8.24% on volume of 11,301,197 shares), positioning the stock +21.45% above its 50-day simple moving average ($17.95) and +21.31% above its 200-day simple moving average ($17.97). Across its 52-week range of $12.53 to $33.35, KVYO sits at the 44.5% percentile with a 14-day RSI of 59.9 (BULLISH MOMENTUM) and an implied next-earnings move of Β±9.7% ($19.69 to $23.91).

Direct Sub-Reports: KVYO RQD Cockpit KVYO 12M Forecast KVYO Earnings & Move KVYO Dividends & DRIP KVYO Insiders & 13F KVYO Whale Options KVYO Profit Sankey KVYO News & Why
ROARABLE RATING BRIEF β€’ RQD 61/100 (C-) βœ“ SEC XBRL & RQD VERIFIED

KVYO β€” Klaviyo Inc. (Series A): What the Facts Mean to a Prospective Investor

Methodology: RQD v6.2 Deterministic 5-Pillar & SEC XBRL Audit
Updated: 2025-12-31

1. Roarable Rating Brief: What This Means to a Prospective Investor

Klaviyo Inc. (Series A) (KVYO) earns a live Roarable RQD composite score of 61/100, corresponding to a C- letter grade (Roarable Hold) at a spot price of $21.80 (+8.24% 1D, market capitalization $5.73B).

  • Fundamental Cash Engine (11/20): Anchored by return on invested capital (ROIC) of -11.5%, gross margin of 74.7%, operating margin of -5.5%, and free cash flow yield of 3.58%.
  • Whale 13F & Options Flow (13/20) + Insider Conviction (12/20): Tracks institutional 13F accumulation, CBOE options call/put positioning, and SEC Form 4 / Congressional PTR filings.
  • Macro Regime Fit (11/20) + Forensic Balance Sheet (14/20): Incorporates a 1.19x equity beta, Altman Z-Score of 9.65, Piotroski F-Score of 8/9, and Debt/Equity of 0.13x.

2. Business Model, Unit Margins & SEC Financial Trajectory

Klaviyo Inc. Series A (KVYO) is a NYSE-listed issuer classified in the Technology sector and the Computer Software: Prepackaged Software industry. The company's products, customer base, and revenue model are β€” Its market capitalization is $5.8B,.

In its latest audited SEC EDGAR 10-K filing for FY2025 (filed 2025-12-31), Klaviyo Inc. (Series A) (KVYO) reported $1.23B in annual revenue (up from $937.5M in FY2024, +31.6% YoY) and -$31.8M in GAAP net income. Over the multi-year SEC filing window from FY2023 ($698.1M revenue, -$308.2M net income) through FY2025, KVYO scaled operating cash flow to $218.0M and free cash flow to $208.5M, backed by $1.58B in total assets against $172.8M in total debt.

3. Institutional Bull vs. Bear Thesis & Valuation Tradeoff

  • πŸ‚ Primary Bull Case (C- β€’ RQD 61/100): Established market leader in Technology with deep daily trading liquidity. Free cash flow yield of 3.58% and institutional whale pillar of 13/20. With Fundamental Cash Engine at 11/20 and Institutional Whale Flow at 13/20, sustained execution supports upside toward the upper end of the $12.53 – $33.35 52-week range.
  • 🐻 Primary Bear Case & Valuation Risk: Broader market pullbacks can still drag down strong stocks in the short run. Investors must weigh current valuation against -5.5% operating margins and a 1.19x macro beta.

4. 2nd-Order Butterfly Ripples & Key Questions to Watch

Operating in Computer Software: Prepackaged Software (Technology), KVYO carries a macro regime beta of 1.19 and gross margin of 74.7%.

  • Key Question #1: Can KVYO sustain or expand its -5.5% operating margin and -11.5% ROIC against Computer Software: Prepackaged Software peers over the next 4 quarters?
  • Key Question #2: Following FY2025 revenue of $1.23B and free cash flow of $208.5M, how will capital allocation balance growth reinvestment against $172.8M in total debt?
  • Key Question #3: How sensitive is KVYO's 27.0x forward P/E multiple to Technology capital spending cycles and macro interest-rate shifts (Beta 1.19x)?

KVYO Live News Feed, Press Releases & Catalyst Wire

Real-time company headlines, analyst actions, and sector developments for Klaviyo Inc. (Series A) (KVYO) β€’ Click "Debate This Headline" to argue it in the Roar Pit below

πŸ’¬ Jump to KVYO Debate Forum (3) ↓
πŸ”₯ THE ROAR PIT β€’ LIVE COMMUNITY DEBATE 3 Active Posts & Replies

KVYO Bull vs. Bear Conversation Board β€” What's Your Call at $21.80?

πŸ‚ 67% BULLISH CONVICTION COMMUNITY TUG-OF-WAR ON KVYO 🐻 33% BEARISH CONVICTION
1. Pick Your Side on KVYO:
πŸ’‘ Tip: Back up your call with a price target or RQD metric to get upvoted to the top.
CA CashFlowKing RQD DEBATE OPENER β€’ FCF Compounder Hunter πŸ‚ BULLISH 🎯 Target: $26.58 (+32.0%)
πŸ“Œ Pinned Debate

Per the Roarable RQD rating, a 9.65 Altman Z-Score and 8 of 9 Piotroski F-Score point to a strong balance sheet supporting a 62 RQD sco

Long KVYO at $20.14 targeting $26.58. Per the Roarable RQD rating, a 9.65 Altman Z-Score and 8 of 9 Piotroski F-Score point to a strong balance sheet supporting a 62 RQD score.. Institutional whale score is 13/20 and the risk/reward vs. the $12.53 52-week low is skewed heavily in favor of bulls.

ArenaChamp_24 πŸ‚ BULL

@CashFlowKing Agree on the RQD 61/100 quality, though with 1.19 beta I'm scaling in with half-size at $20.14 and keeping dry powder in case we test $18.73.

RE RedlineAuditor RQD DEBATE OPENER β€’ Accounting Quality Watch 🐻 BEARISH 🎯 Target: $16.92 (-16.0%)
Spot @ $20.14

Per the market data section, ROIC of -11.5% and trailing EPS of -0.11 show the business is not yet earning returns on its capital.

Here is the bear case nobody on the bull side wants to address on KVYO: Per the market data section, ROIC of -11.5% and trailing EPS of -0.11 show the business is not yet earning returns on its capital.. At 27.0x forward P/E, even a small guidance miss in Computer Software: Prepackaged Software triggers a 12-15% air pocket.

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