Klaviyo is expected to report Q2 2026 revenue of $362.1 million and non-GAAP EPS of $0.19, while the current stock price of $19.37 sits significantly below the average analyst target of $30.00.
Investors are primarily focused on the company's AI-driven product momentum, specifically the integration of autonomous agents and their impact on customer acquisition and cross-selling efficiency. The upcoming report follows a strong first quarter where Klaviyo achieved its first-ever positive GAAP operating margin, though the stock has faced volatility due to an impending CFO transition in September.
Analysts will be closely monitoring whether the company can sustain its estimated 23.5% year-over-year revenue growth amidst broader concerns of decelerating enterprise software spending.