以下部分引用 AI 总结，现阶段 AI 仍然有幻觉。请以内容的原文为准。
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KVYO
23 atoms · 跨 3 天 · 首见 2026-04-29 · 最近 2026-05-06
三色: 🟦 fact 22 · 🟥 take 1 · stance ▲15/▼1/◆3
来源: X 23
时态: fresh:22 · aging:1
标签: 好数字:20 · 好观点:2 · 好信源:1 · 好思考:1
叙事 (narrative) (1)
- 2026-04-29
[老化中] · 估值与增长持续性存在分歧
Analyst sees valuation disconnect vs growth durability, with AI adoption and strong demand trends driving upside potential
tags: 好观点 · → daily
预测 (forecast) (1)
- 2026-04-29 · 目标价
Morgan Stanley resumes with Overweight, initiates PT at $34
tags: 好数字·好信源 · → daily
value: qty=$34 · date=2026-04-29
事实 (fact) (21)
- 2026-05-06 · 股价变动
Klaviyo (KVYO) falls 18%
tags: 好数字 · → daily
value: direction=下跌 · qty=18%
- 2026-05-05 · AI推动人均效率提升
AI is changing the way we work and we are seeing that in our results, as we grew revenue by employee by more than 25% year-over-year.
tags: 好思考 · → daily
- 2026-05-05 · Q1 2026 营收
Revenue: $358.0M (Est. $348.6M) 🟢; +28% YoY
tags: 好数字 · → daily
value: qty=$358.0M · date=Q1 2026
- 2026-05-05 · Q1 2026 调整后每股收益
Adj. EPS: $0.22 (Est. $0.20) 🟢
tags: 好数字 · → daily
value: qty=$0.22 · date=Q1 2026
- 2026-05-05 · Q1 2026 非GAAP营业利润率
Non-GAAP Operating Margin: 16.4%; vs 11.6% YoY
tags: 好数字 · → daily
value: qty=16.4% · date=Q1 2026
- 2026-05-05 · 客户数量
Customers: Over 196,000
tags: 好数字 · → daily
value: qty=196,000
- 2026-05-05 · 净留存率
NRR: 110%, up 2 ppts YoY
tags: 好数字 · → daily
value: qty=110%
- 2026-05-05 · FY 2026 营收指引
FY Guide: Revenue: $1.514B-$1.522B (Est. $1.51B) 🟢; +23% YoY
tags: 好数字 · → daily
value: qty=$1.514B-$1.522B · date=FY 2026
- 2026-05-05 · FY 2026 非GAAP营业利润指引
FY Guide: Non-GAAP Operating Income: $222M-$228M
tags: 好数字 · → daily
value: qty=$222M-$228M · date=FY 2026
- 2026-05-05 · FY 2026 非GAAP营业利润率指引
Non-GAAP Operating Margin: 14.5%-15.0%
tags: 好数字 · → daily
value: qty=14.5%-15.0% · date=FY 2026
- 2026-05-05 · Q2 2026 营收指引
Revenue: $359M-$363M; +23% to +24% YoY
tags: 好数字 · → daily
value: qty=$359M-$363M · date=Q2 2026
- 2026-05-05 · 客户 ARR >$50K 数量
Customers >$50K ARR: 4,175; +38% YoY
tags: 好数字 · → daily
value: qty=4,175 · date=Q1 2026
- 2026-05-05 · 美洲以外营收同比增长
Revenue Outside Americas: +39% YoY
tags: 好数字 · → daily
value: qty=39% · date=Q1 2026
- 2026-05-05 · 每位全职员工营收
Revenue Per Full-Time Employee: Over $600K, up over 25% YoY
tags: 好数字 · → daily
value: qty=$600K
- 2026-05-05 · 股价回购授权
Capital Return: Share Repurchase Authorization: $500M
tags: 好数字 · → daily
value: qty=$500M
- 2026-05-05 · CEO对Q1业务评价
Q1 reflected strong momentum across our business as Klaviyo’s autonomous strategy continues to take hold, with 28% revenue growth and our strongest operating margin as a public company.
tags: 好观点 · → daily
- 2026-05-05 · 盘后跌幅
KVYO跌幅: -18%
tags: 好数字 · → daily
value: qty=-18% · date=2026-05-05
- 2026-04-29 · 当前价格
当前价格: $19.94
tags: 好数字 · → daily
value: qty=$19.94 · date=2026-04-29
- 2026-04-29 · 潜在涨幅
潜在涨幅: +70.5%
tags: 好数字 · → daily
value: qty=+70.5%
- 2026-04-29 · 估值倍数
估值倍数: ~0.14x EV/S/G
tags: 好数字 · → daily
value: qty=~0.14x EV/S/G
- 2026-04-29 · 同行估值
同行估值: ~0.3x
tags: 好数字 · → daily
value: qty=~0.3x
时间轴 (近 20)
- 2026-05-06 ·
fact · 股价变动 · → daily
- 2026-05-05 ·
fact · Q1 2026 营收 · → daily
- 2026-05-05 ·
fact · Q1 2026 调整后每股收益 · → daily
- 2026-05-05 ·
fact · Q1 2026 非GAAP营业利润率 · → daily
- 2026-05-05 ·
fact · 客户数量 · → daily
- 2026-05-05 ·
fact · 净留存率 · → daily
- 2026-05-05 ·
fact · FY 2026 营收指引 · → daily
- 2026-05-05 ·
fact · FY 2026 非GAAP营业利润指引 · → daily
- 2026-05-05 ·
fact · FY 2026 非GAAP营业利润率指引 · → daily
- 2026-05-05 ·
fact · Q2 2026 营收指引 · → daily
- 2026-05-05 ·
fact · 客户 ARR >$50K 数量 · → daily
- 2026-05-05 ·
fact · 美洲以外营收同比增长 · → daily
- 2026-05-05 ·
fact · 每位全职员工营收 · → daily
- 2026-05-05 ·
fact · 股价回购授权 · → daily
- 2026-05-05 ·
fact · CEO对Q1业务评价 · → daily
- 2026-05-05 ·
fact · AI推动人均效率提升 · → daily
- 2026-05-05 ·
fact · 盘后跌幅 · → daily
- 2026-04-29 ·
forecast · 目标价 · → daily
- 2026-04-29 ·
fact · 当前价格 · → daily
- 2026-04-29 ·
fact · 潜在涨幅 · → daily
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