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Posted by
Two Blokes Jul 22 -
Filed in
Stock
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8 views
I reaffirm my 'Buy' rating on Klaviyo, citing strong Q1 results, prudent Q2 guidance, and potential for outperformance. Klaviyo's rapid international growth and success in upmarket segments, especially with large, recognizable brands, enhance revenue durability. Valuation remains attractive relative to peers like HubSpot, with superior growth and retention metrics supporting further upside potential.