Analysts Predict 13% Growth for JHML Holdings in the Future
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Oct 13 2025
0mins
Source: NASDAQ.COM
ETF Analysis: The John Hancock Multifactor Large Cap ETF (JHML) has an implied analyst target price of $86.90 per unit, indicating a potential upside of 13.46% from its current trading price of $76.59.
Notable Holdings: Key underlying holdings with significant upside potential include Klaviyo Inc (87.94% upside), AppFolio Inc (51.87% upside), and Toast Inc (41.90% upside), raising questions about the validity of analysts' target prices and their optimism.
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Analyst Views on KVYO
Wall Street analysts forecast KVYO stock price to rise
17 Analyst Rating
17 Buy
0 Hold
0 Sell
Strong Buy
Current: 14.210
Low
35.00
Averages
42.40
High
46.00
Current: 14.210
Low
35.00
Averages
42.40
High
46.00
About KVYO
Klaviyo, Inc. provides a customer relationship management (CRM) platform for business-to-consumer (B2C) brands. The Company, through its built-in data platform and artificial intelligence (AI) insights, combines marketing automation, analytics, and customer service into one unified solution, making it easy for businesses to know their customers. The Company's marketing automation solution allows customers to orchestrate campaigns across multiple marketing channels, including email, short message service and mobile push. Its platform solutions include Klaviyo B2C CRM, Klaviyo Marketing, Klaviyo Service, Klaviyo Analytics, Klaviyo Data Platform, and Klaviyo AI. The Klaviyo B2C CRM is a platform built for consumer brands. Its platform serves businesses of all sizes, across industries and geographies. Its platform solution also includes Gatsby, a social automation product that helps brands convert engagement over social channels into owned customer relationships.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
Klaviyo Faces Growth Slowdown Concerns
- Strong Revenue Growth: Despite concerns about slowing growth, Klaviyo continues to demonstrate robust revenue growth, indicating strong market competitiveness and customer demand, which may lay the groundwork for future expansion.
- Improving Profitability: The company has shown improvements in profitability, reflecting enhanced cost control and operational efficiency, which will help maintain stability amid future market fluctuations.
- AI Platform Strategy: Klaviyo is advancing a broader artificial intelligence-powered platform strategy aimed at enhancing customer experience and service quality through technological innovation, thereby strengthening its competitive position in the market.
- Investor Dilemma: The decline in stock prices has created confusion among investors regarding whether this should be viewed as a warning sign or a misunderstood growth story, reflecting differing perceptions of the company's future potential.
See More
Klaviyo Faces Growth Slowdown Concerns Amid Strong Revenue
- Growth Concerns: Klaviyo (NYSE: KVYO) is under pressure due to concerns about slowing growth, even as it demonstrates strong revenue growth; the stock's decline as of June 2, 2026, raises investor worries about future performance, potentially impacting investor confidence.
- Improving Profitability: Despite challenges, Klaviyo is showing improved profitability, indicating progress in optimizing operations and cost control, which could lead to higher profit margins in the future.
- AI Platform Strategy: Klaviyo is expanding its artificial intelligence-powered platform strategy aimed at enhancing product competitiveness and meeting market demand for intelligent solutions, which may provide new growth momentum for the company.
- Investor Dilemma: With Klaviyo not making the cut for the Motley Fool Stock Advisor's top 10 stocks, investors face a dilemma of whether to hold or sell, which could affect its market performance and investor sentiment.
See More
Digital Brands Group Partners with Leading Outdoor Brand for AI Protection
- Strategic Collaboration: Digital Brands Group (NASDAQ:DBGI) has announced a new AI brand protection partnership with a globally recognized outdoor brand, marking a significant pivot from an apparel operator to an AI-enabled platform, which is expected to enhance brand protection capabilities and strengthen market competitiveness.
- Massive Market Potential: According to Adobe Analytics, AI-driven traffic to U.S. retail sites surged 693% year-over-year during the 2025 holiday shopping season, highlighting the immense potential of AI in retail, with global agentic commerce opportunities projected to reach $3 trillion to $5 trillion by 2030.
- Counterfeit Mitigation: OECD-EUIPO estimates the global trade in fake goods at approximately $467 billion, with 83% of online counterfeiting flowing through social and e-commerce channels; Digital Brands Group's collaboration aims to tackle this pressing challenge and protect brand assets effectively.
- Ecosystem Development: By partnering with SECUR3D, Digital Brands Group leverages its technology to identify unauthorized digital assets and counterfeit-related listings, further solidifying its position in the rapidly evolving digital commerce landscape and driving long-term value creation.
See More
Digital Brands Group Partners with Leading Outdoor Brand for AI Protection
- Strategic Collaboration: Digital Brands Group (NASDAQ:DBGI) has announced a new AI brand protection partnership with a globally recognized outdoor brand, marking a significant pivot from apparel operator to AI-enabled platform, which is expected to enhance brand protection capabilities and strengthen market competitiveness.
- Massive Market Potential: According to Adobe Analytics, AI-driven traffic to U.S. retail sites surged 693% year-over-year during the 2025 holiday shopping season, highlighting the immense potential of AI in retail, prompting Digital Brands Group to actively position itself to capitalize on this opportunity.
- Enhanced Technical Support: This collaboration will leverage SECUR3D's technology to assist in identifying unauthorized digital assets and counterfeit products, which is expected to significantly reduce the risks of brand abuse and intellectual property infringement, thereby protecting brand integrity and consumer trust.
- Ongoing Investment and Innovation: Digital Brands Group plans to continue exploring AI partnerships to drive technological innovation in brand protection and eCommerce, aiming to create long-term value for retail and consumer brands, further solidifying its position in the market.
See More
12 West Capital Management Exits Klaviyo Stake
- Stake Sale Details: On May 15, 2026, 12 West Capital Management disclosed to the SEC that it sold its entire stake in Klaviyo, totaling 1,838,000 shares, with an estimated transaction value of $39.42 million, indicating a significant loss of confidence in the company.
- Financial Impact Analysis: This exit resulted in a $59.68 million decrease in the quarter-end position value for 12 West Capital, highlighting substantial losses on its Klaviyo investment, with zero shares and dollar value reported as of March 31, 2026.
- Company Performance Overview: Despite Klaviyo's stock price plummeting approximately 55% over the past year, the latest quarter saw a 28% year-over-year revenue increase to $358 million, with management raising full-year revenue guidance to as high as $1.522 billion, indicating improving fundamentals.
- Market Outlook and Risks: Klaviyo's customer base has surpassed 196,000, with a 38% growth in customers generating over $50,000 in annual recurring revenue; although facing pressure from poor stock performance, if the company can sustain growth and expand margins, the current share price may be viewed as a temporary setback.
See More
12 West Capital Exits Entire Position in Klaviyo
- Complete Exit: 12 West Capital fully exited its position in Klaviyo, selling 1,838,000 shares for an estimated $39.42 million in Q1 2026, reflecting a pessimistic outlook on the market.
- Asset Value Decline: The exit resulted in a $59.68 million decrease in the fund's quarter-end position value, representing about 7% of its reportable U.S. equity assets under management, indicating significant portfolio shrinkage.
- Performance Growth: Despite Klaviyo's stock price plummeting over the past year, the latest quarter saw a 28% year-over-year revenue increase to $358 million, with a record non-GAAP operating margin of 16.4%, showcasing strong fundamentals.
- Future Outlook: Klaviyo's management raised full-year revenue guidance to $1.522 billion and authorized a $500 million share repurchase program, indicating confidence in future growth, even as market sentiment remains depressed.
See More
Klaviyo Faces Growth Slowdown Concerns
- Strong Revenue Growth: Despite concerns about slowing growth, Klaviyo continues to demonstrate robust revenue growth, indicating strong market competitiveness and customer demand, which may lay the groundwork for future expansion.
- Improving Profitability: The company has shown improvements in profitability, reflecting enhanced cost control and operational efficiency, which will help maintain stability amid future market fluctuations.
- AI Platform Strategy: Klaviyo is advancing a broader artificial intelligence-powered platform strategy aimed at enhancing customer experience and service quality through technological innovation, thereby strengthening its competitive position in the market.
- Investor Dilemma: The decline in stock prices has created confusion among investors regarding whether this should be viewed as a warning sign or a misunderstood growth story, reflecting differing perceptions of the company's future potential.
See More
Klaviyo Faces Growth Slowdown Concerns Amid Strong Revenue
- Growth Concerns: Klaviyo (NYSE: KVYO) is under pressure due to concerns about slowing growth, even as it demonstrates strong revenue growth; the stock's decline as of June 2, 2026, raises investor worries about future performance, potentially impacting investor confidence.
- Improving Profitability: Despite challenges, Klaviyo is showing improved profitability, indicating progress in optimizing operations and cost control, which could lead to higher profit margins in the future.
- AI Platform Strategy: Klaviyo is expanding its artificial intelligence-powered platform strategy aimed at enhancing product competitiveness and meeting market demand for intelligent solutions, which may provide new growth momentum for the company.
- Investor Dilemma: With Klaviyo not making the cut for the Motley Fool Stock Advisor's top 10 stocks, investors face a dilemma of whether to hold or sell, which could affect its market performance and investor sentiment.
See More
Digital Brands Group Partners with Leading Outdoor Brand for AI Protection
- Strategic Collaboration: Digital Brands Group (NASDAQ:DBGI) has announced a new AI brand protection partnership with a globally recognized outdoor brand, marking a significant pivot from an apparel operator to an AI-enabled platform, which is expected to enhance brand protection capabilities and strengthen market competitiveness.
- Massive Market Potential: According to Adobe Analytics, AI-driven traffic to U.S. retail sites surged 693% year-over-year during the 2025 holiday shopping season, highlighting the immense potential of AI in retail, with global agentic commerce opportunities projected to reach $3 trillion to $5 trillion by 2030.
- Counterfeit Mitigation: OECD-EUIPO estimates the global trade in fake goods at approximately $467 billion, with 83% of online counterfeiting flowing through social and e-commerce channels; Digital Brands Group's collaboration aims to tackle this pressing challenge and protect brand assets effectively.
- Ecosystem Development: By partnering with SECUR3D, Digital Brands Group leverages its technology to identify unauthorized digital assets and counterfeit-related listings, further solidifying its position in the rapidly evolving digital commerce landscape and driving long-term value creation.
See More
Digital Brands Group Partners with Leading Outdoor Brand for AI Protection
- Strategic Collaboration: Digital Brands Group (NASDAQ:DBGI) has announced a new AI brand protection partnership with a globally recognized outdoor brand, marking a significant pivot from apparel operator to AI-enabled platform, which is expected to enhance brand protection capabilities and strengthen market competitiveness.
- Massive Market Potential: According to Adobe Analytics, AI-driven traffic to U.S. retail sites surged 693% year-over-year during the 2025 holiday shopping season, highlighting the immense potential of AI in retail, prompting Digital Brands Group to actively position itself to capitalize on this opportunity.
- Enhanced Technical Support: This collaboration will leverage SECUR3D's technology to assist in identifying unauthorized digital assets and counterfeit products, which is expected to significantly reduce the risks of brand abuse and intellectual property infringement, thereby protecting brand integrity and consumer trust.
- Ongoing Investment and Innovation: Digital Brands Group plans to continue exploring AI partnerships to drive technological innovation in brand protection and eCommerce, aiming to create long-term value for retail and consumer brands, further solidifying its position in the market.
See More
12 West Capital Management Exits Klaviyo Stake
- Stake Sale Details: On May 15, 2026, 12 West Capital Management disclosed to the SEC that it sold its entire stake in Klaviyo, totaling 1,838,000 shares, with an estimated transaction value of $39.42 million, indicating a significant loss of confidence in the company.
- Financial Impact Analysis: This exit resulted in a $59.68 million decrease in the quarter-end position value for 12 West Capital, highlighting substantial losses on its Klaviyo investment, with zero shares and dollar value reported as of March 31, 2026.
- Company Performance Overview: Despite Klaviyo's stock price plummeting approximately 55% over the past year, the latest quarter saw a 28% year-over-year revenue increase to $358 million, with management raising full-year revenue guidance to as high as $1.522 billion, indicating improving fundamentals.
- Market Outlook and Risks: Klaviyo's customer base has surpassed 196,000, with a 38% growth in customers generating over $50,000 in annual recurring revenue; although facing pressure from poor stock performance, if the company can sustain growth and expand margins, the current share price may be viewed as a temporary setback.
See More
12 West Capital Exits Entire Position in Klaviyo
- Complete Exit: 12 West Capital fully exited its position in Klaviyo, selling 1,838,000 shares for an estimated $39.42 million in Q1 2026, reflecting a pessimistic outlook on the market.
- Asset Value Decline: The exit resulted in a $59.68 million decrease in the fund's quarter-end position value, representing about 7% of its reportable U.S. equity assets under management, indicating significant portfolio shrinkage.
- Performance Growth: Despite Klaviyo's stock price plummeting over the past year, the latest quarter saw a 28% year-over-year revenue increase to $358 million, with a record non-GAAP operating margin of 16.4%, showcasing strong fundamentals.
- Future Outlook: Klaviyo's management raised full-year revenue guidance to $1.522 billion and authorized a $500 million share repurchase program, indicating confidence in future growth, even as market sentiment remains depressed.
See More
