Analysts Predict 13% Growth for JHML Holdings in the Future
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Oct 13 2025
0mins
Should l Buy KVYO?
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: 15.810
Low
35.00
Averages
42.40
High
46.00
Current: 15.810
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 Stock Falls 16.7% Following Q1 Results; CFO to Resign
- Company Performance: Kaviya shares have dropped by 16.7% following the release of Q1 results.
- Leadership Change: The Chief Financial Officer (CFO) has announced their decision to step down.
See More
Klaviyo Reports 28% Revenue Growth in Q1 2026
- Significant Revenue Growth: Klaviyo reported a 28% year-over-year revenue increase to $358 million in Q1, exceeding expectations and indicating strong market performance and sustained customer demand.
- Record Operating Margin: The non-GAAP operating margin rose to 16%, the highest in the company's history, reflecting significant improvements in cost control and operational efficiency, thereby enhancing confidence in future profitability.
- Accelerated Product Innovation: The company launched over 75 new features in Q1, including a private preview of its next-generation marketing and analytics agent, Composer, further solidifying its competitive edge in the digital marketing space.
- Shareholder Return Program: The board authorized a $500 million share repurchase program and swiftly completed a $100 million accelerated repurchase, demonstrating the company's confidence in future cash flows and commitment to shareholder value.
See More
Klaviyo Integrates with Anthropic to Enhance Marketing Efficiency
- Agentic Marketing Workflows: Klaviyo's integration with Anthropic's Claude enables brands to quickly generate marketing reports and insights through natural language, significantly enhancing customer data processing efficiency and allowing brands to respond faster to customer needs in a competitive market.
- Data-Driven Decision Making: The new Klaviyo MCP connector allows brands to securely access critical data across the customer lifecycle, enabling marketing teams to generate performance summaries and customer segments in real-time, reducing manual reporting time and improving decision accuracy.
- Automated Workflows: The introduction of Claude Cowork allows marketers to automate document and marketing asset generation in a single session, significantly reducing repetitive workload and enhancing productivity, enabling teams to focus more on strategic tasks.
- Cross-Industry Applications: Klaviyo's integration extends beyond retail, as the hospitality sector can leverage this technology to analyze customer engagement data and develop targeted re-engagement campaigns, thereby optimizing marketing strategies and supporting broader business decision-making.
See More
Significant Stock Price Movements for Multiple Companies
- Arm Holdings Surge: Ahead of its earnings report, Arm Holdings saw a nearly 13% jump on Nasdaq, with UBS analyst raising its 12-month price target from $175 to $245, indicating strong market optimism for its growth potential.
- Healthpeak Properties Strong Performance: The healthcare REIT soared 18% after first-quarter funds from operations and revenue exceeded Wall Street expectations, raising its second-quarter FFO guidance to $1.71 to $1.75, reflecting robust business momentum.
- CDW Stock Decline: CDW shares dropped 19% after reporting disappointing operating income in Q1, with adjusted EPS of $2.28 matching consensus, yet the company reaffirmed its 2026 outlook, raising concerns about future performance.
- Aurora Innovation Partnership: Aurora Innovation's stock rose 9% following a deal to provide driverless technology to Berkshire Hathaway's McLane, which is expected to enhance its competitive edge in the long-haul trucking market.
See More
Significant Stock Movements for AMD and Others
- AMD Strong Guidance: AMD shares surged 20% after issuing a second-quarter revenue forecast of $11.2 billion, exceeding the analyst estimate of $10.52 billion, with first-quarter results also surpassing expectations, indicating robust performance in the semiconductor market.
- Super Micro Earnings Beat: Super Micro's stock jumped nearly 15% as fourth-quarter profit expectations range from 65 to 79 cents per share, significantly above Wall Street's call for 55 cents, with third-quarter adjusted earnings of 84 cents per share showcasing its competitiveness in the server market.
- CVS Health Performance Boost: CVS Health shares gained 4% after reporting first-quarter adjusted earnings of $2.57 per share and revenue of $100.43 billion, both exceeding analyst expectations, while the company raised its full-year earnings outlook, reflecting strong performance in the pharmacy benefits sector.
- Lucid Group Worsening Losses: Lucid Group shares fell 3% as the company reported a first-quarter loss of $3.46 per share, significantly worse than the expected loss of $2.64, with revenue of $282.5 million missing the $440.4 million target, highlighting challenges in the electric vehicle market.
See More
AMD's Strong Guidance Boosts Stock Price
- AMD Earnings Beat: AMD's strong second-quarter revenue guidance of $11.2 billion, with a $300 million variance, surpasses analyst expectations of $10.52 billion, indicating robust demand and growth potential in the semiconductor market.
- Super Micro Profit Expectations: Super Micro Computer's stock surged 19% as fourth-quarter profit expectations range from 65 to 79 cents per share, significantly exceeding Wall Street's forecast of 55 cents, with third-quarter adjusted earnings of 84 cents showcasing its competitive edge in the server market.
- Jacobs Solutions Guidance Raised: Jacobs Solutions' shares fell 2% despite beating second-quarter adjusted earnings and revenue expectations, as the company raised its full-year earnings guidance to between $7.10 and $7.35 per share, reflecting business resilience.
- Lucid Group Misses Estimates: Lucid Group's stock dropped 2% after reporting a first-quarter loss of $3.46 per share, significantly worse than the expected $2.64 loss, with revenue of $282.5 million falling short of the $440.4 million forecast, highlighting challenges in the electric vehicle market.
See More
Klaviyo Stock Falls 16.7% Following Q1 Results; CFO to Resign
- Company Performance: Kaviya shares have dropped by 16.7% following the release of Q1 results.
- Leadership Change: The Chief Financial Officer (CFO) has announced their decision to step down.
See More
Klaviyo Reports 28% Revenue Growth in Q1 2026
- Significant Revenue Growth: Klaviyo reported a 28% year-over-year revenue increase to $358 million in Q1, exceeding expectations and indicating strong market performance and sustained customer demand.
- Record Operating Margin: The non-GAAP operating margin rose to 16%, the highest in the company's history, reflecting significant improvements in cost control and operational efficiency, thereby enhancing confidence in future profitability.
- Accelerated Product Innovation: The company launched over 75 new features in Q1, including a private preview of its next-generation marketing and analytics agent, Composer, further solidifying its competitive edge in the digital marketing space.
- Shareholder Return Program: The board authorized a $500 million share repurchase program and swiftly completed a $100 million accelerated repurchase, demonstrating the company's confidence in future cash flows and commitment to shareholder value.
See More
Klaviyo Integrates with Anthropic to Enhance Marketing Efficiency
- Agentic Marketing Workflows: Klaviyo's integration with Anthropic's Claude enables brands to quickly generate marketing reports and insights through natural language, significantly enhancing customer data processing efficiency and allowing brands to respond faster to customer needs in a competitive market.
- Data-Driven Decision Making: The new Klaviyo MCP connector allows brands to securely access critical data across the customer lifecycle, enabling marketing teams to generate performance summaries and customer segments in real-time, reducing manual reporting time and improving decision accuracy.
- Automated Workflows: The introduction of Claude Cowork allows marketers to automate document and marketing asset generation in a single session, significantly reducing repetitive workload and enhancing productivity, enabling teams to focus more on strategic tasks.
- Cross-Industry Applications: Klaviyo's integration extends beyond retail, as the hospitality sector can leverage this technology to analyze customer engagement data and develop targeted re-engagement campaigns, thereby optimizing marketing strategies and supporting broader business decision-making.
See More
Significant Stock Price Movements for Multiple Companies
- Arm Holdings Surge: Ahead of its earnings report, Arm Holdings saw a nearly 13% jump on Nasdaq, with UBS analyst raising its 12-month price target from $175 to $245, indicating strong market optimism for its growth potential.
- Healthpeak Properties Strong Performance: The healthcare REIT soared 18% after first-quarter funds from operations and revenue exceeded Wall Street expectations, raising its second-quarter FFO guidance to $1.71 to $1.75, reflecting robust business momentum.
- CDW Stock Decline: CDW shares dropped 19% after reporting disappointing operating income in Q1, with adjusted EPS of $2.28 matching consensus, yet the company reaffirmed its 2026 outlook, raising concerns about future performance.
- Aurora Innovation Partnership: Aurora Innovation's stock rose 9% following a deal to provide driverless technology to Berkshire Hathaway's McLane, which is expected to enhance its competitive edge in the long-haul trucking market.
See More
Significant Stock Movements for AMD and Others
- AMD Strong Guidance: AMD shares surged 20% after issuing a second-quarter revenue forecast of $11.2 billion, exceeding the analyst estimate of $10.52 billion, with first-quarter results also surpassing expectations, indicating robust performance in the semiconductor market.
- Super Micro Earnings Beat: Super Micro's stock jumped nearly 15% as fourth-quarter profit expectations range from 65 to 79 cents per share, significantly above Wall Street's call for 55 cents, with third-quarter adjusted earnings of 84 cents per share showcasing its competitiveness in the server market.
- CVS Health Performance Boost: CVS Health shares gained 4% after reporting first-quarter adjusted earnings of $2.57 per share and revenue of $100.43 billion, both exceeding analyst expectations, while the company raised its full-year earnings outlook, reflecting strong performance in the pharmacy benefits sector.
- Lucid Group Worsening Losses: Lucid Group shares fell 3% as the company reported a first-quarter loss of $3.46 per share, significantly worse than the expected loss of $2.64, with revenue of $282.5 million missing the $440.4 million target, highlighting challenges in the electric vehicle market.
See More
AMD's Strong Guidance Boosts Stock Price
- AMD Earnings Beat: AMD's strong second-quarter revenue guidance of $11.2 billion, with a $300 million variance, surpasses analyst expectations of $10.52 billion, indicating robust demand and growth potential in the semiconductor market.
- Super Micro Profit Expectations: Super Micro Computer's stock surged 19% as fourth-quarter profit expectations range from 65 to 79 cents per share, significantly exceeding Wall Street's forecast of 55 cents, with third-quarter adjusted earnings of 84 cents showcasing its competitive edge in the server market.
- Jacobs Solutions Guidance Raised: Jacobs Solutions' shares fell 2% despite beating second-quarter adjusted earnings and revenue expectations, as the company raised its full-year earnings guidance to between $7.10 and $7.35 per share, reflecting business resilience.
- Lucid Group Misses Estimates: Lucid Group's stock dropped 2% after reporting a first-quarter loss of $3.46 per share, significantly worse than the expected $2.64 loss, with revenue of $282.5 million falling short of the $440.4 million forecast, highlighting challenges in the electric vehicle market.
See More
