Analysts Predict 13% Growth for JHML Holdings in the Future

Written by Emily J. Thompson, Senior Investment Analyst

KVYO-1.53%

JHML-0.12%

TOST-0.56%

Source: NASDAQ.COM

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.

KVYO

$26.035+Infinity%1D

Analyst Views on KVYO

Wall Street analysts forecast KVYO stock price to rise over the next 12 months. According to Wall Street analysts, the average 1-year price target for KVYO is 42.40 USD with a low forecast of 35.00 USD and a high forecast of 46.00 USD. However, analyst price targets are subjective and often lag stock prices, so investors should focus on the objective reasons behind analyst rating changes, which better reflect the company's fundamentals.

17 Analyst Rating

17 Buy

0 Hold

0 Sell

Strong Buy

Current: 26.440

Low

35.00

Averages

42.40

High

46.00

Current: 26.440

Low

35.00

Averages

42.40

High

46.00

BTIG

Nick Altmann

Buy

initiated

$40

2025-12-15

Reason

BTIG

Nick Altmann

Price Target

$40

AI Analysis

2025-12-15

initiated

Buy

Reason

BTIG analyst Nick Altmann initiated coverage of Klaviyo with a Buy rating and $40 price target. Since its IPO, the company has remained one of the fastest-growing publicly traded software companies despite reaching scale, the analyst tells investors in a research note. Concerns over retail/e-commerce, SMB exposure, and lack of margin improvement have resulted in shares having a more muted performance despite the company being one of the few 30% growers, but the firm's recent checks with partners were constructive and suggest a ripe opportunity for cross-selling customers Service & Marketing Analytics, BTIG added.

Baird

NULL

Outperform

maintain

$39 -> $40

2025-11-06

Reason

Baird

Price Target

$39 -> $40

2025-11-06

maintain

NULL

Outperform

Reason

Baird raised the firm's price target on Klaviyo to $40 from $39 and keeps an Outperform rating on the shares. The firm updated its model following beat and raise Q3 results with new product momentum.

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Piper Sandler

Overweight

downgrade

$50 -> $45

2025-11-06

Reason

Piper Sandler

Price Target

$50 -> $45

2025-11-06

downgrade

Overweight

Reason

Piper Sandler lowered the firm's price target on Klaviyo to $45 from $50 on lower estimates, while keeping an Overweight rating on the shares. The firm notes Q3 results demonstrated the resilience of the Klaviyo model, underpinned by total revenue growth of 32% year-over-year, 7,000 net new customer adds, a record 272 $50K-plus net adds, and 43% year-over-year international revenue growth.

Stifel

Buy

maintain

$42 -> $40

2025-11-06

Reason

Stifel

Price Target

$42 -> $40

2025-11-06

maintain

Buy

Reason

Stifel lowered the firm's price target on Klaviyo to $40 from $42 and keeps a Buy rating on the shares following what the firm calls "a clean beat and raise and a solid initial outlook for 2026." The firm sees the initial outlook of at least 21%-22% growth as "a solid, conservative starting point," the analyst tells investors.

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.