Klaviyo (NYSE:KVYO – Free Report) had its price objective raised by Stephens from $24.00 to $25.00 in a research note issued to investors on Thursday,Benzinga reports. They currently have an overweight rating on the stock.
KVYO has been the subject of a number of other reports. Canaccord Genuity Group lowered their target price on Klaviyo from $32.00 to $29.00 and set a “buy” rating for the company in a research note on Thursday. Morgan Stanley set a $34.00 price target on shares of Klaviyo in a research report on Wednesday, April 29th. Wells Fargo & Company set a $29.00 price objective on shares of Klaviyo in a report on Thursday. Citigroup raised their price objective on shares of Klaviyo from $31.00 to $34.00 and gave the company a “buy” rating in a research report on Friday, July 24th. Finally, Wall Street Zen raised shares of Klaviyo from a “hold” rating to a “buy” rating in a research note on Saturday, July 25th. One research analyst has rated the stock with a Strong Buy rating, seventeen have assigned a Buy rating, three have given a Hold rating and one has assigned a Sell rating to the company. According to MarketBeat.com, Klaviyo has a consensus rating of “Moderate Buy” and an average price target of $27.14.
View Our Latest Report on KVYO
Klaviyo Price Performance
Klaviyo (NYSE:KVYO – Get Free Report) last issued its quarterly earnings data on Wednesday, August 5th. The company reported $0.19 earnings per share (EPS) for the quarter, meeting the consensus estimate of $0.19. The firm had revenue of $370.58 million during the quarter, compared to the consensus estimate of $362.08 million. Klaviyo had a return on equity of 5.67% and a net margin of 0.49%.The business’s revenue for the quarter was up 26.4% compared to the same quarter last year. During the same quarter in the previous year, the company posted $0.16 EPS. As a group, equities analysts expect that Klaviyo will post 0.25 earnings per share for the current year.
Insider Activity
In related news, CEO Andrew Bialecki sold 212,529 shares of Klaviyo stock in a transaction dated Tuesday, May 26th. The stock was sold at an average price of $14.61, for a total value of $3,105,048.69. Following the completion of the sale, the chief executive officer directly owned 212,529 shares in the company, valued at $3,105,048.69. This trade represents a 50.00% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, CFO Amanda Whalen sold 14,000 shares of the company’s stock in a transaction dated Thursday, June 18th. The shares were sold at an average price of $13.23, for a total transaction of $185,220.00. Following the transaction, the chief financial officer owned 852,192 shares in the company, valued at approximately $11,274,500.16. The trade was a 1.62% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders have sold 649,863 shares of company stock valued at $9,521,105 over the last 90 days. 37.42% of the stock is owned by company insiders.
Institutional Investors Weigh In On Klaviyo
Several institutional investors have recently modified their holdings of KVYO. Vanguard Group Inc. raised its stake in shares of Klaviyo by 12.3% during the fourth quarter. Vanguard Group Inc. now owns 14,361,540 shares of the company’s stock worth $466,319,000 after buying an additional 1,573,812 shares during the last quarter. Jefferies Financial Group Inc. boosted its stake in Klaviyo by 2,320.7% in the fourth quarter. Jefferies Financial Group Inc. now owns 455,000 shares of the company’s stock valued at $14,774,000 after acquiring an additional 436,204 shares during the last quarter. Delta Global Management LP boosted its stake in Klaviyo by 52.7% in the fourth quarter. Delta Global Management LP now owns 785,308 shares of the company’s stock valued at $25,499,000 after acquiring an additional 270,944 shares during the last quarter. Huntington National Bank grew its holdings in Klaviyo by 117.1% during the 4th quarter. Huntington National Bank now owns 166,501 shares of the company’s stock worth $5,406,000 after acquiring an additional 89,800 shares during the period. Finally, Bank of New York Mellon Corp grew its holdings in Klaviyo by 8.9% during the 1st quarter. Bank of New York Mellon Corp now owns 1,508,137 shares of the company’s stock worth $29,348,000 after acquiring an additional 123,480 shares during the period. Institutional investors and hedge funds own 45.43% of the company’s stock.
Trending Headlines about Klaviyo
Here are the key news stories impacting Klaviyo this week:
- Positive Sentiment: Klaviyo reported second-quarter earnings of $0.19 per share, matching expectations and improving from $0.16 a year earlier. Revenue reached $370.6 million, exceeding the $362.1 million consensus estimate and rising 26.4% year over year. Klaviyo Meets Q2 Earnings Estimates
- Positive Sentiment: The company projected 2026 revenue of approximately $1.526 billion to $1.534 billion while integrating its Agency acquisition, signaling continued growth despite the added execution demands. Klaviyo 2026 Revenue Outlook
- Positive Sentiment: Investors are also focusing on Klaviyo’s new AI product leadership and related product initiatives, which could improve automation capabilities, customer engagement and long-term growth prospects. Klaviyo’s New AI Product Leadership
- Neutral Sentiment: Several analysts retained bullish ratings, including overweight or buy recommendations. Stephens raised its target to $25, while Wells Fargo, Stifel, Piper Sandler, BTIG and KeyCorp continue to see substantial upside despite reducing or resetting their targets.
- Negative Sentiment: Multiple firms lowered their price targets following the earnings report: Wells Fargo to $22, Stifel to $22, Piper Sandler to $23, BTIG to $25 and KeyCorp to $29. The cuts suggest analysts remain constructive but have moderated expectations or valuation assumptions.
- Negative Sentiment: Klaviyo declined alongside much of the software sector after earnings, indicating that broader risk-off sentiment and investor concerns about software valuations may be outweighing the company’s revenue beat and AI narrative. Software Sector Weakness After Earnings
Klaviyo Company Profile
Klaviyo, Inc is a cloud-based marketing automation platform that enables businesses to leverage customer data for targeted email and SMS campaigns. The company’s platform centralizes first-party data from various sources—including e-commerce storefronts, websites, and CRM systems—to help organizations deliver personalized marketing across the customer lifecycle. Klaviyo’s core offerings include segmented email marketing, automated messaging workflows, and performance analytics designed to drive customer engagement and revenue growth.
The platform provides a suite of tools for campaign creation and management, including drag-and-drop email and SMS builders, dynamic content rendering, and A/B testing capabilities.
Recommended Stories
- Five stocks we like better than Klaviyo
- Quantum Earnings Week: Winners and Losers Are Finally Emerging
- Axon’s Post-Earnings Pullback May Be More About Valuation Than Growth
- Uber Stock Lags in 2026, But Cash Flow and AV Bets Fuel Upside
- AppLovin Stock Hits 52-Week Low as Analysts Trim Targets, Stay Bullish
Receive News & Ratings for Klaviyo Daily - Enter your email address below to receive a concise daily summary of the latest news and analysts' ratings for Klaviyo and related companies with MarketBeat.com's FREE daily email newsletter.
