Klaviyo (NYSE:KVYO) Price Target Raised to $36.00

Klaviyo (NYSE:KVYO) had its target price lifted by analysts at Citigroup from $34.00 to $36.00 in a report released on Friday,Benzinga reports. The brokerage currently has a “buy” rating on the stock. Citigroup’s price objective suggests a potential upside of 115.79% from the company’s previous close.

Several other equities research analysts have also issued reports on the company. Piper Sandler reduced their price target on Klaviyo from $26.00 to $23.00 and set an “overweight” rating for the company in a report on Thursday. Benchmark lowered shares of Klaviyo from a “buy” rating to a “hold” rating in a research report on Thursday. Wall Street Zen upgraded shares of Klaviyo from a “hold” rating to a “buy” rating in a research note on Saturday, July 25th. Morgan Stanley set a $31.00 target price on shares of Klaviyo in a research report on Thursday. Finally, Stifel Nicolaus dropped their price target on shares of Klaviyo from $24.00 to $22.00 and set a “buy” rating on the stock in a research note on Thursday. One equities research analyst has rated the stock with a Strong Buy rating, seventeen have issued a Buy rating, three have assigned a Hold rating and one has issued a Sell rating to the stock. According to data from MarketBeat, the stock has a consensus rating of “Moderate Buy” and an average price target of $27.14.

Klaviyo Stock Performance

Shares of NYSE:KVYO traded down $0.05 during midday trading on Friday, hitting $16.68. 9,003,694 shares of the stock were exchanged, compared to its average volume of 5,484,212. The company has a market capitalization of $4.99 billion, a PE ratio of 834.57 and a beta of 0.54. Klaviyo has a 52-week low of $12.53 and a 52-week high of $36.22. The business’s fifty day simple moving average is $16.22 and its two-hundred day simple moving average is $17.94.

Klaviyo (NYSE:KVYO) last issued its earnings results on Wednesday, August 5th. The company reported $0.19 EPS for the quarter, meeting analysts’ consensus estimates of $0.19. Klaviyo had a return on equity of 5.43% and a net margin of 0.49%.The firm had revenue of $370.58 million for the quarter, compared to the consensus estimate of $362.08 million. During the same quarter in the previous year, the company posted $0.16 earnings per share. The business’s quarterly revenue was up 26.4% compared to the same quarter last year. As a group, equities analysts anticipate that Klaviyo will post 0.25 EPS for the current year.

Insider Activity at Klaviyo

In related news, Director Ledger Susan St. sold 9,334 shares of the business’s stock in a transaction that occurred on Monday, May 18th. The stock was sold at an average price of $14.27, for a total value of $133,196.18. Following the completion of the sale, the director directly owned 10,939 shares in the company, valued at approximately $156,099.53. The trade was a 46.04% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available through this link. 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 that occurred on Thursday, June 18th. The stock was sold at an average price of $13.23, for a total value of $185,220.00. Following the sale, the chief financial officer directly owned 852,192 shares of the company’s stock, valued at $11,274,500.16. The trade was a 1.62% decrease in their position. The SEC filing for this sale provides additional information. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. In the last ninety days, insiders have sold 649,863 shares of company stock valued at $9,521,105. Corporate insiders own 37.42% of the company’s stock.

Institutional Inflows and Outflows

Hedge funds and other institutional investors have recently bought and sold shares of the company. Royal Bank of Canada lifted its position in Klaviyo by 59.4% during the 1st quarter. Royal Bank of Canada now owns 10,008 shares of the company’s stock worth $303,000 after acquiring an additional 3,730 shares during the last quarter. Amundi increased its stake in shares of Klaviyo by 109.7% in the first quarter. Amundi now owns 14,361 shares of the company’s stock worth $400,000 after purchasing an additional 7,514 shares during the period. AQR Capital Management LLC acquired a new position in shares of Klaviyo during the 1st quarter worth about $359,000. Woodline Partners LP lifted its position in shares of Klaviyo by 54.5% during the 1st quarter. Woodline Partners LP now owns 12,419 shares of the company’s stock worth $376,000 after purchasing an additional 4,379 shares during the last quarter. Finally, UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC boosted its stake in Klaviyo by 40.9% during the 1st quarter. UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC now owns 148,158 shares of the company’s stock valued at $4,483,000 after purchasing an additional 42,980 shares during the period. 45.43% of the stock is currently owned by institutional investors and hedge funds.

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.