BTIG Research Lowers Klaviyo (NYSE:KVYO) Price Target to $30.00

Klaviyo (NYSE:KVYO) had its target price cut by stock analysts at BTIG Research from $40.00 to $30.00 in a research note issued to investors on Wednesday,Benzinga reports. The brokerage currently has a “buy” rating on the stock. BTIG Research’s price target would indicate a potential upside of 41.44% from the company’s current price.

A number of other equities analysts have also weighed in on the stock. Morgan Stanley decreased their price objective on shares of Klaviyo from $46.00 to $42.00 and set an “overweight” rating for the company in a report on Thursday, January 15th. Cantor Fitzgerald dropped their target price on shares of Klaviyo from $48.00 to $40.00 and set an “overweight” rating for the company in a research report on Wednesday, October 29th. Macquarie Infrastructure decreased their target price on shares of Klaviyo from $37.00 to $30.00 and set a “neutral” rating on the stock in a research report on Tuesday, November 11th. Robert W. Baird boosted their target price on Klaviyo from $39.00 to $40.00 and gave the company an “outperform” rating in a research report on Thursday, November 6th. Finally, Weiss Ratings began coverage on Klaviyo in a report on Saturday, November 1st. They set a “sell (d-)” rating on the stock. One equities research analyst has rated the stock with a Strong Buy rating, nineteen have assigned a Buy rating, three have given a Hold rating and one has given a Sell rating to the company. According to data from MarketBeat.com, the stock currently has an average rating of “Moderate Buy” and an average target price of $38.95.

Klaviyo Trading Up 7.7%

KVYO opened at $21.21 on Wednesday. The business’s 50-day moving average price is $27.54 and its 200-day moving average price is $28.81. The company has a market cap of $6.40 billion, a P/E ratio of -88.37 and a beta of 1.13. Klaviyo has a 12 month low of $18.55 and a 12 month high of $49.55.

Insider Activity

In other Klaviyo news, insider Landon Edmond sold 10,000 shares of the company’s stock in a transaction dated Thursday, January 15th. The stock was sold at an average price of $25.83, for a total transaction of $258,300.00. Following the sale, the insider owned 343,882 shares in the company, valued at $8,882,472.06. This represents a 2.83% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available through this link. Also, CFO Amanda Whalen sold 14,000 shares of Klaviyo stock in a transaction on Thursday, January 15th. The stock was sold at an average price of $25.83, for a total transaction of $361,620.00. Following the sale, the chief financial officer directly owned 442,219 shares of the company’s stock, valued at approximately $11,422,516.77. This trade represents a 3.07% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. In the last 90 days, insiders have sold 1,800,598 shares of company stock valued at $50,974,712. 53.24% of the stock is currently owned by company insiders.

Institutional Inflows and Outflows

Several institutional investors have recently added to or reduced their stakes in KVYO. Vanguard Group Inc. boosted its stake in shares of Klaviyo by 19.2% during the third quarter. Vanguard Group Inc. now owns 12,787,728 shares of the company’s stock worth $354,092,000 after buying an additional 2,059,550 shares during the period. Cooper Creek Partners Management LLC purchased a new stake in shares of Klaviyo during the 2nd quarter worth $57,109,000. Norges Bank acquired a new position in Klaviyo during the second quarter worth about $52,629,000. American Century Companies Inc. increased its stake in Klaviyo by 123.4% in the 2nd quarter. American Century Companies Inc. now owns 2,685,480 shares of the company’s stock valued at $90,178,000 after purchasing an additional 1,483,427 shares in the last quarter. Finally, Fiera Capital Corp purchased a new stake in shares of Klaviyo in the 2nd quarter worth about $42,645,000. Institutional investors and hedge funds own 45.43% of the company’s stock.

Key Klaviyo News

Here are the key news stories impacting Klaviyo this week:

• Positive Sentiment: Q4 results beat expectations: EPS $0.19 vs. $0.17 est. and revenue $350.2M vs. $334M est.; revenue grew ~29.6% YoY — a core driver of the intraday upside. MarketBeat Q4 Report
• Positive Sentiment: Company raised fiscal 2026 outlook and issued Q1 revenue guidance of $346–$350M (vs. ~$343.5M consensus), signaling confidence in growth momentum. BusinessWire Press Release
• Positive Sentiment: Management emphasized strategic AI investments and positioning Klaviyo as the B2C CRM infrastructure, which investors may view as a long-term revenue and ARPU growth catalyst. Yahoo Highlights
• Neutral Sentiment: Detailed call transcript available for deeper read on cadence of product adoption and margin targets — useful for modeling but not an immediate catalyst by itself. Seeking Alpha Transcript
• Negative Sentiment: Benchmark cut its price target from $46 to $30 (still a “buy”), which reduces upside expectations and likely contributed to recent volatility. StreetInsider Analyst Note
• Negative Sentiment: Analyst downgrade/forecasts have pushed the stock to a recent 12‑month low and some outlets flagged a pessimistic near‑term price outlook, which can cap rallies despite the beat. American Banking News: 12‑Month Low
• Negative Sentiment: Profitability remains a concern — the company reported a negative net margin (~‑5.7%) and negative ROE, meaning revenue growth is not yet translating into consistent net profits. Zacks Note on Q4 Results

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.