Klaviyo (NYSE:KVYO) Price Target Lowered to $30.00 at Needham & Company LLC

Klaviyo (NYSE:KVYO) had its target price cut by Needham & Company LLC from $45.00 to $30.00 in a report released on Wednesday. The firm presently has a “buy” rating on the stock. Needham & Company LLC’s target price would indicate a potential upside of 41.44% from the stock’s current price.

Other research analysts also recently issued research reports about the stock. Cantor Fitzgerald lowered their price target on shares of Klaviyo from $48.00 to $40.00 and set an “overweight” rating for the company in a report on Wednesday, October 29th. Wall Street Zen lowered shares of Klaviyo from a “buy” rating to a “hold” rating in a research note on Saturday, December 6th. Weiss Ratings started coverage on shares of Klaviyo in a report on Saturday, November 1st. They set a “sell (d-)” rating on the stock. Jefferies Financial Group set a $29.00 price objective on shares of Klaviyo in a research note on Wednesday. Finally, Stifel Nicolaus dropped their target price on Klaviyo from $42.00 to $40.00 and set a “buy” rating for the company in a research report on Thursday, November 6th. Two equities research analysts have rated the stock with a Strong Buy rating, eighteen have given a Buy rating, three have assigned a Hold rating and one has assigned a Sell rating to the company’s stock. According to data from MarketBeat, Klaviyo currently has a consensus rating of “Moderate Buy” and a consensus price target of $39.43.

Klaviyo Stock Up 7.7%

KVYO opened at $21.21 on Wednesday. The company has a market capitalization of $6.40 billion, a PE ratio of -88.37 and a beta of 1.13. Klaviyo has a 52 week low of $18.55 and a 52 week high of $49.55. The firm has a 50-day simple moving average of $27.54 and a two-hundred day simple moving average of $28.81.

Insiders Place Their Bets

In other Klaviyo news, Director Ed Hallen sold 117,550 shares of the stock in a transaction dated Wednesday, December 17th. The shares were sold at an average price of $30.36, for a total transaction of $3,568,818.00. Following the transaction, the director directly owned 133,624 shares in the company, valued at $4,056,824.64. This represents a 46.80% decrease in their position. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is available at the SEC website. Also, CEO Andrew Bialecki sold 167,926 shares of the firm’s stock in a transaction dated Tuesday, January 20th. The shares were sold at an average price of $24.16, for a total transaction of $4,057,092.16. The disclosure for this sale is available in the SEC filing. Insiders have sold a total of 1,800,598 shares of company stock worth $50,974,712 in the last three months. Corporate insiders own 53.24% of the company’s stock.

Institutional Inflows and Outflows

A number of institutional investors and hedge funds have recently modified their holdings of KVYO. Caitong International Asset Management Co. Ltd lifted its position in Klaviyo by 1,650.9% during the 3rd quarter. Caitong International Asset Management Co. Ltd now owns 963 shares of the company’s stock worth $27,000 after acquiring an additional 908 shares during the period. BNP PARIBAS ASSET MANAGEMENT Holding S.A. purchased a new position in shares of Klaviyo in the second quarter worth about $31,000. FNY Investment Advisers LLC acquired a new stake in shares of Klaviyo during the third quarter worth about $34,000. First Horizon Advisors Inc. acquired a new stake in shares of Klaviyo during the second quarter worth about $37,000. Finally, Quarry LP purchased a new stake in Klaviyo in the third quarter valued at approximately $44,000. Hedge funds and other institutional investors 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

About Klaviyo

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.