Klaviyo (NYSE:KVYO) Price Target Cut to $25.00 by Analysts at BTIG Research

Klaviyo (NYSE:KVYO) had its price objective reduced by investment analysts at BTIG Research from $30.00 to $25.00 in a research report issued on Thursday,Benzinga reports. The brokerage presently has a “buy” rating on the stock. BTIG Research’s price objective points to a potential upside of 28.32% from the stock’s previous close.

Other equities research analysts have also issued reports about the stock. Wells Fargo & Company decreased their price target on shares of Klaviyo from $30.00 to $26.00 and set an “overweight” rating on the stock in a report on Wednesday, May 6th. Morgan Stanley set a $34.00 price target on shares of Klaviyo in a report on Wednesday, April 29th. Citigroup increased their price target on Klaviyo from $31.00 to $34.00 and gave the company a “buy” rating in a research note on Friday, July 24th. Cantor Fitzgerald reduced their price objective on Klaviyo from $35.00 to $28.00 and set an “overweight” rating on the stock in a research report on Wednesday, April 15th. Finally, Weiss Ratings reiterated a “sell (e+)” rating on shares of Klaviyo in a research report on Wednesday, May 20th. One equities research analyst has rated the stock with a Strong Buy rating, sixteen have assigned a Buy rating, three have given a Hold rating and one has issued a Sell rating to the company. According to MarketBeat, Klaviyo currently has a consensus rating of “Moderate Buy” and an average price target of $29.45.

Klaviyo Price Performance

Shares of KVYO opened at $19.48 on Thursday. The firm has a 50 day simple moving average of $16.18 and a two-hundred day simple moving average of $17.99. Klaviyo has a one year low of $12.53 and a one year high of $36.76. The company has a market cap of $5.83 billion, a P/E ratio of -486.95 and a beta of 0.54.

Klaviyo (NYSE:KVYO) last posted its quarterly earnings results on Wednesday, August 5th. The company reported $0.19 EPS for the quarter, hitting analysts’ consensus estimates of $0.19. The company had revenue of $370.58 million during the quarter, compared to analysts’ expectations of $362.08 million. Klaviyo had a positive return on equity of 4.16% and a negative net margin of 0.66%.Klaviyo’s revenue was up 26.4% on a year-over-year basis. During the same quarter in the previous year, the firm earned $0.16 EPS. On average, analysts expect that Klaviyo will post 0.25 earnings per share for the current fiscal year.

Insider Transactions at Klaviyo

In related news, CFO Amanda Whalen sold 14,000 shares of Klaviyo stock in a transaction on Thursday, June 18th. The shares were sold at an average price of $13.23, for a total transaction of $185,220.00. Following the completion of the transaction, the chief financial officer owned 852,192 shares of the company’s stock, valued at $11,274,500.16. This trade represents a 1.62% decrease in their ownership of the stock. The sale was disclosed in a filing with the Securities & Exchange Commission, which is available at the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, CEO Andrew Bialecki sold 212,529 shares of the company’s stock in a transaction on Tuesday, May 26th. The shares were sold at an average price of $14.61, for a total transaction of $3,105,048.69. Following 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 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 90 days, insiders have sold 649,863 shares of company stock worth $9,521,105. Company insiders own 37.42% of the company’s stock.

Institutional Investors Weigh In On Klaviyo

Several institutional investors and hedge funds have recently made changes to their positions in KVYO. Vanguard Group Inc. raised its holdings in shares of Klaviyo by 12.3% in the 4th quarter. Vanguard Group Inc. now owns 14,361,540 shares of the company’s stock worth $466,319,000 after acquiring an additional 1,573,812 shares during the last quarter. Jefferies Financial Group Inc. boosted its stake in Klaviyo by 2,320.7% during the 4th quarter. Jefferies Financial Group Inc. now owns 455,000 shares of the company’s stock valued at $14,774,000 after purchasing an additional 436,204 shares during the last quarter. Delta Global Management LP boosted its stake in Klaviyo by 52.7% during the 4th quarter. Delta Global Management LP now owns 785,308 shares of the company’s stock valued at $25,499,000 after purchasing an additional 270,944 shares during the last quarter. Huntington National Bank increased 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 purchasing an additional 89,800 shares in the last quarter. Finally, Bank of New York Mellon Corp raised its stake in shares of Klaviyo by 8.9% in the first quarter. Bank of New York Mellon Corp now owns 1,508,137 shares of the company’s stock worth $29,348,000 after purchasing an additional 123,480 shares during the last quarter. Institutional investors own 45.43% of the company’s stock.

Key Stories Impacting Klaviyo

Here are the key news stories impacting Klaviyo this week:

• Positive Sentiment: Klaviyo reported second-quarter revenue of $370.6 million, up 26.4% year over year and above analysts’ $362.1 million estimate. Adjusted earnings of $0.19 per share matched expectations and improved from $0.16 a year earlier. Klaviyo second-quarter earnings report
• Positive Sentiment: Management highlighted momentum in its autonomous B2C CRM strategy, including adoption of its Composer and Customer Agent products. The company said its real-time customer data infrastructure is helping support AI-driven consumer experiences. Klaviyo Q2 results and autonomous CRM strategy
• Positive Sentiment: Klaviyo agreed to acquire the team and technology of Agency, an AI-native customer-success startup founded by Elias Torres. Torres will become Klaviyo’s chief product officer and lead its agent product line, potentially accelerating product development; financial terms were not disclosed. Klaviyo Agency acquisition
• Neutral Sentiment: Third-quarter revenue guidance of $377 million to $381 million broadly brackets the $378.6 million analyst estimate, while full-year revenue guidance of approximately $1.5 billion was in line with consensus. The available guidance did not include an EPS figure. Klaviyo Q2 earnings estimates
• Neutral Sentiment: The earnings release met profit expectations rather than exceeding them, so the positive market reaction appears primarily tied to the revenue beat, sustained growth, and AI strategy rather than an upside EPS surprise. Klaviyo key earnings metrics

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.