Klaviyo, Inc. (NYSE:KVYO) Receives Consensus Recommendation of “Moderate Buy” from Analysts

Shares of Klaviyo, Inc. (NYSE:KVYO) have been given a consensus recommendation of “Moderate Buy” by the twenty-one analysts that are presently covering the company, Marketbeat reports. One research analyst has rated the stock with a sell recommendation, two have issued a hold recommendation, seventeen have issued a buy recommendation and one has given a strong buy recommendation to the company. The average 12 month target price among analysts that have updated their coverage on the stock in the last year is $30.20.

A number of research firms have weighed in on KVYO. Benchmark cut their target price on shares of Klaviyo from $33.00 to $30.00 and set a “buy” rating for the company in a research report on Wednesday, May 6th. Scotiabank set a $32.00 price target on Klaviyo in a research report on Wednesday, June 17th. Cantor Fitzgerald dropped their price objective on Klaviyo from $35.00 to $28.00 and set an “overweight” rating on the stock in a research note on Wednesday, April 15th. KeyCorp cut their price objective on Klaviyo from $40.00 to $35.00 and set an “overweight” rating for the company in a research report on Wednesday, May 6th. Finally, Stifel Nicolaus cut their price objective on Klaviyo from $28.00 to $24.00 and set a “buy” rating for the company in a research report on Friday, July 10th.

Key Klaviyo News

Here are the key news stories impacting Klaviyo this week:

• Positive Sentiment: Second-quarter revenue rose 26.4% year over year to $370.58 million, exceeding Wall Street’s $362.08 million consensus. EPS was $0.19, up from $0.16 a year earlier. Klaviyo earnings report
• Positive Sentiment: Klaviyo said adoption of its AI-powered Composer and Customer Agent products is gaining momentum, supporting its positioning as an autonomous B2C customer relationship management platform. Klaviyo Q2 results announcement
• Positive Sentiment: The company 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 strengthening product development and execution. Klaviyo Agency acquisition
• Neutral Sentiment: Third-quarter revenue guidance of $377 million to $381 million brackets the $378.6 million consensus estimate. Full-year 2026 revenue guidance of approximately $1.5 billion also matched expectations, limiting the likelihood of a major forecast-driven move.
• Negative Sentiment: Although revenue exceeded estimates, EPS merely met consensus at $0.19. Klaviyo also reported a slightly negative net margin, while the financial terms of the Agency transaction were not disclosed, leaving uncertainty about its cost and near-term payoff. Klaviyo Q2 earnings estimates

Insiders Place Their Bets

In other news, Director Ledger Susan St. sold 9,334 shares of the firm’s stock in a transaction on Monday, May 18th. The shares were sold at an average price of $14.27, for a total value of $133,196.18. Following the sale, the director owned 10,939 shares in the company, valued at approximately $156,099.53. This trade represents a 46.04% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the SEC, which is accessible through this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, CFO Amanda Whalen sold 14,000 shares of the business’s stock in a transaction on Thursday, June 18th. The stock was sold at an average price of $13.23, for a total transaction of $185,220.00. Following the transaction, the chief financial officer directly owned 852,192 shares in the company, valued at $11,274,500.16. This trade represents a 1.62% decrease in their position. The disclosure for this sale is available in the SEC filing. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders have sold a total of 649,863 shares of company stock valued at $9,521,105 in the last three months. Company insiders own 37.42% of the company’s stock.

Institutional Trading of Klaviyo

Hedge funds have recently bought and sold shares of the stock. Natixis Advisors LLC increased its holdings in Klaviyo by 3.4% during the 3rd quarter. Natixis Advisors LLC now owns 11,397 shares of the company’s stock valued at $316,000 after purchasing an additional 372 shares in the last quarter. Pathstone Holdings LLC boosted its stake in Klaviyo by 0.5% in the third quarter. Pathstone Holdings LLC now owns 173,931 shares of the company’s stock worth $4,816,000 after purchasing an additional 858 shares in the last quarter. Caitong International Asset Management Co. Ltd boosted its stake in Klaviyo by 1,650.9% in the third quarter. Caitong International Asset Management Co. Ltd now owns 963 shares of the company’s stock worth $27,000 after purchasing an additional 908 shares in the last quarter. Advisors Asset Management Inc. grew its holdings in shares of Klaviyo by 29.5% during the fourth quarter. Advisors Asset Management Inc. now owns 4,171 shares of the company’s stock worth $135,000 after purchasing an additional 951 shares during the last quarter. Finally, Squarepoint Ops LLC increased its stake in shares of Klaviyo by 1.2% in the third quarter. Squarepoint Ops LLC now owns 95,394 shares of the company’s stock valued at $2,641,000 after buying an additional 1,104 shares in the last quarter. 45.43% of the stock is owned by institutional investors.

Klaviyo Stock Up 2.0%

NYSE:KVYO opened at $19.48 on Thursday. The company’s 50 day moving average is $16.18 and its 200-day moving average is $17.99. Klaviyo has a 12 month low of $12.53 and a 12 month high of $36.76. The firm has a market cap of $5.83 billion, a price-to-earnings ratio of -486.95 and a beta of 0.54.

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

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.