Stephens Boosts Klaviyo (NYSE:KVYO) Price Target to $25.00

Klaviyo (NYSE:KVYO) had its price target lifted by stock analysts at Stephens from $24.00 to $25.00 in a research report issued to clients and investors on Thursday,Benzinga reports. The firm presently has an “overweight” rating on the stock. Stephens’ price objective points to a potential upside of 52.20% from the stock’s current price.

Several other equities analysts have also issued reports on KVYO. The Goldman Sachs Group set a $26.00 price target on Klaviyo and gave the stock a “buy” rating in a research report on Wednesday, June 24th. Cantor Fitzgerald cut their target price on shares of Klaviyo from $35.00 to $28.00 and set an “overweight” rating on the stock in a report on Wednesday, April 15th. Mizuho set a $28.00 target price on shares of Klaviyo in a research note on Thursday. Stifel Nicolaus lowered their price target on shares of Klaviyo from $24.00 to $22.00 and set a “buy” rating for the company in a report on Thursday. Finally, Wells Fargo & Company set a $29.00 price target on shares of Klaviyo in a report on Thursday. One equities research analyst has rated the stock with a Strong Buy rating, sixteen have given a Buy rating, three have given a Hold rating and one has given a Sell rating to the company. According to MarketBeat, Klaviyo presently has an average rating of “Moderate Buy” and an average price target of $28.30.

Klaviyo Price Performance

NYSE KVYO traded down $2.87 during trading on Thursday, hitting $16.43. 3,928,745 shares of the company’s stock traded hands, compared to its average volume of 5,378,243. The stock has a fifty day moving average of $16.18 and a two-hundred day moving average of $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 $4.92 billion, a P/E ratio of -412.02 and a beta of 0.54.

Klaviyo (NYSE:KVYO) last released its quarterly earnings data on Wednesday, August 5th. The company reported $0.19 EPS for the quarter, hitting the consensus estimate of $0.19. Klaviyo had a positive return on equity of 4.16% and a negative net margin of 0.66%.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 business earned $0.16 earnings per share. The company’s quarterly revenue was up 26.4% on a year-over-year basis. As a group, 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 the business’s stock in a transaction dated Thursday, June 18th. The shares were sold at an average price of $13.23, for a total transaction of $185,220.00. Following the transaction, the chief financial officer owned 852,192 shares in the company, valued at $11,274,500.16. The trade was 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 through this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, Director Ledger Susan St. sold 9,334 shares of the stock in a transaction dated Monday, May 18th. The stock was sold at an average price of $14.27, for a total transaction of $133,196.18. Following the completion of the transaction, the director directly owned 10,939 shares of the company’s stock, valued at approximately $156,099.53. The trade was a 46.04% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. In the last ninety days, insiders sold 649,863 shares of company stock valued at $9,521,105. Company insiders own 37.42% of the company’s stock.

Institutional Trading of Klaviyo

Several large investors have recently bought and sold shares of the company. Royal Bank of Canada raised its position in shares of Klaviyo by 59.4% in 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 in the last quarter. Amundi raised its holdings in 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 in the last quarter. AQR Capital Management LLC purchased a new position in Klaviyo during the first quarter valued at $359,000. Woodline Partners LP lifted its position in Klaviyo by 54.5% during the first quarter. Woodline Partners LP now owns 12,419 shares of the company’s stock valued at $376,000 after buying an additional 4,379 shares during the period. Finally, UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC lifted its position in Klaviyo by 40.9% during the first 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 buying an additional 42,980 shares during the period. 45.43% of the stock is owned by institutional investors.

Klaviyo News Summary

Here are the key news stories impacting Klaviyo this week:

• Positive Sentiment: Revenue exceeded expectations: Klaviyo reported second-quarter revenue of $370.6 million, above the $362.1 million consensus estimate and up 26.4% year over year. Adjusted earnings of $0.19 per share matched expectations and improved from $0.16 a year earlier. Klaviyo second-quarter earnings report
• Positive Sentiment: AI strategy gains momentum: Management highlighted adoption of its Composer and Customer Agent products, which support its autonomous B2C customer relationship management strategy. Klaviyo also agreed to acquire the team and technology of AI-powered customer-success startup Agency. The deal’s financial terms were not disclosed, and Agency co-founder Elias Torres is expected to become Klaviyo’s chief product officer. Klaviyo Agency acquisition announcement
• Neutral Sentiment: Forward revenue outlook was broadly in line: Klaviyo guided for third-quarter revenue of $377 million to $381 million, compared with the $378.6 million consensus estimate. Full-year 2026 revenue guidance of approximately $1.5 billion was also consistent with analyst expectations. The company did not provide a specific EPS outlook in the available guidance. Klaviyo Q2 earnings estimates
• Negative Sentiment: Analysts lowered price targets: Piper Sandler cut its target from $26 to $23 while maintaining an “overweight” rating. BTIG Research reduced its target from $30 to $25 but retained a “buy” rating. The cuts suggest analysts see less near-term upside, which is likely weighing on the stock despite their continued positive recommendations. Klaviyo analyst price-target revisions

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.