Klaviyo (NYSE:KVYO) Price Target Lowered to $26.00 at Wells Fargo & Company

Klaviyo (NYSE:KVYO) had its target price reduced by Wells Fargo & Company from $30.00 to $26.00 in a research report issued to clients and investors on Wednesday,Benzinga reports. The firm currently has an “overweight” rating on the stock. Wells Fargo & Company‘s price objective suggests a potential upside of 60.02% from the company’s current price.

Several other brokerages have also recently weighed in on KVYO. Cantor Fitzgerald reduced their price target on Klaviyo from $35.00 to $28.00 and set an “overweight” rating for the company in a research report on Wednesday, April 15th. Canaccord Genuity Group set a $32.00 price target on Klaviyo in a research report on Wednesday, February 11th. KeyCorp reduced their price target on Klaviyo from $40.00 to $35.00 and set an “overweight” rating for the company in a research report on Wednesday. Wall Street Zen upgraded Klaviyo from a “hold” rating to a “buy” rating in a research report on Sunday, March 22nd. Finally, William Blair reiterated an “outperform” rating on shares of Klaviyo in a research report on Monday, March 2nd. Eighteen research analysts have rated the stock with a Buy rating, three have issued a Hold rating and one has assigned a Sell rating to the stock. According to MarketBeat.com, the stock has an average rating of “Moderate Buy” and an average price target of $32.29.

Klaviyo Stock Down 30.4%

Shares of NYSE:KVYO traded down $7.08 during trading on Wednesday, hitting $16.25. The stock had a trading volume of 7,064,780 shares, compared to its average volume of 4,539,703. Klaviyo has a 12-month low of $15.51 and a 12-month high of $37.79. The stock has a market capitalization of $4.95 billion, a price-to-earnings ratio of -135.78 and a beta of 0.79. The stock has a 50-day simple moving average of $18.97 and a two-hundred day simple moving average of $23.92.

Klaviyo (NYSE:KVYO) last announced its quarterly earnings data on Tuesday, February 10th. The company reported $0.19 earnings per share (EPS) for the quarter, topping the consensus estimate of $0.17 by $0.02. Klaviyo had a positive return on equity of 2.03% and a negative net margin of 2.57%.The firm had revenue of $350.20 million during the quarter, compared to analysts’ expectations of $333.99 million. During the same period last year, the business posted $0.07 earnings per share. The company’s revenue for the quarter was up 29.6% compared to the same quarter last year. As a group, sell-side analysts forecast that Klaviyo will post 0.22 earnings per share for the current year.

Insider Transactions at Klaviyo

In other news, CEO Andrew Bialecki sold 200,000 shares of Klaviyo stock in a transaction that occurred on Tuesday, April 14th. The stock was sold at an average price of $17.19, for a total value of $3,438,000.00. Following the sale, the chief executive officer directly owned 200,000 shares of the company’s stock, valued at $3,438,000. The trade was a 50.00% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the SEC, which is available at this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, CFO Amanda Whalen sold 14,000 shares of Klaviyo stock in a transaction that occurred on Thursday, April 16th. The stock was sold at an average price of $18.54, for a total value of $259,560.00. Following the completion of the sale, the chief financial officer directly owned 895,141 shares in the company, valued at $16,595,914.14. This represents a 1.54% decrease in their ownership of the stock. 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 1,473,909 shares of company stock valued at $27,200,157 over the last ninety days. Insiders own 53.24% of the company’s stock.

Hedge Funds Weigh In On Klaviyo

A number of institutional investors and hedge funds have recently added to or reduced their stakes in KVYO. Capital International Investors acquired a new position in Klaviyo during the fourth quarter worth $415,254,000. Morgan Stanley boosted its stake in Klaviyo by 36.1% during the fourth quarter. Morgan Stanley now owns 14,547,090 shares of the company’s stock worth $472,344,000 after buying an additional 3,855,160 shares during the last quarter. Fuller & Thaler Asset Management Inc. acquired a new position in Klaviyo during the fourth quarter worth $92,675,000. Vanguard Group Inc. boosted its stake in 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 last quarter. Finally, JPMorgan Chase & Co. boosted its stake in Klaviyo by 86.8% during the fourth quarter. JPMorgan Chase & Co. now owns 3,564,743 shares of the company’s stock worth $115,747,000 after buying an additional 1,656,912 shares during the last quarter. Institutional investors and hedge funds own 45.43% of the company’s stock.

More Klaviyo News

Here are the key news stories impacting Klaviyo this week:

• Positive Sentiment: Q1 results beat and outlook raised — Klaviyo reported stronger-than-expected Q1 revenue and operating results, highlighted 28% revenue growth and its best operating margin as a public company; management raised full-year outlook, which supports longer-term growth expectations. Klaviyo Delivers Strong Q1 2026 Results
• Positive Sentiment: Earnings and revenue beats — Street beat on EPS and revenue (EPS above consensus; revenue growth ~28%), suggesting core demand and monetization remain healthy. Zacks: Q1 Earnings and Revenues Beat
• Positive Sentiment: Third‑party bullish mentions — Klaviyo was included on a recent “strong buy / growth” stock list, which can help investor interest and flows over time. InsiderMonkey: Strong Buy Growth Stocks
• Neutral Sentiment: Guidance largely in line with consensus — Q2 revenue guidance (~$359–$363M) and FY revenue midpoint were roughly consistent with Street expectations, so the company didn’t materially undercut estimates. MarketBeat: Q1 Release & Guidance
• Neutral Sentiment: Earnings call transcript available — Investors can review management’s commentary and Q&A for color on customer demand, AI/product initiatives, and margin cadence. Seeking Alpha: Q1 2026 Earnings Call Transcript
• Negative Sentiment: CFO resignation sparked immediate selloff — The unexpected announcement that the CFO is stepping down triggered an intra‑day drop as investors price in near‑term execution and leadership uncertainty. Investing.com: CFO Steps Down
• Negative Sentiment: Analyst target trimmed despite “overweight” rating — Piper Sandler cut its price target from $30 to $26 (still overweight), which can pressure sentiment by lowering near‑term valuation expectations. TickerReport: Piper Sandler Lowers PT

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.