Klaviyo (NYSE:KVYO) Price Target Lowered to $22.00 at Stifel Nicolaus

Klaviyo (NYSE:KVYO) had its target price reduced by equities researchers at Stifel Nicolaus from $24.00 to $22.00 in a note issued to investors on Thursday,Benzinga reports. The brokerage presently has a “buy” rating on the stock. Stifel Nicolaus’ price objective points to a potential upside of 34.61% from the stock’s current price.

KVYO has been the subject of a number of other reports. TD Cowen reiterated a “buy” rating on shares of Klaviyo in a research note on Thursday. Mizuho set a $28.00 target price on Klaviyo in a report on Thursday. Wells Fargo & Company set a $29.00 target price on Klaviyo in a research report on Thursday. Scotiabank set a $32.00 price target on Klaviyo in a research note on Wednesday, June 17th. Finally, Barclays reduced their price target on Klaviyo from $25.00 to $22.00 and set an “overweight” rating on the stock in a report on Thursday. One investment analyst has rated the stock with a Strong Buy rating, sixteen have given a Buy rating, three have issued a Hold rating and one has issued a Sell rating to the company. Based on data from MarketBeat, the company currently has a consensus rating of “Moderate Buy” and a consensus target price of $28.90.

Klaviyo Stock Performance

Shares of Klaviyo stock traded down $2.96 during midday trading on Thursday, hitting $16.34. 2,819,283 shares of the company traded hands, compared to its average volume of 5,373,768. The firm’s fifty day moving average price is $16.18 and its 200-day moving average price is $17.99. The stock has a market cap of $4.89 billion, a price-to-earnings ratio of -408.95 and a beta of 0.54. Klaviyo has a 12 month low of $12.53 and a 12 month high of $36.76.

Klaviyo (NYSE:KVYO) last issued its quarterly earnings data on Wednesday, August 5th. The company reported $0.19 EPS for the quarter, meeting 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 quarter in the prior year, the firm earned $0.16 EPS. The firm’s revenue was up 26.4% compared to the same quarter last year. Equities research analysts forecast that Klaviyo will post 0.25 earnings per share for the current year.

Insider Buying and Selling

In other Klaviyo news, CFO Amanda Whalen sold 14,000 shares of the firm’s stock in a transaction that occurred 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 in the company, valued at approximately $11,274,500.16. This trade represents a 1.62% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, Director Ledger Susan St. sold 9,334 shares of the business’s stock in a transaction that occurred on 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 owned 10,939 shares in the company, valued at $156,099.53. This trade represents a 46.04% decrease in their position. 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. Insiders have sold a total of 649,863 shares of company stock valued at $9,521,105 over the last ninety days. 37.42% of the stock is owned by company insiders.

Hedge Funds Weigh In On Klaviyo

A number of hedge funds have recently bought and sold shares of KVYO. Morgan Stanley boosted its position in Klaviyo by 36.1% during the fourth quarter. Morgan Stanley now owns 14,547,090 shares of the company’s stock valued at $472,344,000 after acquiring an additional 3,855,160 shares during the last quarter. Vanguard Group Inc. raised its position 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 in the last quarter. Capital International Investors bought a new position in shares of Klaviyo in the 4th quarter worth about $415,254,000. Alliancebernstein L.P. lifted its stake in shares of Klaviyo by 10.1% in the 2nd quarter. Alliancebernstein L.P. now owns 4,424,249 shares of the company’s stock valued at $148,566,000 after purchasing an additional 404,969 shares during the period. Finally, Sands Capital Alternatives LLC boosted its position in shares of Klaviyo by 3.8% during the 4th quarter. Sands Capital Alternatives LLC now owns 3,649,678 shares of the company’s stock valued at $118,505,000 after purchasing an additional 134,613 shares in the last quarter. Institutional investors own 45.43% of the company’s stock.

Key Headlines Impacting Klaviyo

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

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.