Stifel Nicolaus Issues Pessimistic Forecast for Klaviyo (NYSE:KVYO) Stock Price

Klaviyo (NYSE:KVYO) had its target price dropped by investment analysts at Stifel Nicolaus from $35.00 to $28.00 in a note issued to investors on Wednesday,Benzinga reports. The brokerage currently has a “buy” rating on the stock. Stifel Nicolaus’ target price would indicate a potential upside of 76.58% from the company’s current price.

KVYO has been the topic of a number of other research reports. Barclays reduced their price target on Klaviyo from $31.00 to $25.00 and set an “overweight” rating on the stock in a research report on Wednesday. Zacks Research downgraded Klaviyo from a “strong-buy” rating to a “hold” rating in a research report on Thursday, January 29th. TD Cowen reissued a “buy” rating on shares of Klaviyo in a research report on Wednesday, February 11th. Truist Financial reduced their target price on Klaviyo from $45.00 to $35.00 and set a “buy” rating on the stock in a report on Wednesday, February 11th. Finally, Morgan Stanley set a $34.00 target price on Klaviyo in a report on Wednesday, April 29th. Eighteen equities research analysts have rated the stock with a Buy rating, three have assigned a Hold rating and one has assigned a Sell rating to the company’s stock. Based on data from MarketBeat, the stock has an average rating of “Moderate Buy” and a consensus price target of $31.95.

Klaviyo Stock Down 32.0%

Shares of Klaviyo stock traded down $7.47 on Wednesday, hitting $15.86. The stock had a trading volume of 13,637,883 shares, compared to its average volume of 4,628,827. Klaviyo has a twelve month low of $15.51 and a twelve month high of $37.79. The business’s 50 day moving average is $18.97 and its two-hundred day moving average is $23.92. The stock has a market cap of $4.83 billion, a price-to-earnings ratio of -132.06 and a beta of 0.79.

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

Insider Buying and Selling at Klaviyo

In other Klaviyo news, CEO Andrew Bialecki sold 200,000 shares of the firm’s stock in a transaction 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 owned 200,000 shares of the company’s stock, valued at approximately $3,438,000. This trade represents a 50.00% decrease in their position. The sale was disclosed in a document filed with the SEC, which can be accessed through the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, insider Landon Edmond sold 9,623 shares of the firm’s stock in a transaction on Monday, April 20th. The shares were sold at an average price of $20.00, for a total value of $192,460.00. Following the completion of the sale, the insider directly owned 584,124 shares in the company, valued at approximately $11,682,480. This represents a 1.62% 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 quarter, insiders have sold 1,473,909 shares of company stock valued at $27,200,157. 53.24% of the stock is currently owned by corporate insiders.

Institutional Inflows and Outflows

Large investors have recently modified their holdings of the company. Caitong International Asset Management Co. Ltd lifted its stake in shares of Klaviyo by 1,650.9% in the 3rd quarter. Caitong International Asset Management Co. Ltd now owns 963 shares of the company’s stock valued at $27,000 after acquiring an additional 908 shares during the last quarter. FNY Investment Advisers LLC bought a new position in shares of Klaviyo in the 3rd quarter valued at $34,000. Quarry LP bought a new position in shares of Klaviyo in the 3rd quarter valued at $44,000. Osaic Holdings Inc. lifted its stake in shares of Klaviyo by 317.0% in the 2nd quarter. Osaic Holdings Inc. now owns 1,689 shares of the company’s stock valued at $55,000 after acquiring an additional 1,284 shares during the last quarter. Finally, RiverPark Advisors LLC bought a new position in shares of Klaviyo in the 3rd quarter valued at $69,000. 45.43% of the stock is currently owned by institutional investors.

Klaviyo News Roundup

Here are the key news stories impacting Klaviyo this week:

• Positive Sentiment: Q1 results beat consensus: revenue (~$358M) and EPS (beat estimates) with ~28% revenue growth, and management raised full?year outlook and reported its strongest operating margin as a public company. Klaviyo Delivers Strong Q1 2026 Results
• Neutral Sentiment: Analysts cut price targets but kept favorable ratings — Benchmark lowered its target (still a “buy”), Wells Fargo moved its target down while keeping “overweight”, and Piper Sandler also trimmed its target to $26; the cuts signal more cautious near?term sentiment despite positive ratings. Benzinga coverage of analyst moves Piper Sandler target cut report
• Neutral Sentiment: Wider coverage and buy?list mentions (e.g., inclusion in some “strong buy” growth stock lists) may support longer?term interest from growth investors, but these are secondary to today’s news flow. InsiderMonkey buy list
• Negative Sentiment: CFO departure announced around the print — leadership turnover increases execution and guidance risk, and likely amplified the selloff despite the beat. Klaviyo shares tumble as CFO steps down
• Negative Sentiment: Market reaction: shares plunged, hitting intraday/record lows on heavy volume as investors pared back positions after the news and analyst revisions. This drove the stock materially lower despite fundamentally solid quarter metrics. Klaviyo Stock Hits Record Low After Earnings, C-Suite Shakeup

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.