Stephens Forecasts Strong Price Appreciation for Klaviyo (NYSE:KVYO) Stock

Klaviyo (NYSE:KVYO) had its target price upped by equities researchers at Stephens from $24.00 to $25.00 in a report released on Thursday,Benzinga reports. The brokerage currently has an “overweight” rating on the stock. Stephens’ target price suggests a potential upside of 52.20% from the stock’s previous close.

A number of other research analysts have also recently issued reports on KVYO. Wells Fargo & Company set a $29.00 price objective on Klaviyo in a research note on Thursday. Canaccord Genuity Group set a $29.00 target price on Klaviyo in a research note on Thursday. Wall Street Zen upgraded Klaviyo from a “hold” rating to a “buy” rating in a report on Saturday, July 25th. Citigroup lifted their price target on Klaviyo from $31.00 to $34.00 and gave the stock a “buy” rating in a research report on Friday, July 24th. Finally, TD Cowen reiterated a “buy” rating on shares of Klaviyo in a research note on Thursday. One investment analyst has rated the stock with a Strong Buy rating, sixteen have issued a Buy rating, three have assigned a Hold rating and one has given a Sell rating to the company’s stock. According to data from MarketBeat.com, Klaviyo has a consensus rating of “Moderate Buy” and a consensus target price of $28.30.

Klaviyo Stock Down 14.9%

Shares of NYSE KVYO traded down $2.87 on Thursday, reaching $16.43. 3,928,745 shares of the company’s stock traded hands, compared to its average volume of 5,378,243. Klaviyo has a 12 month low of $12.53 and a 12 month high of $36.76. The business’s 50 day simple moving average is $16.18 and its two-hundred day simple moving average is $17.99. The company has a market cap of $4.92 billion, a price-to-earnings ratio of -412.02 and a beta of 0.54.

Klaviyo (NYSE:KVYO) last released its earnings results on Wednesday, August 5th. The company reported $0.19 earnings per share (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 firm had revenue of $370.58 million during the quarter, compared to analyst estimates of $362.08 million. During the same period last year, the business earned $0.16 earnings per share. The business’s revenue was up 26.4% on a year-over-year basis. Analysts forecast that Klaviyo will post 0.25 earnings per share for the current fiscal year.

Insider Activity

In related news, Director Ledger Susan St. sold 9,334 shares of the firm’s stock in a transaction that occurred 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 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, CFO Amanda Whalen sold 14,000 shares of Klaviyo stock in a transaction that occurred 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 completion of the sale, the chief financial officer directly owned 852,192 shares of the company’s stock, valued at approximately $11,274,500.16. This trade represents a 1.62% 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 sold 649,863 shares of company stock valued at $9,521,105 over the last three months. Insiders own 37.42% of the company’s stock.

Hedge Funds Weigh In On Klaviyo

Several hedge funds and other institutional investors have recently modified their holdings of the company. Capital International Investors purchased a new stake in Klaviyo during the fourth quarter valued at $415,254,000. Morgan Stanley boosted its position in Klaviyo by 36.1% in the fourth quarter. Morgan Stanley now owns 14,547,090 shares of the company’s stock worth $472,344,000 after purchasing an additional 3,855,160 shares during the last quarter. Fuller & Thaler Asset Management Inc. purchased a new position in Klaviyo in the fourth quarter worth about $92,675,000. JPMorgan Chase & Co. grew its stake in shares of Klaviyo by 86.8% during the 4th quarter. JPMorgan Chase & Co. now owns 3,564,743 shares of the company’s stock valued at $115,747,000 after purchasing an additional 1,656,912 shares during the period. Finally, Vanguard Group Inc. grew its stake in shares of Klaviyo by 12.3% during the 4th quarter. Vanguard Group Inc. now owns 14,361,540 shares of the company’s stock valued at $466,319,000 after purchasing an additional 1,573,812 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

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.