Cantor Fitzgerald Cuts Klaviyo (NYSE:KVYO) Price Target to $35.00

Klaviyo (NYSE:KVYO) had its price objective dropped by research analysts at Cantor Fitzgerald from $40.00 to $35.00 in a report issued on Wednesday,Benzinga reports. The brokerage presently has an “overweight” rating on the stock. Cantor Fitzgerald’s price target would suggest a potential upside of 65.02% from the company’s previous close.

Other research analysts have also recently issued reports about the company. Truist Financial set a $45.00 target price on Klaviyo in a research note on Tuesday, November 25th. William Blair reiterated an “outperform” rating on shares of Klaviyo in a research report on Monday, November 17th. Morgan Stanley decreased their price target on shares of Klaviyo from $46.00 to $42.00 and set an “overweight” rating for the company in a research note on Thursday, January 15th. Wall Street Zen lowered shares of Klaviyo from a “buy” rating to a “hold” rating in a research note on Saturday, December 6th. Finally, BTIG Research decreased their price target on Klaviyo from $40.00 to $30.00 and set a “buy” rating for the company in a report on Wednesday. One research analyst has rated the stock with a Strong Buy rating, nineteen have issued a Buy rating, three have given a Hold rating and one has given a Sell rating to the company. According to data from MarketBeat.com, the stock currently has a consensus rating of “Moderate Buy” and an average price target of $37.38.

Klaviyo Price Performance

Shares of NYSE KVYO opened at $21.21 on Wednesday. The business’s 50 day moving average is $27.54 and its two-hundred day moving average is $28.81. The stock has a market capitalization of $6.40 billion, a P/E ratio of -88.37 and a beta of 1.13. Klaviyo has a 1-year low of $18.55 and a 1-year high of $49.55.

Insider Activity

In other news, Director Ed Hallen sold 117,550 shares of the stock in a transaction that occurred on Wednesday, December 17th. The stock was sold at an average price of $30.36, for a total transaction of $3,568,818.00. Following the completion of the transaction, the director directly owned 133,624 shares in the company, valued at approximately $4,056,824.64. This represents a 46.80% decrease in their position. The transaction was disclosed in a filing with the SEC, which can be accessed through this hyperlink. Also, CEO Andrew Bialecki sold 167,926 shares of Klaviyo stock in a transaction that occurred on Tuesday, January 20th. The stock was sold at an average price of $24.16, for a total value of $4,057,092.16. The SEC filing for this sale provides additional information. Insiders sold 1,800,598 shares of company stock worth $50,974,712 over the last three months. 53.24% of the stock is currently owned by corporate insiders.

Hedge Funds Weigh In On Klaviyo

A number of large investors have recently made changes to their positions in KVYO. Caitong International Asset Management Co. Ltd boosted its stake in 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 buying an additional 908 shares in the last quarter. BNP PARIBAS ASSET MANAGEMENT Holding S.A. acquired a new stake in shares of Klaviyo in the 2nd quarter valued at $31,000. FNY Investment Advisers LLC acquired a new stake in Klaviyo in the third quarter worth about $34,000. First Horizon Advisors Inc. bought a new stake in shares of Klaviyo during the second quarter worth approximately $37,000. Finally, Quarry LP acquired a new position in shares of Klaviyo in the 3rd quarter valued at $44,000. Institutional investors and hedge funds own 45.43% of the company’s stock.

Trending Headlines about Klaviyo

Here are the key news stories impacting Klaviyo this week:

• Positive Sentiment: Q4 results beat expectations: EPS $0.19 vs. $0.17 est. and revenue $350.2M vs. $334M est.; revenue grew ~29.6% YoY — a core driver of the intraday upside. MarketBeat Q4 Report
• Positive Sentiment: Company raised fiscal 2026 outlook and issued Q1 revenue guidance of $346–$350M (vs. ~$343.5M consensus), signaling confidence in growth momentum. BusinessWire Press Release
• Positive Sentiment: Management emphasized strategic AI investments and positioning Klaviyo as the B2C CRM infrastructure, which investors may view as a long-term revenue and ARPU growth catalyst. Yahoo Highlights
• Neutral Sentiment: Detailed call transcript available for deeper read on cadence of product adoption and margin targets — useful for modeling but not an immediate catalyst by itself. Seeking Alpha Transcript
• Negative Sentiment: Benchmark cut its price target from $46 to $30 (still a “buy”), which reduces upside expectations and likely contributed to recent volatility. StreetInsider Analyst Note
• Negative Sentiment: Analyst downgrade/forecasts have pushed the stock to a recent 12‑month low and some outlets flagged a pessimistic near‑term price outlook, which can cap rallies despite the beat. American Banking News: 12‑Month Low
• Negative Sentiment: Profitability remains a concern — the company reported a negative net margin (~‑5.7%) and negative ROE, meaning revenue growth is not yet translating into consistent net profits. Zacks Note on Q4 Results

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.