Klaviyo (NYSE:KVYO) Downgraded to “Hold” Rating by Wall Street Zen

Wall Street Zen lowered shares of Klaviyo (NYSE:KVYO) from a buy rating to a hold rating in a report issued on Saturday morning.

KVYO has been the topic of several other reports. Benchmark reduced their price objective on Klaviyo from $46.00 to $30.00 and set a “buy” rating on the stock in a research report on Monday, February 9th. Canaccord Genuity Group set a $32.00 price objective on Klaviyo in a research report on Wednesday, February 11th. Robert W. Baird set a $34.00 target price on shares of Klaviyo in a research note on Wednesday, February 11th. Barclays reduced their target price on shares of Klaviyo from $42.00 to $31.00 and set an “overweight” rating on the stock in a report on Wednesday, February 11th. Finally, BTIG Research lowered their price target on shares of Klaviyo from $40.00 to $30.00 and set a “buy” rating for the company in a report on Wednesday, February 11th. Nineteen equities research analysts have rated the stock with a Buy rating, three have given a Hold rating and one has issued a Sell rating to the stock. Based on data from MarketBeat, the stock has an average rating of “Moderate Buy” and a consensus target price of $34.24.

Klaviyo Price Performance

KVYO stock opened at $19.13 on Friday. The company’s 50 day simple moving average is $21.91 and its 200-day simple moving average is $26.72. Klaviyo has a 12 month low of $15.53 and a 12 month high of $37.79. The firm has a market capitalization of $5.83 billion, a PE ratio of -159.36 and a beta of 1.28.

Klaviyo (NYSE:KVYO) last issued 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 the consensus estimate of $333.99 million. During the same period in the previous year, the firm posted $0.07 EPS. The company’s quarterly revenue was up 29.6% compared to the same quarter last year. As a group, sell-side analysts anticipate that Klaviyo will post 0.04 earnings per share for the current year.

Insider Buying and Selling

In other Klaviyo news, insider Landon Edmond sold 14,366 shares of Klaviyo stock in a transaction that occurred on Thursday, March 12th. The shares were sold at an average price of $20.15, for a total transaction of $289,474.90. Following the transaction, the insider directly owned 312,362 shares of the company’s stock, valued at $6,294,094.30. The trade was a 4.40% decrease in their ownership of the stock. The sale was disclosed in a filing with the SEC, which is accessible through this hyperlink. Also, CEO Andrew Bialecki sold 206,827 shares of the business’s stock in a transaction that occurred on Tuesday, March 10th. The stock was sold at an average price of $19.96, for a total transaction of $4,128,266.92. Additional details regarding this sale are available in the official SEC disclosure. In the last quarter, insiders sold 1,784,479 shares of company stock valued at $44,063,625. 49.92% of the stock is currently owned by corporate insiders.

Hedge Funds Weigh In On Klaviyo

Hedge funds have recently made changes to their positions in the business. Main Management ETF Advisors LLC lifted its holdings in shares of Klaviyo by 1.7% during the 2nd quarter. Main Management ETF Advisors LLC now owns 22,723 shares of the company’s stock valued at $763,000 after acquiring an additional 372 shares in the last quarter. Natixis Advisors LLC increased its holdings in Klaviyo by 3.4% in the 3rd quarter. Natixis Advisors LLC now owns 11,397 shares of the company’s stock valued at $316,000 after purchasing an additional 372 shares in the last quarter. Vanguard Personalized Indexing Management LLC raised its position in Klaviyo by 5.3% in the third quarter. Vanguard Personalized Indexing Management LLC now owns 9,312 shares of the company’s stock valued at $258,000 after purchasing an additional 469 shares during the period. Pathstone Holdings LLC lifted its stake in shares of Klaviyo by 0.5% during the third quarter. Pathstone Holdings LLC now owns 173,931 shares of the company’s stock worth $4,816,000 after purchasing an additional 858 shares in the last quarter. Finally, Caitong International Asset Management Co. Ltd lifted its stake in shares of Klaviyo by 1,650.9% during the third quarter. Caitong International Asset Management Co. Ltd now owns 963 shares of the company’s stock worth $27,000 after purchasing an additional 908 shares in the last quarter. Hedge funds and other institutional investors own 45.43% of the company’s stock.

More Klaviyo News

Here are the key news stories impacting Klaviyo this week:

• Positive Sentiment: Earnings beat and growth: Klaviyo reported better-than-expected Q4 results (EPS $0.19 vs. $0.17; revenue $350.2M, +29.6% YoY), which supports longer-term revenue trajectory. MarketBeat KVYO
• Positive Sentiment: Institutional buying: Several large managers have added or increased positions recently (Morgan Stanley, Capital International, Vanguard), indicating confidence from some institutional investors. MarketBeat KVYO
• Neutral Sentiment: Analyst consensus remains cautiously constructive: the stock has an average rating of “Moderate Buy” and an average target near the mid-$30s, so sell-side expectations are mixed but not uniformly negative. Analyst Rating Note
• Negative Sentiment: Large insider selling — CEO sale: CEO Andrew Bialecki sold 206,827 shares (~$4.13M), a sizable transaction that can signal liquidity-taking and pressures sentiment among investors. CEO Sale
• Negative Sentiment: Additional insider sales: CFO Amanda Whalen sold 14,000 shares and other insiders (e.g., Landon Edmond) have reduced stakes in recent trades — cumulative insider disposals increase near-term supply risk. Insider Trades
• Negative Sentiment: Negative coverage/skepticism: Recent write-ups flagged the CEO’s multi-million-dollar stock sales as a potential sell signal, and at least one outlet lowered its near-term view to “Hold,” adding to bearish headlines. Fool Article Wall Street Zen Cut

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.