BTIG Research Cuts Klaviyo (NYSE:KVYO) Price Target to $25.00

Klaviyo (NYSE:KVYO) had its price objective trimmed by BTIG Research from $30.00 to $25.00 in a research report sent to investors on Thursday, Marketbeat.com reports. The brokerage currently has a buy rating on the stock.

A number of other equities research analysts have also commented on the company. Weiss Ratings restated a “sell (e+)” rating on shares of Klaviyo in a research report on Wednesday, May 20th. Wall Street Zen raised Klaviyo from a “hold” rating to a “buy” rating in a research note on Saturday, July 25th. Piper Sandler decreased their target price on Klaviyo from $30.00 to $26.00 and set an “overweight” rating on the stock in a report on Wednesday, May 6th. Wells Fargo & Company lowered their target price on Klaviyo from $30.00 to $26.00 and set an “overweight” rating for the company in a research note on Wednesday, May 6th. Finally, Barclays cut their price target on Klaviyo from $31.00 to $25.00 and set an “overweight” rating for the company in a report on Wednesday, May 6th. One research analyst has rated the stock with a Strong Buy rating, seventeen have assigned 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 presently has a consensus rating of “Moderate Buy” and an average price target of $27.14.

Klaviyo Stock Down 0.3%

NYSE:KVYO opened at $16.68 on Thursday. The firm has a market cap of $4.99 billion, a PE ratio of 834.57 and a beta of 0.54. Klaviyo has a 12 month low of $12.53 and a 12 month high of $36.22. The company’s 50-day moving average price is $16.24 and its two-hundred day moving average price is $17.93.

Klaviyo (NYSE:KVYO) last posted its quarterly earnings data on Wednesday, August 5th. The company reported $0.19 earnings per share for the quarter, hitting the consensus estimate of $0.19. Klaviyo had a net margin of 0.49% and a return on equity of 5.67%. The company had revenue of $370.58 million during the quarter, compared to analyst estimates of $362.08 million. During the same quarter last year, the business posted $0.16 earnings per share. The company’s revenue was up 26.4% on a year-over-year basis. On average, research analysts expect that Klaviyo will post 0.25 EPS for the current fiscal year.

Insider Activity

In related news, CFO Amanda Whalen sold 14,000 shares of the firm’s stock in a transaction dated Thursday, June 18th. The stock was sold at an average price of $13.23, for a total value of $185,220.00. Following the transaction, the chief financial officer owned 852,192 shares in the company, valued at $11,274,500.16. This trade represents a 1.62% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is available at the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, CEO Andrew Bialecki sold 212,529 shares of Klaviyo stock in a transaction dated Tuesday, May 26th. The stock was sold at an average price of $14.61, for a total value of $3,105,048.69. Following the completion of the sale, the chief executive officer owned 212,529 shares of the company’s stock, valued at approximately $3,105,048.69. The trade was a 50.00% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders have sold 649,863 shares of company stock valued at $9,521,105 over the last 90 days. 37.42% of the stock is owned by company insiders.

Institutional Investors Weigh In On Klaviyo

A number of institutional investors and hedge funds have recently modified their holdings of KVYO. Caitong International Asset Management Co. Ltd boosted its stake in Klaviyo by 1,650.9% in the third 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. Optiver Holding B.V. acquired a new position in shares of Klaviyo in the 1st quarter valued at $39,000. Quarry LP bought a new position in shares of Klaviyo in the 3rd quarter worth $44,000. Osaic Holdings Inc. boosted its position in shares of Klaviyo by 317.0% in the 2nd quarter. Osaic Holdings Inc. now owns 1,689 shares of the company’s stock worth $55,000 after purchasing an additional 1,284 shares during the last quarter. Finally, EverSource Wealth Advisors LLC grew its stake in shares of Klaviyo by 2,085.1% during the first quarter. EverSource Wealth Advisors LLC now owns 3,802 shares of the company’s stock worth $74,000 after purchasing an additional 3,628 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: Klaviyo reported second-quarter earnings of $0.19 per share, matching expectations and improving from $0.16 a year earlier. Revenue reached $370.6 million, exceeding the $362.1 million consensus estimate and rising 26.4% year over year. Klaviyo Meets Q2 Earnings Estimates
• Positive Sentiment: The company projected 2026 revenue of approximately $1.526 billion to $1.534 billion while integrating its Agency acquisition, signaling continued growth despite the added execution demands. Klaviyo 2026 Revenue Outlook
• Positive Sentiment: Investors are also focusing on Klaviyo’s new AI product leadership and related product initiatives, which could improve automation capabilities, customer engagement and long-term growth prospects. Klaviyo’s New AI Product Leadership
• Neutral Sentiment: Several analysts retained bullish ratings, including overweight or buy recommendations. Stephens raised its target to $25, while Wells Fargo, Stifel, Piper Sandler, BTIG and KeyCorp continue to see substantial upside despite reducing or resetting their targets.
• Negative Sentiment: Multiple firms lowered their price targets following the earnings report: Wells Fargo to $22, Stifel to $22, Piper Sandler to $23, BTIG to $25 and KeyCorp to $29. The cuts suggest analysts remain constructive but have moderated expectations or valuation assumptions.
• Negative Sentiment: Klaviyo declined alongside much of the software sector after earnings, indicating that broader risk-off sentiment and investor concerns about software valuations may be outweighing the company’s revenue beat and AI narrative. Software Sector Weakness After Earnings

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.