Klaviyo (NYSE:KVYO) Sees Large Volume Increase – Time to Buy?

Klaviyo, Inc. (NYSE:KVYO) shares saw an uptick in trading volume on Wednesday . 3,996,521 shares were traded during mid-day trading, a decline of 1% from the previous session’s volume of 4,048,217 shares.The stock last traded at $20.65 and had previously closed at $21.12.

Key Headlines Impacting Klaviyo

Here are the key news stories impacting Klaviyo this week:

• Positive Sentiment: Q4 beat and raised outlook — Klaviyo reported $0.19 EPS (vs. $0.17 estimate) and $350.2M revenue (+29.6% YoY); management raised fiscal‑2026 outlook and highlighted strong revenue growth, a key driver for today’s stock strength. Klaviyo Delivers Outstanding 2025 Results
• Positive Sentiment: Upbeat near-term revenue guide — Q1 revenue guidance of roughly $346M–$350M topped consensus (~$343.5M), reinforcing the beat-and-raise narrative and supporting upward revision expectations. MarketBeat Earnings Summary
• Neutral Sentiment: Analyst support still present despite cuts — Piper Sandler reiterated an “overweight” rating and set a $30 target, signaling continued institutional conviction even as targets move. Piper Sandler Reiterates Overweight
• Negative Sentiment: Multiple price‑target cuts compress near‑term upside — Barclays trimmed its PT to $31 (still overweight), Cantor Fitzgerald cut to $35, and BTIG and Needham cut to $30 while retaining buy/overweight stances; these reductions lower consensus upside and may cap short‑term gains. Benzinga PT Cuts Coverage Cantor Fitzgerald PT Cut
• Negative Sentiment: Bearish research and recent lows — Benchmark published a pessimistic forecast and reports note KVYO recently hit a 12‑month low after analyst downgrades, which could keep sellers active if macro or execution risks resurface. American Banking News: 12-Month Low

Analyst Upgrades and Downgrades

Several research firms have weighed in on KVYO. Zacks Research lowered Klaviyo from a “strong-buy” rating to a “hold” rating in a report on Thursday, January 29th. Wells Fargo & Company dropped their price objective on shares of Klaviyo from $40.00 to $30.00 and set an “overweight” rating on the stock in a report on Wednesday. TD Cowen reaffirmed a “buy” rating on shares of Klaviyo in a research report on Wednesday. Stephens lowered their target price on Klaviyo from $43.00 to $31.00 and set an “overweight” rating for the company in a report on Wednesday. Finally, Morgan Stanley restated an “overweight” rating and issued a $38.00 price target on shares of Klaviyo in a report on Wednesday. One investment 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’s stock. According to data from MarketBeat.com, Klaviyo currently has an average rating of “Moderate Buy” and an average target price of $34.24.

Klaviyo Stock Down 3.7%

The business has a fifty day moving average price of $27.54 and a 200-day moving average price of $28.81. The company has a market cap of $6.14 billion, a P/E ratio of -84.95 and a beta of 1.13.

Insider Activity at Klaviyo

In related 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 sale, the director owned 133,624 shares of the company’s stock, valued at $4,056,824.64. This represents a 46.80% decrease in their ownership of the stock. The sale was disclosed in a filing with the SEC, which is available through the SEC website. Also, CEO Andrew Bialecki sold 167,926 shares of Klaviyo stock in a transaction on Tuesday, January 20th. The shares were sold at an average price of $24.16, for a total value of $4,057,092.16. Additional details regarding this sale are available in the official SEC disclosure. Insiders have sold 1,800,598 shares of company stock worth $50,974,712 over the last ninety days. Insiders own 53.24% of the company’s stock.

Institutional Investors Weigh In On Klaviyo

Institutional investors and hedge funds have recently added to or reduced their stakes in the business. Caitong International Asset Management Co. Ltd increased 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 purchasing an additional 908 shares during the last quarter. BNP PARIBAS ASSET MANAGEMENT Holding S.A. acquired a new stake in Klaviyo in the second quarter valued at about $31,000. FNY Investment Advisers LLC acquired a new stake in Klaviyo in the third quarter valued at about $34,000. First Horizon Advisors Inc. bought a new position in Klaviyo in the second quarter valued at about $37,000. Finally, Quarry LP acquired a new position in Klaviyo during the third quarter worth about $44,000. 45.43% of the stock is currently owned by institutional investors.

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.