Klaviyo, Inc. (NYSE:KVYO) Given Consensus Rating of “Moderate Buy” by Analysts

Klaviyo, Inc. (NYSE:KVYO) has received a consensus rating of “Moderate Buy” from the twenty-one brokerages that are currently covering the stock, Marketbeat Ratings reports. One research analyst has rated the stock with a sell rating, two have issued a hold rating, seventeen have issued a buy rating and one has assigned a strong buy rating to the company. The average 1-year price objective among brokerages that have updated their coverage on the stock in the last year is $30.20.

A number of brokerages have commented on KVYO. Scotiabank set a $32.00 price objective on Klaviyo in a research report on Wednesday, June 17th. Wells Fargo & Company dropped their target price on Klaviyo from $30.00 to $26.00 and set an “overweight” rating for the company in a research report on Wednesday, May 6th. Piper Sandler decreased their price target on Klaviyo from $30.00 to $26.00 and set an “overweight” rating on the stock in a report on Wednesday, May 6th. Jefferies Financial Group set a $25.00 price objective on Klaviyo in a research report on Saturday, May 9th. Finally, The Goldman Sachs Group set a $26.00 price objective on Klaviyo and gave the stock a “buy” rating in a report on Wednesday, June 24th.

Key Stories Impacting Klaviyo

Here are the key news stories impacting Klaviyo this week:

• Positive Sentiment: Second-quarter revenue rose 26.4% year over year to $370.58 million, exceeding Wall Street’s $362.08 million consensus. EPS was $0.19, up from $0.16 a year earlier. Klaviyo earnings report
• Positive Sentiment: Klaviyo said adoption of its AI-powered Composer and Customer Agent products is gaining momentum, supporting its positioning as an autonomous B2C customer relationship management platform. Klaviyo Q2 results announcement
• Positive Sentiment: The company agreed to acquire the team and technology of Agency, an AI-native customer-success startup founded by Elias Torres. Torres will become Klaviyo’s chief product officer and lead its agent product line, potentially strengthening product development and execution. Klaviyo Agency acquisition
• Neutral Sentiment: Third-quarter revenue guidance of $377 million to $381 million brackets the $378.6 million consensus estimate. Full-year 2026 revenue guidance of approximately $1.5 billion also matched expectations, limiting the likelihood of a major forecast-driven move.
• Negative Sentiment: Although revenue exceeded estimates, EPS merely met consensus at $0.19. Klaviyo also reported a slightly negative net margin, while the financial terms of the Agency transaction were not disclosed, leaving uncertainty about its cost and near-term payoff. Klaviyo Q2 earnings estimates

Klaviyo Trading Up 2.0%

Shares of KVYO stock opened at $19.48 on Thursday. Klaviyo has a 1 year low of $12.53 and a 1 year high of $36.76. The firm’s 50 day moving average is $16.18 and its 200-day moving average is $17.99. The firm has a market capitalization of $5.83 billion, a price-to-earnings ratio of -486.95 and a beta of 0.54.

Klaviyo (NYSE:KVYO) last released its quarterly earnings results on Wednesday, August 5th. The company reported $0.19 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 business had revenue of $370.58 million for the quarter, compared to analysts’ expectations of $362.08 million. During the same period in the prior year, the firm earned $0.16 earnings per share. Klaviyo’s revenue was up 26.4% compared to the same quarter last year. On average, equities research analysts forecast that Klaviyo will post 0.25 earnings per share for the current fiscal year.

Insider Buying and Selling

In related news, CEO Andrew Bialecki sold 212,529 shares of the stock in a transaction that occurred on Tuesday, May 26th. The shares were sold at an average price of $14.61, for a total value of $3,105,048.69. Following the transaction, the chief executive officer directly owned 212,529 shares in the company, valued at $3,105,048.69. This represents a 50.00% decrease in their ownership of the stock. The sale was disclosed in a filing with the SEC, which is available at the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, 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 transaction of $133,196.18. Following the completion of the transaction, the director directly owned 10,939 shares in the company, valued at approximately $156,099.53. The trade was a 46.04% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders sold a total of 649,863 shares of company stock valued at $9,521,105 over the last ninety days. Insiders own 37.42% of the company’s stock.

Institutional Inflows and Outflows

Several hedge funds and other institutional investors have recently made changes to their positions in the stock. Natixis Advisors LLC increased its holdings in Klaviyo by 3.4% in the third quarter. Natixis Advisors LLC now owns 11,397 shares of the company’s stock valued at $316,000 after purchasing an additional 372 shares during the last quarter. Pathstone Holdings LLC lifted its stake in Klaviyo by 0.5% in the third quarter. Pathstone Holdings LLC now owns 173,931 shares of the company’s stock valued at $4,816,000 after buying an additional 858 shares during the period. Caitong International Asset Management Co. Ltd boosted its holdings in 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 buying an additional 908 shares during the last quarter. Advisors Asset Management Inc. boosted its holdings in Klaviyo by 29.5% during the fourth quarter. Advisors Asset Management Inc. now owns 4,171 shares of the company’s stock worth $135,000 after buying an additional 951 shares during the last quarter. Finally, Squarepoint Ops LLC grew its position in shares of Klaviyo by 1.2% during the 3rd quarter. Squarepoint Ops LLC now owns 95,394 shares of the company’s stock worth $2,641,000 after buying an additional 1,104 shares during the period. 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.