Klaviyo (NYSE:KVYO) Given New $30.00 Price Target at Needham & Company LLC

Klaviyo (NYSE:KVYO) had its target price trimmed by Needham & Company LLC from $45.00 to $30.00 in a research report released on Wednesday, Marketbeat reports. The firm currently has a buy rating on the stock.

KVYO has been the subject of a number of other research reports. The Goldman Sachs Group lowered their price objective on Klaviyo from $48.00 to $41.00 and set a “buy” rating for the company in a research report on Friday, November 7th. KeyCorp lowered their price target on Klaviyo from $50.00 to $45.00 and set an “overweight” rating for the company in a report on Thursday, November 6th. Benchmark cut their price objective on shares of Klaviyo from $46.00 to $30.00 and set a “buy” rating on the stock in a report on Monday. Zacks Research lowered shares of Klaviyo from a “strong-buy” rating to a “hold” rating in a research report on Thursday, January 29th. Finally, Stifel Nicolaus lowered their target price on shares of Klaviyo from $42.00 to $40.00 and set a “buy” rating for the company in a research note on Thursday, November 6th. Twenty investment 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. According to data from MarketBeat.com, the stock currently has an average rating of “Moderate Buy” and a consensus price target of $34.24.

Klaviyo Stock Performance

Shares of Klaviyo stock opened at $20.26 on Wednesday. The company has a market capitalization of $6.12 billion, a PE ratio of -168.85 and a beta of 1.13. The company has a 50-day simple moving average of $27.36 and a two-hundred day simple moving average of $28.75. Klaviyo has a one year low of $18.55 and a one year high of $48.17.

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 analysts’ consensus estimates of $0.17 by $0.02. Klaviyo had a negative net margin of 2.57% and a positive return on equity of 2.08%. The firm had revenue of $350.20 million for the quarter, compared to the consensus estimate of $333.99 million. During the same quarter in the previous year, the firm earned $0.07 EPS. The company’s quarterly revenue was up 29.6% compared to the same quarter last year. On average, equities analysts predict that Klaviyo will post 0.04 earnings per share for the current fiscal year.

Insider Buying and Selling at Klaviyo

In related news, Director Ed Hallen sold 117,550 shares of the business’s stock in a transaction on Wednesday, December 17th. The shares were 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 $4,056,824.64. The trade was a 46.80% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which is available at this hyperlink. Also, CEO Andrew Bialecki sold 167,926 shares of the company’s stock in a transaction on Tuesday, January 20th. The shares were sold at an average price of $24.16, for a total transaction of $4,057,092.16. Additional details regarding this sale are available in the official SEC disclosure. In the last three months, insiders have sold 1,800,598 shares of company stock valued at $50,974,712. 49.92% of the stock is currently owned by corporate insiders.

Institutional Inflows and Outflows

Several institutional investors have recently bought and sold shares of the stock. Barton Investment Management purchased a new position in shares of Klaviyo during the 3rd quarter valued at approximately $10,937,000. Assetmark Inc. raised its position in Klaviyo by 316.6% during the second quarter. Assetmark Inc. now owns 62,577 shares of the company’s stock worth $2,101,000 after acquiring an additional 47,555 shares during the period. JPMorgan Chase & Co. lifted its holdings in Klaviyo by 105.1% during the second quarter. JPMorgan Chase & Co. now owns 1,692,854 shares of the company’s stock valued at $56,846,000 after purchasing an additional 867,666 shares in the last quarter. WCM Investment Management LLC lifted its holdings in Klaviyo by 58.7% during the second quarter. WCM Investment Management LLC now owns 619,165 shares of the company’s stock valued at $20,463,000 after purchasing an additional 229,046 shares in the last quarter. Finally, Sands Capital Management LLC grew its position in shares of Klaviyo by 14.0% in the second quarter. Sands Capital Management LLC now owns 1,109,069 shares of the company’s stock valued at $37,243,000 after purchasing an additional 136,320 shares during the period. 45.43% of the stock is currently owned by hedge funds and other institutional investors.

More Klaviyo News

Here are the key news stories impacting Klaviyo this week:

• Positive Sentiment: Q4 results beat EPS and revenue expectations; revenue grew ~30% y/y and management raised the FY‑2026 outlook — a clear fundamental positive for growth investors. Business Wire: Klaviyo Delivers Outstanding 2025 Results
• Positive Sentiment: Company issued forward revenue guidance (~$1.5B FY‑2026 and Q1 revenue ~$346–350M) that met or topped Street expectations, supporting the revenue growth story. MarketBeat: Klaviyo earnings summary & guidance
• Positive Sentiment: Citi upgraded KVYO from “hold” to “strong‑buy,” which may attract buyers looking for catalyst-driven upside. The Fly: Citi upgrade
• Neutral Sentiment: Earnings‑call transcripts and highlights emphasize strategic AI investments and product positioning (useful for assessing long‑term TAM and monetization but incremental to the quarter). Yahoo Finance: Q4 2025 earnings call highlights Seeking Alpha: Call transcript
• Neutral Sentiment: Sector/peer comparison coverage (e.g., vs. i3 Verticals) provides context on competitive positioning but is unlikely to move KVYO alone. American Banking News: Peer comparison
• Negative Sentiment: Multiple analysts cut price targets (Barclays $42→$31, Cantor Fitzgerald $40→$35, BTIG $40→$30, Needham $45→$30) — firms largely kept buy/overweight calls, but lower PTs reflect multiple compression concerns and reduce near‑term analyst upside. Benzinga: Analyst PT cuts Street Insider: Cantor Fitzgerald PT cut
• Negative Sentiment: Benchmark issued a pessimistic forecast for KVYO’s stock price, adding to downside narrative that can amplify short‑term weakness despite the beat. American Banking News: Benchmark bearish forecast

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.