BTIG Research Has Lowered Expectations for Klaviyo (NYSE:KVYO) Stock Price

Klaviyo (NYSE:KVYO) had its price objective reduced by analysts at BTIG Research from $40.00 to $30.00 in a report issued on Wednesday, Marketbeat.com reports. The firm currently has a “buy” rating on the stock. BTIG Research’s price target indicates a potential upside of 62.87% from the company’s previous close.

Several other equities research analysts also recently weighed in on KVYO. Weiss Ratings assumed coverage on Klaviyo in a report on Saturday, November 1st. They issued a “sell (d-)” rating for the company. Robert W. Baird lifted their target price on shares of Klaviyo from $39.00 to $40.00 and gave the stock an “outperform” rating in a research note on Thursday, November 6th. Piper Sandler cut their price target on shares of Klaviyo from $45.00 to $30.00 and set an “overweight” rating on the stock in a research note on Monday, February 2nd. Benchmark decreased their price target on shares of Klaviyo from $46.00 to $30.00 and set a “buy” rating for the company in a report on Monday. Finally, Needham & Company LLC dropped their price objective on shares of Klaviyo from $45.00 to $30.00 and set a “buy” rating on the stock in a report on Wednesday. Twenty research analysts have rated the stock with a Buy rating, three have issued a Hold rating and one has assigned a Sell rating to the company’s stock. Based on data from MarketBeat.com, the company presently has a consensus rating of “Moderate Buy” and an average price target of $34.24.

Klaviyo Stock Down 9.4%

Shares of KVYO opened at $18.42 on Wednesday. The company has a market cap of $5.56 billion, a price-to-earnings ratio of -153.49 and a beta of 1.13. Klaviyo has a twelve month low of $18.23 and a twelve month high of $48.17. The company has a 50 day moving average of $27.13 and a two-hundred day moving average of $28.67.

Klaviyo (NYSE:KVYO) last issued its quarterly earnings data on Tuesday, February 10th. The company reported $0.19 EPS for the quarter, beating the consensus estimate of $0.17 by $0.02. The firm had revenue of $350.20 million during the quarter, compared to analyst estimates of $333.99 million. Klaviyo had a positive return on equity of 2.03% and a negative net margin of 2.57%.The business’s revenue for the quarter was up 29.6% compared to the same quarter last year. During the same quarter in the prior year, the business posted $0.07 EPS. On average, sell-side analysts expect that Klaviyo will post 0.04 EPS for the current year.

Insiders Place Their Bets

In related news, CFO Amanda Whalen sold 14,000 shares of the firm’s stock in a transaction dated Thursday, January 15th. The stock was sold at an average price of $25.83, for a total transaction of $361,620.00. Following the sale, the chief financial officer directly owned 442,219 shares of the company’s stock, valued at $11,422,516.77. This trade represents a 3.07% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is available at this hyperlink. Also, insider Landon Edmond sold 10,000 shares of the business’s stock in a transaction that occurred on Thursday, January 15th. The shares were sold at an average price of $25.83, for a total value of $258,300.00. Following the completion of the transaction, the insider directly owned 343,882 shares of the company’s stock, valued at $8,882,472.06. The trade was a 2.83% decrease in their ownership of the stock. 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. Company insiders own 49.92% of the company’s stock.

Institutional Trading of Klaviyo

A number of hedge funds have recently added to or reduced their stakes in KVYO. Advisors Asset Management Inc. increased its holdings in Klaviyo by 29.5% in the fourth quarter. Advisors Asset Management Inc. now owns 4,171 shares of the company’s stock valued at $135,000 after buying an additional 951 shares in the last quarter. Federation des caisses Desjardins du Quebec increased its stake in shares of Klaviyo by 71.6% in the 4th quarter. Federation des caisses Desjardins du Quebec now owns 11,444 shares of the company’s stock valued at $372,000 after purchasing an additional 4,774 shares in the last quarter. Orion Porfolio Solutions LLC raised its holdings in Klaviyo by 22.2% in the 4th quarter. Orion Porfolio Solutions LLC now owns 46,821 shares of the company’s stock worth $1,520,000 after purchasing an additional 8,496 shares during the period. Renaissance Technologies LLC boosted its position in Klaviyo by 4.8% during the fourth quarter. Renaissance Technologies LLC now owns 1,763,744 shares of the company’s stock worth $57,269,000 after purchasing an additional 80,400 shares in the last quarter. Finally, Dimensional Fund Advisors LP boosted its position in Klaviyo by 112.7% during the fourth quarter. Dimensional Fund Advisors LP now owns 286,841 shares of the company’s stock worth $9,314,000 after purchasing an additional 152,002 shares in the last quarter. 45.43% of the stock is owned by hedge funds and other institutional investors.

Klaviyo News Summary

Here are the key news stories impacting Klaviyo this week:

• Positive Sentiment: Q4 results and guidance showed continuing strength: revenue beat and ~30% YoY growth, better-than-expected margins and strong Rule-of-40 dynamics — fundamentals cited by management and analysts remain intact. Read More.
• Positive Sentiment: Investor note: Seeking Alpha argues KVYO is oversold (~60% down over a year), AI “doomsday” fears are overblown and the company’s CRM position with 193k+ customers supports a buy-the-dip case. Read More.
• Neutral Sentiment: Analyst support remains — several firms reaffirmed buy/overweight ratings (e.g., Piper Sandler reiterated overweight), indicating conviction even as targets were adjusted. Read More.
• Neutral Sentiment: Full earnings call materials and transcript are available for drilling into inorganic initiatives, AI strategy comments and customer-mix detail (useful to validate forward growth/margin outlook). Read More.
• Negative Sentiment: Multiple brokers lowered price targets (Citi, Barclays, Cantor, BTIG, Needham among others). Although many kept “buy/overweight” ratings, the PT cuts reflect valuation compression and triggered short-term selling pressure. Read More.
• Negative Sentiment: Independent bearish research and pessimistic short‑term forecasts (Benchmark) added to negative sentiment, reinforcing investor caution on near-term upside. Read More.

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.