Klaviyo (NYSE:KVYO) Earns Overweight Rating from Piper Sandler

Klaviyo (NYSE:KVYO)‘s stock had its “overweight” rating restated by research analysts at Piper Sandler in a research note issued to investors on Wednesday, MarketBeat Ratings reports. They presently have a $30.00 target price on the stock. Piper Sandler’s price target would indicate a potential upside of 62.87% from the company’s previous close.

A number of other brokerages also recently commented on KVYO. Wall Street Zen downgraded shares of Klaviyo from a “buy” rating to a “hold” rating in a research report on Saturday, December 6th. Stifel Nicolaus dropped their target price on Klaviyo from $42.00 to $40.00 and set a “buy” rating on the stock in a report on Thursday, November 6th. Citigroup cut their price target on Klaviyo from $51.00 to $40.00 and set a “buy” rating on the stock in a research note on Wednesday. Macquarie Infrastructure lowered their price objective on Klaviyo from $37.00 to $30.00 and set a “neutral” rating for the company in a research report on Tuesday, November 11th. Finally, Barclays cut their target price on Klaviyo from $43.00 to $42.00 and set an “overweight” rating on the stock in a research report on Monday, January 12th. Twenty investment analysts have rated the stock with a Buy rating, three have issued a Hold rating and one has given a Sell rating to the company’s stock. Based on data from MarketBeat.com, Klaviyo presently has an average rating of “Moderate Buy” and an average target price of $34.24.

Klaviyo Price Performance

KVYO stock opened at $18.42 on Wednesday. The business’s 50-day moving average is $27.13 and its two-hundred day moving average is $28.67. The firm has a market capitalization of $5.56 billion, a P/E ratio of -153.49 and a beta of 1.13. Klaviyo has a 1 year low of $18.23 and a 1 year high of $48.17.

Klaviyo (NYSE:KVYO) last announced its quarterly earnings data on Tuesday, February 10th. The company reported $0.19 EPS for the quarter, topping analysts’ consensus estimates of $0.17 by $0.02. The business had revenue of $350.20 million during the quarter, compared to the consensus estimate 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% on a year-over-year basis. During the same period in the previous year, the company posted $0.07 earnings per share. On average, analysts expect that Klaviyo will post 0.04 EPS for the current year.

Insider Transactions at Klaviyo

In related news, Director Ed Hallen sold 117,550 shares of the business’s stock in a transaction dated Wednesday, December 17th. The stock was sold at an average price of $30.36, for a total value of $3,568,818.00. Following the transaction, the director owned 133,624 shares in the company, valued at $4,056,824.64. The trade was a 46.80% decrease in their position. The sale was disclosed in a legal filing with the SEC, which is available at the SEC website. Also, CEO Andrew Bialecki sold 167,926 shares of the company’s stock in a transaction that occurred on Tuesday, January 20th. The shares were sold at an average price of $24.16, for a total value of $4,057,092.16. The SEC filing for this sale provides additional information. In the last three months, insiders have sold 1,800,598 shares of company stock worth $50,974,712. Corporate insiders own 49.92% of the company’s stock.

Hedge Funds Weigh In On Klaviyo

A number of hedge funds and other institutional investors have recently bought and sold shares of KVYO. Caitong International Asset Management Co. Ltd increased its stake in 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 buying an additional 908 shares during the period. BNP PARIBAS ASSET MANAGEMENT Holding S.A. purchased a new stake in shares of Klaviyo in the second quarter valued at about $31,000. FNY Investment Advisers LLC acquired a new position in shares of Klaviyo during the third quarter worth about $34,000. First Horizon Advisors Inc. acquired a new position in shares of Klaviyo during the second quarter worth about $37,000. Finally, Quarry LP purchased a new position in Klaviyo during the third quarter worth about $44,000. 45.43% of the stock is currently owned by hedge funds and other institutional investors.

Key Headlines Impacting Klaviyo

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.