Klaviyo (NYSE:KVYO) Price Target Lowered to $31.00 at Barclays

Klaviyo (NYSE:KVYO) had its target price lowered by Barclays from $42.00 to $31.00 in a report released on Wednesday morning,Benzinga reports. The firm currently has an overweight rating on the stock.

A number of other research firms have also recently weighed in on KVYO. Cantor Fitzgerald dropped their price target on Klaviyo from $40.00 to $35.00 and set an “overweight” rating for the company in a report on Wednesday. Wall Street Zen cut Klaviyo from a “buy” rating to a “hold” rating in a report on Saturday, December 6th. Citigroup decreased their price objective on shares of Klaviyo from $51.00 to $40.00 and set a “buy” rating on the stock in a report on Wednesday. BTIG Research lowered their price target on shares of Klaviyo from $40.00 to $30.00 and set a “buy” rating for the company in a report on Wednesday. Finally, Zacks Research cut Klaviyo from a “strong-buy” rating to a “hold” rating in a report on Thursday, January 29th. Twenty equities research analysts have rated the stock with a Buy rating, three have issued a Hold rating and one has given a Sell rating to the stock. Based on data from MarketBeat.com, Klaviyo presently has an average rating of “Moderate Buy” and a consensus target price of $34.24.

Klaviyo Stock Performance

Shares of NYSE:KVYO traded down $0.99 on Wednesday, hitting $19.36. The stock had a trading volume of 1,526,685 shares, compared to its average volume of 4,228,542. The firm’s 50 day moving average price is $27.36 and its 200-day moving average price is $28.75. Klaviyo has a twelve month low of $18.55 and a twelve month high of $48.17. The company has a market capitalization of $5.84 billion, a price-to-earnings ratio of -162.36 and a beta of 1.13.

Klaviyo (NYSE:KVYO) last announced its quarterly earnings results on Tuesday, February 10th. The company reported $0.19 earnings per share (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 the consensus estimate of $333.99 million. Klaviyo had a negative net margin of 2.57% and a positive return on equity of 2.08%. The firm’s quarterly revenue was up 29.6% on a year-over-year basis. During the same period last year, the firm posted $0.07 EPS. As a group, sell-side analysts predict that Klaviyo will post 0.04 EPS for the current year.

Insider Activity

In other Klaviyo 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 completion of the transaction, the director directly owned 133,624 shares of the company’s stock, valued at approximately $4,056,824.64. The trade was a 46.80% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is accessible through the SEC website. Also, CEO Andrew Bialecki sold 167,926 shares of the stock in a transaction dated Tuesday, January 20th. The stock was sold at an average price of $24.16, for a total value of $4,057,092.16. The disclosure for this sale is available in the SEC filing. Over the last quarter, insiders have sold 1,800,598 shares of company stock worth $50,974,712. Corporate insiders own 49.92% of the company’s stock.

Institutional Inflows and Outflows

Institutional investors have recently bought and sold shares of the stock. BNP PARIBAS ASSET MANAGEMENT Holding S.A. acquired a new position in shares of Klaviyo in the second quarter valued at approximately $31,000. Caitong International Asset Management Co. Ltd lifted its position 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 acquiring an additional 908 shares in the last quarter. First Horizon Advisors Inc. acquired a new position in Klaviyo in the 2nd quarter worth $37,000. FNY Investment Advisers LLC bought a new position in Klaviyo during the 3rd quarter worth about $34,000. Finally, Quarry LP acquired a new stake in shares of Klaviyo in the 3rd quarter valued at about $44,000. Institutional investors own 45.43% of the company’s stock.

More Klaviyo News

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 expected and revenue of ~$350M (up ~29.6% YoY); management raised FY‑2026 outlook and provided Q1 revenue guidance in line with estimates, supporting growth momentum. Press Release / Slide Deck
• Positive Sentiment: Earnings call / transcript highlighted strategic AI and product positioning — management emphasized acceleration in customer adoption and AI-driven roadmap that investors may view as durable revenue drivers. Earnings Call Transcript
• Positive Sentiment: Market reaction to results: initial upside — coverage noted shares “soared” after the beat and raised guidance, reflecting short‑term buying on fundamental beat. Investing.com Article
• Neutral Sentiment: Analyst writeups & transcripts available for deeper read — multiple outlets published call transcripts and highlights for investors wanting detail on KPIs and margin cadence. Seeking Alpha Transcript
• Neutral Sentiment: Comparative pieces and analyst notes (neutral to mixed) — industry comparisons (e.g., vs. i3 Verticals) and firm slide materials are available; useful for benchmarking but not immediate catalysts. i3 Verticals vs. Klaviyo
• Negative Sentiment: Cluster of price‑target cuts — several sell‑side firms trimmed PTs (Citi $51→$40, Barclays $42→$31, Cantor Fitzgerald $40→$35, BTIG/Needham→$30, Piper set $30 PT while reiterating overweight). These cuts compress near‑term upside and likely drove intraday selling pressure. Citi / The Fly
• Negative Sentiment: Negative/ cautious research notes — Benchmark published a pessimistic forecast for KVYO, adding downside narrative amid multiple PT cuts. Benchmark Note

Klaviyo Company Profile

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.