Klaviyo (NYSE:KVYO) Stock Rating Lowered by Wall Street Zen

Klaviyo (NYSE:KVYO) was downgraded by investment analysts at Wall Street Zen from a “buy” rating to a “hold” rating in a report released on Saturday.

A number of other equities research analysts have also issued reports on the company. KeyCorp cut their price target on Klaviyo from $40.00 to $35.00 and set an “overweight” rating for the company in a research note on Wednesday, May 6th. The Goldman Sachs Group lowered their price objective on Klaviyo from $40.00 to $35.00 and set a “buy” rating on the stock in a research report on Wednesday, May 6th. William Blair reaffirmed an “outperform” rating on shares of Klaviyo in a research note on Monday, March 2nd. Citigroup upped their price objective on Klaviyo from $29.00 to $31.00 and gave the stock a “buy” rating in a research note on Wednesday, May 6th. Finally, Wells Fargo & Company cut 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. Eighteen investment analysts have rated the stock with a Buy rating, two have assigned a Hold rating and one has assigned a Sell rating to the stock. According to MarketBeat.com, the stock presently has a consensus rating of “Moderate Buy” and a consensus price target of $31.43.

Klaviyo Price Performance

KVYO opened at $13.21 on Friday. The company has a 50 day simple moving average of $16.33 and a two-hundred day simple moving average of $21.12. The firm has a market cap of $3.95 billion, a P/E ratio of -330.27 and a beta of 0.62. Klaviyo has a 1-year low of $13.10 and a 1-year high of $36.76.

Klaviyo (NYSE:KVYO) last announced its quarterly earnings data on Tuesday, May 5th. The company reported $0.22 EPS for the quarter, beating the consensus estimate of $0.19 by $0.03. The firm had revenue of $358.01 million for the quarter, compared to the consensus estimate of $348.57 million. Klaviyo had a negative net margin of 0.66% and a positive return on equity of 4.16%. The company’s revenue was up 27.9% on a year-over-year basis. During the same period last year, the firm earned $0.14 EPS. Equities analysts anticipate that Klaviyo will post 0.25 earnings per share for the current year.

Insider Buying and Selling

In other Klaviyo news, insider Landon Edmond sold 9,623 shares of Klaviyo stock in a transaction on Monday, April 20th. The shares were sold at an average price of $20.00, for a total value of $192,460.00. Following the sale, the insider directly owned 584,124 shares in the company, valued at approximately $11,682,480. The trade was a 1.62% decrease in their position. The sale was disclosed in a legal filing with the SEC, which is accessible through this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, CFO Amanda Whalen sold 14,000 shares of the business’s stock in a transaction on Thursday, June 18th. The stock was sold at an average price of $13.23, for a total transaction of $185,220.00. Following the completion of the sale, the chief financial officer owned 852,192 shares in the company, valued at approximately $11,274,500.16. The trade was a 1.62% decrease in their position. The SEC filing for this sale provides additional information. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Over the last quarter, insiders sold 1,273,486 shares of company stock worth $20,771,125. 37.42% of the stock is owned by insiders.

Institutional Investors Weigh In On Klaviyo

Large investors have recently made changes to their positions in the company. Capital International Investors purchased a new stake in shares of Klaviyo in the fourth quarter worth about $415,254,000. Morgan Stanley boosted its stake in Klaviyo by 36.1% during the fourth quarter. Morgan Stanley now owns 14,547,090 shares of the company’s stock valued at $472,344,000 after buying an additional 3,855,160 shares during the last quarter. Fuller & Thaler Asset Management Inc. purchased a new position in Klaviyo during the 4th quarter valued at approximately $92,675,000. Vanguard Group Inc. grew its holdings in Klaviyo by 19.2% during the 3rd quarter. Vanguard Group Inc. now owns 12,787,728 shares of the company’s stock valued at $354,092,000 after buying an additional 2,059,550 shares in the last quarter. Finally, JPMorgan Chase & Co. increased its stake in Klaviyo by 86.8% in the 4th quarter. JPMorgan Chase & Co. now owns 3,564,743 shares of the company’s stock worth $115,747,000 after acquiring an additional 1,656,912 shares during the last quarter. 45.43% of the stock is owned by institutional investors.

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.