Klaviyo, Inc. (NYSE:KVYO) Given Average Recommendation of "Moderate Buy" by Brokerages

Key Points

• Shares of Klaviyo carry a consensus broker recommendation of Moderate Buy from 22 analysts (18 buys, 3 holds, 1 sell) with an average 12-month price target of $33.90.
• Insiders have been net sellers recently—1,473,909 shares valued at $27.2M were sold in the last three months, including CEO Andrew Bialecki (200,000 shares at $17.19) and CFO Amanda Whalen (14,000 shares at $18.54)—though insiders still own 53.24% of the company.
• Klaviyo has a market cap of $5.93B and reported revenue of $350.2M (up 29.6% year-over-year) and an EPS beat for the most recent quarter, but the firm shows a negative net margin and a trailing P/E of -162.15.

Shares of Klaviyo, Inc. (NYSE:KVYO - Get Free Report) have earned a consensus recommendation of "Moderate Buy" from the twenty-two brokerages that are currently covering the stock, MarketBeat reports. One analyst has rated the stock with a sell recommendation, three have issued a hold recommendation and eighteen have given a buy recommendation to the company. The average 12-month price target among brokers that have updated their coverage on the stock in the last year is $33.9048.

KVYO has been the subject of several analyst reports. TD Cowen reaffirmed a "buy" rating on shares of Klaviyo in a report on Wednesday, February 11th. Wells Fargo & Company dropped their price target on Klaviyo from $40.00 to $30.00 and set an "overweight" rating on the stock in a research note on Wednesday, February 11th. Jefferies Financial Group reduced their price objective on shares of Klaviyo from $35.00 to $29.00 and set a "buy" rating for the company in a research note on Wednesday, February 11th. Wall Street Zen raised shares of Klaviyo from a "hold" rating to a "buy" rating in a research report on Sunday, March 22nd. Finally, Stifel Nicolaus cut their price target on shares of Klaviyo from $40.00 to $35.00 and set a "buy" rating on the stock in a report on Wednesday, February 11th.

Insider Buying and Selling at Klaviyo

In related news, CFO Amanda Whalen sold 14,000 shares of the stock in a transaction dated Thursday, April 16th. The stock was sold at an average price of $18.54, for a total value of $259,560.00. Following the completion of the sale, the chief financial officer directly owned 895,141 shares of the company's stock, valued at approximately $16,595,914.14. This represents a 1.54% decrease in their position. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is accessible through this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, CEO Andrew Bialecki sold 200,000 shares of the firm's stock in a transaction dated Tuesday, April 14th. The stock was sold at an average price of $17.19, for a total value of $3,438,000.00. Following the sale, the chief executive officer owned 200,000 shares of the company's stock, valued at $3,438,000. The trade was a 50.00% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders have sold a total of 1,473,909 shares of company stock valued at $27,200,157 in the last three months. 53.24% of the stock is currently owned by company insiders.

Institutional Inflows and Outflows

Several large investors have recently added to or reduced their stakes in the stock. Barton Investment Management lifted its position in Klaviyo by 56.7% in the 1st quarter. Barton Investment Management now owns 1,050,052 shares of the company's stock worth $20,434,000 after buying an additional 380,010 shares in the last quarter. Krilogy Financial LLC acquired a new stake in Klaviyo during the first quarter valued at $221,000. Rockefeller Capital Management L.P. grew its stake in Klaviyo by 2,641.0% in the fourth quarter. Rockefeller Capital Management L.P. now owns 3,207 shares of the company's stock valued at $104,000 after purchasing an additional 3,090 shares in the last quarter. Corient Private Wealth LLC purchased a new position in Klaviyo in the fourth quarter valued at about $740,000. Finally, Invesco Ltd. increased its position in Klaviyo by 50.3% in the 4th quarter. Invesco Ltd. now owns 25,964 shares of the company's stock worth $843,000 after purchasing an additional 8,685 shares during the last quarter. Institutional investors and hedge funds own 45.43% of the company's stock.

Klaviyo Stock Performance

Klaviyo stock opened at $19.46 on Tuesday. The firm has a market cap of $5.93 billion, a price-to-earnings ratio of -162.15 and a beta of 0.86. Klaviyo has a 1 year low of $15.53 and a 1 year high of $37.79. The firm's 50 day moving average price is $18.73 and its two-hundred day moving average price is $24.02.

Klaviyo (NYSE:KVYO - Get Free Report) last posted 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 company had revenue of $350.20 million for the quarter, compared to analysts' expectations of $333.99 million. Klaviyo had a positive return on equity of 2.03% and a negative net margin of 2.57%.The firm's revenue was up 29.6% on a year-over-year basis. During the same quarter in the prior year, the company earned $0.07 earnings per share. As a group, equities analysts predict that Klaviyo will post 0.22 EPS for the current fiscal year.

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.

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