$KVYO

Klaviyo, Inc. Series A Stock 12‑Month Price Target Cut to $26.65, Implies 39% Upside

Analyst estimates cited by FactSet show Klaviyo, Inc. Series A’s average 12-month price target was cut to $26.65 from $26.81. The range is $19 to $36 per share. Using the Aug. 13 close, the target implies about 39% upside. Consensus remains “Buy” (21 Buys, 2 Holds, 0 Sells) from 23 analysts.

Original reporting
Published Aug 14, 2026, 7:20 AM UTC
Analysis
AlphAI AI DeskAI-generated
Added to AlphAI Aug 14, 2026, 8:17 AM UTC. Informational, not investment advice.
How this was made
AlphAI summarizes source reporting and applies a structured AI analysis for relevance, timing, sentiment and ticker impact. Always verify material claims with the original publisher.
Klaviyo, Inc. Series A Stock 12‑Month Price Target Cut to $26.65, Implies 39% Upside — source image
Decision brief

The 30-second read

$KVYONeutralLow
01

Why it matters

This is primarily a sentiment/valuation update from analysts, not a company disclosure. The actionable signal is the direction of the consensus PT and whether the rating stance changed.

02

Market read

Traders may adjust expectations for KVYO’s valuation multiple, but without new fundamentals the impact is likely incremental.

03

What to watch

The article provides no reason for the PT change, so traders should not over-interpret it as a new negative fundamental development.

Relevance 4/10Novelty 4/10Timing: pre-market today

Background

The piece summarizes FactSet-derived analyst consensus for Klaviyo’s 12-month price target and rating distribution.

Company-level read

Ticker impact

$KVYONeutralMedium confidence
Context

Klaviyo’s average 12-month Series A price target fell from $26.81 to $26.65, with analyst forecasts spanning $19 to $36.

Expected impact

Near-term bias modestly negative for sentiment, but likely limited without a new earnings or guidance catalyst.

Evidence & confidence

The article reports a consensus price-target reduction and a wide target range, while keeping the overall rating at Buy (21 Buys, 2 Holds, 0 Sells).

Market effects

Limited read-through to the broader marketing/CRM software peer group because this is a consensus PT adjustment, not a fundamental operational update.

None indicated.

None indicated.

Counterpoint

A PT cut with unchanged Buy consensus can reflect valuation normalization rather than deteriorating fundamentals, so the market may ignore it.

Key entities

  • Klaviyo, Inc.

    Analyst consensus price target cut to $26.65 and maintained Buy rating distribution.

Related articles

$KVYOHighAI 8/10

Klaviyo Q2FY26 Results: Revenue up 26% YoY to $370.6 million

Klaviyo (NYSE: KVYO) reported Q2FY26 revenue of $370.6M, up 26% YoY, and raised full-year guidance to $1.526B-$1.534B. Non-GAAP operating income was $50.9M (13.7% margin). The company repurchased $240M in shares. Enterprise customers and international revenue growth drove performance. Klaviyo expects Q3FY26 revenue of $377M-$381M and raised FY26 non-GAAP operating income guidance to $212M-$218M.

$KVYOHighAI 8/10

Klaviyo Q2 2026 Earnings Call: Complete Transcript - Klaviyo (NYSE:KVYO)

Klaviyo (NYSE:KVYO) reported Q2 2026 revenue growth of 26% YoY, reaching a $1.5B annualized run rate. The company signed its largest deal ever, an eight-figure contract. International revenue grew 35% YoY, and full-year guidance was raised to $1.526B-$1.534B. Non-GAAP gross margin was 73.4%. Klaviyo acquired an agency team and appointed a new CFO. Enterprise customer growth was 36% YoY, representing 40% of total ARR.

$KVYOMed

Signed up for Klaviyo? Dozens of advertisers may have seen your password

Security researchers at Melurna told TechCrunch that Klaviyo’s sign-up form was misconfigured from at least Feb 2024 to Nov 2025, potentially sending new customers’ emails and passwords to third-party advertisers and tech trackers embedded on its site, including Google, Facebook, HubSpot, Microsoft/LinkedIn, and X. Klaviyo said it fixed the issue and that fewer than 200 people were affected, based on active logs.

$KVYOMedAI 8/10

Klaviyo Q2 Earnings Call Highlights

Klaviyo (NYSE:KVYO) said 27% of mid-market and enterprise customers use Composer, and AI-generated campaigns incorporated by users rose to 46% from 35%. Customer Agent adoption grew 40% QoQ, with weekly resolution volumes up nearly 80%. Klaviyo plans to buy Agency to expand AI agents. Q2 net revenue retention was 109%; non-GAAP gross margin 73.4%.

$KVYOMedAI 8/10

Klaviyo Acquires AI Agent Team 'Agency,' Names Founder Elias Torres CPO

Klaviyo (NYSE: KVYO) said it agreed to acquire Agency, an AI-native customer-success startup, for its software and IP. Founder and CEO Elias Torres will join as chief product officer to lead Klaviyo’s AI agent line. Terms were not disclosed, and closing is expected in Q3. Klaviyo reported Q2 revenue of $370.6M (+26% YoY) and guided 2026 revenue to $1.526–$1.534B.