$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.

Analysts reiterated Buy ratings on IonQ (IONQ) and Klaviyo (KVYO). IonQ's price target set at $60.00 by Craig-Hallum, with consensus at $67.36. Klaviyo's target set at $28.00 by Cantor Fitzgerald, with consensus at $26.50. Both stocks have Strong Buy consensus.

MNTN, Inc. and Klaviyo, Inc. have integrated their platforms to enable marketers to use Klaviyo audiences for MNTN Performance TV ads and trigger automated email and SMS journeys in Klaviyo. The integration allows brands to target high-value audiences and automate personalized messaging across channels. According to the companies, the integration reflects growing demand to unify television with other marketing tools.

Needham reiterated a Buy rating and $30.00 price target for Klaviyo (KVYO) after meetings with leadership, citing strong AI adoption and strategy. 95,000 customers used its Composer tool, with 25% repeat usage. Q2 2026 revenue rose 26% YoY to $370.6M, beating estimates, but margin concerns caused stock decline. TD Cowen lowered its price target to $26 but kept a Buy rating.

Hallen Ed sold 98,782 indirectly-held shares of Klaviyo, Inc. (KVYO) at an average of $20.48 ($20.47–$20.49, $2.02M total) across 2 trades on 2026-08-31 under a Rule 10b5-1 trading plan.

Edmond Landon (Chief Legal Officer) sold 61,576 shares of Klaviyo, Inc. (KVYO) at an average of $20.07 ($20.01–$20.44, $1.24M total) across 2 trades over 2026-08-28 to 2026-08-31 under a Rule 10b5-1 trading plan.

Salesforce stock rose 12% after its fiscal Q2, highlighting the growing enterprise AI software trend. The article discusses three companies—Five9, Amdocs, and Klaviyo—exposed to this theme. Five9 (FIVN) integrates AI into contact centers, Amdocs (DOX) focuses on telecom AI solutions, and Klaviyo (KLVY) offers AI-driven marketing tools. Each faces execution risks but presents potential for investors.

Klaviyo (KVYO) reported Q2 2026 revenue of $370.58M and a narrower net loss of $8.85M. The company raised full-year 2026 revenue guidance to $1.526B-$1.534B and confirmed Q3 expectations. Klaviyo also announced an AI expansion via acquiring Agency’s team and technology and naming founder Elias Torres Chief Product Officer.

Klaviyo (KVYO) drew investor attention after its early August earnings update, which included higher full-year revenue guidance, an AI-focused acquisition, and ongoing share repurchases. The stock rose 11.42% in one day and 33.66% over 90 days, but is down 34.45% YTD and 38.06% over one year. A valuation narrative cites fair value of $26.70 vs $19.22 close.

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.