Klaviyo, Inc.
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.
Over the past 7 days, alphai's AI scored 3 news stories mentioning KVYO (Klaviyo, Inc.). Coverage has skewed bullish: 2 bullish, 1 neutral, and 0 bearish.
Recent KVYO coverage spans earnings, financial news and corporate actions.
In the last 30 days, KVYO insiders filed 1 SEC Form 4 transaction — no purchases and 1 sale ($88.5M). The most active reporter was SUMMIT PARTNERS L P with 1 filing.
Raised guidance plus an AI-focused Agency acquisition and CPO appointment strengthens the near-term growth narrative, but execution risk on agent monetization remains.
The article frames guidance upside plus AI expansion as the core bull case, but flags margin and churn risks as the main bear case.
PT cut signals analysts are marking down expected risk/reward, but consensus rating remains Buy.
This is an insider (10% owner) indirect sale with no 10b5-1 plan disclosed, which can modestly affect near-term sentiment but not fundamentals.
The filing signals a planned, legally permitted unlock and potential near-term supply overhang, but it is not a fundamental business update.
alphai scores every news story that mentions KVYO with an AI model for sentiment and relevance, and aggregates insider trades from Klaviyo, Inc.'s SEC EDGAR Form 4 filings. Figures refresh continuously.
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.
4 min readKlaviyo (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.
6 min readAnalyst 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.
1 min readSUMMIT PARTNERS L P sold 5,000,000 indirectly-held shares of Klaviyo, Inc. (KVYO) at $17.71 ($88.55M total) on 2026-08-11. Filed jointly with Summit Partners Growth Equity Fund IX-A, L.P. (10% owner), Summit Partners Growth Equity Fund IX-B, L.P. (10% owner), Summit Partners Co-Invest (Kiwi), LP (10% owner), SUMMIT INVESTORS GE IX/VC IV, LLC (10% owner) and SUMMIT INVESTORS GE IX/VC IV (UK), L.P. (10% owner).
2 min readKlaviyo, Inc. (NYSE: KVYO) filed a Rule 144 notice for a proposed sale of 2,955,112 shares of its Series A common stock by Goldman Sachs & Co. LLC. The filing cites an aggregate market value of about $54.26 million and notes 32,170,006 equity interests were bought in pre-IPO transactions on Sept. 20, 2023. The sale is intended for the NYSE.
2 min readKlaviyo, Inc. (KVYO) says a shareholder filed a Form 144 to sell up to 182,210 shares of its Series A common stock via Goldman Sachs & Co. LLC on the NYSE. The filing values the planned sale at $3,345,375.60 and references 126,937,933 shares outstanding as of Aug. 11, 2026.
3 min readKlaviyo said it fixed a website configuration bug that may have exposed some new customers’ sign-up data, including passwords, to third-party ad trackers embedded on its site. The company estimates fewer than 200 people were affected based on active logs, but it has not disclosed log-retention or the full duration. Affected data reportedly included emails and other fields, raising account-takeover risk.
6 min readSecurity 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.
6 min readKlaviyo (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%.
6 min readKlaviyo (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.
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