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Klaviyo, Inc.

KVYO · NYSE

Market closed$17.68$-0.145000 (-0.81%)After hours $17.80 · +0.72%

Key statistics

Previous close$17.82
Open$17.66
Day high$18.14
Day low$17.56
52-week high$36.76
52-week low$12.53
Market cap5.29B
Volume3.75M
Average volume6.62M
P/E ratio23.57
Forward P/E—
EPS0.75
Dividend yield0.00%

Market context

Why it moved

KVYO edged lower as investor sentiment was weighed down by Klaviyo's CFO Amanda Whalen selling 14,000 shares under a pre-planned Rule 10b5-1 trading plan, alongside concerns over slowing revenue growth guidance of 23-24% for Q2 compared to Q1's 28% growth rate.

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What is happening

Recent company-specific developments and publisher coverage.

July 16, 2026Klaviyo shares edged higher on Wednesday, holding up relatively well against a broader software sector rout triggered by IBM's historic 25% single-day plunge after the tech giant warned that enterprise clients were shifting capex budgets away from software toward AI hardware and memory infrastructure. Despite the sector headwind — which dragged down peers like Salesforce and ServiceNow — Klaviyo drew support from two company-specific developments: the announcement of Erica Smith (former CyberArk CFO) as its incoming CFO effective September 1, and a confirmed Q2 earnings webcast scheduled for August 5. Institutional interest also remains active, with Zweig DiMenna Associates disclosing a new $2.5M position, while the consensus analyst target of $30.81 suggests significant upside from current levels, though insider selling has been notable in recent months.

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July 15, 2026Klaviyo shares closed modestly higher, holding up relatively well against a brutal sector backdrop after IBM's historic 25% collapse triggered a broad software selloff on fears that AI infrastructure spending is crowding out enterprise software budgets. The appointment of Erica Smith—former CyberArk CFO—as Klaviyo's incoming CFO effective September 1 provided a positive headline, though analysts maintain a cautious outlook with a consensus price target of $30.81 well above current levels and Q1 results showing 27.9% revenue growth. With the XLK tech ETF under pressure, Klaviyo's relative resilience amid the IBM-driven software rout may reflect its differentiated, consumption-based B2C CRM model and lower enterprise software exposure.

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July 14, 2026Klaviyo shares rose over 3% after the company announced the appointment of Erica Smith as its new Chief Financial Officer, effective September 1, 2026. Smith, formerly CFO of CyberArk, succeeds Amanda Whalen who had announced her departure in May — a leadership transition that appears to have reassured investors. The move comes as Klaviyo continues its rebound from post-earnings weakness, having delivered 28% revenue growth and a Q1 EPS beat of $0.22 vs. the $0.19 consensus. Despite the positive session, KVYO still trades well below its 52-week high of $36.76, with a consensus analyst target of ~$30.81 and a majority "Buy" rating, suggesting meaningful upside potential if execution continues.

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July 11, 2026Klaviyo shares declined modestly, underperforming the broader technology sector as investor sentiment toward software names remained cautious. The stock has been under pressure since a steep post-Q1 selloff, though bulls point to a beat-and-raise quarter, FY26 revenue guidance lifted to $1.51–$1.52B, and the July 8 launch of Klaviyo Social Marketing — a new product connecting social engagement data to its B2C CRM platform. Stifel maintained a Buy rating but trimmed its price target to $24, reflecting continued Street-wide target reductions amid software sector headwinds and AI disruption concerns.

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July 10, 2026Klaviyo rallied over 3% as investors responded to a wave of positive product and institutional catalysts. The company's Composer AI marketing agent entered public beta on June 30, and Whale Rock Capital Management — which holds a ~$133M stake — named KVYO a top buy with 92% upside potential. The gains come despite broader software sector headwinds, with KVYO appearing deeply undervalued at roughly 50% below its DCF fair value estimate of ~$33, supported by Q1 beats and multiple analyst Buy ratings from Goldman Sachs, Canaccord Genuity, Stifel, and Piper Sandler.

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July 9, 2026Klaviyo shares fell roughly 3.6% amid a broad market risk-off selloff triggered by the collapse of the U.S.-Iran ceasefire, which sent oil prices surging and reignited inflation fears. The decline came despite a notable product launch — Klaviyo Social Marketing, which integrates social media engagement data into its B2C CRM platform — and a Q1 beat where EPS of $0.22 and revenue of $358M topped estimates. Analysts including Goldman Sachs, Stifel, and Canaccord maintain Buy ratings, though price targets have been trimmed amid guidance deceleration concerns, with KVYO now down over 40% in the past six months.

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July 8, 2026Klaviyo edged higher as the company launched Klaviyo Social Marketing, a new product integrating social media engagement data — including comments, DMs, and user-generated content — directly into its CRM platform, advancing its pitch as an autonomous B2C CRM. The announcement follows recent launches of AI agents Composer and Customer Agent, and an expanded Lightspeed Commerce partnership, reinforcing Klaviyo's platform expansion narrative. Despite the product momentum, analysts remain cautious on guidance and margins, with Buy-rated targets from Goldman Sachs, Stifel, and Piper Sandler all sitting well above the current price, while multiple valuation frameworks suggest the stock trades at roughly a 50% discount to intrinsic value after a ~50% decline over the past year.

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July 7, 2026Klaviyo edged higher amid a wave of analyst attention flagging the stock as deeply undervalued, with DCF models pointing to an intrinsic value near $33.63 — implying roughly a 50% discount to Friday's close. The revaluation thesis is anchored to the company's recent product launches, including the public beta of its AI marketing agent Composer and expanded Customer Agent, as well as its late-June addition to major Russell indices and a partnership with Lightspeed Commerce. Meanwhile, broader software peers remain under pressure — the IGV ETF is down ~10.5% year-to-date amid 'SaaSpocalypse' fears — though semiconductors rebounded sharply Monday, lifting the Nasdaq and providing some tailwind for tech-adjacent names.

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Simply Wall Street · July 17, 2026Is Klaviyo (KVYO) A Bargain As It Adds A New CFO And Launches Social Marketing?Business Wire · July 15, 2026Klaviyo to Announce Second Quarter 2026 Results on August 5, 2026Business Wire · July 13, 2026Klaviyo Appoints Erica Smith as Chief Financial OfficerPR Newswire · June 30, 2026Lightspeed and Klaviyo launch integration to empower merchants with marketing automation
Mt Newswire · July 13, 2026Klaviyo Names Erica Smith as Chief Financial Officer
Benzinga · July 13, 2026Klaviyo Appoints Erica Smith CFO, Effective Sept. 1, Succeeding Amanda Whalen
Benzinga · July 10, 2026Stifel Maintains Buy on Klaviyo, Lowers Price Target to $24
Mt Newswire · June 30, 2026Klaviyo Launches AI Marketing Agents Composer and Customer Agent in Public Beta
Mt Newswire · May 21, 2026Klaviyo Insider Sold Shares Worth $2,976,000, According to a Recent SEC Filing
Mt Newswire · May 15, 2026Klaviyo Insider Sold Shares Worth $2,921,929, According to a Recent SEC Filing
Mt Newswire · May 8, 2026Macquarie Cuts Price Target on Klaviyo to $17 From $24, Keeps Neutral Rating
Benzinga · May 7, 2026Macquarie Maintains Neutral on Klaviyo, Lowers Price Target to $17

Peers

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