Back to news

Klaviyo gains as investors appear to lean on AI product momentum and earlier strong guidance

Investivoq PriceTracker

Klaviyo (KVYO) is up 3.6% today. Here is some analysis on what might have caused this price movement.

Analysis: There does not appear to be a fresh company filing or earnings release tied directly to today’s move, so the catalyst is somewhat unclear. This could be because investors are still responding to Klaviyo’s recent combination of solid second-quarter growth, higher full-year outlook, expanding AI product announcements, and an existing share repurchase program.

Details:

  • In its most recent quarterly update, Klaviyo reported second-quarter 2026 revenue of $370.6 million, up 26% year over year, and lifted its full-year revenue guidance to a range of $1.526 billion to $1.534 billion.
  • The company also announced in August that it was acquiring the team and technology of Agency, an AI-native customer success company, to strengthen its agent product line.
  • At its September customer conference, Klaviyo introduced new platform updates designed to let marketers and AI agents work with Klaviyo data and workflows more directly across external tools.
  • Klaviyo had already authorized a $500 million share repurchase program in March 2026, which can support sentiment by signaling confidence in the business and valuation.

    • Sources:

    Klaviyo Investor Relations, SEC, Stock Analysis

    Disclaimer: This price movement analysis was generated with the help of AI. Please double-check the information provided for mistakes.

    $KVYO Insider Trading Activity

    KVYO Insider Trades

    $KVYO insiders have traded $KVYO stock on the open market 20 times in the past 6 months. Of those trades, 0 have been purchases and 20 have been sales.

    Here’s a breakdown of recent trading of $KVYO stock by insiders over the last 6 months:

    • PARTNERS L P SUMMIT sold 5,000,000 shares for an estimated $88,550,000
    • ANDREW BIALECKI (Co-Chief Executive Officer) has made 0 purchases and 6 sales selling 812,529 shares for an estimated $12,440,091.
    • ED HALLEN has made 0 purchases and 4 sales selling 100,082 shares for an estimated $2,045,385.
    • LANDON EDMOND (Chief Legal Officer) has made 0 purchases and 3 sales selling 71,199 shares for an estimated $1,428,080.
    • AMANDA WHALEN (Chief Financial Officer) has made 0 purchases and 5 sales selling 70,000 shares for an estimated $1,151,500.
    • LEDGER SUSAN ST. sold 9,334 shares for an estimated $133,196

    To track insider transactions, check out Investivoq's insider trading dashboard. You can access data on insider stock transactions through the Investivoq API insider transaction endpoint.

    Investivoq Alerts
    Receive KVYO Data Alerts
    Get market-moving data, filings, and signals for KVYO in real time.
    Sign Up

    $KVYO Hedge Fund Activity

    We have seen 157 institutional investors add shares of $KVYO stock to their portfolio, and 126 decrease their positions in their most recent quarter.

    Here are some of the largest recent moves:

    • BLACKROCK, INC. added 3,257,743 shares (+74.8%) to their portfolio in Q2 2026, for an estimated $49,191,919
    • FMR LLC removed 3,220,927 shares (-32.9%) from their portfolio in Q2 2026, for an estimated $48,635,997
    • ALLIANCEBERNSTEIN L.P. removed 3,016,159 shares (-98.9%) from their portfolio in Q2 2026, for an estimated $45,544,000
    • FULLER & THALER ASSET MANAGEMENT, INC. removed 2,941,998 shares (-100.0%) from their portfolio in Q2 2026, for an estimated $44,424,169
    • AMERICAN CENTURY COMPANIES INC removed 2,923,295 shares (-100.0%) from their portfolio in Q2 2026, for an estimated $44,141,754
    • FEDERATED HERMES, INC. removed 2,639,485 shares (-100.0%) from their portfolio in Q2 2026, for an estimated $39,856,223
    • BANK OF AMERICA CORP /DE/ added 2,132,775 shares (+126.4%) to their portfolio in Q2 2026, for an estimated $32,204,902

    To track hedge funds' stock portfolios, check out Investivoq's institutional holdings dashboard. You can access data on hedge funds moves and 13F filings through the Investivoq API 13F endpoint.

    $KVYO Analyst Ratings

    Wall Street analysts have issued reports on $KVYO in the last several months. We have seen 1 firms issue buy ratings on the stock, and 0 firms issue sell ratings.

    Here are some recent analyst ratings:

    • Piper Sandler issued a "Overweight" rating on 05/06/2026

    To track analyst ratings and price targets for $KVYO, check out Investivoq's $KVYO forecast page.

    $KVYO Price Targets

    Multiple analysts have issued price targets for $KVYO recently. We have seen 10 analysts offer price targets for $KVYO in the last 6 months, with a median target of $28.0.

    Here are some recent targets:

    • Gabriela Borges from Goldman Sachs set a target price of $35.0 on 05/07/2026
    • Steve Koenig from Macquarie set a target price of $17.0 on 05/07/2026
    • Billy Fitzsimmons from Piper Sandler set a target price of $26.0 on 05/06/2026
    • Mark Zgutowicz from Benchmark set a target price of $30.0 on 05/06/2026
    • Jackson Ader from Keybanc set a target price of $35.0 on 05/06/2026
    • Raimo Lenschow from Barclays set a target price of $25.0 on 05/06/2026
    • Ryan Macwilliams from Wells Fargo set a target price of $26.0 on 05/06/2026

    This article is not financial advice. See Investivoq's disclaimers for more information. Note that there may be inaccuracies due to mistakes in ticker-mapping, and other anomalies.