Jefferies Cuts Klaviyo (KVYO) Price Target, Reaffirms Buy After Strong Q4

Klaviyo Inc. (NYSE:KVYO) is among the best instrumentality learning stocks to bargain according to analysts. Following the company’s Q4 2025 results connected February 10, Jefferies lowered its terms people connected its shares to $29 from $35 portion reiterating a Buy rating, according to a February 11 study from The Fly.

Jefferies noted that Klaviyo Inc. (NYSE:KVYO) reported Q4 gross maturation up of expectations, suggesting continued request resilience for the company’s offerings contempt ongoing statement implicit AI-driven selling platforms. While the institution did not afloat resoluteness longer-term questions astir AI’s competitory impact, the analysts were encouraged by management’s commentary connected Klaviyo’s worth creation.

Ahead of the results announcement, Benchmark Co. had besides lowered its terms people from $46 to $30 portion maintaining a Buy rating.

Following a beardown Q4 result, the institution raised its FY 2026 guidance and is present expecting gross successful the scope of $1.50-$1.51 billion, implying a 21.5%-22.5% year-on-year growth, up of the statement estimation of $1.48 billion. Management besides expects the operating borderline to proceed expanding.

During the results call, Andrew Bialecki, Co-founder and Co-CEO astatine Klaviyo, said that helium sees beardown momentum successful 2026 and highlighted 3 cardinal takeaways that enactment this outlook:

First, AI increases the speed, quality, and scope of user engagement, and customers are relying connected Klaviyo to present that engagement. Second, our vantage is structural. Our infrastructure is what allows agents and AI tools to run consistently arsenic measurement and complexity increase. And third, our exemplary is built for this moment. Klaviyo is simply a revenue-yield engine. As AI increases, the measurement and sophistication of user engagement, worth creation, and our maturation standard together.

Klaviyo Inc. (NYSE:KVYO) is simply a exertion institution that offers a cloud-native, AI-first B2C lawsuit narration absorption (CRM) and selling automation level for e-commerce brands. Its Klaviyo Data Platform enables businesses to harness lawsuit information for personalized email, SMS, and integer campaigns. Klaviyo uses instrumentality learning to assistance businesses personalize selling and lawsuit communication.

While we admit the imaginable of KVYO arsenic an investment, we judge definite AI stocks connection greater upside imaginable and transportation little downside risk. If you’re looking for an highly undervalued AI banal that besides stands to payment importantly from Trump-era tariffs and the onshoring trend, spot our escaped study connected the best short-term AI stock.

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Disclosure: None. This nonfiction is primitively published astatine Insider Monkey.