"Google views Klaviyo as a key marketing player in this new era of agentic commerce,†said Stephen Brough, Global GTM Head, RCS for Business. "This deepened collaboration across our two companies and product lines will help Google bring real-time customer intelligence to every touchpoint a consumer has - from ads to AI.†What's available today The announcement reinforces the Google and Klaviyo integrations that are already live, including: BOSTON & MOUNTAIN VIEW, Calif.--(BUSINESS WIRE)--Klaviyo (NYSE: KVYO ...

Klaviyo Inc. (NYSE:KVYO) is one of the best growth stocks to buy for the next 20 years. On February 11, Needham analyst Scott Berg lowered the firm’s price target on Klaviyo to $30 from $45 but maintained a Buy rating following a very strong Q4 2025 earnings report. The company achieved high-end revenue outperformance fueled by robust sales and customer expansion during the holiday season. The analyst highlighted that despite the price target reduction, Klaviyo’s core metrics remain strong, reflecting succ ...

Core Insights - The Technology Innovators Fund experienced mixed performance in Q4 2025, with a portfolio decline of 6.3% quarter-to-date and a 14.7% return over the year, driven by a narrow group of large-cap growth stocks [1] - The fund's top ten holdings represented approximately 59% of assets, indicating a concentration in a few key stocks [1] - Stock-specific challenges were noted, particularly in emerging technology holdings, while select platform and infrastructure businesses showed strength [1] Fund Performance - The fund's results were attributed to stock-specific challenges rather than broad macroeconomic shocks, with certain high-valuation innovation names facing pressure from slowing momentum and investor risk aversion [1] - The average annual portfolio turnover was reported at 21%, reflecting a long-term investment strategy [1] - Many portfolio companies continued to show solid full-year earnings growth in 2025, supported by durable revenue models related to artificial intelligence, cloud computing, and digital transformation [1] Klaviyo, Inc. Insights - Klaviyo, Inc. (NYSE:KVYO) was highlighted as a key stock, with a one-month return of -21.91% and a market capitalization of approximately $5.669 billion as of February 13, 2026 [2] - The company reported a 32% sequential revenue growth in Q3 2025, with net revenue expansion improving for the first time since Q3 2021 [3] - Management emphasized strong performance metrics, including international acceleration and record mid-market customer wins, while the stock price has not yet reflected the company's underlying momentum [3]

Financial Performance - Klaviyo, Inc. reported Q4 revenue of $350 million, a 30% increase year-over-year [1] - Non-GAAP operating income for Q4 was $51 million, resulting in a 15% operating margin [1] - Non-GAAP gross margin for the quarter was 73%, with operating expenses at 58% of total revenue, marking the lowest level since the company went public [1] - Free cash flow increased to $87 million, reflecting a 61% year-over-year rise [2] - For the full year, non-GAAP operating income totaled $169 million with a 14% margin [2] - Free cash flow margin reached 16%, and cash balance exceeded $1 billion for the first time [2] Customer Metrics - 60% of Annual Recurring Revenue (ARR) now comes from multiproduct customers [2] - More than 15% of ARR is generated by customers using at least three products, indicating strong cross-sell and expansion opportunities [2] - The company serves over 193,000 customers in more than 100 countries, with strong momentum in the enterprise customer base and internationally [3] Market Position and Analyst Insights - Klaviyo is recognized as one of the 12 best mid-cap AI stocks to buy according to hedge funds [1] - Following the Q4 results, Jefferies lowered its price target from $35 to $29 while maintaining a Buy rating, citing long-term questions around AI [3] - Klaviyo operates a software-as-a-service platform targeting small and medium-sized businesses, enterprises, and mid-market businesses globally [4]

Core Insights - Investor enthusiasm for AI's potential to drive innovation and efficiency has shifted to a significant rejection of the enterprise software sector, with predictions that AI agents may eventually displace traditional roles in the industry [1] Group 1 - The article highlights the rapid change in investor sentiment regarding AI and enterprise software, indicating a move from optimism to skepticism [1] - Gary Alexander's extensive experience in both Wall Street and Silicon Valley positions him as a knowledgeable figure in understanding current industry trends [1]

Core Insights - Klaviyo Inc. (NYSE:KVYO) is recognized as a leading machine learning stock, with analysts maintaining a positive outlook despite recent price target adjustments [1][3] Financial Performance - Klaviyo reported Q4 revenue growth that exceeded expectations, indicating strong demand for its offerings amid discussions on AI-driven marketing platforms [2] - The company raised its FY 2026 revenue guidance to a range of $1.50-$1.51 billion, reflecting a year-on-year growth of 21.5%-22.5%, surpassing the consensus estimate of $1.48 billion [3] Management Commentary - Co-founder and Co-CEO Andrew Bialecki highlighted three key points during the results call: 1. AI enhances consumer engagement speed, quality, and reach, with customers depending on Klaviyo for effective engagement 2. Klaviyo's structural advantages support consistent operation of agents and AI tools as complexity increases 3. The company's model is designed to capitalize on the growing sophistication of consumer engagement and value creation [4] Company Overview - Klaviyo is a technology firm that provides a cloud-native, AI-first B2C customer relationship management (CRM) and marketing automation platform tailored for e-commerce brands, utilizing machine learning for personalized marketing [5]

Core Viewpoint - Klaviyo Inc reported better-than-expected fourth-quarter financial results and provided FY26 sales guidance above market estimates [1] Financial Performance - The company reported quarterly earnings of 19 cents per share, surpassing the analyst consensus estimate of 17 cents per share [1] - Quarterly sales reached $350.195 million, exceeding the analyst consensus estimate of $333.954 million [1] Future Guidance - Klaviyo anticipates FY2026 sales between $1.501 billion and $1.509 billion, compared to market estimates of $1.481 billion [1] Market Reaction - Following the earnings announcement, Klaviyo shares increased by 5.6% to $22.30 in pre-market trading [2] - Analysts adjusted their price targets for Klaviyo after the earnings report [2]

Core Insights - Robert Playter, the CEO of Hyundai Motor Group's robot affiliate Boston Dynamics, is stepping down [1] Company Summary - Boston Dynamics, based in Waltham, Massachusetts, announced the resignation of its CEO on its X account [1]

Core Viewpoint - Klaviyo, Inc. (NYSE:KVYO) specializes in marketing automation and email marketing services, providing tools for personalized marketing campaigns, and faces competition from firms like Mailchimp and HubSpot [1] Group 1: Analyst Ratings and Price Targets - Jefferies set a price target of $29 for KVYO, indicating a potential increase of 37.31% from its current price of $21.12 [1] - Benchmark reduced its price target from $46 to $30 while maintaining a buy rating [2] - Jefferies upgraded the stock to a "strong-buy" in October, while Stifel Nicolaus maintained a buy rating and Morgan Stanley set an overweight rating [3] Group 2: Stock Performance - KVYO's stock recently hit a new 52-week low after an analyst downgrade, falling to $18.55 during trading and closing at $19.67 [2] - The stock has shown some recovery, currently priced at $21.12, reflecting a 7.26% increase with a change of $1.43 [3] - Over the past year, KVYO reached a high of $48.17 and a low of $18.55, with a market capitalization of approximately $6.38 billion and a trading volume of 11.48 million shares on the NYSE [3]

分组1 - Klaviyo, Inc. reported quarterly earnings of $0.19 per share, exceeding the Zacks Consensus Estimate of $0.17 per share, and showing an increase from $0.07 per share a year ago, resulting in an earnings surprise of +13.98% [1] - The company achieved revenues of $350.2 million for the quarter ended December 2025, surpassing the Zacks Consensus Estimate by 5.06%, and up from $270.16 million year-over-year [2] - Klaviyo, Inc. has consistently surpassed consensus EPS estimates over the last four quarters, indicating strong performance [2] 分组2 - The stock has underperformed the market, losing about 39.4% since the beginning of the year, while the S&P 500 has gained 1.7% [3] - The current consensus EPS estimate for the upcoming quarter is $0.18 on revenues of $342.63 million, and for the current fiscal year, it is $0.80 on revenues of $1.48 billion [7] - The Internet - Software industry, to which Klaviyo belongs, is currently ranked in the top 36% of over 250 Zacks industries, suggesting a favorable outlook compared to lower-ranked industries [8]