# Klaviyo

Type: Company (KVYO)

Source: GetYourBrief — https://getyourbrief.com/entity/klaviyo
Canonical HTML page: https://getyourbrief.com/entity/klaviyo

## Timeline

- **2026-08-08**: Wall Street Zen downgrades to Hold — Wall Street Zen cut both Klaviyo and Oceaneering International from Buy to Hold in Saturday research notes.
- **2026-08-07**: Citigroup lifts KVYO target — Citigroup raised its Klaviyo price target from $34.00 to $36.00 with a Buy rating.
- **2026-08-06**: KVYO analyst revisions — Stephens, BTIG, Stifel, and Truist adjusted price targets on Klaviyo following earnings.
- **2026-08-05**: Klaviyo Q2 earnings — Klaviyo reported EPS of $0.19, meeting consensus, and revenue of $370.58 million.
- **2026-07-30**: OII insider sale — SVP Christopher J. Dyer sold 1,200 OII shares at an average price of $47.65 for $57,180.
- **2026-07-28**: Weiss upgrades OII — Weiss Ratings raised OII from Buy (B-) to Buy (B).
- **2026-07-27**: Barclays lifts OII target — Barclays increased its OII price objective from $39.00 to $47.00 with an Equal Weight rating.
- **2026-06-18**: Citigroup raises OII target — Citigroup raised its Oceaneering target from $35.00 to $40.00 with a Neutral rating.
- **2026-04-30**: TD Cowen lifts OII target — TD Cowen raised its Oceaneering International price target from $34.00 to $36.00 with a Hold rating.
- **2026-03-25**: Market Opening Rally — BRZE stock opens significantly higher as brokerage firms raise price targets following the earnings beat.
- **2026-03-25**: Aramark Sector Momentum — ARMK shares see increased buying pressure amid a broader rally in the industrial and contract services sectors.
- **2026-03-24**: Braze Q4 Earnings Filing — Braze officially reports Q4 2026 results, exceeding analyst expectations for growth and profitability.

## Recent coverage (4 stories, network-wide)

### SaaS Valuation Stress: Klaviyo's 896x P/E Draws Wall Street Zen Hold
2026-08-13 01:19:31 · Sector: saas · Sentiment: Neutral · Impact: 5/10 · Sources: 2

SaaS and cloud operators are watching Klaviyo as a high-multiple vertical SaaS proxy. Wall Street Zen's Buy-to-Hold cut, after Q2 revenue of $370.58 million and EPS in line, shows how quickly a premium valuation can compress when growth doesn't exceed expectations.
Full story: https://getsaasbrief.com/story/saas-klaviyo-wall-street-zen-hold-896-pe

### Klaviyo Hit with Hold at $17.91: 896 P/E Meets $370.6M Q2
2026-08-13 01:19:20 · Sector: marketing · Sentiment: Neutral · Impact: 5/10 · Sources: 2

Marketing and AdTech teams relying on Klaviyo face new investor scrutiny after Wall Street Zen cut the stock to Hold despite Q2 revenue of $370.58 million and in-line EPS of $0.19. The downgrade lands as analyst targets diverge while the company trades at a 895.95 P/E, raising questions about martech spending sustainability.
Full story: https://getmarketingbrief.com/story/klaviyo-wall-street-zen-downgrade-896-pe

### Wall Street Zen Cuts OII and KVYO to Hold: $5B Caps, 14.6 vs 896 P/E
2026-08-13 01:19:06 · Sector: finance · Sentiment: Neutral · Impact: 5/10 · Sources: 2

Wall Street Zen downgraded both Oceaneering International and Klaviyo from Buy to Hold, spotlighting two $5 billion market-cap companies with vastly different P/E ratios—14.59 for OII and 895.95 for KVYO. The ratings actions come as consensus targets diverge from current prices.
Full story: https://getfinancebrief.com/story/finance-wall-street-zen-downgrade-oii-kvyo

### Braze Surges on Q4 Earnings Beat as Aramark Gains on Sector Momentum
2026-03-25 18:43:18 · Sector: finance · Sentiment: Neutral · Impact: 5/10 · Sources: 2

Braze (BRZE) shares jumped after the customer engagement leader reported Q4 2026 results that exceeded analyst estimates, signaling resilience in marketing tech. Simultaneously, Aramark (ARMK) saw positive trading action as investors rewarded the company's continued margin expansion and post-spin-off focus.
Full story: https://getfinancebrief.com/story/braze-earnings-beat-aramark-stock-momentum-2026

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