Klaviyo, Inc., a technology company, provides a software-as-a-service platform in the United States, other Americas, the Asia-Pacific, Europe, the Middle East, and Africa. The company offers Klaviyo, a cloud-native platform for data store, segmentation engine, campaigns and flows, and messaging infrastructure. It also provides email to send personalized marketing emails, including drag-and-drop email templates to edit and customize pre-built templates; email campaigns and automations with smart send time features, generative artificial intelligence for subject line creation, A/B testing tools, and consumer list segmentation; short message services to send targeted marketing text messages to consumers, as well as built-in contact cards to ensure that texts does not appear as random numbers; and push, a personalized push notification to engage with consumer. In addition, the company offers other applications, such as reviews, which collect product reviews; and customer data platform that allows to manage, deploy, transform, and sync data. It serves its products to entrepreneurs, small and medium-sized businesses to mid-market businesses, and enterprises. The was incorporated in 2012 and is headquartered in Boston, Massachusetts.

Klaviyo, Inc. Series A

Investors in Klaviyo Inc (Symbol: KVYO) saw new options begin trading this week, for the December 19th expiration. At Stock Options Channel, our YieldBoost formula has looked up and down the KVYO options chain for the new December 19th contracts and identified one put and one call contract of particular interest.
The put contract at the $22.50 strike price has a current bid of 75 cents. If an investor was to sell-to-open that put contract, they are committing to purchase the stock at $22.50, but will also collect the premium, putting the cost basis of the shares at $21.75 (before broker commissions). To an investor already interested in purchasing shares of KVYO, that could represent an attractive alternative to paying $23.73/share today.
Because the $22.50 strike represents an approximate 5% discount to the current trading price of the stock (in other words it is out-of-the-money by that percentage), there is also the possibility that the put contract would expire worthless. The current analytical data (including greeks and implied greeks) suggest the current odds of that happening are 64%. Stock Options Channel will track those odds over time to see how they change, publishing a chart of those numbers on our website under the contract detail page for this contract. Should the contract expire worthless, the premium would represent a 3.33% return on the cash commitment, or 19.30% annualized — at Stock Options Channel we call this the YieldBoost.
Below is a chart showing the trailing twelve month trading history for Klaviyo Inc, and highlighting in green where the $22.50 strike is located relative to that history:
Turning to the calls side of the option chain, the call contract at the $25.00 strike price has a current bid of $1.95. If an investor was to purchase shares of KVYO stock at the current price level of $23.73/share, and then sell-to-open that call contract as a "covered call," they are committing to sell the stock at $25.00. Considering the call seller will also collect the premium, that would drive a total return (excluding dividends, if any) of 13.57% if the stock gets called away at the December 19th expiration (before broker commissions). Of course, a lot of upside could potentially be left on the table if KVYO shares really soar, which is why looking at the trailing twelve month trading history for Klaviyo Inc, as well as studying the business fundamentals becomes important. Below is a chart showing KVYO's trailing twelve month trading history, with the $25.00 strike highlighted in red:
Considering the fact that the $25.00 strike represents an approximate 5% premium to the current trading price of the stock (in other words it is out-of-the-money by that percentage), there is also the possibility that the covered call contract would expire worthless, in which case the investor would keep both their shares of stock and the premium collected. The current analytical data (including greeks and implied greeks) suggest the current odds of that happening are 50%. On our website under the contract detail page for this contract, Stock Options Channel will track those odds over time to see how they change and publish a chart of those numbers (the trading history of the option contract will also be charted). Should the covered call contract expire worthless, the premium would represent a 8.22% boost of extra return to the investor, or 47.58% annualized, which we refer to as the YieldBoost.
The implied volatility in the put contract example is 71%, while the implied volatility in the call contract example is 69%.
Meanwhile, we calculate the actual trailing twelve month volatility (considering the last 250 trading day closing values as well as today's price of $23.73) to be 56%. For more put and call options contract ideas worth looking at, visit StockOptionsChannel.com.
Also see:
BITE shares outstanding history
EMDM Dividend History
MGTA shares outstanding history
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.

Interesting KVYO Put And Call Options For December 19th

In trading on Monday, shares of Klaviyo Inc (Symbol: KVYO) crossed above their 200 day moving average of $35.40, changing hands as high as $35.56 per share. Klaviyo Inc shares are currently trading up about 0.9% on the day. The chart below shows the one year performance of KVYO shares, versus its 200 day moving average:
Looking at the chart above, KVYO's low point in its 52 week range is $23.77 per share, with $49.55 as the 52 week high point — that compares with a last trade of $35.95.
Free Report: Top 8%+ Dividends (paid monthly)
Click here to find out which 9 other stocks recently crossed above their 200 day moving average »
Also see:
Top Ten Hedge Funds Holding CATX
Funds Holding LWAC
Institutional Holders of TGP
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.

KVYO Makes Bullish Cross Above Critical Moving Average

The S&P 500 Index ($SPX) (SPY) on Friday closed up +0.49%, the Dow Jones Industrials Index ($DOWI) (DIA) closed up +0.37%, and the Nasdaq 100 Index ($IUXX) (QQQ) closed up +0.70%. December E-mini S&P futures (ESZ25) rose +0.42%, and December E-mini Nasdaq futures (NQZ25) rose +0.68%.
Stock indexes rallied on Friday, with the S&P 500, the Dow Jones Industrials, and the Nasdaq 100 posting new all-time highs. The prospects for additional Fed interest rate cuts have sparked risk-on sentiment in asset markets and supported stocks. Market volatility was near normal on Friday despite the quarterly event known as triple-witching, as $5 trillion worth of stock options, futures, and derivatives expired. Higher bond yields on Friday limited gains in stocks, as the 10-year T-note yield rose +2 bp to 4.13%.
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Minneapolis Fed President Neel Kashkari said he supported the FOMC’s decision to cut interest rates by 25 bp this week, and he has penciled in two additional cuts this year.
President Trump spoke with Chinese President Xi Jinping by telephone on Friday to discuss a framework agreement to shift control of TikTok’s operations from its Chinese parent, ByteDance Ltd, to a consortium of American investors. Mr. Trump said he made progress on many important issues and will meet Xi on the sidelines of the upcoming Asia-Pacific Economic Cooperation Summit in South Korea next month.
Rising corporate earnings expectations are a bullish backdrop for stocks. According to Bloomberg Intelligence, more than 22% of companies in the S&P 500 provided guidance for their Q3 earnings results that are expected to beat analysts’ expectations, the highest in a year. Also, S&P companies are expected to post 6.9% earnings growth in Q3, up from 6.7% at the end of May.
The markets are pricing in a 92% chance of a -25 bp rate cut at the next FOMC meeting on Oct 28-29.
Overseas stock markets on Friday settled mixed. The Euro Stoxx 50 rose to a 4-week high and closed up by +0.03%. China’s Shanghai Composite closed down -0.30%. Japan’s Nikkei Stock 225 fell from a new record high and posted a 1-week low and closed down -0.57%.
Interest Rates
December 10-year T-notes (ZNZ5) on Friday closed down by -7.5 ticks. The 10-year T-note yield rose by +2.7 bp to 4.131%. T-note prices today extended Thursday’s losses and fell to a 2-week low, and the 10-year T-note yield rose to a 2-week high of 4.143%. T-notes were under pressure Friday due to strength in stocks, which has curbed safe-haven demand for government debt securities. Also, negative carryover from Friday’s slide in European government bonds to 2-week lows is weighing on T-notes. Dovish comments on Friday from Minneapolis Fed President Neel Kashkari lifted T-notes off their lows when he said he has penciled in two additional Fed rate cuts this year.
Concerns about Fed independence are negatively impacting T-note prices due to President Trump’s attempt to fire Fed Governor Cook and Stephen Miran’s intention to hold a Fed Governor position while remaining technically in his White House role on the Council of Economic Advisors.
European government bond yields moved higher on Friday. The 10-year German bund yield rose to a 2-week high of 2.753% and finished up +2.2 bp at 2.748%. The 10-year UK gilt yield climbed to a 2-week high of 4.718% and finished up +3.9 bp at 4.715%.
German Aug PPI fell -0.5% m/m and -2.2% y/y, weaker than expectations of -0.1% m/m and -1.7% y/y, with the -2.2% y/y drop the biggest year-on-year decline in 15 months.
UK Aug retail sales ex-auto fuel rose +0.8% m/m, stronger than expectations of +0.7% m/m and the largest increase in 5 months.
UK Aug government borrowing was 18 billion pounds ($24.4 billion), above estimates of 12.5 billion pounds and the highest borrowing for the month in five years.
ECB Governing Council member Centeno said, “Growth in the Eurozone is below potential and inflation will soon fall below our target and stay there for some time. I believe that it’s more likely than not that we have to ease monetary policy further.”
ECB Governing Council member Muller said the ECB is running a slightly accommodative monetary policy and currently has no reason to lower borrowing costs any further.
Swaps are discounting a 2% chance for a -25 bp rate cut by the ECB at its next policy meeting on October 30.
US Stock Movers
Strength in the Magnificent Seven megacap technology stocks is supportive for the overall market. Apple (AAPL) closed up more than +3% and Tesla (TSLA) closed up more than +2%. Also, Alphabet (GOOGL) and Microsoft (MSFT) closed up more than +1%, Nvidia (NVDA) closed up +0.24%, and Amazon.com (AMZN) closed up +0.11%.
Oracle (ORCL) closed up more than +4% after Bloomberg reported the company is in talks with Meta Platforms for a cloud computing deal worth about $20 billion.
Klaviyo Inc (KVYO) closed up more than +4% after Morgan Stanley upgraded the stock to overweight from equal weight with a price target of $50.
CoreWeave (CRWV) closed up more than +3% after Loop Capital Markets initiated coverage on the stock with a buy recommendation and a price target of $165.
Lincoln National (LNC) closed up more than +3% after Morgan Stanley upgraded the stock to overweight from equal weight with a price target of $58.
FedEx (FDX) closed up more than +2% after reporting Q1 adjusted EPS of $3.83, better than the consensus of $3.59.
Warner Bros Discovery (WBD) closed up more than +2% after CNBC reported a potential bid for the company from Paramount Skydance could be in the $22 to $24 a share range.
Scholastic Corp (SCHL) closed down more than -12% after reporting a Q1 adjusted loss per share of -$2.52, a wider loss than the consensus of -$2.44.
Hess Midstream LP (HESM) closed down more than -10% after saying it expects lower capital spending in 2026 and 2027, citing suspension of early engineering activities on its Capa gas plant and removal of the project from its forward plan.
Cognizant Technology Solutions (CTSH) closed down more than -4% to lead IT consulting stocks lower after Bloomberg News reported that President Trump will move to require a $100,000 fee for H-1B visa applications. According to Bloomberg, nearly half of H-1B visas went to outsourcing or staffing companies.
Humana (HUM) closed down more than -4% after Piper Sandler said the company’s CMS star rating recovery won’t occur until 2027, signaling improved quality bonus payments wouldn’t happen until 2028.
Lennar (LEN) closed down more than -4% after reporting Q3 revenue of $8.81 billion, below the consensus of $9.05 billion, and forecasting Q4 new orders of 20,000 to 21,000, weaker than the consensus of 21,047.
Intel (INTC) closed down more than -3% after Citigroup downgraded the stock to sell from neutral with a price target of $29.
Earnings Reports(9/22/2025)
None.
On the date of publication, Rich Asplund did not have (either directly or indirectly) positions in any of the securities mentioned in this article. All information and data in this article is solely for informational purposes. For more information please view the Barchart Disclosure Policy here.
More news from Barchart
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.

Stock Indexes Rally to New Record Highs on Fed Rate Cut Optimism

The S&P 500 Index ($SPX) (SPY) today is up +0.11%, the Dow Jones Industrials Index ($DOWI) (DIA) is up +0.08%, and the Nasdaq 100 Index ($IUXX) (QQQ) is up +0.23%. December E-mini S&P futures (ESZ25) are up +0.09%, and December E-mini Nasdaq futures (NQZ25) are up +0.22%.
Stock indexes are moving higher today, with the Nasdaq 100 posting a new all-time high. The prospects for additional Fed interest rate cuts have sparked risk-on sentiment in asset markets and supported stocks. Market volatility may be higher than usual due to today’s quarterly event known as triple-witching, as $5 trillion worth of stock options, futures, and derivatives will expire. Higher bond yields today are limiting gains in stocks, with the 10-year T-note yield up +2 bp to 4.13%
Join 200K+ Subscribers: Find out why the midday Barchart Brief newsletter is a must-read for thousands daily.
Minneapolis Fed President Neel Kashkari said he supported the FOMC’s decision to cut interest rates by 25 bp this week, and he has penciled in two additional cuts this year.
President Trump will speak to Chinese President Xi Jinping by telephone today to discuss a framework agreement to shift control of TikTok’s operations from its Chinese parent ByteDance Ltd to a consortium of American investors. The call may also discuss trade issues and lead to a potential in-person meeting.
Rising corporate earnings expectations are a bullish backdrop for stocks. According to Bloomberg Intelligence, more than 22% of companies in the S&P 500 provided guidance for their Q3 earnings results that are expected to beat analysts’ expectations, the highest in a year. Also, S&P companies are expected to post 6.9% earnings growth in Q3, up from 6.7% at the end of May.
The markets are pricing in a 92% chance of a -25 bp rate cut at the next FOMC meeting on Oct 28-29.
Overseas stock markets today are mixed. The Euro Stoxx 50 rose to a 4-week high and is up by +0.23%. China’s Shanghai Composite closed down -0.30%. Japan’s Nikkei Stock 225 fell from a new record high and posted a 1-week low and closed down -0.57%.
Interest Rates
December 10-year T-notes (ZNZ5) today are down by -5 ticks. The 10-year T-note yield is up by +2.3 bp to 4.127%. T-note prices today extended Thursday’s losses and fell to a 2-week low, and the 10-year T-note yield rose to a 2-week high of 4.143%. T-notes are under pressure today due to strength in stocks, which has curbed safe-haven demand for government debt securities. Also, negative carryover from today’s slide in European government bonds to 2-week lows is weighing on T-notes. Dovish comments today from Minneapolis Fed President Neel Kashkari lifted T-notes off their lows when he said he has penciled in two additional Fed rate cuts this year.
Concerns about Fed independence are negatively impacting T-note prices due to President Trump’s attempt to fire Fed Governor Cook and Stephen Miran’s intention to hold a Fed Governor position while remaining technically in his White House role on the Council of Economic Advisors.
European government bond yields are moving higher today. The 10-year German bund yield rose to a 2-week high of 2.752% and is up +1.7 bp at 2.742%. The 10-year UK gilt yield climbed to a 2-week high of 4.717% and is up +3.1 bp at 4.707%.
German Aug PPI fell -0.5% m/m and -2.2% y/y, weaker than expectations of -0.1% m/m and -1.7% y/y, with the -2.2% y/y drop the biggest year-on-year decline in 15 months.
UK Aug retail sales ex-auto fuel rose +0.8% m/m, stronger than expectations of +0.7% m/m and the largest increase in 5 months.
UK Aug government borrowing was 18 billion pounds ($24.4 billion), above estimates of 12.5 billion pounds and the highest borrowing for the month in five years.
ECB Governing Council member Centeno said, “Growth in the Eurozone is below potential and inflation will soon fall below our target and stay there for some time. I believe that it’s more likely than not that we have to ease monetary policy further.”
ECB Governing Council member Muller said the ECB is running a slightly accommodative monetary policy and currently has no reason to lower borrowing costs any further.
Swaps are discounting a 2% chance for a -25 bp rate cut by the ECB at its next policy meeting on October 30.
US Stock Movers
Strength in the Magnificent Seven megacap technology stocks is supportive for the overall market. Tesla (TSLA) is up more than +2% and Apple (AAPL) is up more than +1%. Also, Microsoft (MSFT) is up +0.94%, Amazon.com (AMZN) is up +0.75%, Nvidia (NVDA) is up +0.56%, and Alphabet (GOOGL) is up +0.27%..
CoreWeave (CRWV) is up more than +3% after Loop Capital Markets initiated coverage on the stock with a buy recommendation and a price target of $165.
Klaviyo Inc (KVYO) is up more than +3% after Morgan Stanley upgraded the stock to overweight from equal weight with a price target of $50.
Lincoln National (LNC) is up more than +1% after Morgan Stanley upgraded the stock to overweight from equal weight with a price target of $58.
FedEx (FDX) is up more than +2% after reporting Q1 adjusted EPS of $3.83, better than the consensus of $3.59.
Warner Bros Discovery (WBD) is up more than +1% after CNBC reported a potential bid for the company from Paramount Skydance could be in the $22 to $24 a share range.
Scholastic Corp (SCHL) is down more than -10% after reporting a Q1 adjusted loss per share of -$2.52, a wider loss than the consensus of -$2.44.
Hess Midstream LP (HESM) is down more than -9% after saying it expects lower capital spending in 2026 and 2027, citing suspension of early engineering activities on its Capa gas plant and removal of the project from its forward plan.
Lennar (LEN) is down more than -1% after reporting Q3 revenue of $8.81 billion, below the consensus of $9.05 billion, and forecasting Q4 new orders of 20,000 to 21,000, weaker than the consensus of 21,047.
Intel (INTC) is down more than -1% after Citigroup downgraded the stock to sell from neutral with a price target of $29.
MetLife (MET) is down more than -1% after Piper Sandler downgraded the stock to neutral from overweight.
Earnings Reports(9/19/2025)
C&F Financial Corp (CFFI), Louisiana-Pacific Corp (LPX), Pathward Financial Inc (CASH).
On the date of publication, Rich Asplund did not have (either directly or indirectly) positions in any of the securities mentioned in this article. All information and data in this article is solely for informational purposes. For more information please view the Barchart Disclosure Policy here.
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.

Stocks Edge Higher on Hopes of More Fed Rate Cuts

The S&P 500 Index ($SPX) (SPY) today is up +0.16%, the Dow Jones Industrials Index ($DOWI) (DIA) is up +0.04%, and the Nasdaq 100 Index ($IUXX) (QQQ) is up +0.19%. December E-mini S&P futures (ESZ25) are up +0.13%, and December E-mini Nasdaq futures (NQZ25) are up +0.26%.
Stock indexes are moving higher today, with the Nasdaq 10 posting a new all-time high. The prospects for additional Fed interest rate cuts sparked risk-on sentiment in asset markets and supported stocks. Market volatility may be higher than usual due to today's quarterly event known as triple-witching, as $5 trillion worth of stock options, futures, and derivatives will expire. Higher bond yields today are limiting gains in stocks, with the 10-year T-note yield up +2 bp to 4.13%
Join 200K+ Subscribers: Find out why the midday Barchart Brief newsletter is a must-read for thousands daily.
Minneapolis Fed President Neel Kashkari said he supported the FOMC's decision to cut interest rates by 25 bp this week, and he has penciled in two additional cuts this year.
President Trump will speak to Chinese President Xi Jinping by telephone today to discuss a framework agreement to shift control of TikTok's operations from its Chinese parent ByteDance Ltd to a consortium of American investors. The call may also discuss trade issues and lead to a potential in-person meeting.
The markets are pricing in a 92% chance of a -25 bp rate cut at the next FOMC meeting on Oct 28-29.
Overseas stock markets today are mixed. The Euro Stoxx 50 rose to a 4-week high and is up by +0.23%. China's Shanghai Composite closed down -0.30%. Japan's Nikkei Stock 225 fell from a new record high and posted a 1-week low and closed down -0.57%.
Interest Rates
December 10-year T-notes (ZNZ5) today are down by -6 ticks. The 10-year T-note yield is up by +2.1 bp to 4.126%. T-note prices today extended Thursday's losses and fell to a 2-week low, and the 10-year T-note yield rose to a 2-week high of 4.143%. T-notes are under pressure today due to strength in stocks, which has curbed safe-haven demand for government debt securities. Also, negative carryover from today's slide in European government bonds to 2-week lows is weighing on T-notes. Dovish comments today from Minneapolis Fed President Neel Kashkari lifted T-notes off their lows when he said he has penciled in two additional Fed rate cuts this year.
Concerns about Fed independence are negatively impacting T-note prices due to President Trump's attempt to fire Fed Governor Cook and Stephen Miran's intention to hold a Fed Governor position while remaining technically in his White House role on the Council of Economic Advisors.
European government bond yields are moving higher today. The 10-year German bund yield rose to a 2-week high of 2.752% and is up +2.0 bp at 2.746%. The 10-year UK gilt yield climbed to a 2-week high of 4.715% and is up +3.1 bp at 4.707%.
German Aug PPI fell -0.5% m/m and -2.2% y/y, weaker than expectations of -0.1% m/m and -1.7% y/y, with the -2.2% y/y drop the biggest year-on-year decline in 15 months.
UK Aug retail sales ex-auto fuel rose +0.8% m/m, stronger than expectations of +0.7% m/m and the largest increase in 5 months.
UK Aug government borrowing was 18 billion pounds ($24.4 billion), above estimates of 12.5 billion pounds and the highest borrowing for the month in five years.
ECB Governing Council member Centeno said, "Growth in the Eurozone is below potential and inflation will soon fall below our target and stay there for some time. I believe that it's more likely than not that we have to ease monetary policy further."
ECB Governing Council member Muller said the ECB is running a slightly accommodative monetary policy and currently has no reason to lower borrowing costs any further.
Swaps are discounting a 2% chance for a -25 bp rate cut by the ECB at its next policy meeting on October 30.
US Stock Movers
Strength in the Magnificent Seven megacap technology stocks is supportive for the overall market. Tesla (TSLA) and Apple (AAPL) are up more than +1%. Also, Amazon.com (AMZN) is up +0.76%, Microsoft (MSFT) is up +0.75%, Meta Platforms (META) is up +0.50%, and Nvidia (NVDA) is up +0.11%.
CoreWeave (CRWV) is up more than +4% after Loop Capital Markets initiated coverage on the stock with a buy recommendation and a price target of $165.
Klaviyo Inc (KVYO) is up more than +3% after Morgan Stanley upgraded the stock to overweight from equal weight with a price target of $50.
Lincoln National (LNC) is up more than +3% after Morgan Stanley upgraded the stock to overweight from equal weight with a price target of $58.
Bill Holdings (BILL) is up more than +1% after Truist Securities upgraded the stock to buy from hold with a price target of $63.
Scholastic Corp (SCHL) is down more than -12% after reporting a Q1 adjusted loss per share of -$2.52, a wider loss than the consensus of -$2.44.
Hess Midstream LP (HESM) is down more than -7% after saying it expects lower capital spending in 2026 and 2027, citing suspension of early engineering activities on its Capa gas plant and removal of the project from its forward plan.
Lennar (LEN) is down more than -4% after reporting Q3 revenue of $8.81 billion, below the consensus of $9.05 billion, and forecasting Q4 new orders of 20,000 to 21,000, weaker than the consensus of 21,047.
Intel (INTC) is down more than -2% after Citigroup downgraded the stock to sell from neutral with a price target of $29.
MetLife (MET) is down more than -1% after Piper Sandler downgraded the stock to neutral from overweight.
Earnings Reports(9/19/2025)
C&F Financial Corp (CFFI), Louisiana-Pacific Corp (LPX), Pathward Financial Inc (CASH).
On the date of publication, Rich Asplund did not have (either directly or indirectly) positions in any of the securities mentioned in this article. All information and data in this article is solely for informational purposes. For more information please view the Barchart Disclosure Policy here.
More news from Barchart
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.

Stocks Supported by Prospects of Additional Fed Easing

(RTTNews) - Klaviyo, Inc. (KVYO), a CRM platform for B2C brands, announced the pricing of an underwritten public offering of 6.5 million shares of its Series A common stock by existing stockholders, with an additional 975,000 shares available to the underwriter through a 30-day option.
The company will not receive proceeds from the sale, which is expected to close on August 21, 2025, pending customary conditions.
Barclays is serving as the sole underwriter and may sell the shares on the NYSE, over-the-counter markets, or through negotiated transactions at prevailing or agreed-upon prices. The offering is registered under an effective Form S-3 filing with the SEC, and is being conducted solely via prospectus supplement and accompanying prospectus.
The transaction is limited to compliant jurisdictions and does not constitute an offer or solicitation where unlawful.
KVYO currently trades at $31.08 or 0.16% higher on the NYSE.
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.

Klaviyo Prices Secondary Offering Of 6.5 Mln Shares; No Proceeds To Company

Looking at the underlying holdings of the ETFs in our coverage universe at ETF Channel, we have compared the trading price of each holding against the average analyst 12-month forward target price, and computed the weighted average implied analyst target price for the ETF itself. For the iShares ESG Aware MSCI USA Small-Cap ETF (Symbol: ESML), we found that the implied analyst target price for the ETF based upon its underlying holdings is $49.84 per unit.
With ESML trading at a recent price near $41.83 per unit, that means that analysts see 19.16% upside for this ETF looking through to the average analyst targets of the underlying holdings. Three of ESML's underlying holdings with notable upside to their analyst target prices are IDEAYA Biosciences Inc (Symbol: IDYA), Klaviyo Inc (Symbol: KVYO), and CRISPR Therapeutics AG (Symbol: CRSP). Although IDYA has traded at a recent price of $22.84/share, the average analyst target is 102.34% higher at $46.21/share. Similarly, KVYO has 48.99% upside from the recent share price of $30.07 if the average analyst target price of $44.80/share is reached, and analysts on average are expecting CRSP to reach a target price of $80.74/share, which is 45.71% above the recent price of $55.41. Below is a twelve month price history chart comparing the stock performance of IDYA, KVYO, and CRSP:
Below is a summary table of the current analyst target prices discussed above:
Name
Symbol
Recent Price
Avg. Analyst 12-Mo. Target
% Upside to Target
IDEAYA Biosciences Inc
IDYA
$22.84
$46.21
102.34%
Klaviyo Inc
KVYO
$30.07
$44.80
48.99%
CRISPR Therapeutics AG
CRSP
$55.41
$80.74
45.71%
Are analysts justified in these targets, or overly optimistic about where these stocks will be trading 12 months from now? Do the analysts have a valid justification for their targets, or are they behind the curve on recent company and industry developments? A high price target relative to a stock's trading price can reflect optimism about the future, but can also be a precursor to target price downgrades if the targets were a relic of the past. These are questions that require further investor research.
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.

Sum Up The Parts: ESML Could Be Worth $50

Looking at the underlying holdings of the ETFs in our coverage universe at ETF Channel, we have compared the trading price of each holding against the average analyst 12-month forward target price, and computed the weighted average implied analyst target price for the ETF itself. For the Goldman Sachs MarketBeta US 1000 Equity ETF (Symbol: GUSA), we found that the implied analyst target price for the ETF based upon its underlying holdings is $59.52 per unit.
With GUSA trading at a recent price near $49.99 per unit, that means that analysts see 19.07% upside for this ETF looking through to the average analyst targets of the underlying holdings. Three of GUSA's underlying holdings with notable upside to their analyst target prices are BridgeBio Pharma Inc (Symbol: BBIO), Moog Inc (Symbol: MOG.A), and Klaviyo Inc (Symbol: KVYO). Although BBIO has traded at a recent price of $33.54/share, the average analyst target is 58.62% higher at $53.20/share. Similarly, MOG.A has 40.45% upside from the recent share price of $162.33 if the average analyst target price of $228.00/share is reached, and analysts on average are expecting KVYO to reach a target price of $51.47/share, which is 36.42% above the recent price of $37.73. Below is a twelve month price history chart comparing the stock performance of BBIO, MOG.A, and KVYO:
Below is a summary table of the current analyst target prices discussed above:
Name
Symbol
Recent Price
Avg. Analyst 12-Mo. Target
% Upside to Target
Goldman Sachs MarketBeta US 1000 Equity ETF
GUSA
$49.99
$59.52
19.07%
BridgeBio Pharma Inc
BBIO
$33.54
$53.20
58.62%
Moog Inc
MOG.A
$162.33
$228.00
40.45%
Klaviyo Inc
KVYO
$37.73
$51.47
36.42%
Are analysts justified in these targets, or overly optimistic about where these stocks will be trading 12 months from now? Do the analysts have a valid justification for their targets, or are they behind the curve on recent company and industry developments? A high price target relative to a stock's trading price can reflect optimism about the future, but can also be a precursor to target price downgrades if the targets were a relic of the past. These are questions that require further investor research.
10 ETFs With Most Upside To Analyst Targets »
Also see:
Funds Holding IYF
S market cap history
Top Ten Hedge Funds Holding NWBO
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.

Sum Up The Parts: GUSA Could Be Worth $60

Wednesday, February 19, 2025
Market indexes fought back and closed in the green for today’s trading session — all but the small-cap Russell 2000, which also improved but didn’t quite make it into positive territory. The S&P 500 set its second-straight record closing high, at 6144, but ultimately today’s gains were modest.
The Dow closed up +71 points, or +0.16% on the day. The S&P 500 grew +14 points, +0.24%. The Nasdaq added almost +15 points, +0.075%, while the Russell 2000 was -7.9 points for the session, -0.34%. Bond yields once again appear range-bound, with the 10-year around +4.53% and the 2-year +4.27%.
Fed Minutes Offer No Surprises
As we’d expected, the minutes of the latest Federal Open Market Committee (FOMC) meeting from last month was a firm attitude that inflation metrics will have to once again start coming down before new rate cuts will be considered. The unanimous decision to keep the Fed funds rate between a range of +4.25-4.50%. The FOMC had cut three times in a row between September and December of last year, taking the rate down 100 basis points (bps) in the process. The next Fed meeting concludes a month from today.
Q4 Earnings Roundup: CVNA, TOST, KVYO
Zacks Rank #1 (Strong Buy)-rated Carvana CVNA far outpaced expectations on both top and bottom lines in its Q4 report out after today’s closing bell, with earnings more than doubling estimates to 56 cents per share from 24 cents in the Zacks consensus (and in a completely new orbit from the -$1.00 loss per share in the year-ago quarter). Revenues came in at $3.55 billion, well beyond the $3.33 billion anticipated.
This all said, it appears we have a “sell the news” situation: shares are trading -10% in the after-market, shaving off a good portion of the +328% gains the stock has made year to date, and +440% over the past year. Carvana revenues actually came down quarter over quarter, but had adjusted EBITDA margin growth of +10.1%.
Check out the updated Zacks Earnings Calendar here.
A day after a report that point-of-sale service provider Toast TOST won a 500-restaurant deal with Huddle House and Perkins parent Ascent Hospitality, Q4 earnings came in slightly mixed this afternoon: earnings of $0.05 per share missed estimates by a penny, on quarterly sales of $1.34 billion, which outperformed the $1.31 billion in the Zacks consensus. Shares had initially zoomed up +10% on the news, but have now come back down near today’s closing level.
Marketing automation platform Klaviyo KVYO is one company whose shares went up on its Q4 report after today’s close and stayed there: +7% as of now. This adds to the nearly +14% the stock has gained year to date. Earnings beat by a penny to 7 cents per share, and sales in the quarter strongly outpaced expectations, to $270 million from $257.3 million projected. Big upward moves in revenue guidance for both next quarter and the full fiscal year are helping keep interest in the shares very healthy.
Questions or comments about this article and/or author? Click here>>
Zacks' Research Chief Names "Stock Most Likely to Double"
Our team of experts has just released the 5 stocks with the greatest probability of gaining +100% or more in the coming months. Of those 5, Director of Research Sheraz Mian highlights the one stock set to climb highest.
This top pick is among the most innovative financial firms. With a fast-growing customer base (already 50+ million) and a diverse set of cutting edge solutions, this stock is poised for big gains. Of course, all our elite picks aren’t winners but this one could far surpass earlier Zacks’ Stocks Set to Double like Nano-X Imaging which shot up +129.6% in little more than 9 months.
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Carvana Co. (CVNA) : Free Stock Analysis Report
Toast, Inc. (TOST) : Free Stock Analysis Report
Klaviyo, Inc. (KVYO) : Free Stock Analysis Report
To read this article on Zacks.com click here.
Zacks Investment Research
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.

Fed Minutes, Q4 Earnings Keep Market Indexes Alight

Amanda Whalen, the Chief Financial Officer of $KVYO ($KVYO), sold 15,000 shares of the company on 12-13-2024. We received data on the trade from a recent SEC filing. This was a sale of approximately 3.7% of their shares. Following this trade, they now own 391,820 shares of $KVYO stock.
$KVYO Insider Trading Activity
$KVYO insiders have traded $KVYO stock on the open market 38 times in the past 6 months. Of those trades, 2 have been purchases and 36 have been sales.
Here’s a breakdown of recent trading of $KVYO stock by insiders over the last 6 months:
AMANDA WHALEN (Chief Financial Officer) has traded it 8 times. They made 0 purchases and 8 sales, selling 135,000 shares.
PARTNERS L P SUMMIT has traded it 16 times. They made 0 purchases and 16 sales, selling 6,567,144 shares.
LANDON EDMOND (Chief Legal Officer) has traded it 3 times. They made 0 purchases and 3 sales, selling 83,530 shares.
STEPHEN ERIC ROWLAND (President) has traded it 5 times. They made 0 purchases and 5 sales, selling 58,878 shares.
JEFF FAGNAN has traded it 2 times. They made 2 purchases, buying 23,000 shares and 0 sales.
ALLEN CHAVES (Chief Technology Officer) has traded it 4 times. They made 0 purchases and 4 sales, selling 260,000 shares.
To track insider transactions, check out Quiver Quantitative's insider trading dashboard.
$KVYO Hedge Fund Activity
We have seen 86 institutional investors add shares of $KVYO stock to their portfolio, and 87 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
WHALE ROCK CAPITAL MANAGEMENT LLC added 3,092,725 shares (+608.9%) to their portfolio in Q3 2024
JPMORGAN CHASE & CO removed 1,666,081 shares (-78.1%) from their portfolio in Q3 2024
GRANGER MANAGEMENT LLC removed 1,495,184 shares (-81.4%) from their portfolio in Q3 2024
SUMMIT PARTNERS L P removed 1,313,851 shares (-2.8%) from their portfolio in Q3 2024
FULLER & THALER ASSET MANAGEMENT, INC. added 1,258,111 shares (+inf%) to their portfolio in Q3 2024
CLARO ADVISORS LLC removed 1,235,491 shares (-96.5%) from their portfolio in Q3 2024
COLONY GROUP, LLC removed 1,062,600 shares (-100.0%) from their portfolio in Q3 2024
To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard.
This article is not financial advice. See Quiver Quantitative's disclaimers for more information.
This article was originally published on Quiver News, read the full story.
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.

Klaviyo, Inc. Series A

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