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

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.
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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.

Insider Sale: Chief Financial Officer of $KVYO (KVYO) Sells 15,000 Shares

When billionaire Warren Buffett took over at Berkshire Hathaway decades ago, it was a dying textile business. It was profitable, but the profits were quickly deployed to fix and upgrade equipment, leaving little for shareholders at the end of the day.
Recognizing the dire situation, Buffett made a hard decision: He let the textile business slowly die and invested in high-quality business with all of the profits that the textile business produced in the meantime.
When possible, Buffett prefers to purchase a high-quality business outright. And Berkshire owns many well-known companies, such as GEICO, Clayton Homes, Fruit of the Loom, Dairy Queen, and more. But sometimes, it can't buy an entire company, and in that case, it invests in stocks.
Berkshire Hathaway has a stock portfolio that's worth roughly $300 billion. Among its holdings are no-brainer investments, such as Amazon, and even new positions, such as Pool Corp and Domino's Pizza.
It may seem strange for a publicly traded company such as Berkshire Hathaway to invest in other publicly traded and privately held companies, but it's a great use of cash when done right and shareholders benefit. Had Buffett stuck with textiles, Berkshire very likely would have gone out of business. But today, it's one of the few companies that's worth over $1 trillion.
I don't know if any investing track record can stand toe to toe with Warren Buffett and Berkshire Hathaway -- their story is extraordinary. But Berkshire isn't the only publicly traded company that owns positions in other companies. Shopify (NYSE: SHOP), eBay (NASDAQ: EBAY), and Nvidia (NASDAQ: NVDA) are three tech companies that have portfolios of their own, as well.
1. Shopify
As of September, e-commerce software company Shopify had investments in three publicly traded companies: Global-e Online (NASDAQ: GLBE), Affirm Holdings, and Klaviyo. These investments are worth roughly $2.3 billion.
Berkshire Hathaway invests solely when it believes it's a good opportunity. By comparison, Shopify invests more when a company has value as a strategic partnership. That's certainly the case with Global-e. This smaller company helps businesses sell directly to their customers across international boundaries.
Shopify features Global-e's software for its millions of merchant customers, giving them options to grow their businesses internationally. Since Global-e is a smaller company, this benefit can't be understated -- it's gained a lot of new business from Shopify. By owning Global-e stock, Shopify can benefit from the upside, as well.
Global-e is still a relatively small company that could have a decade or more of growth ahead of it. If that happens, it will benefit Shopify shareholders, as well, thanks to the company's investment.
2. eBay
It's not in the limelight as much these days, but with 133 million active customers and having processed more than $70 billion in trailing-12-month merchandise volume, eBay is still one of the largest e-commerce platforms in the world. That said, it's not a high-growth business anymore, with revenue only up 3% year over year in the third quarter of 2024. And this has caused management to branch out, looking for ways to advance its business.
In 2020, eBay decided to move on from its classifieds business, selling it to Adevinta. In return, it got a mixture of cash and shares of Adevinta. Over time, eBay has reduced its stake, unlocking cash that it's used to repurchase its shares.
Over the last five years, eBay stock is up about 75% in spite of tepid growth. A large part of this is attributable to reducing its share count by nearly 40% and nearly doubling its dividend. The company likely couldn't have done this without its investment portfolio.
EBAY Average Diluted Shares Outstanding (Quarterly) data by YCharts.
In addition to the $1.9 billion investment it still has in Adevinta, eBay also has a position in Adyen, valued at $500 million. After spinning off PayPal, eBay moved to make Adyen its primary payments partner, which was a boost to Adyen. Just like Shopify participating in the upside with Global-e, eBay participates in Adyen's upside through its investment.
3. Nvidia
Finally, Nvidia has a portfolio of six stocks that's worth less than $500 million. Considering the company's own market capitalization is more than $3.4 trillion as of this writing, it's unlikely that any stock in the portfolio will go up enough to move the needle for Nvidia's shareholders. That said, the company has invested in some interesting players in the artificial-intelligence (AI) space, including Recursion Pharmaceuticals (NASDAQ: RXRX).
While it likely won't move the needle for Nvidia's shareholders, Recursion could have the highest upside of all the stocks mentioned here. The company seeks to harness the power of AI to test drugs synthetically. This cuts down on the time and money in the research process and could possibly bring new drugs to market that would otherwise be cost ineffective.
That said, Recursion could also have the greatest downside. As of this writing, the company hasn't gotten any drugs past the finish line, meaning that its revenue is meager and its losses are great. At its current rate of cash burn, Recursion has about two years of runway. If it can't get a drug approved and reverse its cash outflow, it could be hard for shareholders.
Recursion stock is risky for this reason, but investors still might want to join Nvidia in owning shares. With advancements in AI, it's hard to imagine a future where AI doesn't play an important role, putting Recursion on the right side of trends. And in a diversified portfolio, it can make sense to have a few small investments in more speculative companies such as this.
Don’t miss this second chance at a potentially lucrative opportunity
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*Stock Advisor returns as of December 2, 2024
John Mackey, former CEO of Whole Foods Market, an Amazon subsidiary, is a member of The Motley Fool's board of directors. Jon Quast has no position in any of the stocks mentioned. The Motley Fool has positions in and recommends Adyen, Amazon, Berkshire Hathaway, Domino's Pizza, Global-E Online, Nvidia, PayPal, and Shopify. The Motley Fool recommends eBay and recommends the following options: long January 2027 $42.50 calls on PayPal and short December 2024 $70 calls on PayPal. The Motley Fool has a disclosure policy.
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.

Berkshire Hathaway Isn't the Only Publicly Traded Company That Buys Stocks. These 3 Tech Giants Also Have Stock Portfolios.

Klaviyo (KVYO) Q3 2024 Earnings Call Transcript

Below is Validea's guru fundamental report for KLAVIYO INC (KVYO). Of the 22 guru strategies we follow, KVYO rates highest using our P/B Growth Investor model based on the published strategy of Partha Mohanram. This growth model looks for low book-to-market stocks that exhibit characteristics associated with sustained future growth.
KLAVIYO INC (KVYO) is a large-cap value stock in the Business Services industry. The rating using this strategy is 44% based on the firm’s underlying fundamentals and the stock’s valuation. A score of 80% or above typically indicates that the strategy has some interest in the stock and a score above 90% typically indicates strong interest.
The following table summarizes whether the stock meets each of this strategy's tests. Not all criteria in the below table receive equal weighting or are independent, but the table provides a brief overview of the strong and weak points of the security in the context of the strategy's criteria.
BOOK/MARKET RATIO:
PASS
RETURN ON ASSETS:
FAIL
CASH FLOW FROM OPERATIONS TO ASSETS:
FAIL
CASH FLOW FROM OPERATIONS TO ASSETS VS. RETURN ON ASSETS:
PASS
RETURN ON ASSETS VARIANCE:
FAIL
SALES VARIANCE:
FAIL
ADVERTISING TO ASSETS:
PASS
CAPITAL EXPENDITURES TO ASSETS:
FAIL
RESEARCH AND DEVELOPMENT TO ASSETS:
PASS
Detailed Analysis of KLAVIYO INC
KVYO Guru Analysis
KVYO Fundamental Analysis
More Information on Partha Mohanram
Partha Mohanram Portfolio
About Partha Mohanram: Sometimes the best investing strategies don't come from the world of investing. Sometimes research that changes the investing world can come from the halls of academia. Partha Mohanram is a great example of this. While academic research has shown that value investing works over time, it has found the opposite for growth investing. Mohanram turned that research on its head by developing a growth model that produced significant market outperformance. His research paper "Separating Winners from Losers among Low Book-to-Market Stocks using Financial Statement Analysis" looked at the criteria that can be used to separate growth stocks that continue their upward trajectory from those that don't. Mohanram is currently the John H. Watson Chair in Value Investing at the University of Toronto and was previously an Associate Professor at the Columbia Business School.
Additional Research Links
Top S&P 500 Stocks
Top Russell 2000 Stocks
Dividend Growth Stocks
High Free Cash Flow Yield Stocks
Low Volatility Stocks
About Validea: Validea is aninvestment researchservice that follows the published strategies of investment legends. Validea offers both stock analysis and model portfolios based on gurus who have outperformed the market over the long-term, including Warren Buffett, Benjamin Graham, Peter Lynch and Martin Zweig. For more information about Validea, click here
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.

Guru Fundamental Report for KVYO

Below is Validea's guru fundamental report for KLAVIYO INC (KVYO). Of the 22 guru strategies we follow, KVYO rates highest using our P/B Growth Investor model based on the published strategy of Partha Mohanram. This growth model looks for low book-to-market stocks that exhibit characteristics associated with sustained future growth.
KLAVIYO INC (KVYO) is a mid-cap value stock in the Business Services industry. The rating using this strategy is 44% based on the firm’s underlying fundamentals and the stock’s valuation. A score of 80% or above typically indicates that the strategy has some interest in the stock and a score above 90% typically indicates strong interest.
The following table summarizes whether the stock meets each of this strategy's tests. Not all criteria in the below table receive equal weighting or are independent, but the table provides a brief overview of the strong and weak points of the security in the context of the strategy's criteria.
BOOK/MARKET RATIO:
PASS
RETURN ON ASSETS:
FAIL
CASH FLOW FROM OPERATIONS TO ASSETS:
FAIL
CASH FLOW FROM OPERATIONS TO ASSETS VS. RETURN ON ASSETS:
PASS
RETURN ON ASSETS VARIANCE:
FAIL
SALES VARIANCE:
FAIL
ADVERTISING TO ASSETS:
PASS
CAPITAL EXPENDITURES TO ASSETS:
FAIL
RESEARCH AND DEVELOPMENT TO ASSETS:
PASS
Detailed Analysis of KLAVIYO INC
KVYO Guru Analysis
KVYO Fundamental Analysis
More Information on Partha Mohanram
Partha Mohanram Portfolio
About Partha Mohanram: Sometimes the best investing strategies don't come from the world of investing. Sometimes research that changes the investing world can come from the halls of academia. Partha Mohanram is a great example of this. While academic research has shown that value investing works over time, it has found the opposite for growth investing. Mohanram turned that research on its head by developing a growth model that produced significant market outperformance. His research paper "Separating Winners from Losers among Low Book-to-Market Stocks using Financial Statement Analysis" looked at the criteria that can be used to separate growth stocks that continue their upward trajectory from those that don't. Mohanram is currently the John H. Watson Chair in Value Investing at the University of Toronto and was previously an Associate Professor at the Columbia Business School.
Additional Research Links
Top S&P 500 Stocks
Top Russell 2000 Stocks
Dividend Growth Stocks
High Free Cash Flow Yield Stocks
Low Volatility Stocks
About Validea: Validea is aninvestment researchservice that follows the published strategies of investment legends. Validea offers both stock analysis and model portfolios based on gurus who have outperformed the market over the long-term, including Warren Buffett, Benjamin Graham, Peter Lynch and Martin Zweig. For more information about Validea, click here
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.

Below is Validea's guru fundamental report for KLAVIYO INC (KVYO). Of the 22 guru strategies we follow, KVYO rates highest using our P/B Growth Investor model based on the published strategy of Partha Mohanram. This growth model looks for low book-to-market stocks that exhibit characteristics associated with sustained future growth.
KLAVIYO INC (KVYO) is a mid-cap growth stock in the Business Services industry. The rating using this strategy is 44% based on the firm’s underlying fundamentals and the stock’s valuation. A score of 80% or above typically indicates that the strategy has some interest in the stock and a score above 90% typically indicates strong interest.
The following table summarizes whether the stock meets each of this strategy's tests. Not all criteria in the below table receive equal weighting or are independent, but the table provides a brief overview of the strong and weak points of the security in the context of the strategy's criteria.
BOOK/MARKET RATIO:
PASS
RETURN ON ASSETS:
FAIL
CASH FLOW FROM OPERATIONS TO ASSETS:
FAIL
CASH FLOW FROM OPERATIONS TO ASSETS VS. RETURN ON ASSETS:
PASS
RETURN ON ASSETS VARIANCE:
FAIL
SALES VARIANCE:
FAIL
ADVERTISING TO ASSETS:
PASS
CAPITAL EXPENDITURES TO ASSETS:
FAIL
RESEARCH AND DEVELOPMENT TO ASSETS:
PASS
Detailed Analysis of KLAVIYO INC
KVYO Guru Analysis
KVYO Fundamental Analysis
More Information on Partha Mohanram
Partha Mohanram Portfolio
About Partha Mohanram: Sometimes the best investing strategies don't come from the world of investing. Sometimes research that changes the investing world can come from the halls of academia. Partha Mohanram is a great example of this. While academic research has shown that value investing works over time, it has found the opposite for growth investing. Mohanram turned that research on its head by developing a growth model that produced significant market outperformance. His research paper "Separating Winners from Losers among Low Book-to-Market Stocks using Financial Statement Analysis" looked at the criteria that can be used to separate growth stocks that continue their upward trajectory from those that don't. Mohanram is currently the John H. Watson Chair in Value Investing at the University of Toronto and was previously an Associate Professor at the Columbia Business School.
Additional Research Links
Top S&P 500 Stocks
Top Russell 2000 Stocks
Dividend Growth Stocks
High Free Cash Flow Yield Stocks
Low Volatility Stocks
About Validea: Validea is aninvestment researchservice that follows the published strategies of investment legends. Validea offers both stock analysis and model portfolios based on gurus who have outperformed the market over the long-term, including Warren Buffett, Benjamin Graham, Peter Lynch and Martin Zweig. For more information about Validea, click here
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

Fundamental analysis

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Debts

Efficiency

Other ratios

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