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Stock impact report

Reasons Why Klaviyo (KVYO) is Strongly Favored by Hedge Funds [Yahoo! Finance]

Klaviyo, Inc. Series A (KVYO) 
Company Research Source: Yahoo! Finance
On January 15, Elizabeth Porter from Morgan Stanley maintained an Overweight rating on Klaviyo Inc. (NYSE:KVYO). She revised her estimated target price from $46 to $42. Production Perig/Shutterstock.com Porter believes that SaaS application companies delivered lower returns in 2025 relative to the technology sector and the broader software group. This was due to continued fears of AI-related risks for such businesses. However, she feels that these risk assessments seemed to have been exaggerated initially, and there is more optimism around SaaS companies going into 2026. Despite a downward revision of the target price, Porter's estimates still yield an impressive 64% upside for the stock. On January 12, Cantor Fitzgerald also maintained an Overweight rating for Klaviyo Inc. (NYSE:KVYO), with a $40 price target. The firm negated speculations around the “AI taking over the Software World thesis.” The firm noticed a critical factor that offers resilience to software solution provi Show less Read more
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