Goldman Sachs Downgrades Klaviyo Inc (KVYO) to Neutral
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Go back to Goldman Sachs Downgrades Klaviyo Inc (KVYO) to Neutral
October 16, 2026 5:20 AM EDT
(Updated - October 16, 2026 5:21 AM EDT)
Goldman Sachs analyst Callie Valenti upgraded Zeta Global Holdings Corp (NYSE: ZETA) from Neutral to Buy\, PT $45.00.
The analyst comments "Zeta is benefiting from enterprise share gains as customers modernize legacy marketing platforms and consolidate fragmented data,... More
October 14, 2026 8:31 AM EDT
Piper Sandler analyst Billy Fitzsimmons weighs in on the Enterprise Software sector following the 3Q26 application software survey.
The analyst commented: "3Q26 App SW Survey | MSFT Continues to Lead: We completed our 3Q26 application software survey of 20 app software partners ahead of our on-cycle prints. 47% of respondents exceeded plan (vs. 57% in 2Q), 75% saw sales cycles extend in 3Q (vs. 78% in 2Q) and 36% believe prioritization of AI projects is driving deal push-outs (vs. 76% in 2Q). Anthropic maintained its top position as the most strategic AI vendor, consistent with the 2Q26 survey, and remained meaningfully ahead of Microsoft and OpenAI (#2... More
October 14, 2026 8:05 AM EDT
Stifel analyst Parker Lane reiterated a Buy rating and $22.00 price target on Klaviyo Inc (NYSE: KVYO).
The analyst commented, "We are expecting another 2-3pt beat (consistent with recent quarters) and a modest uptick to the implied 4Q outlook, which already... More
