Klaviyo Inc (NYSE:KVYO) shares are trading higher on Tuesday. The B2C CRM platform announced a major strategic partnership with Google.

• Klaviyo stock is charging ahead with explosive momentum. Why is KVYO stock surging?

Google Partnership Sparks Investor Optimism

Klaviyo announced a new strategic partnership with Alphabet Inc (NASDAQ:GOOG) that combines Google's strengths in search, ads, AI and messaging with Klaviyo's real‑time customer data and decisioning engine. The goal is to move brands beyond static marketing campaigns and toward experiences that automatically adapt to customer intent and behavior.

"Commerce is entering a phase where software doesn't just execute tasks — it makes decisions," said Andrew Bialecki, Klaviyo's Co‑Founder and Co‑CEO. He added that the collaboration will help brands build up loyalty, simplify buying and preserve ownership of their customer relationships.

The partnership includes deeper product integrations and joint investments across Google's ecosystem. Brands will be able to connect discovery, engagement and service into a single, continuous customer journey.

Customer intent signals captured across Google surfaces can now trigger personalized actions inside Klaviyo, with every interaction feeding back into a unified customer profile. These experiences are powered by the Klaviyo Data Platform, which processes 3.4 billion daily interactions across more than 8 billion customer profiles.

RCS For Business Becomes A Flagship Use Case

Stephen Brough, Global GTM Head, RCS for Business at Google noted that the collaboration will help bring real‑time customer intelligence from ads to AI‑powered interactions.

Klaviyo is among the first companies globally to offer access to Google's Search‑to‑RCS experience, allowing consumers to start conversations with an AI‑powered Customer Agent directly from search results. The feature is currently in a limited pilot.

How Do Analysts Feel?

Analysts have been revising their target prices for KVYO, with a general trend towards lower targets. Macquarie recently maintained its neutral rating and set a new target of $24.00, down from the previous target of $30.00. On the same day, Jefferies and Citigroup maintained their buy ratings, but also reduced their price targets to $29.00 and $40.00 respectively from $35.00 and $51.00.

Other key actions include Truist Securities maintaining their buy rating and reducing their target from $45.00 to $35.00. In contrast, Benchmark bucked the trend by maintaining their buy rating but increased their target to $33.00 from a previous target of $30.00.

KVYO Price Action: Klaviyo shares were up 5.04% at $16.68 at the time of publication on Tuesday. The stock is near its 52-week low of $15.53, according to Benzinga Pro.

Image: StockPhotos.GALLERY/Shutterstock.com

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