Keefe, Bruyette & Woods Forecasts Strong Price Appreciation for Klarna Group (NYSE:KLAR) Stock

Klarna Group (NYSE:KLAR) had its price target raised by investment analysts at Keefe, Bruyette & Woods from $22.00 to $26.00 in a research report issued to clients and investors on Friday,Benzinga reports. The brokerage presently has an “outperform” rating on the stock. Keefe, Bruyette & Woods’ price target suggests a potential upside of 69.83% from the company’s previous close.

Several other analysts have also recently commented on the company. Wells Fargo & Company decreased their target price on Klarna Group from $32.00 to $26.00 and set an “overweight” rating on the stock in a report on Friday. JPMorgan Chase & Co. reduced their target price on shares of Klarna Group from $40.00 to $20.00 and set an “overweight” rating for the company in a research note on Friday, February 20th. Wall Street Zen raised shares of Klarna Group from a “sell” rating to a “hold” rating in a research report on Saturday, May 9th. UBS Group reduced their price target on Klarna Group from $46.00 to $20.00 and set a “buy” rating for the company in a report on Friday, February 20th. Finally, BMO Capital Markets upped their target price on Klarna Group from $16.00 to $17.00 and gave the company a “market perform” rating in a research report on Friday. Eleven equities research analysts have rated the stock with a Buy rating, eight have given a Hold rating and one has issued a Sell rating to the company’s stock. According to MarketBeat, Klarna Group presently has an average rating of “Moderate Buy” and an average price target of $35.41.

Klarna Group Stock Performance

Shares of NYSE:KLAR traded down $1.16 on Friday, hitting $15.31. 5,632,803 shares of the company were exchanged, compared to its average volume of 5,895,970. The company’s 50 day moving average price is $13.98 and its two-hundred day moving average price is $23.02. Klarna Group has a one year low of $12.06 and a one year high of $57.20. The firm has a market capitalization of $5.78 billion and a price-to-earnings ratio of -19.99.

Klarna Group (NYSE:KLAR) last announced its earnings results on Thursday, May 14th. The company reported ($0.01) EPS for the quarter, topping the consensus estimate of ($0.13) by $0.12. Klarna Group had a negative return on equity of 11.62% and a negative net margin of 8.41%.The business had revenue of $1.01 billion for the quarter, compared to the consensus estimate of $940.90 million. Klarna Group’s revenue was up 42.7% compared to the same quarter last year. Research analysts predict that Klarna Group will post -0.12 earnings per share for the current year.

Institutional Trading of Klarna Group

Several institutional investors have recently made changes to their positions in the company. Compagnie Lombard Odier SCmA lifted its position in shares of Klarna Group by 43.5% during the fourth quarter. Compagnie Lombard Odier SCmA now owns 1,650 shares of the company’s stock worth $48,000 after acquiring an additional 500 shares in the last quarter. TD Waterhouse Canada Inc. grew its holdings in Klarna Group by 44.3% during the 4th quarter. TD Waterhouse Canada Inc. now owns 1,659 shares of the company’s stock valued at $48,000 after buying an additional 509 shares in the last quarter. Caitong International Asset Management Co. Ltd grew its position in Klarna Group by 19.6% during the fourth quarter. Caitong International Asset Management Co. Ltd now owns 4,053 shares of the company’s stock valued at $117,000 after acquiring an additional 665 shares during the last quarter. Global Retirement Partners LLC raised its stake in shares of Klarna Group by 800.0% during the fourth quarter. Global Retirement Partners LLC now owns 900 shares of the company’s stock worth $26,000 after acquiring an additional 800 shares in the last quarter. Finally, US Bancorp DE purchased a new stake in shares of Klarna Group in the 3rd quarter valued at $30,000.

Klarna Group News Roundup

Here are the key news stories impacting Klarna Group this week:

• Positive Sentiment: Klarna reported its first quarterly profit since listing, with adjusted operating profit of $68 million and net income of $1 million, signaling improving earnings momentum. Klarna Delivers Strong Start to 2026 With $1Bn Revenue and $68M Adj. Operating Profit
• Positive Sentiment: Revenue topped $1.0 billion, up 44% year over year, while gross merchandise volume reached $33.7 billion, both well above expectations and supportive of the stock’s rebound. Klarna Q1 Earnings Beat Estimates on Strong GMV & Network Expansion
• Positive Sentiment: The company beat analyst estimates on both EPS and revenue, helping reinforce the view that Klarna’s business is scaling more efficiently. Klarna earnings report and conference call
• Positive Sentiment: BMO Capital Markets raised its price target on KLAR to $17 from $16, indicating some analyst confidence remains after the earnings beat, even though the rating stayed at “market perform.” BMO price target raise
• Neutral Sentiment: There was also unusually heavy call option activity, suggesting traders are positioning for more upside, though this does not by itself change fundamentals.
• Neutral Sentiment: Guidance was updated for the second quarter, but the provided details were limited, so the market is likely focusing more on the earnings beat and profit milestone.

About Klarna Group

Klarna Group is a global payments provider specializing in “buy now, pay later” (BNPL) solutions for online and in-store shoppers. The company partners with merchants to offer flexible payment options, including interest-free installments and deferred payments, aiming to enhance conversion rates and customer loyalty. Klarna’s platform integrates risk assessment, fraud prevention, and a one-click checkout experience to streamline transactions for both retailers and consumers.

Through its digital wallet and mobile app, Klarna enables users to manage purchases, track spending and access exclusive shopping offers from partner merchants.