Klarna Group (NYSE:KLAR) Price Target Lowered to $26.00 at Keefe, Bruyette & Woods

Klarna Group (NYSE:KLAR) had its price objective lowered by Keefe, Bruyette & Woods from $45.00 to $26.00 in a research note issued to investors on Friday,Benzinga reports. The firm currently has an “outperform” rating on the stock. Keefe, Bruyette & Woods’ price objective points to a potential upside of 87.32% from the company’s previous close.

Several other research firms also recently issued reports on KLAR. Morgan Stanley cut their price target on Klarna Group from $39.00 to $23.00 and set an “equal weight” rating for the company in a research note on Wednesday. Weiss Ratings restated a “sell (e+)” rating on shares of Klarna Group in a research report on Monday, December 29th. UBS Group lowered their price target on shares of Klarna Group from $48.00 to $46.00 and set a “buy” rating on the stock in a research report on Thursday, November 20th. Wolfe Research cut their price objective on Klarna Group from $50.00 to $45.00 and set an “outperform” rating for the company in a research report on Wednesday, November 19th. Finally, Citigroup lowered their target price on Klarna Group from $58.00 to $45.00 and set a “buy” rating on the stock in a report on Thursday, November 20th. Eleven investment analysts have rated the stock with a Buy rating, six have assigned a Hold rating and one has given a Sell rating to the stock. According to data from MarketBeat, the company currently has a consensus rating of “Moderate Buy” and an average price target of $44.27.

Klarna Group Stock Performance

Shares of KLAR stock opened at $13.88 on Friday. The firm has a market capitalization of $9.96 billion and a PE ratio of -21.35. Klarna Group has a 1 year low of $13.66 and a 1 year high of $57.20. The business’s fifty day moving average price is $26.40.

Institutional Trading of Klarna Group

Several hedge funds and other institutional investors have recently bought and sold shares of the company. Walmart Inc. purchased a new stake in Klarna Group during the third quarter valued at about $87,960,000. WCM Investment Management LLC acquired a new position in shares of Klarna Group in the 3rd quarter valued at about $16,040,000. Robeco Institutional Asset Management B.V. purchased a new stake in shares of Klarna Group during the 3rd quarter worth about $2,199,000. Dragoneer Investment Group LLC acquired a new stake in Klarna Group during the 3rd quarter worth approximately $303,595,000. Finally, Sumitomo Mitsui Trust Group Inc. purchased a new position in Klarna Group in the third quarter valued at approximately $19,406,000.

Key Headlines Impacting Klarna Group

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

• Positive Sentiment: Klarna delivered record Q4 revenue of about $1.08B (up ~38% YoY) and exceeded GMV guidance, while banking customers roughly doubled — evidence the business is scaling and converting checkout activity into financial services revenue. Klarna Accelerates U.S. Growth and Delivers $1bn Revenue
• Positive Sentiment: Data shows Klarna converting checkout traffic into deposits (about $13B cited), supporting its move from payments provider to a broader digital bank — a strategic upside if margins on deposits and cards improve. Klarna Converts Checkout Traffic Into $13 Billion in Deposits
• Neutral Sentiment: Klarna filed its 2025 earnings presentation with U.S. regulators (slides and disclosures available) — useful for investors digging into quarter details and forward guidance. Klarna Group Files 2025 Earnings Presentation with U.S. Regulators
• Negative Sentiment: Despite revenue strength, Klarna missed on EPS (reported about -$0.18 vs. expectations near -$0.03) and swung to a larger-than-expected quarterly loss — investors focused on widening credit costs and operating expenses. Klarna Q4 results and transcript
• Negative Sentiment: Multiple securities firms and plaintiff law firms have filed or are soliciting investors for class actions tied to Klarna’s September 2025 IPO, with imminent lead‑plaintiff deadlines — this concentrates legal and settlement risk near term. Hagens Berman deadline alert
• Negative Sentiment: Analyst and market reaction has turned bearish: firms (including a Morgan Stanley note) flagged downside risk and the company’s near-term guidance sits at ~$900M–$980M revenue for Q1, which markets read as conservative relative to expectations. Morgan Stanley Issues Pessimistic Forecast for Klarna

Klarna Group Company Profile

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.