Klarna Group Target of Unusually High Options Trading (NYSE:KLAR)

Klarna Group plc (NYSE:KLAR) was the target of unusually large options trading activity on Tuesday. Investors bought 64,250 call options on the stock. This represents an increase of approximately 1,251% compared to the typical daily volume of 4,756 call options.

Hedge Funds Weigh In On Klarna Group

A number of institutional investors have recently modified their holdings of the stock. North Reef Capital Management LP purchased a new stake in shares of Klarna Group in the fourth quarter worth about $4,625,000. SIH Partners LLLP purchased a new stake in Klarna Group in the 4th quarter worth approximately $2,232,000. Price T Rowe Associates Inc. MD grew its stake in shares of Klarna Group by 73.1% during the 4th quarter. Price T Rowe Associates Inc. MD now owns 2,219,867 shares of the company’s stock worth $64,177,000 after purchasing an additional 937,505 shares during the period. Adage Capital Partners GP L.L.C. increased its holdings in shares of Klarna Group by 242.6% during the 4th quarter. Adage Capital Partners GP L.L.C. now owns 1,002,925 shares of the company’s stock valued at $28,995,000 after purchasing an additional 710,212 shares in the last quarter. Finally, Russell Investments Group Ltd. boosted its holdings in Klarna Group by 63.8% during the fourth quarter. Russell Investments Group Ltd. now owns 860,283 shares of the company’s stock worth $24,875,000 after buying an additional 335,181 shares in the last quarter.

Klarna Group Price Performance

KLAR traded up $1.14 during trading on Tuesday, reaching $19.25. 4,138,391 shares of the company’s stock were exchanged, compared to its average volume of 3,163,552. The stock has a fifty day moving average of $27.26. The stock has a market capitalization of $13.82 billion and a PE ratio of -29.62. Klarna Group has a 1 year low of $17.74 and a 1 year high of $57.20.

Klarna Group News Summary

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

• Positive Sentiment: Unusually large call buying suggests short‑term bullish/speculative interest — investors bought roughly 64,250 call options today (a ~1,251% jump vs. average call volume), which can amplify intraday upside and raises trading volatility.
• Positive Sentiment: Product expansion: Klarna launched on Google Pay in the U.K., which could help checkout usage, GMV and merchant reach in an important market. Klarna Launches on Google Pay in the UK
• Neutral Sentiment: Q4 preview: Analysts expect ~18.5% revenue growth and GMV near $38B ahead of upcoming earnings — results may be a catalyst in either direction depending on receivables quality and margins. Klarna Set to Report Q4 Earnings: Key Factors Investors Should Watch
• Neutral Sentiment: Workforce/AI strategy: CEO said headcount could fall from ~3,000 to below 2,000 by 2030 as Klarna leans on AI and hiring slowdowns — this signals potential long‑term margin improvement but execution and public perception risks remain. Klarna has 3,000 employees. The CEO says he expects that to be down to less than 2,000 employees by 2030.
• Neutral Sentiment: Analyst/media re‑rating: Coverage asking whether KLAR is worth a look after a recent ~38% slide could attract value‑oriented buyers or more short‑term traders; outcome depends on upcoming results and legal developments. Is Klarna Group (KLAR) Shares Worth Another Look After Recent 38% Slide?
• Negative Sentiment: Legal risk: Multiple law firms have filed or are soliciting IPO‑related securities class actions alleging misstatements in Klarna’s registration statement; many firms (Rosen, Pomerantz, Hagens Berman, Frank R. Cruz, Bernstein Liebhard, Schall, DJS, Bragar Eagel & Squire, others) are seeking lead plaintiffs with a Feb. 20, 2026 deadline — this cluster increases litigation uncertainty, potential remediation/settlement exposure and headline risk. Representative notices: Deadline Soon: Klarna Group plc Shareholders Urged to Contact The Law Offices of Frank R. Cruz KLARNA DEADLINE: ROSEN, THE FIRST FILING FIRM Klarna Group plc Sued for Securities Law Violations – DJS Law Group

Wall Street Analyst Weigh In

Several analysts have recently issued reports on the stock. Weiss Ratings restated a “sell (e+)” rating on shares of Klarna Group in a research report on Monday, December 29th. Citigroup decreased their target price on Klarna Group from $58.00 to $45.00 and set a “buy” rating for the company in a research report on Thursday, November 20th. JPMorgan Chase & Co. reduced their price objective on shares of Klarna Group from $50.00 to $45.00 and set an “overweight” rating for the company in a research note on Wednesday, November 19th. Wall Street Zen raised shares of Klarna Group from a “sell” rating to a “hold” rating in a research report on Saturday, January 31st. Finally, Bank of America decreased their price objective on Klarna Group from $51.00 to $46.00 and set a “buy” rating for the company in a report on Tuesday, November 18th. Eleven equities research analysts have rated the stock with a Buy rating, six have assigned a Hold rating and one has given a Sell rating to the company’s stock. According to MarketBeat, Klarna Group presently has a consensus rating of “Moderate Buy” and an average price target of $46.60.

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.