Klarna Group (NYSE:KLAR) Price Target Lowered to $21.00 at Keefe, Bruyette & Woods

Klarna Group (NYSE:KLAR) had its price target cut by equities research analysts at Keefe, Bruyette & Woods from $26.00 to $21.00 in a note issued to investors on Friday,Benzinga reports. The brokerage currently has an “outperform” rating on the stock. Keefe, Bruyette & Woods’ price target indicates a potential upside of 44.93% from the stock’s current price.

KLAR has been the topic of a number of other research reports. Zacks Research downgraded Klarna Group from a “strong-buy” rating to a “hold” rating in a report on Wednesday, August 5th. Bank of America boosted their price target on Klarna Group from $21.00 to $23.00 and gave the stock a “buy” rating in a report on Monday, May 18th. Citizens Jmp started coverage on Klarna Group in a research note on Tuesday, June 30th. They issued a “market perform” rating on the stock. BMO Capital Markets decreased their target price on Klarna Group from $19.00 to $15.00 and set a “market perform” rating on the stock in a research report on Wednesday. Finally, Deutsche Bank Aktiengesellschaft boosted their target price on Klarna Group from $18.00 to $27.00 and gave the stock a “buy” rating in a research note on Thursday, July 2nd. One equities research analyst has rated the stock with a Strong Buy rating, ten have assigned a Buy rating, eleven have assigned a Hold rating and one has assigned a Sell rating to the company’s stock. According to data from MarketBeat.com, the company has a consensus rating of “Hold” and a consensus price target of $30.78.

Klarna Group Trading Up 3.5%

Klarna Group stock traded up $0.49 during trading hours on Friday, reaching $14.49. 4,635,210 shares of the stock were exchanged, compared to its average volume of 5,768,825. The company has a market cap of $5.47 billion and a P/E ratio of -39.16. Klarna Group has a twelve month low of $12.06 and a twelve month high of $57.20. The stock has a 50 day moving average of $18.87 and a two-hundred day moving average of $16.60.

Klarna Group (NYSE:KLAR) last issued its earnings results on Friday, August 14th. The company reported $0.01 EPS for the quarter, beating the consensus estimate of ($0.06) by $0.07. Klarna Group had a negative net margin of 3.54% and a negative return on equity of 5.39%. The company had revenue of $1.04 billion during the quarter. The business’s revenue was up 26.6% on a year-over-year basis. On average, analysts expect that Klarna Group will post 0.05 earnings per share for the current fiscal year.

Institutional Inflows and Outflows

Several institutional investors and hedge funds have recently made changes to their positions in KLAR. Commonwealth Bank of Australia acquired a new position in Klarna Group in the 4th quarter valued at approximately $503,243,000. Wellington Management Group LLP bought a new position in shares of Klarna Group during the third quarter valued at $348,834,000. BlackRock Inc. lifted its holdings in shares of Klarna Group by 89.6% during the second quarter. BlackRock Inc. now owns 5,698,353 shares of the company’s stock worth $115,335,000 after purchasing an additional 2,693,374 shares during the period. Scge Management L.P. bought a new stake in shares of Klarna Group in the third quarter worth $193,018,000. Finally, MIC Capital Management UK LLP acquired a new stake in Klarna Group in the third quarter valued at $99,502,000.

Key Stories Impacting Klarna Group

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

• Positive Sentiment: Klarna will present at Goldman Sachs’ Communacopia + Technology Conference in September. The event may give management an opportunity to address the revised outlook, U.S. growth and profitability. Klarna to Present at Upcoming Investor Conference
• Positive Sentiment: Citi initiated or reiterated a Buy view on Klarna, providing a more bullish counterpoint to the recent analyst downgrades. Klarna Receives a Buy from Citi
• Positive Sentiment: Management raised its 2026 transaction-margin-dollar outlook despite lowering gross merchandise volume expectations. Softer German spending is being partly offset by stronger U.S. growth and higher margins. Klarna Q2 Earnings Call Balances Softer GMV With Higher Margins
• Neutral Sentiment: JPMorgan maintained a Neutral rating, signaling that the bank sees a balance between Klarna’s growth opportunity and near-term execution risks. JPMorgan Reiterates Neutral Rating
• Negative Sentiment: Klarna cut its 2026 outlook and announced leadership changes, triggering a sharp selloff. Concerns center on slower GMV, weak German consumer activity and reduced confidence in near-term growth. Klarna Cuts 2026 Outlook and Announces Leadership Changes
• Negative Sentiment: Barclays, TD Cowen and Morgan Stanley lowered their expectations or price targets; TD Cowen’s target is now $18 and Morgan Stanley’s is $17. The revisions reinforce concerns about valuation and execution. TD Cowen Lowers Klarna Price Target
• Negative Sentiment: A broader rotation away from buy-now-pay-later fintech stocks toward established financial companies is weighing on Klarna and could limit a sustained recovery. Rotation in BNPL Stocks

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.