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

Klarna Group (NYSE:KLAR) had its price objective dropped by analysts at Keefe, Bruyette & Woods from $45.00 to $26.00 in a report released on Friday,Benzinga reports. The firm presently has an “outperform” rating on the stock. Keefe, Bruyette & Woods’ price target indicates a potential upside of 99.40% from the stock’s current price.

Several other analysts have also weighed in on the company. UBS Group lowered their target price on Klarna Group from $48.00 to $46.00 and set a “buy” rating on the stock in a report on Thursday, November 20th. Wall Street Zen raised shares of Klarna Group from a “sell” rating to a “hold” rating in a research note on Saturday, January 31st. Weiss Ratings restated a “sell (e+)” rating on shares of Klarna Group in a report on Monday, December 29th. Wolfe Research lowered their price target on shares of Klarna Group from $50.00 to $45.00 and set an “outperform” rating on the stock in a research report on Wednesday, November 19th. Finally, JPMorgan Chase & Co. cut their price objective on Klarna Group from $50.00 to $45.00 and set an “overweight” rating for the company in a research report on Wednesday, November 19th. Eleven equities research analysts have rated the stock with a Buy rating, six have given a Hold rating and one has given a Sell rating to the company’s stock. Based on data from MarketBeat.com, the company currently has an average rating of “Moderate Buy” and a consensus price target of $40.00.

Klarna Group Trading Down 5.9%

KLAR opened at $13.04 on Friday. Klarna Group has a 1-year low of $13.00 and a 1-year high of $57.20. The firm has a market cap of $9.36 billion and a PE ratio of -16.93. The stock has a 50 day moving average price of $26.04.

Institutional Investors Weigh In On Klarna Group

Several hedge funds have recently made changes to their positions in KLAR. Global Retirement Partners LLC increased its stake in Klarna Group by 800.0% in the fourth quarter. Global Retirement Partners LLC now owns 900 shares of the company’s stock valued at $26,000 after purchasing an additional 800 shares during the last quarter. Leonteq Securities AG acquired a new position in shares of Klarna Group during the 4th quarter valued at about $29,000. US Bancorp DE purchased a new position in shares of Klarna Group during the 3rd quarter worth about $30,000. BIT Capital GmbH purchased a new position in Klarna Group during the third quarter worth approximately $37,000. Finally, Allworth Financial LP acquired a new position in Klarna Group in the third quarter valued at $37,000.

Klarna Group News Summary

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

• Positive Sentiment: Klarna delivered its first $1 billion revenue quarter (Q4 revenue ~$1.08B) and reported strong GMV and U.S. growth — evidence the business is scaling its payments + banking strategy. Klarna Accelerates U.S. Growth and Delivers $1bn Revenue
• Positive Sentiment: Klarna more than doubled its banking customers (to ~15.8M) and is converting checkout activity into deposits and card usage — a structural growth signal for lifetime customer value and cross-sell. Klarna Converts Checkout Traffic Into $13 Billion in Deposits
• Neutral Sentiment: Klarna filed its 2025 earnings presentation with U.S. regulators (slides/transcript available) — useful for digging into guidance, credit metrics and segment detail but no surprise in itself. Klarna Group Files 2025 Earnings Presentation with U.S. Regulators
• Negative Sentiment: Profitability disappointed: Q4 EPS missed materially (reported loss ~$0.18 vs. consensus around -$0.03) and the company swung to a net loss — investors punished the miss despite revenue strength. Klarna Group plc (KLAR) Q4 2025 Earnings Call Transcript
• Negative Sentiment: Rising credit costs and a softer near-term outlook amplified concerns; Q1 revenue guidance ($900M–$980M) sits near consensus but credit reserve trajectory is the key risk for earnings recovery. Stock Market Today: Klarna shares plunge after Q4 results miss
• Negative Sentiment: Multiple brokerages cut price targets (JPMorgan, UBS, Keefe, Wells Fargo among others), lowering the near-term upside and signaling increased uncertainty about recovery timing. Analyst Price Target Updates
• Negative Sentiment: Several securities law firms have filed or issued lead-plaintiff reminders in class-action suits tied to Klarna’s IPO and disclosures — added legal overhang and potential litigation costs heighten investor risk. Bronstein, Gewirtz & Grossman LLC Urges Klarna Group plc Investors to Act

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.