Klarna Group (NYSE:KLAR) Stock Rating Lowered by Wall Street Zen

Klarna Group (NYSE:KLAR) was downgraded by stock analysts at Wall Street Zen from a “hold” rating to a “sell” rating in a research report issued to clients and investors on Saturday.

Several other research analysts also recently issued reports on the stock. Morgan Stanley reduced their price target on shares of Klarna Group from $39.00 to $23.00 and set an “equal weight” rating on the stock in a research report on Wednesday. JPMorgan Chase & Co. dropped 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. Citigroup decreased their price target on shares of Klarna Group from $58.00 to $45.00 and set a “buy” rating on the stock in a research note on Thursday, November 20th. Weiss Ratings reissued a “sell (e+)” rating on shares of Klarna Group in a report on Monday, December 29th. Finally, Wells Fargo & Company reduced their price objective on Klarna Group from $45.00 to $32.00 and set an “overweight” rating on the stock in a report on Friday. Eleven equities research analysts have rated the stock with a Buy rating, six have issued a Hold rating and one has issued a Sell rating to the company’s stock. According to MarketBeat.com, the company currently has a consensus rating of “Moderate Buy” and a consensus target price of $40.00.

Klarna Group Trading Down 5.9%

Klarna Group stock opened at $13.04 on Friday. The business has a fifty day simple moving average of $26.04. The firm has a market capitalization of $9.36 billion and a price-to-earnings ratio of -16.93. Klarna Group has a 52 week low of $13.00 and a 52 week high of $57.20.

Institutional Trading of Klarna Group

A number of institutional investors have recently bought and sold shares of the business. US Bancorp DE acquired a new position in shares of Klarna Group in the 3rd quarter valued at $30,000. Global Retirement Partners LLC increased its holdings 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. BIT Capital GmbH acquired a new position in Klarna Group in the third quarter valued at about $37,000. Allworth Financial LP bought a new position in Klarna Group during the third quarter worth about $37,000. Finally, Leonteq Securities AG acquired a new position in shares of Klarna Group during the 4th quarter worth about $29,000.

Key Stories Impacting Klarna Group

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.