JPMorgan Chase & Co. Issues Pessimistic Forecast for Klarna Group (NYSE:KLAR) Stock Price

Klarna Group (NYSE:KLAR) had its target price lowered by research analysts at JPMorgan Chase & Co. from $40.00 to $20.00 in a report issued on Friday,Benzinga reports. The firm presently has an “overweight” rating on the stock. JPMorgan Chase & Co.‘s price target points to a potential upside of 53.39% from the company’s previous close.

KLAR has been the subject of a number of other research reports. Wolfe Research cut their price objective on shares of Klarna Group from $50.00 to $45.00 and set an “outperform” rating for the company in a research note on Wednesday, November 19th. UBS Group lowered their price target on shares of Klarna Group from $46.00 to $20.00 and set a “buy” rating for the company in a research note on Friday. Bank of America reduced their price objective on Klarna Group from $51.00 to $46.00 and set a “buy” rating on the stock in a research note on Tuesday, November 18th. Wall Street Zen upgraded Klarna Group from a “sell” rating to a “hold” rating in a report on Saturday, January 31st. Finally, Wells Fargo & Company dropped their target price on Klarna Group from $45.00 to $32.00 and set an “overweight” rating for the company in a report on Friday. Eleven research analysts have rated the stock with a Buy rating, six have issued a Hold rating and one has assigned a Sell rating to the stock. According to MarketBeat.com, the company has a consensus rating of “Moderate Buy” and an average target price of $40.00.

Klarna Group Price Performance

Shares of NYSE KLAR opened at $13.04 on Friday. The company has a market capitalization of $9.36 billion and a PE ratio of -16.93. Klarna Group has a one year low of $13.00 and a one year high of $57.20. The company’s 50 day simple moving average is $26.04.

Institutional Inflows and Outflows

Hedge funds and other institutional investors have recently bought and sold shares of the business. US Bancorp DE bought a new stake in shares of Klarna Group in the 3rd quarter worth approximately $30,000. Global Retirement Partners LLC lifted 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 worth $26,000 after acquiring an additional 800 shares during the period. BIT Capital GmbH bought a new stake in Klarna Group in the third quarter valued at $37,000. Allworth Financial LP purchased a new position in Klarna Group during the 3rd quarter valued at $37,000. Finally, Leonteq Securities AG bought a new position in Klarna Group in the 4th quarter worth $29,000.

Klarna Group News Roundup

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

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.