TD Cowen Issues Pessimistic Forecast for Klarna Group (NYSE:KLAR) Stock Price

Key Points

• TD Cowen cut Klarna’s price target to $18 from $19 and maintained a “hold” rating, implying approximately 21.65% upside from the stock’s $14.80 price.
• Klarna reported quarterly EPS of $0.01, beating the expected $0.06 loss, while revenue increased 26.6% year over year to $1.04 billion.
• Despite strong recent results, Klarna reduced its full-year revenue and volume outlook, citing softer European demand and foreign-exchange pressure; planned CFO and CMO departures add further execution risk.

Klarna Group (NYSE:KLAR - Get Free Report) had its price target cut by research analysts at TD Cowen from $19.00 to $18.00 in a research note issued on Wednesday,Benzinga reports. The firm presently has a "hold" rating on the stock. TD Cowen's price target would suggest a potential upside of 21.65% from the stock's current price.

A number of other equities analysts have also recently weighed in on KLAR. BMO Capital Markets lifted their price target on shares of Klarna Group from $17.00 to $19.00 and gave the stock a "market perform" rating in a research report on Tuesday, June 23rd. UBS Group increased their price target on Klarna Group from $20.00 to $23.00 and gave the stock a "buy" rating in a report on Wednesday, July 8th. JPMorgan Chase & Co. reiterated a "neutral" rating and set a $18.00 price objective (down from $22.00) on shares of Klarna Group in a report on Wednesday. The Goldman Sachs Group lifted their price target on shares of Klarna Group from $21.00 to $25.00 and gave the company a "buy" rating in a research note on Thursday, July 9th. Finally, Citizens Jmp started coverage on Klarna Group in a report on Tuesday, June 30th. They set a "market perform" rating for the company. One investment analyst has rated the stock with a Strong Buy rating, ten have given a Buy rating, eleven have given a Hold rating and one has given a Sell rating to the company. According to MarketBeat, the company currently has an average rating of "Hold" and an average price target of $31.50.

Klarna Group Stock Down 1.8%

KLAR stock traded down $0.26 during midday trading on Wednesday, reaching $14.80. The company's stock had a trading volume of 7,247,611 shares, compared to its average volume of 5,640,150. The business's 50-day simple moving average is $18.93 and its 200-day simple moving average is $16.73. The stock has a market cap of $5.59 billion and a PE ratio of -28.41. Klarna Group has a 52 week low of $12.06 and a 52 week high of $57.20.

Klarna Group (NYSE:KLAR - Get Free Report) last issued its earnings results on Friday, August 14th. The company reported $0.01 earnings per share (EPS) for the quarter, topping analysts' consensus estimates of ($0.06) by $0.07. The firm had revenue of $1.04 billion for the quarter. Klarna Group had a negative return on equity of 7.62% and a negative net margin of 5.21%.The business's quarterly revenue was up 26.6% compared to the same quarter last year. As a group, equities analysts forecast that Klarna Group will post 0.05 earnings per share for the current fiscal year.

Institutional Trading of Klarna Group

Several institutional investors and hedge funds have recently bought and sold shares of KLAR. TD Waterhouse Canada Inc. boosted its stake in shares of Klarna Group by 44.3% in the fourth quarter. TD Waterhouse Canada Inc. now owns 1,659 shares of the company's stock valued at $48,000 after buying an additional 509 shares during the period. Caitong International Asset Management Co. Ltd increased its position in shares of Klarna Group by 19.6% in the fourth quarter. Caitong International Asset Management Co. Ltd now owns 4,053 shares of the company's stock worth $117,000 after purchasing an additional 665 shares during the period. Global Retirement Partners LLC grew its stake in Klarna Group by 800.0% during the fourth quarter. Global Retirement Partners LLC now owns 900 shares of the company's stock worth $26,000 after buying an additional 800 shares in the last quarter. US Bancorp DE bought a new stake in shares of Klarna Group during the 3rd quarter worth approximately $30,000. Finally, SBI Securities Co. Ltd. boosted its position in shares of Klarna Group by 42.1% during the 4th quarter. SBI Securities Co. Ltd. now owns 2,891 shares of the company's stock worth $84,000 after acquiring an additional 856 shares in the last quarter.

Trending Headlines about Klarna Group

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

• Positive Sentiment: Klarna reported second-quarter adjusted earnings of $0.01 per share, beating consensus estimates for a loss, while revenue rose 27% year over year to $1.042 billion. GMV increased 18% to $36.6 billion, transaction margin dollars climbed 42%, and adjusted operating income more than tripled to $91 million. Klarna Reports Second Quarter 2026 Results
• Positive Sentiment: Growth in the U.S., broader use of Klarna’s card and services, and a 24% increase in revenue per active consumer indicate deeper customer engagement beyond traditional “pay-in-four” transactions. Klarna Card Users Hit 6.5 Million But Stock Plunges on Lower Outlook
• Neutral Sentiment: JPMorgan reaffirmed its “neutral” rating but lowered its price target to $18 from $22. The target still implies upside from the stock’s recent level, but the reduction reflects increased concerns about growth and execution. JPMorgan Klarna Rating Update
• Negative Sentiment: Klarna cut its full-year 2026 revenue outlook to $4.1 billion-$4.2 billion, below the roughly $4.4 billion analyst consensus, and reduced its volume outlook. Third-quarter revenue guidance of $940 million-$980 million also trails expectations of approximately $1.1 billion. Softer European demand, particularly in Germany, and foreign-exchange pressure are key factors. Klarna Trims Volume Outlook
• Negative Sentiment: The planned departures of Chief Financial Officer Niclas Neglén and Chief Marketing Officer David Sandström in early 2027 add leadership-transition risk at a time when investors are already questioning Klarna’s growth trajectory. Klarna Announces Planned CFO and CMO Transitions

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.

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