Klarna Group plc (KLAR) Stock Price, News, Analysis

Technical Score (1D)

BEARISH

News Sentiment

BULLISH

On Nov 5, Klarna announced the global rollout of its Call Status Detection feature, allowing users to verify incoming calls via the app. The tool, already active in the Nordics, displays a green banner for verified calls and amber for unverified ones, helping customers avoid fraud. The expansion underscores Klarna’s commitment to customer protection and complements existing anti‑fraud measures such as the Klarna Inbox. The move is expected to strengthen user trust and reduce scam incidents across all markets.

KLAR|Analyst Targets

LOW TARGET

$13 -4.8%

3 analysts

MEAN TARGET

$19 +41.2%

13 analysts

HIGH TARGET

$38 +180.4%

17 analysts

PRICE RANGE

$13.00 - $38.30

SB / B / H / S / SS

7/9/15/1/1

DAILYIQ EST.

$20.58 (+50.7%)

KLAR|Insider Trading

Bought (1Y)

692,506 shares

$9.9M

Sold (1Y)

0 shares

Sykes DavidChief Commercial Officer

Award/Grant65,457 shares2026-09-28

Shaer YaronChief Technology Officer

Award/Grant19,681 shares2026-09-28

Neglen NiclasChief Financial Officer

Award/Grant23,499 shares2026-09-28

Sandstrom DavidChief Marketing Officer

Award/Grant19,681 shares2026-09-28

MORITZ MICHAEL J-

Option Exercise8,216 shares2026-09-15

KLAR|Fundamentals

Strong bullish

Overall: Bullish

✓Analyst target above current price

KLAR|Earnings Snapshot

EPS

EstBeatMiss

Qtr	Est	Actual	+/−
Q3'26	$-0.13	-	-
Q3'25	$-0.26	$-0.07	+73.6%

Revenue

EstBeatMiss

Qtr	Est	Actual	+/−
Q3'26	$983M	-	-
Q3'25	-	$903M	-

Full Earnings BreakdownEstimates, actuals, guidance, and historical context

→

KLAR|Monthly Returns

Market Data

KLAR Stock Snapshot

BEARISH2/100

$13.66+$0.13 (1.0%)

Market cap: 5.24B
Day range: $13.12 – $13.72
News sentiment: 58/100 · Neutral
Analyst target: $19.29 (+41.2%)
Consensus: Hold · 33 analysts

52-week range+13.3% off low · -64.2% from high

$12.06$38.19

Price $13.66 DailyIQ Est. $20.58

Klarna Group plc is trading near its 52-week low with momentum still pointing lower. Position sizing matters more than usual in a name this size, where volatility is structural.

Sector Rotation

Is money rotating into or out of KLAR's sector?

Klarna Group plc sits in the Financials sector, currently ranked 6th of 12 GICS sectors by relative-strength rotation score (leading).

Sector rank: #6 of 12
Sector state: Leading
Sector rotation score: 45

Options Market

What is the options market pricing for KLAR?

CallsPuts

For Klarna Group plc's nearest expiry (2026-11-06, 0 days out), open interest is call-heavy, a bullish tilt (put/call ratio of 0.64), with at-the-money implied volatility around 73.0%.

Put/call ratio (2026-11-06): 0.64
ATM implied volatility: 73.0%
Total open interest: 22,412

Analyst Consensus Estimates

What do analysts expect KLAR to earn?

Analysts expect Klarna Group plc to earn $0.04 per share in the fiscal year ending Dec 2026 and $1.10 in the fiscal year ending Dec 2028, from 4 estimates. These are analyst forecasts, not company guidance, and later years rest on fewer analysts.

Quarter ending	EPS estimate	EPS range	EPS analysts	Revenue estimate	Revenue analysts
Sep 2026	-$0.13	-$0.16 to -$0.10	3	$964M	17
Dec 2026	$0.10	$0.07 to $0.14	15	$1.12B	17
Mar 2027	$0.07	$0.02 to $0.15	3	-	-
Jun 2027	$0.07	$0.03 to $0.09	3	-	-
Sep 2027	$0.01	-$0.06 to $0.13	3	-	-

Fiscal year ending	EPS estimate	EPS range	EPS analysts	Revenue estimate	Revenue analysts
Dec 2026	$0.04	$0.00 to $0.08	3	$4.13B	22
Dec 2027	$0.52	$0.32 to $0.93	18	$4.75B	23
Dec 2028	$1.10	$0.70 to $1.83	4	-	-

Analyst Rating Changes

Are analysts turning bullish or bearish on KLAR?

TD Cowen most recently reiterated its rating on Klarna Group plc to Hold on Oct 6, 2026 with a price target of $16 (from $18). Over the last 90 days, coverage has run 0 upgrades against 3 downgrades, a net bearish lean.

Latest action: TD Cowen: Hold
90-day upgrades: 0
90-day downgrades: 3
Net rating momentum: -3

Date	Firm	Action	Rating	Price target
Oct 6, 2026	TD Cowen	Maintained	Hold	$18 → $16
Sep 2, 2026	Scotiabank	Initiated	Sector Perform	$16
Aug 25, 2026	Wolfe Research	Downgrade	Outperform → Peer Perform	-
Aug 24, 2026	UBS	Downgrade	Buy → Neutral	$23 → $16
Aug 21, 2026	Keefe, Bruyette & Woods	Maintained	Outperform	$26 → $21
Aug 19, 2026	Morgan Stanley	Maintained	Equal-Weight	$21 → $17
Aug 19, 2026	BMO Capital	Maintained	Market Perform	$19 → $15
Aug 19, 2026	TD Cowen	Maintained	Hold	$19 → $18
Aug 19, 2026	Barclays	Maintained	Equal-Weight	$20 → $16
Aug 19, 2026	Wells Fargo	Maintained	Overweight	$26 → $21
Aug 19, 2026	JP Morgan	Downgrade	Overweight → Neutral	$22 → $18
Aug 14, 2026	Morgan Stanley	Maintained	Equal-Weight	$18 → $21

Corporate Stakes

Which companies own a stake in KLAR?

0.62%held by WMT

Walmart Inc. reports a stake in Klarna Group plc on SEC Form 13F: 2.4M shares, about 0.62% of the company, worth $48.6M at the end of Q2 2026. At today's price that stake is worth $32.8M, about 0.00% of WMT's own market value.

Holder: WMT
Shares held: 2.4M
Stake: 0.62%
Value: $48.6M

Holder	Last quarter	Shares	% of KLAR	Value at filing	Value now	Change
Walmart Inc. WMT	Unchanged	2.4M	0.62%	$48.6M	$32.8M	-32.5%

Form 13F lists US-listed shares held at quarter-end and is filed up to 45 days later. Stakes in private companies are not on it. Value now and Change put those same shares, adjusted for any stock split, at today's price against their reported quarter-end value, so they do not reflect buying or selling since.

News & sentiment

What is the news saying about KLAR?

KLAR rose 3.5% over the month to Nov 6. News tone held between 0 and 100 from Oct 6 to Nov 4, then dropped to 44 on Nov 5.

Daily close and news tone, Oct 6 to Nov 6

Oct 9 +4.5%
Oct 13 -3.3%
Nov 4 +5.8%same day: Klarna expands Mollie tie-up to add consumer FX and dispute tools

How strong is KLAR's momentum right now?

On the daily chart KLAR ranks at the 2nd percentile for momentum against 1,062 stocks and ETFs, a bearish reading.

Momentum rank by timeframe0 = weakest, 100 = strongest

See what drives the rankThe inputs behind each timeframe's momentum rank, plus RSI, stochastics, Bollinger Bands and moving averages. Free with an account.

Institutional ownership

Are big funds buying or selling KLAR?

37 of the 63 tracked managers added to KLAR in their latest 13F and 22 trimmed. Together they own 21.1% of the company, worth $1.5B. Sequoia Capital (SC US (TTGP), Ltd.) and Pictet Asset Management Holding SA alone hold 15.5%.

37adding22trimming4unchanged

Largest holders by stake, latest 13FBar = share of KLAR

1Sequoia Capital (SC US (TTGP), Ltd.)14.31%
$1.1B positionUnchanged last quarter
2Pictet Asset Management Holding SA1.15%
$55.0M positionTrimmed 10.6% last quarter
3Mubadala Investment Co PJSC0.78%
$60.6M positionUnchanged last quarter
4Ameriprise Financial Inc0.65%
$50.6M positionAdded 2.5M shares last quarter
5HRT Financial LP0.61%
$47.6K positionAdded 2.2M shares last quarter
6UBS Group AG0.60%
$46.9M positionTrimmed 33.6% last quarter
7BNP Paribas Financial Markets0.46%
$36.0M positionAdded 643.8% last quarter
8Canada Pension Plan Investment Board0.36%
$27.8M positionAdded 1.4% last quarter
9Neuberger Berman Group LLC0.30%
$23.4M positionAdded 1.2M shares last quarter
10Sumitomo Mitsui Trust Group, Inc.0.28%
$13.2M positionTrimmed 5.6% last quarter

Full holdings history

Discover more

How has KLAR done against its peers?

Over the six months to Nov 6, KLAR returned −4.3%. Of the 15 related stocks and ETFs, all did better, led by MA at +34.0%.

Change since May 6, through Nov 6

KLAR·Klarna Group plc

EPS