KLAR Klarna Group plc

bearish track record → $14.88 +0.33 (+2.3%)
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Mkt Cap $5B 52wk $12.06 - $47.48 Earnings 2026-05-14 21d ago
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We disagree with Wall Street. Analyst consensus: bullish. Our position: bearish. See factor model below for why.
Factor divergence: DIVERGENCE: estimate_revisions, narrative_gap bullish vs analyst_revisions bearish
Est. revisions: +5.6%
Backed by structured data (insider trades, analyst ratings, or filings)
Factor Model (net -0.5)

Factor Model

net -0.5 2.3 / 10
Est. Revisions
+0.4
Insider Activity
+0.0
Momentum
+0.0
Analyst Rev.
-1.0
Narrative Gap
+0.5

Klarna extends risk transfer deal, expands Italy and Spain

Watch: Track Q1 2026 earnings for signs of loan loss stabilization and if new markets contribute to revenue growth.

Klarna expanded its partnership with the Douglas Group to Italy and Spain on April 9, 2026, providing flexible payment options including interest-free installments. On April 1, it completed a 1.7 billion Significant Risk Transfer deal with Ve4rde Partners, its sixth in three years, aimed at improving capital efficiency and supporting growth. This follows a recent negative earnings trend and credit cost pressures.

This large risk transfer and geographic expansion could enhance Klarna's capital position and revenue streams, mitigating recent loan loss concerns and supporting recovery. The move signals management's intent to stabilize and grow despite prior credit losses and guidance cuts.

Evidence

12d ago BMO Capital init KLAR: Market Perform
21d ago Klarna Group plc (KLAR): Among the Best Mid Cap Stocks to Invest In According to Billionaires yahoo-finance
39d ago Klarna Group (KLAR) Announces Klarna Card Reaches 5M Active Users Globally yahoo-finance
43d ago Is Klarna Group plc (KLAR) One of Harvard University’s Top AI Stock Picks? yahoo-finance
51d ago Klarna (KLAR) Climbs 8.8% as CEO Hikes Stake by Million Dollars yahoo-finance
60d ago Klarna Hits $1 Billion Revenue — But IPO Story Now Faces Legal Test yahoo-finance
69d ago Klarna Hits $1 Billion Revenue — But IPO Story Now Faces Legal Test yahoo-finance
72d ago Stock Market Today, Feb. 19: Klarna Group Shares Plunge After Q4 Results Miss Forecasts yahoo-finance
3 older signals
73d ago Nasdaq, S&P 500 Futures Edge Higher Ahead Of Fed Minutes: Why NVDA, TSLA, AAPL, APLD, PANW Are On Traders' Radar Today - Stocktwits
73d ago Stock Market Today, Feb. 19: Super Micro Computer Surges After $40B Revenue Outlook Reignites AI Momentum
73d ago Klarna Group (KLAR) Achieves First Billion-Dollar Revenue Quarter With 38% Q4 2025 Growth
Fundamentals & Data ▾
Klarna Group plc Technology · Software - Infrastructure
Mkt Cap
$5B
52w Range
$12.06 - $47.48
Short Interest
29.2M 10.63%
Days to Cover
5.0 +4%
Technicals downtrend
from 52w Hi
-3.4%
1w return
+3.4%
Analysts
bullish 1 up / 0 down
EPS Estimate
$-0.13 +5.6% 30d 0up / 1dn
Est. Dispersion
178% 4 analysts
Analyst Target
$23 $14 - $45
Options P/C
0.27
Fund Convergence
strong D.E. Shaw, Renaissance, Citadel, Tiger Global
Financials
Revenue
$823M
FCF
$920M
Gross Margin
38%
Op Margin
-6%
Top Holders
D.E. Shaw $286M
Renaissance $22M
Citadel $10M
Tiger Global $5M
Recent Filings & Data
analyst rating 1
BMO Capital init → Market Perform 12d ago
11 signals · latest 12d ago

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