Klarna Group Slides Ahead of Scheduled Q2 Earnings Release

Klarna Group plc (KLAR) is down 5.6% today. Here is some analysis on what might have caused this price movement.

Analysis: The most likely driver appears to be earnings-related caution ahead of Klarna’s scheduled second-quarter 2026 results on August 18, 2026. This could be because investors are trimming exposure before the report, especially after management’s last quarterly update included near-term guidance that pointed to more moderate profit levels than the prior quarter.

Details:

Klarna has said it plans to publish Q2 2026 earnings on August 18, putting the stock in a typical event-risk window where traders often reduce positions before results.

In its first-quarter 2026 update, Klarna reported strong year-over-year growth, including about $1.0 billion in revenue and $68 million in adjusted operating profit, showing the market is focused not just on growth but on whether that momentum can hold.

For Q2, Klarna previously guided to revenue of $960 million to $1.0 billion and adjusted operating income of $30 million to $50 million, implying profitability could come in below the first quarter even if the business keeps expanding.

Klarna also disclosed in July that it submitted applications to establish Klarna Bank USA, a strategic move that broadens its U.S. ambitions but also adds a regulatory and execution storyline for investors to weigh.

Sources:

Klarna Investor Relations, SEC, Yahoo Finance

Disclaimer: This price movement analysis was generated with the help of AI. Please double-check the information provided for mistakes.

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$KLAR Hedge Fund Activity

We have seen 129 institutional investors add shares of $KLAR stock to their portfolio, and 135 decrease their positions in their most recent quarter.

Here are some of the largest recent moves:

HMI CAPITAL MANAGEMENT, L.P. removed 4,123,719 shares (-100.0%) from their portfolio in Q2 2026, for an estimated $83,464,072
JPMORGAN CHASE & CO added 4,010,356 shares (+inf%) to their portfolio in Q2 2026, for an estimated $81,169,605
PICTET ASSET MANAGEMENT HOLDING SA added 3,520,836 shares (+244.2%) to their portfolio in Q2 2026, for an estimated $71,261,720
BLACKROCK, INC. added 2,693,374 shares (+89.6%) to their portfolio in Q2 2026, for an estimated $54,513,889
AMERIPRISE FINANCIAL INC added 2,479,021 shares (+13047.5%) to their portfolio in Q2 2026, for an estimated $50,175,385
HRT FINANCIAL LP added 2,162,698 shares (+1135.9%) to their portfolio in Q2 2026, for an estimated $43,773,007
MILLENNIUM MANAGEMENT LLC added 1,950,866 shares (+237.4%) to their portfolio in Q2 2026, for an estimated $39,485,527

To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard. You can access data on hedge funds moves and 13F filings through the Quiver Quantitative API 13F endpoint.

$KLAR Price Targets

Multiple analysts have issued price targets for $KLAR recently. We have seen 12 analysts offer price targets for $KLAR in the last 6 months, with a median target of $23.0.

Here are some recent targets:

Will Nance from Goldman Sachs set a target price of $25.0 on 07/09/2026
Tien-Tsin Huang from JP Morgan set a target price of $22.0 on 07/08/2026
Timothy Chiodo from UBS set a target price of $23.0 on 07/08/2026
Nik Cremo from Barclays set a target price of $20.0 on 07/08/2026
Moshe Orenbuch from TD Cowen set a target price of $19.0 on 07/07/2026
Nate Svensson from Deutsche Bank set a target price of $27.0 on 07/02/2026
Lemar Clarke from Freedom Broker set a target price of $25.0 on 06/25/2026

This article is not financial advice. See Quiver Quantitative's disclaimers for more information. Note that there may be inaccuracies due to mistakes in ticker-mapping, and other anomalies.