Klarna shares jump as Q1 results show rapid growth and a return to profitability

Klarna Group plc (KLAR) is up 14.4% today. Here is some analysis on what might have caused this price movement.

Analysis: KLAR appears to be rising after the company published strong first-quarter 2026 results that combined sharp revenue growth with improved profitability metrics. Investors also seemed to focus on operating leverage and expanding scale across consumers and merchants, despite some forward-looking targets that were not as strong as consensus expectations.

Details:

Klarna reported Q1 2026 gross merchandise volume (GMV) of $33.7 billion, up 33% year over year.

The company posted Q1 2026 revenue of $1.0 billion, up 44% year over year, alongside higher transaction margin dollars.

Klarna reported adjusted operating profit of $68 million versus $3 million in the prior-year quarter, with operating income turning positive year over year.

Key network metrics increased, including active consumers reaching 119 million and merchants surpassing one million.

Sources:

Business Wire, MarketScreener, MarketBeat

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 130 institutional investors add shares of $KLAR stock to their portfolio, and 86 decrease their positions in their most recent quarter.

Here are some of the largest recent moves:

WALMART INC. added 2,400,000 shares (+inf%) to their portfolio in Q4 2025, for an estimated $69,384,000
UBS GROUP AG added 2,109,058 shares (+153.2%) to their portfolio in Q1 2026, for an estimated $27,607,569
CITADEL ADVISORS LLC removed 2,021,303 shares (-100.0%) from their portfolio in Q4 2025, for an estimated $58,435,869
T. ROWE PRICE INVESTMENT MANAGEMENT, INC. removed 1,854,893 shares (-100.0%) from their portfolio in Q4 2025, for an estimated $53,624,956
NORGES BANK added 1,777,365 shares (+inf%) to their portfolio in Q4 2025, for an estimated $51,383,622
BALYASNY ASSET MANAGEMENT L.P. added 1,650,660 shares (+322.5%) to their portfolio in Q4 2025, for an estimated $47,720,580
PICTET ASSET MANAGEMENT HOLDING SA added 1,441,675 shares (+inf%) to their portfolio in Q1 2026, for an estimated $18,871,525

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 Analyst Ratings

Wall Street analysts have issued reports on $KLAR in the last several months. We have seen 5 firms issue buy ratings on the stock, and 0 firms issue sell ratings.

Here are some recent analyst ratings:

Citigroup issued a "Buy" rating on 11/20/2025
UBS issued a "Buy" rating on 11/20/2025
Wolfe Research issued a "Outperform" rating on 11/19/2025
JP Morgan issued a "Overweight" rating on 11/19/2025
B of A Securities issued a "Buy" rating on 11/18/2025

To track analyst ratings and price targets for $KLAR, check out Quiver Quantitative's $KLAR forecast page.

$KLAR Price Targets

Multiple analysts have issued price targets for $KLAR recently. We have seen 10 analysts offer price targets for $KLAR in the last 6 months, with a median target of $24.5.

Here are some recent targets:

Moshe Orenbuch from TD Cowen set a target price of $16.0 on 05/11/2026
Andrew Bauch from BMO Capital set a target price of $16.0 on 04/22/2026
Sanjay Sakhrani from Keefe, Bruyette & Woods set a target price of $26.0 on 02/20/2026
Tien-Tsin Huang from JP Morgan set a target price of $20.0 on 02/20/2026
Timothy Chiodo from UBS set a target price of $20.0 on 02/20/2026
Jason Kupferberg from Wells Fargo set a target price of $32.0 on 02/20/2026
James Faucette from Morgan Stanley set a target price of $23.0 on 02/18/2026

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.