Keefe, Bruyette & Woods Cuts Klarna Group (NYSE:KLAR) Price Target to $45.00

Klarna Group (NYSE:KLAR) had its target price decreased by Keefe, Bruyette & Woods from $52.00 to $45.00 in a report published on Friday morning,Benzinga reports. Keefe, Bruyette & Woods currently has an outperform rating on the stock.

Several other research analysts have also issued reports on the company. Zacks Research upgraded Klarna Group to a “hold” rating in a research note on Tuesday, October 7th. Compass Point started coverage on shares of Klarna Group in a research report on Tuesday, September 16th. They set a “buy” rating and a $53.00 target price for the company. BNP Paribas Exane started coverage on shares of Klarna Group in a report on Monday, October 6th. They set a “neutral” rating and a $46.00 price target for the company. Deutsche Bank Aktiengesellschaft began coverage on shares of Klarna Group in a research note on Monday, October 6th. They set a “buy” rating and a $48.00 price objective on the stock. Finally, Bank of America cut their target price on shares of Klarna Group from $51.00 to $46.00 and set a “buy” rating for the company in a research note on Tuesday, November 18th. Eleven investment analysts have rated the stock with a Buy rating, eight have given a Hold rating and one has assigned a Sell rating to the stock. Based on data from MarketBeat, the stock presently has a consensus rating of “Moderate Buy” and a consensus price target of $46.60.

Klarna Group Stock Performance

Shares of KLAR opened at $28.54 on Friday. The firm has a market cap of $20.49 billion and a PE ratio of -43.91. Klarna Group has a 1 year low of $27.90 and a 1 year high of $57.20. The stock has a 50 day moving average of $32.41.

Institutional Investors Weigh In On Klarna Group

Institutional investors and hedge funds have recently added to or reduced their stakes in the stock. Dragoneer Investment Group LLC acquired a new position in Klarna Group in the 3rd quarter worth $303,595,000. Zurcher Kantonalbank Zurich Cantonalbank bought a new stake in shares of Klarna Group in the third quarter valued at about $153,000. Balyasny Asset Management L.P. bought a new position in shares of Klarna Group during the third quarter worth about $18,758,000. Longaeva Partners L.P. acquired a new stake in Klarna Group in the 3rd quarter valued at approximately $14,865,000. Finally, UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC bought a new stake in Klarna Group in the 3rd quarter valued at approximately $55,843,000.

Klarna Group News Summary

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

• Positive Sentiment: Klarna announced a partnership with Coinbase to support stablecoin funding, which could broaden funding options and product capabilities for Klarna’s payments platform. Klarna Partners With Coinbase for Stablecoin Funding
• Positive Sentiment: Keefe, Bruyette & Woods cut its price target from $52 to $45 but kept an “outperform” rating — a vote of confidence in Klarna’s longer‑term prospects despite the near‑term concerns. KBW Lowers Price Target
• Negative Sentiment: Hagens Berman and other firms flagged a securities class action (Nayak v. Klarna) that cites a reported 102% spike in Klarna’s credit loss provision and alleges disclosure problems—this raises regulatory, litigation and reputational risk. Hagens Berman Shareholder Notice
• Negative Sentiment: Multiple plaintiff law firms (Bragar Eagel & Squire, Glancy Prongay & Murray, Schall, Levi & Korsinsky, Robbins Geller, Kaplan Fox, Faruqi & Faruqi, etc.) have filed or solicited participants in IPO‑related class actions and are advertising February 20, 2026 lead‑plaintiff deadlines—creating ongoing legal overhang and potential settlement/defense costs. Bragar Eagel & Squire Alert
• Negative Sentiment: Klarna’s IPO lock‑up expires on March 9, allowing insiders/large holders to sell ~34.3M IPO shares — a potential source of added selling pressure once the lock‑up lifts. Lock‑up Expiration Notice

About Klarna Group

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.