Klarna Group plc – Recent Developments and Financial Outlook

Klarna Group plc, the digital‑banking and buy‑now‑pay‑later provider, is slated to report its most recent quarterly results on 19 February 2026. The quarter ended 31 December 2025 will provide the first insight into the company’s performance following a period of rapid expansion and strategic partnership initiatives.

Earnings Expectations

Fourteen analysts surveyed by Finanzen.net project a per‑share loss of US $0.021 for the December quarter, a decline from the previous year’s US $0.060 profit. The consensus forecast reflects a negative earnings trajectory, consistent with the company’s current Price‑Earnings ratio of –41.767.

Revenue Growth

Analysts anticipate revenue of US $1.07 billion for the quarter, representing a 37.24 % increase over the same period in 2024, when the company generated US $782 million. This growth aligns with Klarna’s broadened product offering, which includes its core payment solutions, the Klarna App, card services, and banking services across the UK, US, Germany, Sweden, and internationally.

Strategic Partnership with Google

In February 2026, Klarna announced a partnership with Google to adopt the Universal Commerce Protocol (UCP), an open standard designed to streamline AI‑driven shopping experiences. The collaboration positions Klarna as a key player in the emerging AI commerce ecosystem, enabling merchants and payment providers to connect seamlessly across AI platforms and shopping channels. The partnership is expected to reinforce Klarna’s market position and expand its technology footprint.

Investor Alerts and Litigation

Several investor‑focused notifications have been issued in early February 2026. Notable developments include:

  • Legal proceedings: Multiple law firms (e.g., Hagens Berman, Rosen, Faruqi & Faruqi, and Bernstein Liebhard) have notified investors of potential securities‑law litigation. Investors with significant losses are advised to consider participation in the lawsuit or to seek legal counsel.
  • Investor rights: Deadline reminders emphasize the importance of securing legal counsel before the upcoming litigation deadlines.
  • Regulatory scrutiny: Klarna has been sued for alleged securities‑law violations, with several law groups offering to discuss the matter with affected shareholders.

These notifications underscore ongoing scrutiny of Klarna’s corporate governance and disclosure practices.

Market Context

As of 1 February 2026, Klarna’s share price stood at US $22.92, with a 52‑week low of US $22.3715 and a 52‑week high of US $47.48. The company’s market capitalization is approximately US $8.70 billion. The current valuation reflects the market’s assessment of Klarna’s growth prospects amid the competitive landscape of digital finance.

Conclusion

Klarna Group plc’s forthcoming earnings report will be critical in assessing the company’s ability to translate its revenue growth into profitability. The partnership with Google’s UCP signals a strategic emphasis on AI‑enabled commerce, potentially unlocking new revenue streams. However, pending litigation and investor concerns highlight risks that may influence shareholder sentiment and future valuation.