Quick Read
Klarna Group (KLAR) reported Q1 2026 revenue of $1 billion (up 44% YoY) and swung to a $17 million operating profit from a $90 million loss a year ago, with active consumers reaching 119 million and merchants surpassing 1 million.
Affirm (AFRM) stock is up 22% over the past month following a Q3 FY2026 report showing $1.04 billion in revenue and 35% GMV growth.
Sezzle (SEZL) shares are up 59% YTD following a beat-and-raise that lifted FY2026 EPS guidance to $5.10.
The analyst who called NVIDIA in 2010 just named his top 10 stocks and Affirm wasn’t one of them. Get them here FREE.
Shares of Klarna Group (NYSE:KLAR) are up roughly 15% intraday in Thursday morning trading, changing hands near $15.80 after a prior close of $13.69. The pop comes against an otherwise quiet session for the broader buy now, pay later (BNPL) group.
By contrast, Affirm Holdings (NASDAQ:AFRM) stock is up 2% at $64.61, and Sezzle (NASDAQ:SEZL) stock is up 1% to $103.48. On a single-day basis, Klarna stock is decisively leading the BNPL pack.
The analyst who called NVIDIA in 2010 just named his top 10 stocks and Affirm wasn’t one of them. Get them here FREE.
Yet, the headline question deserves a more honest answer once the timeframe expands. Today’s leadership doesn’t undo what has been a difficult stretch for Klarna stock since its NYSE debut.
Reaction to Klarna’s Earnings
Today’s move in Klarna stock is a reaction to the company’s Q1 2026 report. Klarna delivered a strong quarter with revenue of $1 billion (up 44% year-over-year) and adjusted operating profit of $68 million, a massive swing from $3 million in the year-ago quarter. Gross Merchandise Volume reached $33.7 billion (up 33% YoY), with US GMV up 39% and international up 31%.
Furthermore, Klarna turned the bottom line positive: operating income of $17 million versus a $90 million loss a year ago, and net income of $1 million versus a $99 million net loss. Active consumers grew to 119 million (up 21% YoY) and merchants surpassed 1 million (up 49% YoY).
The “Fair Financing”…
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