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Klarna Beat on Earnings and Guided Lower at Once. Which Number Should Decide the Stock?

Klarna stock saw a big post-earnings sell-off despite posting sales and earnings beats. Was it deserved?

Klarna Beat on Earnings and Guided Lower at Once. Which Number Should Decide the Stock?

Published August 27, 2026 · Category: Finance

Overview

Swedish digital payments company Klarna (NYSE: KLAR) published its second-quarter results on Aug. 18, and the report arrived with mixed signals for investors. Revenue rose 27% year over year to reach $1.04 billion and beat the average analyst forecast by roughly $43 million, and the company's net income swung to $9 million following a $53 million loss in last year's quarter -- delivering per-share earnings that beat the average Wall Street forecast for a loss of $0.05 per share.

On the other hand, the buy now, pay later company cut its full-year guidance for a key metric and issued an underwhelming sales forecast. Klarna now expects gross merchandise volume (GMV) between $149 billion and $151 billion, down from its previous guidance of $155 billion. Meanwhile, revenue for the year is now projected to be between $4.08 billion and $4.16 billion -- significantly below the average analyst estimate of $4.42 billion.

Details

Klarna's stock saw a significant pullback following its Q2 report and is now priced at about $14.30 per share, down 51% year-to-date. Should investors focus more on the significant Q2 beats or the disappointing guidance when evaluating the shares?

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Source

Originally published at www.fool.com.

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Disclaimer: This article is for informational purposes only and does not constitute investment advice. Data may be delayed up to 15 minutes. Past performance is not indicative of future results. Consult a licensed financial advisor before making investment decisions.