Klarna Is Up 15% Today: Is It Outperforming Other BNPL Stocks Like Affirm and Sezzle?

"Shares of Klarna Group ( NYSE:KLAR | KLAR Price Prediction) 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."

"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" big-ticket installment product was a standout, with GMV up 138% YoY, while the Klarna Card reached 5 million active users across 16 countries. Klarna's management reiterated full-year 2026 guidance and issued Q2 guidance of $35.5-36.5 billion GMV, $960 million to $1 billion in revenue, and adjusted operating income of $30-50 million."

"Zoom out, however, and Klarna stock isn't outperforming its peers as it's down 46% year to date (YTD). Sezzle shares are up 59% YTD, following Sezzle's Q1 2026 beat-and-raise that lifted its FY2026 EPS guide to $5.10. Affirm sits in the middle. AFRM stock"

Klarna Group shares rose about 15% intraday to around $15.80 after closing at $13.69, leading the BNPL sector during a relatively quiet session. The move followed a Q1 2026 report showing revenue of $1 billion, up 44% year over year, and adjusted operating profit of $68 million versus $3 million a year earlier. Gross Merchandise Volume reached $33.7 billion, up 33% year over year, with US and international GMV increasing. Klarna returned to profitability with operating income of $17 million and net income of $1 million. Active consumers grew to 119 million and merchants exceeded 1 million. Guidance was reiterated for 2026, with Q2 GMV of $35.5–36.5 billion and revenue of $960 million to $1 billion. Despite today’s gain, Klarna is down 46% year to date, while Sezzle is up 59% and Affirm is positioned between them.

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