Klarna Is Up 15% Today: Is It Outperforming Other BNPL Stocks Like Affirm and Sezzle? Summit Art Creations / Shutterstock.com David Moadel May 14, 2026 4 min read KLAR SEZL NVDA AFRM 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. 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.
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" 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.
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