Nik(@NikMilanovic):Buy-now-pay-later platform @Klarna's stock sank ~21-29% after Q2 earnings and a leadership shakeup. Earnings Actually solid: Revenue rose 27% year-over-year to about $1.04B and a small profit. Why the stock fell Klarna cut its full-year 2026 guidance. It now expects GMV of $149–151B, down from a prior forecast of $155B+, and trimmed revenue guidance. Leadership changes CFO Niclas Neglén and CMO David Sandström both announced they're departing in early 2027. Net effect The stock is now down roughly 46-47% year-to-date, with investors reacting more to the guidance cut and executive uncertainty than to the underlying earnings beat.

2026.08.20 20:58

Buy-now-pay-later platform @Klarna's stock sank ~21-29% after Q2 earnings and a leadership shakeup. Earnings Actually solid: Revenue rose 27% year-over-year to about $1.04B and a small profit. Why the stock fell Klarna cut its full-year 2026 guidance. It now expects GMV of $149–151B, down from a prior forecast of $155B+, and trimmed revenue guidance. Leadership changes CFO Niclas Neglén and CMO David Sandström both announced they're departing in early 2027. Net effect The stock is now down roughly 46-47% year-to-date, with investors reacting more to the guidance cut and executive uncertainty than to the underlying earnings beat.