u/halfrepshalfretail · 46d agono track record yet
Long KLAR $10C exp Jan 1
Long KLAR $12.5C exp Jan 1
Long KLAR $15C exp Jan 1
BNPL Degen Returns: Why $KLAR will double from here
Klarna is undervalued at $12.50 with depressed P/S of 1.1 and 2027 EPS multiple of 15-25x despite 25-30% revenue growth and strong adjusted operating income. Fair Financing expansion (13% of GMV, growing 82% YoY) and US penetration (37% YoY growth, currently 36% of revenue) will drive margin expansion and profitability, supporting a $20-25 re-rating by Q4 2027 earnings.
At post $12.36Now $13.81+11.7% since postedas of Nov 13, 4:01 PM ET
1d+0.2%
3d+1.2%
1w+7.2%
1m+10.4%
3m—
6m—
1y—