BNPL Degen Returns: Why $KLAR will double from here
Klarna is fundamentally undervalued at $12.50 with depressed multiples despite 25-30% revenue growth and approaching profitability. Fair Financing expansion (82% YoY growth) and aggressive US expansion via JPM and Apple partnerships will drive margin expansion and re-rate the stock to $20-25 by Q4 earnings (Feb 2027), supported by insider buying from CEO and Sequoia chairman.