Primer: Klarna - 25 May 2026
Checkout software offering interest-free installment payments to consumers and higher conversion for merchants
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Payment Companies Update: Reining in Positive Recommendations
​In the present volatile investment climate, only Klarna remains on our buy list due to solid execution and attractive valuations; our caution...
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BNPL Companies; Risk on Phase, Stick with Buy on Klarna (KLAR US), Lifting Short on Affirm (AFRM US)
A switch to "risk on" in markets and the stock's recent de-rating drives our​ closing out of Affirm's sell; we keep Klarna on a buy rating for deep...
365 Views
Klarna Group (NYSE: KLAR): 3Q’25 Quarterly Update, 4Q Guidance Trajectory Looks Strong
​Klarna Group shares continue to trade below IPO offer price of $40.00 per share. The Swedish BNPL giant reported record results in 3Q as a public...
330 Views
CHARTING COURSE: Tariffs; Here Today, Gone Tomorrow and BNPL Feeding Subprime Consumers
The US government will begin refunding some of the $166 billion in tariffs that were illegally collected since Liberation Day last year. The...
228 Views