
"Investment Thesis Klarna Group (KLAR) delivered mixed Q3 earnings, which were weighed down by an increase in loan provisions (accounting for likely future losses). But the icing on the cake here is that Klarna, for the first time provides investors with quarterly guidance ahead."
I am confident in a $65 price target by early 2027, and view current market pessimism as a buying opportunity for disciplined investors.
Klarna Earnings: A Rare Opportunity At 4x Forward Free Cash Flow
Deep Value Returns
November 19, 2025
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