Payments Reboot: BofA Restarts Coverage with 5 Buys and Attractive Entry Points
BofA reinstates coverage with Buy ratings on Visa, Mastercard, Block, Affirm, Klarna — Neutral on PayPal.
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Klarna Hits $1B Revenue Record in Q4 2025 – But Swings to $26M Loss
Klarna smashed its first-ever billion-dollar quarter with 38% revenue growth and huge US & banking gains. Despite the $26M net loss, the company is rapidly turning payments users into full banking customers.
Klarna Sells $6.5B Loans to Elliott to Fuel US Expansion
Klarna partners with Elliott Investment Management to sell $6.5B in loans, boosting its US growth strategy while reporting mixed Q3 results as a newly public company.
Wall Street Loves Klarna: Why Six Big Banks Are Betting on BNPL
Top banks rated Klarna (BNPL leader) highly, seeing massive growth in payments. They target $48–$58, noting it trades at a healthy discount.
Affirm Stock: Why Analysts See a Compelling Buy
Affirm was upgraded to Buy. Rothschild analysts see it as the best long-term investment due to international growth & a strong product set.
Klarna's $14 Billion IPO: A Fintech Giant Reawakens on Wall Street
Klarna revives NYSE IPO, aiming to raise $1.27B by offering 34.3M shares at $35-$37, valuing the fintech at up to $14B. It will list as "KLAR" after prior delays. Goldman Sachs, JPMorgan & Morgan Stanley are lead underwriters.