Klarna IPO, $AMTM Investment Case, $PLTR Insider Sales, $AAOI Amazon Deal, and More
Welcome back to the BBAE Blog, your trusted source for the latest investment insights and analyses from the BBAE team. This week, we’re excited to share some highlights that will keep you informed and ahead of the market. Don’t forget, some of our most valuable insights are available exclusively in the BBAE Pro app—download it now to unlock full access!
- Klarna ($KLAR) IPO: Everything You Need to Know
- Voss Capital: Amentum ($AMTM) Investment Case
- $PLTR Insider Sells: $328M in Stock
- Trending Tickers: $AAOI Amazon Deal, $HYPR NVIDIA Partnership, $LAZR Viral Lidar Video
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Klarna ($KLAR) IPO: Everything You Need to Know
Klarna ($KLAR), the Swedish fintech giant known for pioneering “Buy Now, Pay Later” (BNPL) services, has officially filed for its highly anticipated U.S. IPO. The company’s F-1 filing highlights a dramatic financial turnaround, from heavy losses in 2022 to reporting its first annual profit in 2024. Klarna’s revenue has nearly tripled in three years, fueled by its expanding commerce platform, AI-driven efficiency, and aggressive U.S. growth. The firm now processes over $100 billion in transactions annually and serves 93 million active users. Click here to read the full article.
Voss Capital: Amentum ($AMTM) Investment Case
Voss Capital’s Q4 2024 investor letter spotlights Amentum ($AMTM) as a compelling investment opportunity in the government services sector. Created through a recent merger between Amentum and Jacobs’ CMS division, AMTM now stands as the second-largest public government services provider with a robust $45 billion backlog. Despite strong fundamentals and consistent cash generation, the stock trades at a significant 30%+ discount to peers due to temporary spin-off dynamics and selling pressure from stakeholders. Voss highlights AMTM’s diversified revenue streams across Defense, Civil, Environmental, Space, and Intelligence sectors, with no single contract exceeding 4% of revenue. The firm sees 80% upside potential as AMTM executes its deleveraging strategy from 4.0x to below 3.0x by FY26, and as technical selling pressures dissipate when Jacobs sells its remaining 8% stake by June 2025. Read the full article here.
$PLTR Insider Sells: $328M in Stock
Stephen Andrew Cohen, President and Co-founder of Palantir Technologies, sold 4.06 million shares of the company’s stock between March 12 and March 17, 2025, totaling $328 million. The scale and timing of these sales have raised investor concerns, particularly amid growing scrutiny over Palantir’s high valuation. For more insider trading insights, check out the daily InsiderEdge reports available in the BBAE app.
Trending Tickers: $AAOI Amazon Deal, $HYPR NVIDIA Partnership, $LAZR Viral Lidar Video
This week, several stocks gained attention due to significant developments. Here’s a breakdown:
- Applied Optoelectronics ($AAOI): The company granted Amazon a warrant to purchase up to 7.9 million shares at $23.70 per share, tied to up to $4 billion in future purchases. The agreement strengthens Applied Optoelectronics’ role in supporting Amazon’s cloud and AI infrastructure.
- Hyperfine ($HYPR): Hyperfine announced a collaboration with NVIDIA to enhance its AI-powered portable MRI system, Swoop®. The partnership aims to improve image quality, reduce scan times, and expand access to MRI technology in underserved regions.
- Luminar ($LAZR): A viral YouTube video comparing Luminar’s lidar technology to Tesla’s Autopilot sparked debate in the autonomous vehicle industry. Despite controversy over the test conditions, the video’s popularity drove a notable increase in Luminar’s stock.
Read the full Weekly Highlights article here.
This article is for informational purposes only and is neither investment advice nor a solicitation to buy or sell securities. All investment involves inherent risks, including the total loss of principal, and past performance is not a guarantee of future results. Always conduct thorough research or consult with a financial expert before making any investment decisions. BBAE has no position in any investment mentioned.
