US · Financial Services · Credit Services
EPS came in at 1.37 against a street estimate of 1.28 — a beat of 7.0%.
Analysts rate Sezzle Inc. a buy (4 buy, 3 hold, 0 sell out of 7) with an average price target of $167.17.
CONFIDENT Q2 crushed expectations: 37.9% GMV growth, 51.7% revenue growth to $149.7M, 76.4% subscriber growth to 854K. Raised FY26 revenue to 35% growth and EPS to $5.25. New products (SezzleCash, Sezzle Send) launching with strong early signals. Q2 2026 No geographic breakdown provided in call. Analysts probed marketing spend sustainability (management cautious, testing phase), revenue yield puts/takes (seasonality plus new product mix drag), and second-half deceleration (conservative guidance excluding new products). Management emphasized payback discipline and long-term product philosophy over revenue maximization. 2026-08-06…
Full summary in the app.
| Fund | Stake |
|---|---|
| BlackRock Inc | 7.53% |
| Divisadero Street Capital Management, LP | 4.88% |
| Accredited Investors Inc | 2.39% |
| Vanguard Capital Management, LLC | 2.25% |
| State Street Corp | 1.95% |
| T. Rowe Price Associates, Inc. | 1.87% |
| Geode Capital Management, LLC | 1.65% |
| Morgan Stanley - Brokerage Accounts | 1.47% |
| Document | Date |
|---|---|
| Quarterly report · Q3 2026 HEADLINE NUMBERS • For the quarter ended September 30, 2026, revenue was $166,503 thousand, up from $116,796 thousand in the same quarter of 2025. • | 2026-11-05 |
| Results announced · Q4 2026 HEADLINE NUMBERS • Sezzle’s third-quarter 2026 Total Transaction Volume (TTV) reached $1.4 billion, up 34.9% year over year (YoY). • Total revenue r | 2026-11-04 |
| Proxy statement · Q4 2026 EXECUTIVE PAY • CEO Charles Youakim’s total compensation for 2025 was not included in the supplied excerpt, so the exact amount and year-over-year ch | 2026-10-09 |
| Results announced · Q4 2026 HEADLINE NUMBERS • Sezzle Inc. will release its third quarter 2026 results on Wednesday, November 4, 2026. • The company will host a conference call | 2026-10-08 |
| Company announcement · Q3 2026 SEZZLE INC. – FORM 8-K SUMMARY Filed: August 28, 2026 --- OTHER NOTABLE POINTS • 2026 Annual Meeting scheduled for November 19, 2026, to be held ex | 2026-08-28 |
| Material agreement · Q3 2026 SEZZLE INC. - FORM 8-K SUMMARY HEADLINE NUMBERS • Company: Sezzle Inc. (Nasdaq: SEZL) • Filing Date: August 18, 2026 (event date August 12, 2026) • | 2026-08-18 |
| Reg FD disclosure · Q3 2026 SEZZLE INC. - FORM 8-K SUMMARY HEADLINE NUMBERS • Filing Date: August 12, 2026 • Company: Sezzle Inc. (Nasdaq ticker: SEZL) • Headquarters: 700 Nico | 2026-08-12 |
| Quarterly report · Q2 2026 SEZZLE INC. – Q2 2026 10-Q SUMMARY --- HEADLINE NUMBERS • Total Revenue (Q2 2026): $149.7 million vs. $98.7 million in Q2 2025 — increase of 51.6% | 2026-08-07 |
Readable in the app.
| Action | Detail | Date |
|---|---|---|
| Split | 6 : 1 effective Mar 31, 2025 | 2025-03-31 |
| Announcement | Date |
|---|---|
| Amended bank partnership agreement to expand product offerings and funding Sezzle Inc. amended its partnership agreement with WebBank on August 12, 2026, to expand their buy-now-pay-later financing program. The key changes: (1) The program now covers two new produc | 2026-08-18 |
| Board authorizes $100 million share repurchase program On December 15, 2025, Sezzle Inc.'s Board of Directors authorized a share buyback program allowing the company to repurchase up to $100 million of its own common stock. This is a corporate a | 2025-12-15 |
Technicals, trade setups with a published hit rate, AI analysis and earnings-call summaries for Sezzle Inc. — free to start.
Open in the appGoogle PlayApp StoreData updated 2026-11-07.