Sezzle (NASDAQ:SEZL) Issues FY 2026 Earnings Guidance

Sezzle (NASDAQ:SEZL) issued an update on its FY 2026 earnings guidance on Wednesday morning. The company provided earnings per share (EPS) guidance of 5.100-5.100 for the period, compared to the consensus estimate of 4.700. The company issued revenue guidance of $585.4 million-$607.9 million, compared to the consensus revenue estimate of $575.4 million.

Analyst Ratings Changes

Several equities research analysts recently issued reports on SEZL shares. UBS Group set a $76.00 price objective on Sezzle in a research note on Tuesday, February 17th. Zacks Research cut Sezzle from a “strong-buy” rating to a “hold” rating in a research note on Tuesday, April 28th. Needham & Company LLC increased their price target on shares of Sezzle from $94.00 to $122.00 and gave the stock a “buy” rating in a research report on Thursday. Keefe, Bruyette & Woods raised their price target on shares of Sezzle from $85.00 to $115.00 and gave the stock an “outperform” rating in a report on Thursday. Finally, TD Cowen reaffirmed a “hold” rating on shares of Sezzle in a research report on Thursday. Four equities research analysts have rated the stock with a Buy rating and three have given a Hold rating to the company. According to data from MarketBeat, the stock has a consensus rating of “Moderate Buy” and an average target price of $118.00.

Sezzle Stock Down 5.9%

Shares of Sezzle stock traded down $5.91 during midday trading on Friday, reaching $93.92. 496,756 shares of the company’s stock traded hands, compared to its average volume of 790,713. The company has a market cap of $3.17 billion, a price-to-earnings ratio of 22.30 and a beta of 6.91. The company’s 50 day simple moving average is $72.33 and its 200 day simple moving average is $68.20. Sezzle has a 52 week low of $49.50 and a 52 week high of $186.74. The company has a debt-to-equity ratio of 0.82, a quick ratio of 3.92 and a current ratio of 3.92.

Sezzle (NASDAQ:SEZL) last issued its quarterly earnings data on Wednesday, May 6th. The company reported $1.43 earnings per share for the quarter, beating analysts’ consensus estimates of $1.24 by $0.19. The business had revenue of $135.54 million for the quarter, compared to the consensus estimate of $127.74 million. Sezzle had a return on equity of 93.93% and a net margin of 30.83%.The firm’s revenue was up 29.2% compared to the same quarter last year. During the same period last year, the business earned $0.98 EPS. Sezzle has set its FY 2026 guidance at 5.100-5.100 EPS. Equities analysts expect that Sezzle will post 4.7 earnings per share for the current fiscal year.

Insider Activity

In other Sezzle news, CFO Lee Dickson Brading sold 1,240 shares of the business’s stock in a transaction on Tuesday, March 3rd. The shares were sold at an average price of $71.38, for a total transaction of $88,511.20. Following the completion of the transaction, the chief financial officer owned 292,002 shares of the company’s stock, valued at $20,843,102.76. The trade was a 0.42% decrease in their position. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is available at the SEC website. Also, CEO Charles Youakim sold 7,185 shares of the firm’s stock in a transaction dated Tuesday, March 3rd. The shares were sold at an average price of $71.38, for a total value of $512,865.30. Following the completion of the sale, the chief executive officer directly owned 12,332,279 shares in the company, valued at approximately $880,278,075.02. This represents a 0.06% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Over the last 90 days, insiders have sold 46,837 shares of company stock worth $3,615,409. Insiders own 49.49% of the company’s stock.

Key Headlines Impacting Sezzle

Here are the key news stories impacting Sezzle this week:

• Positive Sentiment: Q1 beat and materially raised guidance — Sezzle reported Q1 revenue $135.5M (+29.2% YoY), EPS $1.43 (vs. $1.24 est), GMV +37.3% and raised FY2026 EPS to $5.10 and revenue guidance to ~$585–608M; management highlighted strong engagement and margin expansion (Adjusted EBITDA margin 52.5%). Sezzle Reports First Quarter 2026 Results
• Positive Sentiment: Analysts raised outlook — Northland increased Q3/Q4 and FY2026 EPS assumptions (Q3 $1.24, Q4 $1.50, FY $5.10), reflecting the company’s stronger guidance and beat. Higher sell‑side forecasts support further multiple expansion if execution continues. MarketBeat SEZL Coverage
• Positive Sentiment: Price‑target upgrades — Needham and Keefe, Bruyette & Woods raised price targets (Needham to $122, Keefe to $115) and reiterated buy/outperform views, which can support near‑term demand if investors chase momentum. TickerReport: Analyst Coverage
• Neutral Sentiment: Market reaction & investor materials — Coverage notes the stock initially surged after the earnings release and slides/transcript are available for deeper diligence (earnings call transcript and presentation). Useful for verifying management commentary on unit economics and customer engagement. Q1 2026 Earnings Call Transcript
• Neutral Sentiment: High volatility risk — SEZL has a high beta and wide recent intraday moves; that can amplify both upside on continued beats and downside on profit‑taking or adverse news (no link).
• Negative Sentiment: Investor litigation investigation — Pomerantz LLP announced an investigation on behalf of Sezzle investors, which introduces legal/settlement risk and could pressure sentiment until resolved. Pomerantz Investigation Notice

Institutional Investors Weigh In On Sezzle

Hedge funds have recently modified their holdings of the business. Larson Financial Group LLC increased its position in Sezzle by 35.4% during the third quarter. Larson Financial Group LLC now owns 795 shares of the company’s stock worth $63,000 after acquiring an additional 208 shares during the period. Commonwealth Equity Services LLC grew its position in Sezzle by 1.1% in the 4th quarter. Commonwealth Equity Services LLC now owns 24,172 shares of the company’s stock worth $1,534,000 after purchasing an additional 256 shares during the last quarter. AQR Capital Management LLC increased its holdings in shares of Sezzle by 1.4% during the 4th quarter. AQR Capital Management LLC now owns 24,530 shares of the company’s stock worth $1,557,000 after purchasing an additional 347 shares during the period. Vestcor Inc bought a new position in shares of Sezzle during the 3rd quarter worth about $29,000. Finally, Empowered Funds LLC acquired a new position in shares of Sezzle during the fourth quarter valued at about $33,000. 2.02% of the stock is owned by institutional investors.

Sezzle Company Profile

Sezzle Inc is a financial technology company specializing in buy now, pay later (BNPL) services that enable consumers to split purchases into interest-free installment payments. By integrating its platform with e-commerce merchants, Sezzle provides shoppers with flexible payment options at checkout while merchants benefit from increased conversion rates and average order values. The company’s technology is designed to offer a seamless user experience, with instant approval decisions and no hidden fees, positions it as a consumer-friendly alternative to traditional credit products.

Founded in 2016 and headquartered in Minneapolis, Minnesota, Sezzle completed its initial public offering on the Nasdaq under the ticker SEZL.