Sezzle Inc. (SEZL) could produce exceptional returns because of its solid growth attributes.
Sezzle Inc. (SEZL) shares have started gaining and might continue moving higher in the near term, as indicated by solid earnings estimate revisions.
Sezzle Inc. (SEZL) could produce exceptional returns because of its solid growth attributes.
The consensus price target hints at a 42.4% upside potential for Sezzle Inc. (SEZL). While empirical research shows that this sought-after metric is hardly effective, an upward trend in earnings estimate revisions could mean that the stock will witness an upside in the near term.
Sezzle Inc. (SEZL) possesses solid growth attributes, which could help it handily outperform the market.
The mean of analysts' price targets for Sezzle Inc. (SEZL) points to a 33% upside in the stock. While this highly sought-after metric has not proven reasonably effective, strong agreement among analysts in raising earnings estimates does indicate an upside in the stock.
Sezzle Inc. (SEZL) Q4 2025 Earnings Call Transcript
Sezzle Inc. offers a BNPL platform targeting millennial and Gen-Z consumers, showing robust growth and profitability despite recent stock volatility. SEZL's Q3 2025 revenue surged nearly 3x YoY to $116.8M, with gross merchandise volume up 59% and revenue-generating users increasing 120%. Management has raised guidance, projecting FY26 adjusted net income per diluted share at $4.35, and is aggressively investing in marketing to drive subscription revenue.
Sezzle targets subprime BNPL users, leveraging a credit-building platform and AI underwriting for high growth. Sezzle's Q4 2025 provision for credit losses fell to 2.0% of GMV, an 80-basis-point YoY improvement. Trading at ~15x forward Adjusted EPS despite a projected 27.5% growth at the midpoint, Sezzle is currently priced like a slow-growth subprime lender.
Sezzle is accelerating its super app plans in 2026 after seeing growing engagement with its existing offerings in 2025, the company said in a Wednesday (Feb. 25) press release. During the fourth quarter, the company's digital payment platform saw its gross merchandise value (GMV) increase by 35.
Sezzle Inc. (SEZL) came out with quarterly earnings of $1.21 per share, beating the Zacks Consensus Estimate of $0.96 per share. This compares to earnings of $0.73 per share a year ago.
SEZL readies for Q4 results, with revenues likely to grow 30% and EPS up 31% on deeper engagement and new product features, extending its earnings beat streak.