Sezzle Inc. (SEZL)
Looking for a Growth Stock? 3 Reasons Why Sezzle Inc. (SEZL) is a Solid Choice
Sezzle Inc. (SEZL) possesses solid growth attributes, which could help it handily outperform the market.
Wall Street Analysts Think Sezzle Inc. (SEZL) Could Surge 32.97%: Read This Before Placing a Bet
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. (SEZL) Q4 2025 Earnings Call Transcript
Sezzle: Small But Mighty, Buy With Earnings On Tap
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: Credit Loss Reversal De-Risks The Subprime BNPL Thesis
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 GMV Surges as Super App Plans Advance
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) Q4 Earnings and Revenues Top Estimates
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.
Sezzle Gears Up to Report Q4 Earnings: What's in the Offing?
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.
Sezzle: A Declining Stock, Not A Declining Business
Sezzle is rated Strong Buy, with valuation and growth metrics outpacing BNPL competitors and a current price offering notable upside. SEZL's Q3 saw 67% YoY revenue growth, 72.7% net income growth, and a 150-bps EBITDA margin improvement, reflecting strong operational leverage. Despite higher credit loss provisions (3.1% of GMV), SEZL maintains the highest take rate (11.2%) and best-in-class profitability among peers.
Sezzle: Volatility Provides Opportunity In BNPL
Sezzle Inc. has demonstrated strong momentum in the BNPL sector, with robust revenue growth and expanding profitability supporting a bullish outlook. SEZL's strategic pivot toward subscription revenue, which is more profitable than on-demand products, is expected to enhance margins but may introduce transitional challenges. Trading at 17.4x forward EPS, SEZL offers attractive valuation relative to its growth, with a 2026 EPS target of $4.35 and potential for $5.25+ in 2027.
Sezzle: Leaner, Profitable, And Positioned For The BNPL Rebound
Sezzle (SEZL) is rated Strong Buy with a $100 price target, implying 42% upside over 12 months. SEZL delivered 67% YoY revenue growth and 45% EPS growth in Q3 2025, marking six consecutive double-beat quarters. Forward P/E of 16x FY2026 EPS and a PEG of 0.08 signal SEZL is undervalued relative to sector growth and margins.
Sezzle Inc. (SEZL) Q3 Earnings and Revenues Beat Estimates
Sezzle Inc. (SEZL) came out with quarterly earnings of $0.71 per share, beating the Zacks Consensus Estimate of $0.65 per share. This compares to earnings of $0.49 per share a year ago.
