Khurana Rajeev purchased $15K of SEZL

Affirm (AFRM) rose 10% after reporting its most profitable quarter, while Klarna (KLAR) and Sezzle (SEZL) gained 6% and 2% respectively. PayPal (PYPL) dropped 11% after Stripe and Advent withdrew a potential takeover. The moves reflect deal-specific reactions rather than broader fintech trends.

PayPal (PYPL) fell 15% to $52.45 after Stripe and Advent abandoned a $50B acquisition bid. Affirm (AFRM) rose 13% to $87.56 on record profits and a new Shopify Australia deal. Klarna (KLAR) gained 5%, while the financial sector (XLF) remained flat, indicating name-specific moves.

Enova (NYSE:ENVA) and other personal loan providers reported strong Q2 earnings, with revenues up 4.2% on average. Enova's revenue grew 21.6% YoY, beating estimates. SoFi (NASDAQ:SOFI) saw a 40.5% YoY revenue increase, while OneMain (NYSE:OMF) reported a 6.9% rise. Sezzle (NASDAQ:SEZL) and FirstCash (NASDAQ:FCFS) also beat estimates. Despite strong earnings, the sector's share prices declined 1.6% on average.

Sezzle (SEZL) raised its full-year 2026 revenue growth guidance to 35% and secured a new $300 million credit facility with Mesirow, according to the company. The article also cites a Simply Wall St fair value estimate of $87.18 versus a $128.96 last close, and notes SEZL shares down 26.17% over 30 days.

Simply Wall St reports Sezzle Inc. (SEZL) fell 27.3% after it raised 2026 revenue growth guidance to 35% and secured a new $300 million credit facility with Mesirow. In Q2 2026, Sezzle reported revenue of $149.68 million and net income of $40.77 million, and completed a $27.89 million share repurchase.

Sezzle (SEZL) shares fell 33.89% in one day after the company reported Q2 results and raised full-year guidance. Q2 revenue rose 51.7% to $149.7M, net income rose 47.7% to $40.8M, and EPS was $1.17. Management raised 2025 revenue growth to 35% and adjusted EPS to $5.25, implying slower growth in the second half.