Sezzle Inc.
Sezzle operates a digital shopping and payments platform that gives consumers, particularly Gen Z and Millennials, alternatives to traditional credit. Its products include pay-in-four, pay-in-two, pay-in-full and pay-in-five options, customized installment plans, a virtual card, paid subscriptions Sezzle Premium and Sezzle Anywhere, Sezzle On-Demand, Sezzle Balance and the opt-in Sezzle Up feature. It also refers consumers to third-party lenders for longer-term loans and offers merchants tools such as express checkout, paid placements and marketing initiatives. Sezzle operates in the United States and Canada and is winding down and exiting operations in India and certain European countries. Sezzle earns money primarily from merchant processing fees, consumer subscriptions and fees, and income from partners, including virtual-card interchange fees and affiliate promotions. It also earns fees for marketing and referring consumers to third-party lenders and processing applications. Sezzle is headquartered in Minneapolis, Minnesota.
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No SEC Form 4 filings for $SEZL in the last 30 days.
See all $SEZL insider activity →Sezzle (SEZL) reported Q3 2026 earnings, highlighting strong engagement from its Pay-in-5 product. The company outlined 2026 adjusted EPS guidance of $5.45 to $5.50 and introduced a 2027 EPS outlook of $7.20. CEO Charles Youakim noted that Pay-in-5 has reached approximately 70% mix.
Sezzle Inc. reported Q3 Non-GAAP EPS of $1.37, exceeding estimates by $0.08. Revenue grew 42.6% year-over-year to $166.5M, surpassing expectations by $11.54M. The company did not provide updated 2026 guidance.
Sezzle Inc. (SEZL) filed an SEC Form 8-K — Results of Operations and Financial Condition. November 4, 2026 Sezzle Reports Third Quarter 2026 Results • Total Transaction Volume 1 (TTV) reached $1.4 billion, representing 34.9% YoY growth • Total Revenue grew 42.6% YoY to a record $166.5 million, outpacing TTV growth by 7.7 percentage points • Active Subscribers up 68.1%
Over the past 7 days, AlphAI's AI scored 8 news stories mentioning SEZL (Sezzle Inc.). Coverage has skewed bullish: 7 bullish, 1 neutral, and 0 bearish.
Recent SEZL coverage spans earnings, regulation and market movers.
Guidance lift suggests upside potential for the stock.
Earnings beat and revenue surprise suggest stronger than expected performance.
Guidance raise signals stronger growth and profitability, likely supporting the stock.
Positive optionality if charter approval enables deposit-funded growth, but near-term uncertainty is high.
The bank charter application introduces regulatory risk and potential dilution of focus, likely weighing on the stock.
AlphAI scores every news story that mentions SEZL with an AI model for sentiment and relevance, and aggregates insider trades from Sezzle Inc.'s SEC EDGAR Form 4 filings. Figures refresh continuously.
Sezzle (SEZL) reported Q3 2026 earnings, highlighting strong engagement from its Pay-in-5 product. The company outlined 2026 adjusted EPS guidance of $5.45 to $5.50 and introduced a 2027 EPS outlook of $7.20. CEO Charles Youakim noted that Pay-in-5 has reached approximately 70% mix.
Sezzle Inc. reported Q3 Non-GAAP EPS of $1.37, exceeding estimates by $0.08. Revenue grew 42.6% year-over-year to $166.5M, surpassing expectations by $11.54M. The company did not provide updated 2026 guidance.
Sezzle Inc. (SEZL) filed an SEC Form 8-K — Results of Operations and Financial Condition. November 4, 2026 Sezzle Reports Third Quarter 2026 Results • Total Transaction Volume 1 (TTV) reached $1.4 billion, representing 34.9% YoY growth • Total Revenue grew 42.6% YoY to a record $166.5 million, outpacing TTV growth by 7.7 percentage points • Active Subscribers up 68.1%
U.S. banks restricted AI agents from customer accounts, stablecoin rewards face case-by-case review, and a community bank group sued to stop crypto firms from obtaining national charters. JPMorgan, Wells Fargo, Citigroup, and Bank of America limited AI agent access due to liability concerns. The OCC finalized a rule banning direct stablecoin yield payments but left third-party rewards open. Coinbase expects flat 2026 expenses excluding USDC rewards growth.
Sezzle Inc. (NASDAQ: SEZL) applied for a national bank charter with the OCC and deposit insurance with the FDIC. If approved, Sezzle Bank, N.A. would offer FDIC-insured deposit accounts, checking, savings, and credit products, targeting digitally native consumers. The company emphasized commitment to federal oversight standards. Regulatory approvals are not guaranteed, and current customers will see no immediate changes.
Sezzle Inc. shares rose 7.8% to $126.39 after TD Cowen lowered its price target from $165 to $160 but maintained a Buy rating. The company's market cap is $4.3 billion. Investors focused on the positive outlook despite the reduced target, with trading volume at 402,805 shares.
Sezzle Inc. (SEZL) filed an SEC Form 8-K — Results of Operations and Financial Condition. October 8, 2026 Sezzle to Announce Third Quarter 2026 Results and Participate in Upcoming Investor Conferences Sezzle Inc. (NASDAQ: SEZL ) ( Sezzle or Company ) // Sezzle will release its third quarter 2026 results after the market close on November 4, 2026. The Company will host
TD Cowen analyst Moshe Orenbuch maintained a 'Buy' rating for Sezzle (SEZL) but lowered the price target from $165 to $160. GuruFocus values SEZL at $95.09, indicating an 18.3% overvaluation. The company has a GF Score of 82/100, showing strong growth and financial strength but weaker profitability. Insiders have sold $5.72M in shares over the last 3 months.
Hunt Bryan Cecil purchased 250 shares of Sezzle Inc. (SEZL) at $115.86 on 2026-09-18.
FirstCash (FCFS) is down 5.6% since reporting Q2 earnings. OneMain (OMF) reported $1.29B revenue, up 6.9% YoY, and is up 1.5% post-results. Sezzle (SEZL) reported $149.7M revenue, up 51.7% YoY, and is down 31.9% since reporting. Enova (ENVA) reported $928.9M revenue, up 21.6% YoY, and is down 16.7% post-results.
