Sezzle Inc.
Simply Wall St reports Sezzle (SEZL) shares fell about 34% in one session after Q2 results. The company posted record GMV of about $1.3b, revenue of $149.7m, and net income of $40.8m, with net margin above 27%. Active subscribers rose to 854,000. The article cites marketing spend of $19.4m and Q3 guidance to reduce marketing and provisions of 2.5% to 3.0% of GMV.
The S&P 500 closed at a record high and logged its strongest week since April, helped by strong corporate earnings. Bloomberg cited Wilsey Asset Management saying weak jobs data is unlikely to change the Fed’s wait-and-see stance. Stocks in focus included PLTR, TTD, SEZL, RDW, CELH, SPCX, and AVAV, with moves tied to earnings, stakes, upgrades, and a potential $400M U.S. Army contract.
Sezzle (SEZL) shares fell about 34% on Friday after a prior after-hours drop, despite a Q2 beat. The company reported $149.7M revenue (+51.7% YoY), $1.13 adjusted EPS, and $1.3B GMV, and raised 2026 guidance. Analysts split, with Keefe Bruyette cutting its target to $155 and B. Riley raising to $196.
Over the past 7 days, alphai's AI scored 19 news stories mentioning SEZL (Sezzle Inc.). Coverage has skewed bearish: 5 bullish, 3 neutral, and 11 bearish.
Recent SEZL coverage spans earnings, market movers and financial news.
In the last 30 days, SEZL insiders filed 14 SEC Form 4 transactions — no purchases and 14 sales ($5.6M). The most active reporter was Paradis Paul, Director & President, with 8 filings. 100% of activity was filed under pre-arranged Rule 10b5-1 plans.
The selloff appears valuation-reset driven, with investors questioning whether Q2 profitability and growth can sustain a richer multiple.
SEZL has a fresh, large drawdown with a specific reason, creating immediate risk-repricing potential.
The print is a mixed fundamental signal: strong Q2 execution versus a slower H2 growth profile, driving sharp repricing.
Guidance raised on profitability and growth ambition, but second-half growth slowdown warning drove a bearish repricing and key technical breakdown.
The market reaction is driven by a weaker-than-expected growth flow-through into the second half, despite revenue and adjusted EPS beats.
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.
Simply Wall St reports Sezzle (SEZL) shares fell about 34% in one session after Q2 results. The company posted record GMV of about $1.3b, revenue of $149.7m, and net income of $40.8m, with net margin above 27%. Active subscribers rose to 854,000. The article cites marketing spend of $19.4m and Q3 guidance to reduce marketing and provisions of 2.5% to 3.0% of GMV.
5 min readThe S&P 500 closed at a record high and logged its strongest week since April, helped by strong corporate earnings. Bloomberg cited Wilsey Asset Management saying weak jobs data is unlikely to change the Fed’s wait-and-see stance. Stocks in focus included PLTR, TTD, SEZL, RDW, CELH, SPCX, and AVAV, with moves tied to earnings, stakes, upgrades, and a potential $400M U.S. Army contract.
4 min readSezzle (SEZL) shares fell about 34% on Friday after a prior after-hours drop, despite a Q2 beat. The company reported $149.7M revenue (+51.7% YoY), $1.13 adjusted EPS, and $1.3B GMV, and raised 2026 guidance. Analysts split, with Keefe Bruyette cutting its target to $155 and B. Riley raising to $196.
6 min readSezzle Inc. (SEZL) shares closed at $118.51 after opening at $132.36 and falling to $114.16. Despite a Q2 2026 earnings and revenue beat, management raised adjusted net income guidance to $185M and targeted 35% 2026 revenue growth but warned second-half growth would slow. The article highlights key technical levels around the 200-day EMA near $111.95.
4 min readSezzle Inc. (SEZL) shares fell 34.2% to $117.50 after Q2 results beat FactSet forecasts but the outlook for the second half was seen as less strong. Revenue and adjusted EPS beat by about 10%. Full-year adjusted EPS rose to $5.25 from $5.10, while second-half revenue growth was guided to 30.8% vs 40.1% in the first half.
6 min readSezzle (SEZL) shares fell about 22% after Q2 results. The company reported Q2 revenue of $149.7M, up 51.7% and above the $136.4M estimate, and adjusted EPS of $1.13 versus $1.02. Full-year 2026 EPS guidance was raised to $5.25. Keefe Bruyette cut its target to $155 from $190 and downgraded to Market Perform.
6 min readSplitit will bring its installment-payment services to automotive-repair shops via a partnership with 1stMILE, targeting a rollout to thousands of shops and up to 17,000 1stMILE locations. Splitit says it uses consumers’ existing credit cards, with typical terms of four payments over six weeks. Sezzle reported June-quarter payment volume up 37.9% to $1.3B and revenue up nearly 52% to $149.7M.
5 min readSezzle (SEZL) shares fell about 22% after Q2 results. The company reported Q2 revenue of $149.7 million, 9.8% above expectations, and adjusted EPS of $1.13, 11.3% above consensus. Full-year 2026 EPS guidance was raised to $5.25. Keefe, Bruyette & Woods cut its price target to $155 and downgraded to Market Perform.
6 min readB. Riley raised its price target on Sezzle to $196 from $141 and kept a Buy rating, according to the note cited in the article. The stock is shown at about $118.02, down 33.89% over five days and up 85.93% year to date, per the publication’s market data.
2 min readSezzle Inc. (SEZL) reported Q2 2026 results and discussed a platform strategy centered on subscriber growth and new products. Full-year guidance was raised for a third time. Record quarterly GMV reached $1.3B (+37.9% YoY) and revenue rose 51.7% to $149.7M. EPS was $1.13 vs $0.95 consensus; active subscribers rose 76.4% to 854k.
4 min read
