Sezzle lifts 2026 outlook and adds 2027 targets after strong Q3

Why it matters

The revised 2026 outlook and new 2027 target provide investors with higher forward earnings and revenue benchmarks. The higher guidance mechanically raises the company’s stated expectations for near-term profitability and growth.

Key facts

• 1Adjusted net income per diluted share increased 95.7% year over year to $1.37 in the third quarter, versus the Visible Alpha consensus of $1.30. tradingview.com
• 2Total revenue rose 42.6% year over year to a record $166.50M, compared with the average analyst estimate of $155.74M. tradingview.com
• 3Sezzle raised full-year 2026 adjusted net income per diluted share guidance to $5.45–$5.50 from $5.25. tradingview.com
• 4The company revised its total revenue growth outlook to ~42.5% from 35%. tradingview.com
• 5Sezzle introduced 2027 adjusted net income per diluted share guidance of $7.20, versus analyst estimates of $6.53. tradingview.com
• 6Total transaction volume increased 34.9% year over year to $1.4 billion, while total transactions rose 30.1% to 12.4 million. finance.yahoo.com

Open questions

• Material 1 says Sezzle did not provide updated 2026 guidance, while materials 2 and 3 report that the company raised its 2026 guidance.
• Material 4 describes $7.20 as full-year EPS guidance without identifying it as 2027 guidance, whereas material 3 identifies $7.20 as 2027 adjusted net income per diluted share guidance and gives 2026 guidance as $5.45–$5.50.