
Here is Why Growth Investors Should Buy Sezzle Inc. (SEZL) Now
Sezzle Inc. (SEZL) could produce exceptional returns because of its solid growth attributes.
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Sezzle Inc. (SEZL) could produce exceptional returns because of its solid growth attributes.

The consensus price target hints at a 42.4% upside potential for Sezzle Inc. (SEZL). While empirical research shows that this sought-after metric is hardly effective, an upward trend in earnings estimate revisions could mean that the stock will witness an upside in the near term.

Sezzle (SEZL) experienced a significant drop in stock price after reaffirming its FY26 guidance in a recent investor presentation. Despite strong Q4 results, th

Services sector rebound gains steam as ISM PMI hits 56.1 in February, spotlighting stocks like LQDT, RELY, EXPO and SEZL as demand, inventories and orders climb.

Sezzle Inc. (SEZL) possesses solid growth attributes, which could help it handily outperform the market.

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 (SEZL 14.04%) is not only rapidly scaling its buy now, pay later (BNPL) lending business, but is creating a full-featured financial ecosystem, with many exciting products set to be launched in 2026 alone. In this video, I discuss Sezzle's blowout fourth quarter results, what to watch in 2026, and why the stock could still be cheap, even after the post-earnings rally.

AUGO, UVE, YOU, SEZL and HCI have been added to the Zacks Rank #1 (Strong Buy) List on March 2, 2026.

Sezzle Inc. (SEZL) Q4 2025 Earnings Call Transcript

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.

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Sezzle Inc. delivered blockbuster Q4 results, easily surpassing high-growth expectations and reaffirming its accelerating trajectory and profitability. SEZL trades at a compelling 17x 2026 earnings, with a PEG of 0.60 and strong net income margins, signaling significant undervaluation versus peers. Guidance calls for 25-30% revenue growth and $170 million adjusted net income in 2026, as SEZL launches innovative products and AI integrations.

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 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) 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.

GMV reached a new quarterly high of $1.2 billion in 4Q25, representing a 35.3% YoY increase Total Revenue jumped 32.2% YoY to $129.9 million for 4Q25 Net Income Per Diluted Share 1 and Adjusted Net Income per Diluted Share 1, 2 reached $1.21 in the fourth quarter, representing 72.9% and 68.1% YoY increases, respectively For full-year 2025, Total Revenue grew 66.1% YoY to $450.3 million Net Income for FY2025 jumped 69.5% YoY to $133.1 million, or $3.72 per diluted share 1 Full-year Adjusted Net Income 2 increased 96.6% YoY to $128.4 million, or $3.59 per diluted share 1 The Company increased FY2026 Adjusted Net Income per Diluted Share guidance to $4.70 from $4.35, and introduced FY2026 Total Revenue growth guidance of 25% to 30% and Adjusted Net Income 1 guidance of $170.0 million MINNEAPOLIS, Feb. 25, 2026 (GLOBE NEWSWIRE) -- Sezzle Inc. (NASDAQ:SEZL) (Sezzle or Company) // Purpose-driven digital payment platform, Sezzle, is pleased to update the market on key financial metrics for the quarter and year ended December 31, 2025. “Our tenth year as a company was our most transformative yet, as we achieved new highs in our top and bottom-line results while advancing our shopping ecosystem," stated Charlie Youakim, Sezzle Executive Chairman and CEO.

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 expands its all-in-one app with a new mobile plan offering unlimited 5G data on AT&T's network starting at $29.99 per month, powered by Gigs Sezzle expands its all-in-one app with a new mobile plan offering unlimited 5G data on AT&T's network starting at $29.99 per month, powered by Gigs

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Companies that can boost revenue while expanding profit margins tend to do well in the long run. Robinhood's prediction markets are heating up at a time when the rest of business is gaining market share.