PRESS-RELEASE ·Filed May 6, 2026
Press release · Earnings
Actionable Insight ▲ Bullish
The beat-and-raise quarter confirms Sezzle's growth trajectory and operational leverage.
Final — all horizons settled through T+60d ⚠ clustered
SEZL ▲ +63.38% at T+60d
LONG call ✓ call won +63.38% · α vs SPY +59.55% · entry $99.82 → $163.09
T+1d
0.00%
call 0.00% · α -0.83%
$99.82
settled 6mo ago
T+5d
+2.58%
call +2.58% · α +1.08%
$102.40
settled 6mo ago
T+20d
+13.39%
call +13.39% · α +10.26%
$113.19
settled 5mo ago
T+60d
+63.38%
call +63.38% · α +59.55%
$163.09
settled 3mo ago
Price Chart
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Executive Summary
Sezzle reported Q1 2026 results significantly above consensus, with GAAP diluted EPS of $1.47 (beating estimates by 18.5%) and revenue of $135.5M (beating by 4.9%). The company raised FY2026 guidance across all metrics, including revenue growth of 30-35% and adjusted net income per diluted share of $5.10, signaling strong operational momentum and a favorable outlook.
Key Financial Metrics
EPS
$1.47
est $1.24 · +18.6%
Revenue
$135.5M
est $129.2M · +4.9% · +29.2% YoY
Rating
strong beat
Guidance
30%–35% growth
raised
Key Facts
- Q1 2026 revenue $135.5M, +29.2% YoY, beat $129.2M consensus
- GAAP diluted EPS $1.47, +47.0% YoY, beat $1.24 consensus
- GMV surged 37.3% YoY to $1.1B, with record purchase frequency of 7.1x
- Operating margin expanded 3.3 ppt to 50.9%; net income $51.3M, +41.9% YoY
- FY2026 guidance raised: revenue growth 30-35% (from 25-30%), adjusted net income $180M (from $170M), adj. EPS $5.10 (from $4.70)
Financial Impact
Strong Q1 beat with guidance raise; likely positive stock move of 10-20%
revenueepsgmvguidanceoperating margin
Risk Factors
- Ongoing antitrust litigation and bank charter application may create regulatory overhang
- Competitive pressure from Affirm and other BNPL players
- Macroeconomic headwinds could impact consumer spending and credit performance
Market Snapshot
Exchange
Nasdaq
Sector
Services-Business Services, NEC
Analyst Consensus
83% bullish (12 analysts)
Investment Themes
Software & IT
Documents Analyzed
This report is based on 1 press release from GlobeNewswire.
| Document | Accession Number |
|---|---|
| PRESS-RELEASE Data (Synthetic) | press-3289306 |
24 reports for SEZL
100% Hit rate @ T+5 Went positive at some point 4 of 4 best @ T+60▲ +79.19%
Filters
Rows
| Type | Now | ||||
|---|---|---|---|---|---|
Oct 22, 2026 4d ago | Press Release | $132.12 | awaiting T+5 | — | $132.12 (−0.00%) |
Oct 19, 2026 7d ago | Press Release | $128.05 $126.01 | ▼ −1.59% | ▼ −1.45% | $132.12 (+3.18%) |
Oct 9, 2026 17d ago | DEF 14A | $130.48 $128.05 | ▼ −1.86% | ▼ −0.37% | $132.12 (+1.26%) |
Oct 9, 2026 17d ago | 144 | $130.48 $128.05 | ▼ −1.86% | ▼ −0.37% | $132.12 (+1.26%) |
Oct 9, 2026 17d ago | 144 | $130.48 $128.05 | ▲ +1.86% | ▲ +0.37% | $132.12 (−1.26%) |
Oct 8, 2026 18d ago | 8-K | $128.64 $127.65 | ▼ −0.77% | ▲ +1.20% | $132.12 (+2.71%) |
Oct 6, 2026 20d ago | Press Release | $112.84 $130.05 | ▲ +15.25% | ▲ +15.39% | $132.12 (+17.09%) |
Sep 29, 2026 27d ago | Press Release | $107.97 $112.84 | ▲ +4.51% | ▲ +2.56% | $132.12 (+22.37%) |
Aug 28, 2026 8w ago | Insider Cluster | $120.55 $118.35 | ▼ −1.82% | ▼ −1.68% | $132.12 (+9.60%) |
Aug 28, 2026 8w ago | 8-K | $120.55 $118.35 | ▼ −1.82% | ▼ −1.68% | $132.12 (+9.60%) |
Showing 10 of 24
US Market Status
Market Closed — Opens Wed (12h 42m)
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