SEZL Sezzle
Price Chart
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
Actionable Insight
The beat-and-raise quarter confirms Sezzle's growth trajectory and operational leverage. Traders should expect a significant positive reaction; consider adding long positions ahead of upcoming investor conferences in May-June.
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%
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
Documents Analyzed
This report is based on 1 press release from GlobeNewswire.
| Document | Accession Number |
|---|---|
| PRESS-RELEASE Data (Synthetic) | press-3289306 |
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
|
Jun 3, 2026
6d ago
|
Press Release
| $113.19 $120.97 | ▲ +6.87% | ▲ +6.47% | $121.16 (+7.04%) |
|
May 11, 2026
29d ago
|
Press Release
| $99.63 $99.63 | · 0.00% | ▼ −0.54% | $121.16 (+21.61%) |
|
May 7, 2026
4w ago
|
Insider Cluster
| $99.82 $96.34 | ▼ −3.49% | ▼ −4.32% | $121.16 (+21.38%) |
|
May 6, 2026
4w ago
|
Press Release
| $99.82 $99.82 | · 0.00% | ▼ −0.83% | $121.16 (+21.38%) |
|
Apr 15, 2026
7w ago
|
Press Release
| $74.18 $80.71 | ▲ +8.81% | ▲ +7.60% | $121.16 (+63.34%) |
|
Apr 15, 2026
7w ago
|
8-K
| $74.18 $80.71 | ▲ +8.81% | ▲ +7.60% | $121.16 (+63.34%) |
|
Apr 14, 2026
8w ago
|
Press Release
| $68.00 $70.66 | ▲ +3.91% | ▲ +3.14% | $121.16 (+78.18%) |
|
Apr 13, 2026
8w ago
|
Press Release
| $61.31 $68.00 | ▲ +10.91% | ▲ +9.70% | $121.16 (+97.62%) |
|
Apr 6, 2026
9w ago
|
Press Release
| $68.81 $66.24 | ▼ −3.73% | ▼ −3.80% | $121.16 (+76.08%) |
|
Feb 26, 2026
14w ago
|
Insider Cluster
| $84.70 $72.95 | ▲ +13.87% | ▲ +13.42% | $121.16 (−43.05%) |
US Market Status
Subscribe to SecBot
Get Real-Time SEC Filing Intelligence
Comprehensive SEC filing analysis delivered the moment filings hit EDGAR. Sentiment scoring, impact analysis, and actionable insights for every material event.
Try SecBot Free Coming soon: SecBot Pro with alerts, watchlists, and API access