SEZZLE STOCK SOARS NEARLY 30% FOLLOWING COMPANY'S 2026 ADJUSTED PROFIT FORECAST BEATING EXPECTATIONS
Written by Emily J. Thompson, Senior Investment Analyst
Updated: 1 day ago
0mins
Should l Buy SEZL?
Source: moomoo
- Stock Price Surge: Shares have jumped about 30% following updated forecasts for 2026.
- Profit Expectations: Adjusted profit estimates are now projected to be above previous estimates.
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Analyst Views on SEZL
Wall Street analysts forecast SEZL stock price to rise
3 Analyst Rating
2 Buy
1 Hold
0 Sell
Moderate Buy
Current: 84.700
Low
83.00
Averages
101.00
High
110.00
Current: 84.700
Low
83.00
Averages
101.00
High
110.00
About SEZL
Sezzle Inc. is a fintech company. The Company’s payment platform increases the purchasing power of consumers by offering access to point-of-sale financing options and digital payment services connecting millions of customers with its global network of merchants. Its payment options allow consumers to take control over their spending. Its digital payments platform provides consumers a flexible alternative to traditional credit. Its Sezzle Platform offers a payments solution for consumers that instantly extends credit at the point-of-sale, allowing consumers to purchase and receive the ordered merchandise at the time of sale while paying in installments over time. The Sezzle Platform flagship product, pay-in-four, allows consumers to pay a fourth of the purchase price up front, and then another fourth of the purchase price every two weeks thereafter over a total of six weeks. Its Sezzle Virtual Card provides rapid-installation and point-of-sale option for brick-and-mortar retailers.
About the author

Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
- Layoff Impact: Block's announcement to reduce its workforce from 10,000 to 6,000 aims to enhance operational efficiency, although this drastic change raises concerns about the company's future development.
- Strong Outlook Guidance: The company issued robust performance guidance for 2026 and Q1 2023, reflecting confidence in its position within the payments industry, despite Q4 earnings merely matching Wall Street expectations.
- Market Concentration: In the payments sector, only three stocks—Sezzle, StoneCo, and NCR Alteos Corp.—hold A-rated momentum grades, indicating a high concentration of market momentum and reflecting the intense competition within the industry.
- Stock Performance: While Block's shares surged double digits following the layoff announcement, the stock is still down approximately 3% year-to-date, indicating a cautious market sentiment regarding its long-term growth potential.
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- Investment Focus Shift: Netflix plans to invest around $20 billion in 2026 on films, TV, and other services, indicating a strategic pivot towards content creation despite the failed acquisition, which aims to bolster its competitive edge in the streaming market.
- Market Reaction: Following the acquisition news, Paramount's stock rose by 6%, while Warner Bros saw a nearly 2% decline, illustrating the varied market responses to the outcomes of the bidding war and highlighting investor sensitivity to industry developments.
- Regulatory Risk Management: Paramount's agreement to pay Warner $7 billion if the deal fails to gain regulatory approval demonstrates confidence in the transaction's success, while also reflecting Netflix's cautious approach in navigating potential regulatory challenges.
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- Stock Price Surge: Shares have jumped about 30% following updated forecasts for 2026.
- Profit Expectations: Adjusted profit estimates are now projected to be above previous estimates.
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- Earnings Beat: Marriott Vacations reported an adjusted EPS of $1.86 for Q4, surpassing market expectations of $1.57, which highlights the company's strong profitability and boosts investor confidence.
- Sales Growth: The company's quarterly sales reached $1.323 billion, exceeding the anticipated $1.294 billion, indicating sustained competitiveness in the market and enhancing shareholder value.
- Stock Surge: In pre-market trading, Marriott Vacations shares jumped 12.7% to $65.34, reflecting market optimism about the company's future growth potential and likely attracting more investor interest.
- Positive Guidance: The company also issued FY26 adjusted EPS guidance above estimates, further solidifying its leadership position in the vacation industry and laying a strong foundation for future growth.
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- Record GMV Achievement: Sezzle's Gross Merchandise Volume (GMV) reached a new quarterly high of $1.2 billion, reflecting a 35.3% year-over-year increase, primarily driven by strategic investments in scaling subscription offerings, indicating robust growth potential in the market.
- Earnings and Revenue Beat: The company reported a 32.2% surge in total revenue to $129.9 million for Q4, exceeding analysts' expectations of $127.6 million, with adjusted earnings per share at $1.21, significantly above the $0.96 forecast, showcasing improved operational efficiency.
- Strong 2026 Outlook: Sezzle forecasts a revenue increase of 25% to 30% for fiscal 2026, with expected annual adjusted profit of $4.70 per share, surpassing estimates of $4.33, demonstrating the company's strategic commitment to integrating shopping, flexible payments, and essential services.
- Retail Sentiment Soars: Retail sentiment on Stocktwits for Sezzle jumped from 'bullish' to 'extremely bullish', with message volumes increasing by 300%, reflecting strong investor confidence in the company's future performance.
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- Earnings Surprise: Sezzle Inc. reported earnings of $1.21 per share, exceeding the Zacks Consensus Estimate of $0.96, and showing a significant increase from $0.73 a year ago, indicating improved profitability.
- Revenue Growth: The company posted revenues of $129.87 million for the quarter, surpassing the Zacks Consensus Estimate by 1.24%, and reflecting a 31.5% increase from $98.22 million a year prior, demonstrating enhanced market competitiveness.
- Market Performance: Despite the strong quarterly results, Sezzle Inc. shares have declined approximately 4.5% year-to-date, contrasting with the S&P 500's 0.7% gain, indicating cautious market sentiment regarding the stock's future performance.
- Future Outlook: With a current Zacks Rank of 4 (Sell), indicating pessimism about future earnings expectations, investors should monitor upcoming quarterly earnings revisions to assess potential stock price movements.
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