Sezzle Stock News

Sezzle Inc. experienced a sharp selloff after its most recent earnings call, despite posting strong numbers. Misunderstood earnings due to an imbalanced EPS comparison caused by inflated Q2 2024 EPS numbers due to a one-time tax charge that swelled the bottom. SEZL had been trading at a premium valuation due to its impressive operational execution and consistently strong earnings results.

Sezzle offers a compelling investment opportunity, trading at 30x forward free cash flow while targeting 30% y/y growth into 2026. SEZL's business is marked by rapid growth, seasonality, and competition, with near-term volatility driven by holiday revenue recognition and product mix. If SEZL sustains around $100 million in free cash flow and 30% growth in 2026, the current valuation appears att...

Sezzle's float and high short interest create volatility, but underlying business fundamentals are improving rapidly. Merchant adoption of BNPL is strong, driving Sezzle's 74% GMV and 76% revenue growth, with subscriptions now a quarter of the business. Despite increased leverage, Sezzle's earnings power supports its growth, and industry tailwinds could further strengthen its capital position.

Sezzle is a Strong Buy and a classic GARP opportunity, offering high growth at a reasonable price after a sharp sell-off. The company stands out in BNPL with a user-friendly, credit-building model for Gen Z/millennials, strong profitability, and no consumer fees. Sezzle's fundamentals are robust: nearly doubled revenue, high margins, a pristine balance sheet, and a PEG ratio far below peers lik...

The BNPL sector remains highly competitive, presenting a risk to Sezzle's business. The company's latest earnings beat expectations, driven by robust growth in Gross Merchandise Volume. Its valuation remains attractive relative to its valuation prior to second quarter earnings, with room for multiple expansion as profitability improves.

Sezzle is a high-growth, profitable BNPL fintech trading at a slight premium, but its rapid expansion justifies a higher valuation. Q2 2025 results showed 76% revenue growth and strong profitability, with management guiding for 62.5% top-line growth and $3.25 EPS for FY2025. Despite competition and credit risks, Sezzle's scalable model, shareholder-friendly buybacks, and robust margins make it ...

Sezzle (SEZL -1.54%) saw its monster surge hit a wall last month as the breakout BNPL (buy now, pay later) company posted strong results in its second-quarter earnings report, but its guidance wasn't quite enough to keep up the stock's momentum. Management still expects a substantial deceleration in the second half of the year.

In this video, I will cover Sezzle (SEZL 1.49%) and explain the buy now, pay later (BNPL) market, as well as competitors like Klarna, Affirm, Block's Afterpay, and PayPal. Watch the short video to learn more, consider subscribing, and click the special offer link below.