Sezzle Inc. Stock Price, News & Analysis

Sezzle (NASDAQ:SEZL) has been named to CNBC's World's Top Fintech Companies 2025 list, following an exceptional performance period marked by a 900% stock rally in the past year. The company exceeded Q1 revenue and profit expectations, leading to raised full-year guidance.

The fintech leader has garnered multiple recognitions in 2025, including placement on U.S. News & World Report's Best Companies to Work For and ranking #4 on Newsweek's Best Online Platforms. Notable developments include a partnership with the Minnesota Timberwolves as Jersey Patch Sponsor, expansion of Sezzle's in-app Marketplace, and a strategic bank partnership with WebBank.

Sezzle (NASDAQ: SEZL) has launched new shopping features aimed at helping consumers navigate financial pressures amid record-low consumer confidence. The digital payment platform has introduced several key tools including Sezzle Balance, a pre-loadable digital wallet that has already seen over $65 million in consumer deposits.

The company unveiled new features including Express Checkout (beta), Browser Extension (beta), Products Tab for price comparison, and Wishlist functionality. According to user surveys, 17% of users saved over $50 on their most recent purchase, while 49% of users saved $5 or more using the price comparison tool. Additionally, 43% of users reported saving at least $5 through various savings features.

These enhancements are part of Sezzle's strategy to create a more personalized and rewarding shopping experience, with additional tools planned for their shopping and payments ecosystem in 2025.

Sezzle (NASDAQ:SEZL) has filed an antitrust lawsuit against Shopify in the U.S. District Court for Minnesota, alleging monopolistic and anticompetitive practices in the 'buy now, pay later' (BNPL) service segment. The lawsuit seeks treble damages and an injunction to prevent Shopify from limiting consumer choice and fair market competition. CEO Charlie Youakim emphasized the company's commitment to maintaining a competitive payments ecosystem. Notably, Sezzle disclosed that revenue from Shopify-related gross merchandise volume represented less than 5.0% of its total revenue in Q1 2025. The company has reaffirmed its fiscal 2025 guidance previously announced in its May 7, 2025 earnings release.

Sezzle (NASDAQ:SEZL) reported exceptional Q1 2025 results, with significant growth across key metrics. Total Revenue surged 123.3% YoY to $104.9M, while Net Income quadrupled to $36.2M ($1.00 per diluted share). Gross Merchandise Volume (GMV) reached $808.7M, up 64.1% YoY. The company reported 658,000 Monthly On-Demand & Subscribers, showing typical seasonal decline from Q4. Operating efficiency improved with Total Operating Expenses at 52.4% of revenue, down 18.2 points YoY. Based on strong performance, Sezzle raised its FY2025 guidance, increasing Net Income forecast by nearly 50% to $120M and projecting Total Revenue growth of 60-65%. The company launched new features including Pay-in-5 beta and enhanced shopping tools, while expanding its merchant network with Scheels and WHOP.

Sezzle (NASDAQ: SEZL), a digital payment platform, has announced key upcoming events for investors and shareholders. The company will hold its 2025 Annual Meeting of Stockholders virtually on June 10, 2025, at 5:00 pm ET.

The company's first quarter 2025 results will be released after market close on May 7, 2025, followed by a conference call and webcast at 5:00 pm ET. Following the earnings release, Sezzle will participate in four major investor conferences:

• Needham Technology, Media & Consumer Conference (May 12)
• J.P. Morgan Global Technology Conference (May 13)
• B. Riley Securities Investor Conference (May 21-22)
• Northland Growth Conference (June 25)

Updated investor presentations will be available on Sezzle's Investor Relations website before these events.

Sezzle (NASDAQ: SEZL) has scheduled its first quarter 2025 financial results announcement for May 7, 2025, after market close. The digital payment platform will host a conference call and webcast at 5:00 PM ET on the same day.

The company's management team will also participate in two upcoming investor conferences in May:

• The 20th Annual Needham Technology, Media, & Consumer 1×1 Conference on May 12, 2025
• B. Riley Securities 25th Annual Investor Conference on May 21-22, 2025

Investors can access the Q1 2025 earnings presentation through Sezzle's Investor Relations website and submit questions in advance via email. A conference call replay will be available on the investor relations website following the presentation.

Sezzle (NASDAQ:SEZL) has unveiled new features to enhance its Buy Now, Pay Later (BNPL) platform, focusing on smarter shopping experiences. The company reported significant growth metrics in its Product Marketplace, with a 71% year-over-year increase in sessions and 39% average month-over-month growth in orders.

Key innovations include the launch of Sezzle On-Demand, a flexible non-subscription payment option allowing users to generate single-use virtual cards for Pay in 4 anywhere. The platform's Product Marketplace has expanded to over one million products, featuring AI-powered recommendations, price drop alerts, and curated collections.

New features also include a price comparison tool and auto-couponing functionality that automatically applies discounts at checkout. The company reports that one in five users who opened the Sezzle app made a purchase within the Marketplace, demonstrating strong user engagement.

Sezzle (NASDAQ: SEZL) has announced two significant corporate actions: a six-for-one stock split and a $50 million stock repurchase program. The stock split will be executed as a stock dividend, with shareholders receiving 5 additional shares for each share held as of March 21, 2025. The distribution will occur after market close on March 28, 2025, with split-adjusted trading beginning March 31.

The company's Board of Directors has also authorized a flexible stock buyback program of up to $50 million, to be conducted through open market transactions in compliance with SEC Rule 10b-18. The repurchase program has no fixed expiration date and can be modified, suspended, or discontinued at the company's discretion.

Sezzle (NASDAQ:SEZL) reported strong Q4 and FY2024 results, with notable growth across key metrics. Q4 highlights include:

- GMV reached $855.4M (up 42.1% YoY)
- Total Revenue doubled to $98.2M (up 100.9% YoY)
- Net Income hit $25.4M with $4.21 earnings per diluted share
- Operating Income grew 302.6% YoY to $30.9M

FY2024 performance showed:
- GMV of $2.5B (up 39.2% YoY)
- Total Revenue of $271.1M (up 70.1% YoY)
- Net Income increased tenfold to $78.5M

The company launched Sezzle On-Demand and expanded partnerships with major retailers. For FY2025, Sezzle projects:
- Net Income of $80.4M
- Net Income per Diluted Share of $13.25
- Total Revenue Growth of 25-30%