Sezzle Inc. Stock Price, News & Analysis

Sezzle (NASDAQ:SEZL) announced that its Board authorized an additional $100 million stock repurchase program on Dec. 15, 2025, following completion of a prior $50.0 million program announced March 10, 2025.

The company said it has repurchased 2.9 million shares to date at an average price of $24.03 and cited no fixed expiration for the new program. Repurchases will be made in open-market transactions in compliance with SEC Rule 10b-18, and the program may be extended, suspended, or discontinued at the company's discretion.

Sezzle (NASDAQ:SEZL) announced it will join the S&P SmallCap 600, effective after market close on Friday, December 12, 2025. The company described the index as measuring the small-cap segment of the U.S. equity market and said the inclusion “highlights the progress Sezzle has made and sets the stage for our next phase of growth.” Contact and investor relations details were provided.

This development increases Sezzle's official index membership and is presented by management as a step toward strengthening the company's foundation and future growth efforts.

Sezzle (NASDAQ:SEZL) reported strong 3Q25 results: GMV rose 58.7% YoY to a new quarterly high of $1.0 billion, and Total Revenue increased 67.0% YoY to $116.8 million. Net income per diluted share grew 70.5% YoY to $0.75 and Adjusted EBITDA reached $39.6 million (+74.6% YoY). The company raised FY2025 adjusted net income per diluted share to $3.38 and provided preliminary FY2026 adjusted net income per diluted share guidance of $4.35. Liquidity included $134.7 million cash and a boosted credit facility capacity to $225.0 million.

Operational engagement metrics improved: MAU +38% YoY, revenue-generating users by month +120% YoY, and sessions +78% YoY.

Sezzle (NASDAQ: SEZL) will release its third quarter 2025 results after market close on November 5, 2025. The company will host a conference call and webcast at 5:00 PM ET the same day and post the earnings presentation on its Investor Relations website shortly after market close.

Investors can register for the call at the provided registration link and will receive dial-in credentials and a webcast link; a replay will be posted afterward. Sezzle management will also attend investor events on Nov 17, 2025 (Oppenheimer non-deal roadshow), Nov 18, 2025 (Wells Fargo TMT Summit), and Dec 16, 2025 (Northland Growth Conference). Contact details for investor relations and media are provided.

Sezzle (NASDAQ:SEZL) said it is equipping merchants with tools to capture price‑conscious shoppers for Black Friday, Cyber Monday and the 2025 holiday season.

A July 2025 Sezzle survey found 47% of shoppers cite rising prices as top concern and 78% say more time to pay affects buying decisions; nearly 60% have started holiday shopping early. Sezzle highlighted product features—Sezzle Up, Price Comparison, Price Drop Alerts, Wishlist, Earn Tab, Delivery Protection, and Express Checkout—and cited 62% YoY growth in Monthly Subscribers and On‑Demand shoppers in 2Q25 and a Forrester TEI finding of 45%+ lift in average order value for merchants using Sezzle.

Sezzle (NASDAQ:SEZL) announced an expanded roster of merchant partners ahead of the 2025 holiday season, adding retailers across fashion, sporting goods, beauty, fitness, and digital content.

New partners named include Cato Fashions, SCHEELS, D&B Supply, Dermstore, and a partnership with social commerce platform Whop to enable BNPL for digital products. Early merchant results showed Sezzle orders at Cato averaged nearly double the retailer’s baseline order value in the first month. The release also cites macro pressure: PwC projects overall holiday spending to dip ~5% and Gen Z to spend ~23% less year-over-year.

Sezzle (NASDAQ:SEZL) reported strong Q2 2025 results with significant growth across key metrics. Gross Merchandise Volume (GMV) reached $927.0 million, up 74.2% year-over-year, while Total Revenue increased 76.4% to $98.7 million. The company achieved Net Income of $27.6 million, though this represented a 7.1% YoY decline due to tax impacts.

Monthly On-Demand & Subscribers (MODS) hit a record 748,000 users, up from 658,000 last quarter. Operating Income grew 116.1% YoY to $36.1 million, with Operating Margin expanding to 36.6% of Total Revenue. The company provided strong FY2025 guidance, projecting 60-65% Total Revenue Growth and Adjusted EBITDA of $170.0-$175.0 million.

During Q2, Sezzle repurchased 678,529 shares for $23.5 million under its $50 million buyback program and announced its decision to forgo B Corp recertification while maintaining its Public Benefit Corporation status.

Sezzle (NASDAQ:SEZL), a digital payment platform, has scheduled its second quarter 2025 earnings release for August 7, 2025, after market close. The company will host a conference call and webcast at 5:00 PM ET the same day.

Additionally, Sezzle's management team will participate in three upcoming investor conferences in August and September 2025: the Oppenheimer Technology Conference (August 11), the Needham FinTech Conference (August 14), and the B. Riley Securities Consumer & TMT Conference (September 10).

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.