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Sezzle (SEZL) Stock News

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Sezzle Inc. reports developments for a digital payment platform that offers point-of-sale installment payments and pay-in-full options for consumers in the United States and Canada. The company’s updates commonly cover gross merchandise volume, revenue, net income, adjusted earnings measures, guidance, purchase frequency, and merchant activity across its North American payment-processing platform.

Recurring news also includes product and ecosystem expansion, including Sezzle Mobile, MoneyIQ financial education features, longer-term financing options through lending partnerships, and branded merchant or community programs tied to consumer shopping and financial wellness.

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Sezzle (SEZL) reported that 66% of surveyed shoppers said they would likely abandon a purchase without their preferred buy now, pay later option. That finding came from 388 buy now, pay later (BNPL) users in a paycheck-to-paycheck subgroup, rather than the full survey of 2,090 U.S. adults. Another 82% of that subgroup said BNPL had enabled a purchase they would otherwise have postponed or skipped.

Across the survey, 57% said they always or often compare payment options before shopping. In separate samples of past-year BNPL users, 72% of Gen Z respondents and 27% of Baby Boomers reported using BNPL at least twice a month.

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Sezzle (NASDAQ: SEZL) announced that Gymshark, Debenhams Group and Follett Higher Education have added Sezzle as a payment option at checkout. Eligible shoppers at these fitness, fashion and collegiate retailers can now split purchases into installment payments, with loan agreements issued by Sezzle and third‑party lenders subject to credit approval.

Sezzle is now available on Gymshark.com in the U.S., across Debenhams Group brands Debenhams, boohoo, MAN, PrettyLittleThing and Karen Millen, and in Follett-operated campus stores nationwide. According to Sezzle, the Follett rollout provides over 7.5 million students across 1,000+ college retail stores with flexible ways to pay for course materials, technology and collegiate gear during a record U.S. back-to-college season projected at $103.5 billion in spending.

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Sezzle (NASDAQ: SEZL) reported 2Q26 Gross Merchandise Volume of $1.3 billion, up 37.9% year over year, and a record Total Revenue of $149.7 million, up 51.7%. Net Income rose 47.7% to $40.8 million ($1.17 per diluted share), while Adjusted Net Income grew 58.4% to $39.3 million ($1.13 per diluted share). Adjusted EBITDA increased 51.3% to $58.0 million.

Active Subscribers rose 76.4% to 854,000, with Monthly On-Demand & Subscribers at 982,000. According to Sezzle, FY2026 guidance was raised to 35% Total Revenue growth, Adjusted Net Income of $185.0 million, and Adjusted Net Income per Diluted Share of $5.25. The company closed a new three-year, $300.0 million receivables funding facility led by Mesirow Alternative Credit on improved terms and repurchased $28.0 million of stock in 1H26. New products SezzleCash and Sezzle Send extend its platform beyond BNPL.

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Sezzle (NASDAQ: SEZL) announced that CNBC, Newsweek, and U.S. News & World Report have recognized the company across multiple categories following its strong 1Q26 results and an increase in FY2026 financial guidance. According to Sezzle, these honors highlight its progress in scaling an all-in-one financial platform aimed at empowering the next generation.

Sezzle was included in CNBC’s World’s Top Fintech Companies 2026 list in the Payments category, named to Newsweek’s America’s Best Online Platforms 2026, and selected by U.S. News & World Report as a 2026–2027 Best Company to Work For across overall, information technology, and Midwest categories. Sezzle also plans to host its second quarter 2026 earnings call on August 6, 2026 at 5:00 pm ET.

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Sezzle (NASDAQ: SEZL) will release its second quarter 2026 results after market close on August 6, 2026, followed by a conference call and webcast at 5:00 p.m. ET. The earnings presentation will be posted on Sezzle’s Investor Relations page, and investors can submit questions in advance via email.

Participants can register for the call and webcast through a dedicated registration link and will receive dial-in details and webcast access upon registration. A replay will be available on the Investor Relations page. Sezzle management also plans to attend several investor conferences between August 13 and September 17, 2026, including events hosted by Needham, Oppenheimer, FT Partners, and BTIG.

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Sezzle (NASDAQ: SEZL) reported strong 1Q26, surpassing $1 billion quarterly GMV for the second straight quarter, with record purchase frequency of 7.1 times per active consumer and 48.4% YoY growth in active subscribers. FY2026 guidance was raised across all metrics.

The company is evolving into a super app with its Earn tab, Sezzle Points, card-linked cashback, Pay-in-5 installments, AI-powered support and shopping tools, Sezzle Mobile 5G phone plans, enhanced long-term lending, and expanded payment processing via Adyen.

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Sezzle (NASDAQ:SEZL) arranged a new $300 million receivables funding facility with Mesirow Alternative Credit, doubling its original $150 million committed line from April 2024.

The 3-year facility lowers the spread to 3‑month Term SOFR + 3.86%, adds a $75 million accordion, raises advance rates up to 92.5% of eligible receivables, and reduces minimum utilization to $50 million.

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Sezzle (NASDAQ:SEZL) reported strong 1Q26 results: GMV rose 37.3% YoY to $1.1B, Total Revenue grew 29.2% to $135.5M, and Adjusted Net Income reached $50.0M. Adjusted EBITDA was $71.1M (52.5% margin). The company raised FY2026 guidance, including Adjusted Net Income to $180M and Adj. Net Income per diluted share to $5.10.

Liquidity included $147.4M cash (including restricted cash) and $145.5M outstanding on a $225M credit facility; $24.8M of shares were repurchased in the quarter.

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Pagaya (NASDAQ: PGY) announced a partnership with Sezzle (NASDAQ: SEZL) to embed Pagaya’s AI underwriting at the point of sale. Sezzle customers can access an installment loan issued by WebBank while preserving Sezzle’s checkout experience. Merchants may see higher approval rates and larger baskets.

Pagaya highlights simultaneous decisioning and integration aimed at extending spending capacity and longer-term financing without added operational friction.

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FAQ

What is the current stock price of Sezzle (SEZL)?

The current stock price of Sezzle (SEZL) is $107.41 as of October 3, 2026.

What is the market cap of Sezzle (SEZL)?

The market cap of Sezzle (SEZL) is approximately 3.6B.