Sezzle's stock fell sharply by about 34% after its recent earnings release, dropping from $178.53 to $118.02. Despite this decline, the company maintains a strong outlook with a projected 30% revenue growth for the second half of 2026. Sezzle's subscription-based buy-now-pay-later (BNPL) model offers operational leverage, predictable recurring revenue, and better credit risk management compared to competitors. Additionally, a new credit agreement has reduced financing costs, supporting future net income and margin growth. A discounted cash flow analysis values Sezzle shares at $156.80, suggesting a 31.64% margin of safety at the current price, making it a strong buy opportunity for investors.
In 2026, buy now, pay later companies Sezzle and Klarna showed contrasting stock performances, with Sezzle rising 88% and Klarna dropping 50%. Sezzle's stronger profitability, with an adjusted EPS of $5.25 projected for 2026 and a price-to-earnings r...
Sezzle's stock fell 20% after its Q2 report, even though it beat revenue and EPS estimates and raised its full-year guidance for the third time. The decline was due to a sequential earnings drop and higher expenses, which reflect seasonal trends and ...
