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Sezzle posts record Q1 with strong growth, raises FY26 revenue and profit forecasts

Company Fundamentals
25 Jul 2026
Seeking Alpha
View Source
Bullish
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Sezzle Inc. reported record first-quarter results for fiscal year 2026, driven by growth in subscribers and purchase frequency. The fintech company, known for its Buy Now, Pay Later services, achieved new highs in gross merchandise volume, revenue, and net income. Management raised full-year 2026 guidance, expecting revenue growth of 30%-35%, adjusted net income of $180 million, and adjusted earnings per share of $5.10, signaling confidence in continued expansion. Despite a high price-to-earnings ratio, Sezzle's strong growth metrics and low PEG ratio support a positive outlook, though risks from credit quality, competition, and regulation remain.

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