SEZL

Sezzle Inc. (SEZL) | Rumor.io

Sezzle

SEZL

Attention (50-day avg)0%

Attention rank (50-day avg)#1,050

Bullish sentiment (50-day avg)96%

Price to earnings ratio24.4

Market capitalization3.6B

Earnings per share4.56

Dividend yield (TTM)—

Revenue (annual)450.3M

Net income (annual)133.1M

Social

What share of all stock conversation is about SEZL?

	1 Day1D	1 Week1W	1 Month1M	1 Year1Y	50-Day MAclick to plot	200-Day MAclick to plot
Attention	0% +0	0% 0	0% 0	0.01% -0.01

Sep 1

Sezzle Inc. (SEZL) is down 6.91% to ~$115.82, continuing its decline after a post-earnings collapse, with the entire BNPL sector being pulled lower by AFRM's post-earnings giveback and Iran geopolitical risk-off pressures.
SEZL has more upside growth potential with better margins and lower revenue base compared to AFRM, and its valuation is considered compelling despite being a profitable company growing 35%.
SEZL's fundamentals haven't changed, with no new catalysts or bad news, and the current price is considered a buying opportunity, with some investors taking advantage of the lower price to add to their positions.

Generated by AI

Sentiment

Of the messages about SEZL that take a side, what share is each?

	1 Day1D	1 Week1W	1 Month1M	1 Year1Y	50-Day MAclick to plot	200-Day MAclick to plot
Bullish	100% 0	100% 0	99.71% +39.46	91.81% +4.2
Bearish	0% 0	0% 0	0.29% -39.46	8.19% -4.2

Bullish· Aug 11

The company's fundamentals have been destroying short sellers since 2023, making it a good target for long-term investors.
The stock has shown strong performance, with a 10.1% surge intraday, and insiders are not selling, indicating a positive outlook.
The company's buy-now-pay-later model is gaining traction, with institutions accumulating shares and the stock price expected to reach $200-$250 within three quarters.

Bearish· Aug 7

The recent 34% drop in SEZL's stock price is seen as an overreaction to its earnings, with some expecting a reversal in a few days.
SEZL's valuation is considered unrealistic, with a market cap of $6B and earnings of $150M, leading to a high P/E ratio that may result in a massive downside correction.
The stock's current price is seen as a sale opportunity, with some believing it will eventually be acquired by private equity at a lower price, and others expecting the management to dump shares, leading to further price drops.

Generated by AI

Topics

Of the messages about SEZL that carry a topic, what share is each?

	1 Day1D	1 Week1W	1 Month1M	1 Year1Y
Announcements	—	51.11%	61.02%	10.83%
Technical Analysis	—	4.44%	4.24%	6.42%
Earnings	—	22.22%	23.73%	10.64%
Macro	—	0%	0.85%	37.3%
Analysts	—	22.22%	8.47%	34.67%
Controversies	—	0%	1.69%	0.14%

Earnings· Aug 6

Sezzle's Q2'26 earnings highlights include revenue of $149.7M, up 51.7% YoY, and adjusted EPS of $1.13, up 61.4% YoY, beating estimates by 10.8% and 11% respectively.
The company raised its FY26 guidance, with total revenue growth projected at 35% and adjusted net income at $185.0 million.
Sezzle's Q2'26 earnings beat estimates and raised guidance, but the stock still dropped sharply, with some investors expressing confusion about the market's reaction.

Announcements· May 6

Sezzle Inc. reported Q1 2026 earnings with revenue of $135.54M, a 29.2% year-over-year increase, and earnings per share of $1.47, a 47.0% year-over-year increase.
The company raised its full-year 2026 guidance, with revenue growth expected to be 30-35%, and adjusted net income expected to be $180.0M.
Sezzle also announced a new partnership with Pagaya, which will allow Sezzle to offer bigger loans at checkout using Pagaya's AI, potentially increasing approvals, purchases, and revenue for merchants.

Controversies· Jul 18

Sezzle Inc. (SEZL) is suing GameStop after the retailer dropped its buy now, pay later service.
The contract between Sezzle and GameStop was set to expire in November, but GameStop began using PayPal's free service instead, sparking a lawsuit from Sezzle.
Sezzle's business model has been questioned, with the company losing millions every quarter and experiencing a significant spike in its stock price in January 2021.

Macro· Sep 8

Sezzle's buy-now-pay-later (BNPL) schemes allow users to spread payments without incurring interest.
Users appreciate Sezzle's flexible payment options, citing its cost-effectiveness.
BNPL schemes like Sezzle's are gaining popularity among consumers.

Technical Analysis· Feb 26

$SEZL is trading above the 200DMA with a strong earnings report, indicating a potential new uptrend.
The stock has broken key resistance levels, with a surge in volume confirming the move, and is targeting $12317.64 with fundamental support from blockbuster Q4 earnings.
The breakout has been validated, with a 35.26% surge in price, and momentum is expected to continue, with targets at $12042.53 and $109.46.

Generated by AI

Community

Of the messages about SEZL, what share comes from each group?

	1 Day1D	1 Week1W	1 Month1M	1 Year1Y	50-Day MAclick to plot	200-Day MAclick to plot
Regulars	72.22%	76.15%	55.86%	39.47%
Newcomers	27.78%	23.85%	44.14%	60.53%

Regulars· Sep 1

The regulars believe that Sezzle has more upside potential due to its better margins and lower revenue base compared to Affirm, despite its larger market value.
Sezzle's stock price is prone to significant pullbacks, but the regulars view this as a normal short-term phenomenon and a buying opportunity.
The regulars are optimistic about Sezzle's growth prospects, citing its 35% year-over-year growth and compelling valuation, and some are taking advantage of the current price to buy more shares.

Newcomers· Aug 11

Many users are planning to buy or add to their position in $SEZL, expecting a price increase, with some aiming for $150 or higher.
Some users are optimistic about the stock, with one post suggesting it will test the $80s before reaching $200, and another predicting a squeeze.
There are also predictions that shorts will need to cover, with one user stating that they will need to cover into close, pushing the price even higher.

Generated by AI

News

Sezzle: The Market Does Not See The Next Growth Phase (NASDAQ:SEZL)

Sezzle delivered robust Q2 2026 results: revenue up 51.7%, net margin 27.2%, and subscriber growth of 76.4%. Learn more about SEZL stock here.

2h agoSeeking Alpha

Sezzle: The Concerns I Had Are Starting To Fade (Rating Upgrade) (NASDAQ:SEZL)

Sezzle's credit quality improves and growth re-accelerates, while profitability is still robust. Find out why SEZL stock is upgraded to a buy.

2h agoSeeking Alpha

Sezzle: Misvalue It, Misrate It (NASDAQ:SEZL)

Sezzle’s growth looks extraordinary, but the real story only emerges when you model equity cash flows correctly. Click for this coverage of the SEZL stock.

18h agoSeeking Alpha

Sezzle: The Market Is Underestimating This High-Growth Fintech (NASDAQ:SEZL)

Sezzle still looks like a buy after a 35% pullback—strong Q2 growth, rising monetization, and improved valuation. Click for more on SEZL stock.

2d agoSeeking Alpha

Sezzle director Bryan Hunt buys $28,965 in company stock

3d agoInvesting.com

SEZL vs. DAVE: Which Consumer Fintech Stock Is the Better Bet?

Sezzle and Dave scale digital finance through different growth engines, with product breadth, credit trends and monetization shaping the fintech face-off.

4d agoYahoo Finance UK

Also Discussed

Investors talking about SEZL also mention

#	Name	Attention
1	Dave Inc. Class A Common StockDAVE	0%0
2	Power Solutions International, Inc.PSIX	0%new
3	Rubrik, Inc.RBRK	0.02%-0.05
4	Pagaya Technologies Ltd. Class A Ordinary SharesPGY	0%+0
5	OppFi Inc.OPFI	0%-0.01
6	Palomar Holdings Inc.PLMR	0%0
7	dLocal LimitedDLO	0%new
8	LifeMD, Inc.LFMD	0%0
9	Similarweb Ltd.SMWB	0%new
10	Life360, Inc.LIF	0%0

Sezzle Inc.

Financial Services
Credit Services

Sezzle Inc. is a financial technology company that provides digital payment services and buy now, pay later solutions for consumers and merchants. Sezzle’s platform allows shoppers to split purchases into interest-free installments at the point of sale, both online and in store, while giving merchants a payment option designed to support conversion and customer engagement. The company also offers a broader payments platform that includes consumer credit tools, virtual card functionality, and installment lending services through partnerships with third-party lenders. Sezzle serves the retail and e-commerce sectors across North America, focusing on flexible checkout experiences and responsible spending tools. Headquartered in Minneapolis, Minnesota, Sezzle Inc. operates as a technology-enabled payments provider in the modern consumer finance market.

Website

Location

700 Nicollet Mall

Minneapolis, MN, 55402

United States

Social

What share of all stock conversation is about SEZL?

	1 Day1D	1 Week1W	1 Month1M	1 Year1Y	50-Day MAclick to plot	200-Day MAclick to plot
Attention	0% +0	0% 0	0% 0	0.01% -0.01

Sep 1

Sezzle Inc. (SEZL) is down 6.91% to ~$115.82, continuing its decline after a post-earnings collapse, with the entire BNPL sector being pulled lower by AFRM's post-earnings giveback and Iran geopolitical risk-off pressures.
SEZL has more upside growth potential with better margins and lower revenue base compared to AFRM, and its valuation is considered compelling despite being a profitable company growing 35%.
SEZL's fundamentals haven't changed, with no new catalysts or bad news, and the current price is considered a buying opportunity, with some investors taking advantage of the lower price to add to their positions.

Generated by AI

Sentiment

Of the messages about SEZL that take a side, what share is each?

	1 Day1D	1 Week1W	1 Month1M	1 Year1Y	50-Day MAclick to plot	200-Day MAclick to plot
Bullish	100% 0	100% 0	99.71% +39.46	91.81% +4.2
Bearish	0% 0	0% 0	0.29% -39.46	8.19% -4.2

Bullish· Aug 11

The company's fundamentals have been destroying short sellers since 2023, making it a good target for long-term investors.
The stock has shown strong performance, with a 10.1% surge intraday, and insiders are not selling, indicating a positive outlook.
The company's buy-now-pay-later model is gaining traction, with institutions accumulating shares and the stock price expected to reach $200-$250 within three quarters.

Bearish· Aug 7

The recent 34% drop in SEZL's stock price is seen as an overreaction to its earnings, with some expecting a reversal in a few days.
SEZL's valuation is considered unrealistic, with a market cap of $6B and earnings of $150M, leading to a high P/E ratio that may result in a massive downside correction.
The stock's current price is seen as a sale opportunity, with some believing it will eventually be acquired by private equity at a lower price, and others expecting the management to dump shares, leading to further price drops.

Generated by AI

Topics

Of the messages about SEZL that carry a topic, what share is each?

	1 Day1D	1 Week1W	1 Month1M	1 Year1Y
Announcements	—	51.11%	61.02%	10.83%
Technical Analysis	—	4.44%	4.24%	6.42%
Earnings	—	22.22%	23.73%	10.64%
Macro	—	0%	0.85%	37.3%
Analysts	—	22.22%	8.47%	34.67%
Controversies	—	0%	1.69%	0.14%

Earnings· Aug 6

Sezzle's Q2'26 earnings highlights include revenue of $149.7M, up 51.7% YoY, and adjusted EPS of $1.13, up 61.4% YoY, beating estimates by 10.8% and 11% respectively.
The company raised its FY26 guidance, with total revenue growth projected at 35% and adjusted net income at $185.0 million.
Sezzle's Q2'26 earnings beat estimates and raised guidance, but the stock still dropped sharply, with some investors expressing confusion about the market's reaction.

Announcements· May 6

Sezzle Inc. reported Q1 2026 earnings with revenue of $135.54M, a 29.2% year-over-year increase, and earnings per share of $1.47, a 47.0% year-over-year increase.
The company raised its full-year 2026 guidance, with revenue growth expected to be 30-35%, and adjusted net income expected to be $180.0M.
Sezzle also announced a new partnership with Pagaya, which will allow Sezzle to offer bigger loans at checkout using Pagaya's AI, potentially increasing approvals, purchases, and revenue for merchants.

Controversies· Jul 18

Sezzle Inc. (SEZL) is suing GameStop after the retailer dropped its buy now, pay later service.
The contract between Sezzle and GameStop was set to expire in November, but GameStop began using PayPal's free service instead, sparking a lawsuit from Sezzle.
Sezzle's business model has been questioned, with the company losing millions every quarter and experiencing a significant spike in its stock price in January 2021.

Macro· Sep 8

Sezzle's buy-now-pay-later (BNPL) schemes allow users to spread payments without incurring interest.
Users appreciate Sezzle's flexible payment options, citing its cost-effectiveness.
BNPL schemes like Sezzle's are gaining popularity among consumers.

Technical Analysis· Feb 26

$SEZL is trading above the 200DMA with a strong earnings report, indicating a potential new uptrend.
The stock has broken key resistance levels, with a surge in volume confirming the move, and is targeting $12317.64 with fundamental support from blockbuster Q4 earnings.
The breakout has been validated, with a 35.26% surge in price, and momentum is expected to continue, with targets at $12042.53 and $109.46.

Generated by AI

Community

Of the messages about SEZL, what share comes from each group?

	1 Day1D	1 Week1W	1 Month1M	1 Year1Y	50-Day MAclick to plot	200-Day MAclick to plot
Regulars	72.22%	76.15%	55.86%	39.47%
Newcomers	27.78%	23.85%	44.14%	60.53%

Regulars· Sep 1

The regulars believe that Sezzle has more upside potential due to its better margins and lower revenue base compared to Affirm, despite its larger market value.
Sezzle's stock price is prone to significant pullbacks, but the regulars view this as a normal short-term phenomenon and a buying opportunity.
The regulars are optimistic about Sezzle's growth prospects, citing its 35% year-over-year growth and compelling valuation, and some are taking advantage of the current price to buy more shares.

Newcomers· Aug 11

Many users are planning to buy or add to their position in $SEZL, expecting a price increase, with some aiming for $150 or higher.
Some users are optimistic about the stock, with one post suggesting it will test the $80s before reaching $200, and another predicting a squeeze.
There are also predictions that shorts will need to cover, with one user stating that they will need to cover into close, pushing the price even higher.

Generated by AI

Sezzle

Social

Sep 1

Bullish· Aug 11

Bearish· Aug 7

Earnings· Aug 6

Announcements· May 6

Controversies· Jul 18

Macro· Sep 8

Technical Analysis· Feb 26

Regulars· Sep 1

Newcomers· Aug 11

Sezzle: The Market Does Not See The Next Growth Phase (NASDAQ:SEZL)

Sezzle: The Concerns I Had Are Starting To Fade (Rating Upgrade) (NASDAQ:SEZL)

Sezzle: Misvalue It, Misrate It (NASDAQ:SEZL)

Sezzle: The Market Is Underestimating This High-Growth Fintech (NASDAQ:SEZL)

Sezzle director Bryan Hunt buys $28,965 in company stock

SEZL vs. DAVE: Which Consumer Fintech Stock Is the Better Bet?

Also Discussed

Sezzle Inc.

Company Information

Location

Sezzle: The Market Does Not See The Next Growth Phase (NASDAQ:SEZL)

Sezzle: The Concerns I Had Are Starting To Fade (Rating Upgrade) (NASDAQ:SEZL)

Sezzle: Misvalue It, Misrate It (NASDAQ:SEZL)

Sezzle: The Market Is Underestimating This High-Growth Fintech (NASDAQ:SEZL)

Sezzle director Bryan Hunt buys $28,965 in company stock

SEZL vs. DAVE: Which Consumer Fintech Stock Is the Better Bet?

Also Discussed

Social

Sep 1

Bullish· Aug 11

Bearish· Aug 7

Earnings· Aug 6

Announcements· May 6

Controversies· Jul 18

Macro· Sep 8

Technical Analysis· Feb 26

Regulars· Sep 1

Newcomers· Aug 11