Sezzle Shares Surge After Strong Earnings Report

Buy now, pay later company beats expectations, raises full-year guidance

Feb. 26, 2026 at 3:26pm

Got story updates? Submit your updates here. ›

Shares of Sezzle Inc. (NASDAQ:SEZL), a financial technology company specializing in buy now, pay later (BNPL) services, surged in pre-market trading on Thursday after the company reported better-than-expected earnings for the latest quarter. Sezzle reported earnings per share of $1.21, topping the consensus estimate of $0.96, and raised its full-year 2026 guidance.

Why it matters

Sezzle's strong financial performance highlights the continued growth and adoption of BNPL services, which allow consumers to pay for purchases over time without interest. As more consumers and merchants embrace these flexible payment options, Sezzle and other BNPL providers are poised to benefit.

The details

Sezzle reported revenue of $83.55 million for the quarter, up 32.3% year-over-year, and a return on equity of 90.06% with a net margin of 27.66%. The company also raised its full-year 2026 earnings guidance to a range of $4.35 to $4.70 per share.

  • Sezzle reported earnings on Thursday, February 26, 2026.

The players

Sezzle Inc.

A financial technology company specializing in buy now, pay later (BNPL) services that enable consumers to split purchases into interest-free installment payments.

Got photos? Submit your photos here. ›

What’s next

Sezzle's stock price is expected to continue to be closely watched by investors as the company navigates the competitive BNPL market and works to maintain its growth trajectory.

The takeaway

Sezzle's ability to beat earnings expectations and raise guidance demonstrates the company's strong execution and the ongoing demand for its consumer-friendly BNPL services, positioning it well for continued success in the rapidly evolving fintech landscape.