Sezzle Inc. (SEZL), a Minneapolis-based fintech in the buy-now-pay-later (BNPL) sector, posted a robust fourth-quarter earnings report on [specific date not provided]. The company reported earnings per share (EPS) of $1.21, surpassing expectations by 26%, and generated revenue of $130 million, exceeding the consensus estimate of $128 million. Sezzle’s adjusted EBITDA surged 79% year over year to $58.3 million, prompting an upward revision of its fiscal year 2026 outlook to $4.70 in EPS, up from a prior expectation of $4.33.
The firm achieved a record 918,000 monthly active users and saw a 51% year-over-year increase in app sessions by December. Sezzle’s market value stands at $2.5 billion with a forward price-to-earnings (PE) ratio of 16, indicating growth potential. Analysts have since raised their earnings estimates, projecting EPS for the current year will jump to $4.69, an 8% increase from previous forecasts. The company aims for a revenue growth of 25 to 30% year over year, emphasizing subscriber value and unique shopping features.
