Sezzle (SEZL) Stock Drops 22% After Beating Earnings. Here’s Why
TLDR
- Sezzle beat Q2 revenue estimates by 9.8%, reporting $149.7 million vs the expected $136.4 million
- Adjusted EPS came in at $1.13, beating the $1.02 consensus by 11.3%
- Management raised full-year 2026 EPS guidance to $5.25 at the midpoint
- Keefe, Bruyette & Woods cut its price target from $190 to $155 and downgraded to “Market Perform”
- The stock dropped roughly 22%, opening at $132.36 after closing at $178.53, and later trading near $121.05
Sezzle (SEZL) posted a strong second quarter, but Wall Street wasn’t impressed enough. The stock fell sharply on August 7, opening at $132.36 after closing the previous day at $178.53, and later trading near $121.05.
The drop came despite the company beating on both revenue and earnings. Revenue hit $149.7 million, up 51.7% year on year and 9.8% above analyst expectations. Adjusted EPS of $1.13 topped the $1.02 consensus by 11.3%.
The problem wasn’t the numbers. It was the setup going in.
SEZZLE $SEZL Q2’26 EARNINGS HIGHLIGHTS
🔹 Revenue: $149.7M (Est. $135M) 🟢; +51.7% YoY
🔹 Adj. EPS: $1.13 (Est. $1.03) 🟢; +61.4% YoY
🔹 GMV: $1.3B; +37.9% YoY
🔹 Active Subscribers: 854,000; +76.4% YoY… Continue reading the full article at the original source below.
This content is automatically aggregated. Full credit goes to the original publisher (coincentral.com).
