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Sezzle Set to Report Q3 Earnings: What's in Store for the Stock?
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Key Takeaways
Sezzle's Q3 revenues and EPS are expected to rise 31.83% and 80.28%, respectively, year over year.
SEZL's subscriber growth, higher transaction frequency and new merchant partnerships likely aided Q3.
Higher credit losses and lower revenue yield may weigh on Sezzle's Q3 results despite strong momentum.
Sezzle Inc. (SEZL - Free Report) is slated to release third-quarter 2026 results on Nov. 4, after market close. The company’s quarterly results are likely to display an increase in both revenues and earnings per share.
In the last reported quarter, Sezzle delivered strong results, with adjusted earnings of $1.13 per share rising 61.4% year over year and beating the Zacks Consensus Estimate of 95 cents. Revenues surged 51.7% to $149.7 million and topped the consensus mark of $130.3 million. Growth was supported by higher consumer engagement and transaction activity.
Over the trailing four quarters, the company’s EPS surpassed the Zacks Consensus Estimate on each occasion, the average beat being 17.39%. This is depicted in the graph below:
New merchant checkouts and a growing subscriber base are likely to have kept Sezzle busy during the third quarter of 2026. Higher transaction frequency may have supported gross merchandise volume and revenues. Active subscribers reached 854,000 by June, up 76.4% annually.
Back-to-school shopping is expected to have supported transaction activity during the quarter. Sezzle's September partnerships with Gymshark, Debenhams Group and Follett Higher Education are likely to have expanded its checkout reach across activewear, fashion and campus retail, potentially supporting transaction volumes.
Engagement could have benefited from SezzleCash, introduced in June, and the August launch of Sezzle Send. However, management assumed little contribution from SezzleCash and none from Sezzle Send in its outlook.
On expenses, Sezzle expected core marketing spending to fall from the second quarter's elevated level, although promotion of new products could have limited the decline. Improved returns from earlier subscriber acquisition are likely to have supported profitability.
Still, management expects a sequential decline in revenue yield and higher credit-loss provisions in the third quarter. Despite these headwinds, Sezzle raised its 2026 revenue growth outlook to 35% and adjusted net income guidance to $185 million, reflecting confidence in its operating momentum.
The Zacks Consensus Estimate for third-quarter revenues is currently pegged at $153.97 million, indicating a 31.83% year-over-year increase. The consensus mark for EPS is pegged at $1.28 per share, which has increased by two cents over the past 30 days. This also implies a year-over-year rise of 80.28%.
Here Is What Our Quantitative Model Predicts for SEZL
Our proven model does not conclusively predict an earnings beat for Sezzle this time. The combination of a positive Earnings ESP and a Zacks Rank #1 (Strong Buy), 2 (Buy) or 3 (Hold) increases the odds of an earnings beat, which is not the case here.
SEZL has an Earnings ESP of -3.53% and a Zacks Rank #2. You can uncover the best stocks to buy or sell before they’re reported with our Earnings ESP Filter.
Stocks to Consider
Here are some companies — Hut 8 Corp. (HUT - Free Report) and StoneCo Ltd. (STNE - Free Report) — worth considering, as our model shows that they have the right combination of elements to beat on earnings in their upcoming releases:
View the Zacks #1 Rank List
Image: Bigstock
Sezzle Set to Report Q3 Earnings: What's in Store for the Stock?
Key Takeaways
Sezzle Inc. (SEZL - Free Report) is slated to release third-quarter 2026 results on Nov. 4, after market close. The company’s quarterly results are likely to display an increase in both revenues and earnings per share.
In the last reported quarter, Sezzle delivered strong results, with adjusted earnings of $1.13 per share rising 61.4% year over year and beating the Zacks Consensus Estimate of 95 cents. Revenues surged 51.7% to $149.7 million and topped the consensus mark of $130.3 million. Growth was supported by higher consumer engagement and transaction activity.
Over the trailing four quarters, the company’s EPS surpassed the Zacks Consensus Estimate on each occasion, the average beat being 17.39%. This is depicted in the graph below:
Sezzle Inc. Price and EPS Surprise
Sezzle Inc. price-eps-surprise | Sezzle Inc. Quote
Key Factors to Watch Ahead of SEZL’s Q3 Results
New merchant checkouts and a growing subscriber base are likely to have kept Sezzle busy during the third quarter of 2026. Higher transaction frequency may have supported gross merchandise volume and revenues. Active subscribers reached 854,000 by June, up 76.4% annually.
Back-to-school shopping is expected to have supported transaction activity during the quarter. Sezzle's September partnerships with Gymshark, Debenhams Group and Follett Higher Education are likely to have expanded its checkout reach across activewear, fashion and campus retail, potentially supporting transaction volumes.
Engagement could have benefited from SezzleCash, introduced in June, and the August launch of Sezzle Send. However, management assumed little contribution from SezzleCash and none from Sezzle Send in its outlook.
On expenses, Sezzle expected core marketing spending to fall from the second quarter's elevated level, although promotion of new products could have limited the decline. Improved returns from earlier subscriber acquisition are likely to have supported profitability.
Still, management expects a sequential decline in revenue yield and higher credit-loss provisions in the third quarter. Despite these headwinds, Sezzle raised its 2026 revenue growth outlook to 35% and adjusted net income guidance to $185 million, reflecting confidence in its operating momentum.
The Zacks Consensus Estimate for third-quarter revenues is currently pegged at $153.97 million, indicating a 31.83% year-over-year increase. The consensus mark for EPS is pegged at $1.28 per share, which has increased by two cents over the past 30 days. This also implies a year-over-year rise of 80.28%.
Here Is What Our Quantitative Model Predicts for SEZL
Our proven model does not conclusively predict an earnings beat for Sezzle this time. The combination of a positive Earnings ESP and a Zacks Rank #1 (Strong Buy), 2 (Buy) or 3 (Hold) increases the odds of an earnings beat, which is not the case here.
SEZL has an Earnings ESP of -3.53% and a Zacks Rank #2. You can uncover the best stocks to buy or sell before they’re reported with our Earnings ESP Filter.
Stocks to Consider
Here are some companies — Hut 8 Corp. (HUT - Free Report) and StoneCo Ltd. (STNE - Free Report) — worth considering, as our model shows that they have the right combination of elements to beat on earnings in their upcoming releases:
Hut 8 currently has an Earnings ESP of +24.67% and a Zacks Rank #3. Hut 8 is scheduled to report third-quarter 2026 results on Nov. 4. You can see the complete list of today’s Zacks #1 Rank stocks here.
StoneCo currently has an Earnings ESP of +2.74% and a Zacks Rank #3. STNE is slated to report third-quarter 2026 results on Nov. 12.