Sezzle: The Numbers Don't Support The Selloff

Daniel James 475 Followers Follow Summary Sezzle fell 20% post-Q2 despite beating revenue and EPS estimates and raising full-year guidance for the third time. Sequential earnings decline and increased expenses reflect seasonality and deliberate marketing spend, not underlying business deterioration. SEZL's subscriber growth accelerated, margins remained strong, and new products like SezzleCash and Sezzle Send offer potential upside and risk. At 18x 2027 earnings, the recent correction creates an attractive entry point; I rate SEZL a Buy. Morsa Images/DigitalVision via Getty Images Introduction Sezzle ( SEZL ) lost about 20% after Q2, which isn’t the response you’d expect from the headline figures. Revenue came in nearly $15 million ahead of consensus, adjusted EPS beat by $0.11 and management lifted its full-year outlook for This article was written by Daniel James 475 Followers Follow I am a part-time investor interested in equities, ETFs, macro, and emerging markets. Analyst’s Disclosure: I/we have no stock, option or similar derivative position in any of the companies mentioned, and no plans to initiate any such positions within the next 72 hours. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article. Seeking Alpha's Disclosure: Past performance is no guarantee of future results. No recommendation or advice is being given as to whether any investment is suitable for a particular investor. Any views or opinions expressed above may not reflect those of Seeking Alpha as a whole. Seeking Alpha is not a licensed securities dealer, broker or US investment adviser or investment bank. Our analysts are third party authors that include both professional investors and individual investors who may not be licensed or certified by any institute or regulatory body.