View ValuationSezzle 将来の成長Future 基準チェック /56Sezzleは、24%と20.5%でそれぞれ年率24%で利益と収益が成長すると予測される一方、EPSはgrowで22.6%年率。主要情報24.0%収益成長率22.55%EPS成長率Diversified Financial 収益成長10.5%収益成長率20.5%将来の株主資本利益率n/aアナリストカバレッジGood最終更新日10 Aug 2026今後の成長に関する最新情報お知らせ • Aug 07Sezzle Inc. Raises Earnings Guidance for the Year 2026Sezzle Inc. raised earnings guidance for the year 2026. For the period, the Total Revenue Growth to the high end of the prior range at 35%. Updated 2026 Guidance for Total Revenue Growth is 35% against previous 2026 Guidance (May 2026) is 30%–35%. New $300 million credit facility with Mesirow gives them the funding capacity to support future growth while also meaningfully lowering their cost of capital as they scale. This momentum supports their third raise to FY2026 guidance.お知らせ • May 09Sezzle Inc. Raises Earnings Guidance for the Year 2026Sezzle Inc. raised earnings guidance for the year 2026. For the period, the company expects total revenue growth of 30%–35% compared to previous guidance of 25%–30%.お知らせ • Feb 26Sezzle Inc. Provides Earnings Guidance for the Fiscal Year 2026Sezzle Inc. provided earnings guidance for the fiscal year 2026. The company introduced fiscal year 2026 total revenue growth guidance of 25% to 30%.お知らせ • Nov 06+ 2 more updatesSezzle Inc. Raises Earnings Guidance for the Year 2025Sezzle Inc. raised earnings guidance for the year 2025. For the year, the company expects net income of $125.0 million; Net Income Per Diluted Share of $3.52; total revenue of 60% to 65% (no change from previous guidance).お知らせ • May 08Sezzle Inc. Updates Earnings Guidance for the Fiscal Year 2025Sezzle Inc. updated earnings guidance for the fiscal year 2025. For the year, the company increased net income to $120.0 million from $80.4 million provided with fourth quarter 2024 earnings. Net Income per diluted share increased to $3.25 from $2.21 provided with fourth quarter 2024 earnings. Total Revenue Growth: New guidance of 60-65% versus 25-30% provided with fourth quarter 2024 earnings.すべての更新を表示Recent updatesValuation Update With 7 Day Price Move • 12hInvestor sentiment improves as stock rises 15%After last week's 15% share price gain to €117, the stock trades at a forward P/E ratio of 22x. Average forward P/E is 10x in the Diversified Financial industry in Italy. Total returns to shareholders of 47% over the past year. Simply Wall St's valuation model estimates the intrinsic value at €55.44 per share.お知らせ • Aug 07Sezzle Inc. Raises Earnings Guidance for the Year 2026Sezzle Inc. raised earnings guidance for the year 2026. For the period, the Total Revenue Growth to the high end of the prior range at 35%. Updated 2026 Guidance for Total Revenue Growth is 35% against previous 2026 Guidance (May 2026) is 30%–35%. New $300 million credit facility with Mesirow gives them the funding capacity to support future growth while also meaningfully lowering their cost of capital as they scale. This momentum supports their third raise to FY2026 guidance.Valuation Update With 7 Day Price Move • Jul 23Investor sentiment deteriorates as stock falls 18%After last week's 18% share price decline to €138, the stock trades at a forward P/E ratio of 29x. Average forward P/E is 12x in the Diversified Financial industry in Italy. Total returns to shareholders of 17% over the past year.お知らせ • Jul 15Sezzle Inc. to Report Q2, 2026 Results on Aug 06, 2026Sezzle Inc. announced that they will report Q2, 2026 results After-Market on Aug 06, 2026お知らせ • Jun 29+ 3 more updatesSezzle Inc.(NasdaqCM:SEZL) dropped from Russell 2000 Value BenchmarkSezzle Inc.(NasdaqCM:SEZL) dropped from Russell 2000 Value BenchmarkValuation Update With 7 Day Price Move • Jun 15Investor sentiment improves as stock rises 16%After last week's 16% share price gain to €124, the stock trades at a forward P/E ratio of 27x. Average forward P/E is 10x in the Diversified Financial industry in Italy. Total returns to shareholders of 6.5% over the past year.お知らせ • Jun 04Sezzle Expands Super App Platform with New Rewards Currency, Expanded Cashback, and Ai-Powered ExperiencesSezzle expanded well beyond buy now, pay later. The Earn tab within the Sezzle mobile app lets consumers discover and claim rewards and cashback offers on everyday purchases like gas, groceries, and dining. Consumers who use the Earn tab generate over 20% more revenue per active user. Consumers can earn through mobile games in the Sezzle Arcade, MoneyIQ financial literacy courses, and surveys, with more ways to earn on the roadmap. Sezzle introduced Pay-in-5, a five-installment option at no additional cost that gives consumers more flexibility and longer repayment window. In April, average order values on Pay-in-5 ran 44% higher than Pay-in-4. RockAuto and Follett both launched with Sezzle this year. Sezzle recently launched Sezzle Points, a system that lets users accumulate points through cashback, surveys, receipts, and other everyday actions, and redeem them for gift cards from popular retailers. Sezzle is also expanding its cashback network through card-linked offers, which automatically reward users when they shop with their Sezzle virtual card. These rewards stack with the in-app cashback offers already available in the Earn tab. Sezzle's AI-powered support chatbot, complete with powerful context-connected tools, is now live for all users of Sezzle’s mobile app, already resolving 70% of inbound inquiries without a human agent with plans to expand into additional support channels. Sezzle is building alongside existing user behavioral recommendation systems toward a fully agentic experience, with an AI Shopping Assistant to automatically search and surface the best prices and personalized recommendations. Engineering has fully shifted to an AI-first model, with more than 70% of new code written with AI assistance. Sezzle Mobile is an unlimited 5G phone plan on AT&T's network, powered by Gigs, available directly in the Sezzle app. Enhanced Long-Term Lending: Eligible users can now split purchases into 3- to 48-month payment plans directly at checkout. Sezzle has strengthened its payments backbone by adding Adyen, a global payments platform, giving merchants faster, more reliable checkout experiences and broader payment acceptance. Adyen is now live for Canadian transactions as well.Valuation Update With 7 Day Price Move • May 14Investor sentiment improves as stock rises 21%After last week's 21% share price gain to €85.22, the stock trades at a forward P/E ratio of 19x. Average forward P/E is 12x in the Diversified Financial industry in Italy. Total returns to shareholders of 114% over the past year. Simply Wall St's valuation model estimates the intrinsic value at €35.93 per share.お知らせ • May 09Sezzle Inc. Raises Earnings Guidance for the Year 2026Sezzle Inc. raised earnings guidance for the year 2026. For the period, the company expects total revenue growth of 30%–35% compared to previous guidance of 25%–30%.Reported Earnings • May 07First quarter 2026 earnings released: EPS: US$1.52 (vs US$1.07 in 1Q 2025)First quarter 2026 results: EPS: US$1.52 (up from US$1.07 in 1Q 2025). Revenue: US$135.5m (up 29% from 1Q 2025). Net income: US$51.3m (up 42% from 1Q 2025). Profit margin: 38% (up from 35% in 1Q 2025). Revenue is forecast to grow 24% p.a. on average during the next 2 years, while revenues in the Diversified Financial industry in Italy are expected to remain flat.Valuation Update With 7 Day Price Move • Apr 17Investor sentiment improves as stock rises 31%After last week's 31% share price gain to €67.62, the stock trades at a forward P/E ratio of 16x. Average forward P/E is 11x in the Diversified Financial industry in Italy. Simply Wall St's valuation model estimates the intrinsic value at €28.07 per share.お知らせ • Apr 16Sezzle Inc. to Report Q1, 2026 Results on May 06, 2026Sezzle Inc. announced that they will report Q1, 2026 results After-Market on May 06, 2026Valuation Update With 7 Day Price Move • Mar 31Investor sentiment deteriorates as stock falls 17%After last week's 17% share price decline to €52.20, the stock trades at a forward P/E ratio of 14x. Average forward P/E is 9x in the Diversified Financial industry in Italy. Simply Wall St's valuation model estimates the intrinsic value at €25.66 per share.New Risk • Mar 08New minor risk - Insider sellingThere has been significant insider selling in the company's shares over the past 3 months. Total value of shares sold: €315k This is considered a minor risk. There are several reasons why an insider may be selling, including to cover a tax obligation or pay for some other expense. However, we generally consider it a negative if insiders have been selling, especially if they do so below the current price. It implies that they considered a lower price to be reasonable. This is a weak signal, but if there is a pattern of unexplained selling, it can be a sign the insider believes the company's stock is overpriced. Note: We only include open market transactions and private dispositions of directly owned stock by individuals, not by corporations or trusts. Currently, the following risks have been identified for the company: Major Risk Share price has been highly volatile over the past 3 months (13% average weekly change). Minor Risks High level of debt (45% net debt to equity). Large one-off items impacting financial results. Significant insider selling over the past 3 months (€315k sold).Recent Insider Transactions • Mar 08Chief Operating Officer recently sold €315k worth of stockOn the 3rd of March, Amin Sabzivand sold around 5k shares on-market at roughly €61.56 per share. This transaction amounted to 2.2% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. This was Amin's only on-market trade for the last 12 months.New Risk • Mar 03New minor risk - Earnings qualityThe company has large one-off items impacting its financial results. One-off items were 35% of the size of the rest of the company's trailing 12-month earnings before tax. This is considered a minor risk. One-off items are incomes or expenses that the company does not expect to repeat in future periods. Examples include profits from the sale of a business or expenses from a restructuring or legal settlements. If the company's reported statutory earnings include a large proportion of one-off items it means they may be an unreliable indicator of its true business performance as the earnings were skewed by these incomes or expenses. Currently, the following risks have been identified for the company: Major Risk Share price has been highly volatile over the past 3 months (12% average weekly change). Minor Risks High level of debt (45% net debt to equity). Large one-off items impacting financial results.Reported Earnings • Feb 26Full year 2025 earnings released: EPS: US$3.93 (vs US$2.33 in FY 2024)Full year 2025 results: EPS: US$3.93 (up from US$2.33 in FY 2024). Revenue: US$450.3m (up 66% from FY 2024). Net income: US$133.1m (up 70% from FY 2024). Profit margin: 30% (in line with FY 2024). Revenue is forecast to grow 23% p.a. on average during the next 2 years, compared to a 2.2% growth forecast for the Diversified Financial industry in Italy.お知らせ • Feb 26Sezzle Inc. Provides Earnings Guidance for the Fiscal Year 2026Sezzle Inc. provided earnings guidance for the fiscal year 2026. The company introduced fiscal year 2026 total revenue growth guidance of 25% to 30%.お知らせ • Feb 18Sezzle Inc. Announces the Launch of Sezzle MobileSezzle Inc. announced the launch of Sezzle Mobile, a truly unlimited mobile phone plan starting at $29.99 per month, designed for users who increasingly rely on Sezzle as a single destination for managing their everyday spending. Sezzle Mobile is powered by Gigs, the leader in embedded connectivity, and runs on the AT&T network. As the newest addition to Sezzle's expanding ecosystem, Sezzle Mobile allows users to add an affordable phone plan with reliable coverage on AT&T's network directly within the Sezzle app. By bringing mobile connectivity into the platform, Sezzle is extending beyond checkout and into the everyday moments that power how users shop, connect, and manage their finances. As expectations shift toward greater flexibility and simplicity across essential services, Sezzle Mobile offers a straightforward way to manage connectivity alongside the financial tools users already know and trust. More for less. At a time when the average single-line mobile plan in the U.S. costs $70-100 per month, Sezzle Mobile offers a radically simpler alternative with transparent pricing and no surprises. Starting at just $29.99 per month (excluding taxes and fees) for Sezzle Anywhere subscribers, Sezzle Mobile offers all the features of a premium phone plan, but at a significantly more affordable price point: Unlimited, prioritized 5G data that stays fast; Unlimited talk and text; Unlimited HD streaming; Canada and Mexico roaming included; Instant eSIM activation in the app. One Plan. No Fine Print. Unlike other carriers that rely on multi-tiered plans, lengthy contracts, and hidden add-on fees, Sezzle Mobile keeps things simple. The plan is fully integrated into the Sezzle app, allowing users to manage their mobile service alongside shopping, spending, and financial tools. Users can cancel the plan at any time in the app, and there are no cancellation fees. Expanding Sezzle's All-in-One Financial Hub: Sezzle Mobile marks the latest step in the Company's evolution into a comprehensive financial hub that helps users shop smarter, earn more, and learn better financial habits. With offerings that now span payments, subscriptions, discounts on everyday essentials like gas and dining, and mobile connectivity, Sezzle continues working to reduce financial stress and simplify the cost of living.お知らせ • Feb 03Sezzle Inc. to Report Q4, 2025 Results on Feb 25, 2026Sezzle Inc. announced that they will report Q4, 2025 results After-Market on Feb 25, 2026お知らせ • Jan 30Sezzle Inc. Announces Chief Financial Officer ChangesSezzle Inc. announced the appointment of Lee Brading as Chief Financial Officer, effective February 1, 2026. Brading will succeed Karen Hartje, who served as CFO and principal financial officer under a Consulting Agreement since November 1, 2025, following her announcement of retirement after nearly eight years as CFO of Sezzle. Hartje will remain engaged as a consultant to ensure an orderly transition. Brading joined Sezzle in April 2020 and has played a key role in shaping the Company’s strategy and capital allocation framework. As Senior Vice President of Corporate Development and Investor Relations, he helped lead Sezzle’s transition to profitability in 2021 and its successful uplisting from the Australian Stock Exchange to the NASDAQ in 2023. He has also expanded Sezzle’s presence in the U.S. investment community, growing both sell-side analyst coverage and the Company’s institutional investor base. Prior to joining Sezzle, Brading spent over 30 years in various investment banking roles, most recently serving as a Managing Director and Global Head of Credit Research at Wells Fargo Securities. Prior to his time in investment banking, Brading was an audit manager at BDO Seidman. He holds an MBA from The University of North Carolina and a BS in Business Administration and Accounting from Washington & Lee University. He is a Chartered Financial Analyst and was a Certified Public Accountant (expired).Valuation Update With 7 Day Price Move • Jan 10Investor sentiment improves as stock rises 22%After last week's 22% share price gain to €67.40, the stock trades at a forward P/E ratio of 19x. Average forward P/E is 10x in the Diversified Financial industry in Italy.お知らせ • Dec 17Sezzle Inc. (NasdaqCM:SEZL) announces an Equity Buyback for $100 million worth of its shares.Sezzle Inc. (NasdaqCM:SEZL) announces a share repurchase program. Under the program, the company will repurchase up to $100 million worth of its common stock. This program has no fixed expiration date.Valuation Update With 7 Day Price Move • Nov 28Investor sentiment improves as stock rises 15%After last week's 15% share price gain to €53.00, the stock trades at a forward P/E ratio of 14x. Average forward P/E is 10x in the Diversified Financial industry in Italy.Reported Earnings • Nov 06Third quarter 2025 earnings released: EPS: US$0.78 (vs US$0.46 in 3Q 2024)Third quarter 2025 results: EPS: US$0.78 (up from US$0.46 in 3Q 2024). Revenue: US$116.8m (up 67% from 3Q 2024). Net income: US$26.7m (up 73% from 3Q 2024). Profit margin: 23% (in line with 3Q 2024). Revenue is forecast to grow 27% p.a. on average during the next 3 years, compared to a 1.0% decline forecast for the Diversified Financial industry in Italy.お知らせ • Nov 06+ 2 more updatesSezzle Inc. Raises Earnings Guidance for the Year 2025Sezzle Inc. raised earnings guidance for the year 2025. For the year, the company expects net income of $125.0 million; Net Income Per Diluted Share of $3.52; total revenue of 60% to 65% (no change from previous guidance).Valuation Update With 7 Day Price Move • Oct 31Investor sentiment deteriorates as stock falls 17%After last week's 17% share price decline to €56.60, the stock trades at a forward P/E ratio of 17x. Average forward P/E is 10x in the Diversified Financial industry in Italy.お知らせ • Oct 22Sezzle Inc. to Report Q3, 2025 Results on Nov 05, 2025Sezzle Inc. announced that they will report Q3, 2025 results After-Market on Nov 05, 2025Valuation Update With 7 Day Price Move • Aug 16Investor sentiment deteriorates as stock falls 24%After last week's 24% share price decline to €79.80, the stock trades at a forward P/E ratio of 25x. Average forward P/E is 11x in the Diversified Financial industry in Italy.Reported Earnings • Aug 08Second quarter 2025 earnings released: EPS: US$0.82 (vs US$0.88 in 2Q 2024)Second quarter 2025 results: EPS: US$0.82 (down from US$0.88 in 2Q 2024). Revenue: US$98.7m (up 76% from 2Q 2024). Net income: US$27.6m (down 7.1% from 2Q 2024). Profit margin: 28% (down from 53% in 2Q 2024). Revenue is forecast to grow 27% p.a. on average during the next 3 years, compared to a 2.9% decline forecast for the Diversified Financial industry in Italy.お知らせ • Jul 22Sezzle Inc. to Report Q2, 2025 Results on Aug 07, 2025Sezzle Inc. announced that they will report Q2, 2025 results at 4:00 PM, Eastern Standard Time on Aug 07, 2025Valuation Update With 7 Day Price Move • Jul 14Investor sentiment deteriorates as stock falls 19%After last week's 19% share price decline to €126, the stock trades at a forward P/E ratio of 38x. Average forward P/E is 11x in the Diversified Financial industry in Italy.お知らせ • Jul 01Sezzle Inc. Unveils Smarter Shopping Tools to Meet Rising Consumer ExpectationsSezzle Inc. launched a suite of new features to help consumers navigate increasing financial pressure. With record-low consumer confidence -- the Conference Board's index recently plunge to its lowest level since May 2020 amid fears of tariffs and recession -- the current climate makes budgeting tools more essential than ever. By combining product discovery with personalized deal surfacing and a faster checkout flow, Sezzle is building a shopping experience that feels intuitive from start to finish. Sezzle's price comparison tool in particular, is helping shoppers identify the best deals with minimal effort: 49% of users who were shown multiple store options said they saved $5 or more by selecting the lowest-priced option. This reflects a growing appetite for built-in savings features -- and signals Sezzle's ability to deliver not just payment flexibility, but everyday value. Sezzle's latest features are focused on making the entire user experience smoother, from the moment shoppers open the app to the final tap at checkout: Sezzle Balance: Simplifying the repayment process for consumers with a pre-loadable digital wallet. Since launch, shoppers have loaded over $65 million into Sezzle Balance-- demonstrating strong adoption and trust in the tool's convenience and flexibility. Express Checkout (beta): A streamlined flow that reduces friction for returning shoppers, helping merchants improve conversion rates and speed up the path to purchase. Browser Extension (beta): Once installed, this new tool will automatically prompt shoppers to earn Sezzle spend and save with available coupons - making it effortless to save while they shop. Sezzle has continued to enhance the in-app experience by adding features that simplify discovery and surface the best deals while bringing more ease to the way users shop: Products Tab: Helps users discover trending items and curated picks, complete with price comparison so users can shop confidently. Wishlist: Shoppers can now save their favorite products directly within the app, making it easier to keep track of desired items and revisit when ready. Real Results: More Savings, More Engagement: A recent Sezzle user survey highlights the ongoing impact of Sezzle's savings-focused tools introduced last quarter -- including price comparison, auto-couponing, and price drop alerts. The findings reveal that these features are resonating with users and driving measurable value across everyday purchases. Nearly one in five users (17%) said they saved over $50 on their most recent purchase using Sezzle and its tools. Additionally, 43% of users reported saving at least $5, underscoring how everyday purchases can add up to meaningful wins. As Sezzle evolves, these product innovations mark a broader push to create a more personalized, responsible, and rewarding way to shop. Additional tools are on the horizon as Sezzle lays the foundation for a smarter, more connected shopping and payments ecosystem in 2025. download the Sezzle App on the Apple App Store and Google Play Store.お知らせ • Jun 30+ 5 more updatesSezzle Inc.(NasdaqCM:SEZL) dropped from Russell Microcap IndexSezzle Inc.(NasdaqCM:SEZL) dropped from Russell Microcap Indexお知らせ • May 08Sezzle Inc. Updates Earnings Guidance for the Fiscal Year 2025Sezzle Inc. updated earnings guidance for the fiscal year 2025. For the year, the company increased net income to $120.0 million from $80.4 million provided with fourth quarter 2024 earnings. Net Income per diluted share increased to $3.25 from $2.21 provided with fourth quarter 2024 earnings. Total Revenue Growth: New guidance of 60-65% versus 25-30% provided with fourth quarter 2024 earnings.業績と収益の成長予測BIT:1SEZL - アナリストの将来予測と過去の財務データ ( )USD Millions日付収益収益フリー・キャッシュフロー営業活動によるキャッシュ平均アナリスト数12/31/2028877303548552212/31/2027757236427330712/31/202660918431327276/30/2026532161272276N/A3/31/2026481148243246N/A12/31/2025450133207210N/A9/30/2025419116197199N/A6/30/2025372105170172N/A3/31/2025329107143145N/A12/31/202427179129131N/A9/30/2024222562425N/A6/30/20241934256N/A3/31/2024172131617N/A12/31/20231597-27-26N/A9/30/20231495-10-9N/A6/30/2023138845N/A3/31/2023133-8-4-3N/A12/31/2022126-3889N/A9/30/2022120-65-35-34N/A6/30/2022118-88-62-60N/A3/31/2022116-92-60-59N/A12/31/2021115-75-74-72N/A9/30/2021104-65-55-54N/A6/30/202191-55-34-33N/A3/31/202177-39-29-28N/A12/31/202059-32-26-25N/A9/30/202042-21-9-9N/A6/30/202032-16-11-11N/A3/31/202022-15N/A-18N/A12/31/201916-13N/A-20N/A9/30/201911-11N/A-16N/A6/30/20196-8N/A-12N/A3/31/20194-6N/A-9N/A12/31/20182-5N/A-6N/A12/31/20170-2N/A-1N/Aもっと見るアナリストによる今後の成長予測収入対貯蓄率: 1SEZLの予測収益成長率 (年間24% ) は 貯蓄率 ( 3.4% ) を上回っています。収益対市場: 1SEZLの収益 ( 24% ) はItalian市場 ( 10.3% ) よりも速いペースで成長すると予測されています。高成長収益: 1SEZLの収益は今後 3 年間で 大幅に 増加すると予想されています。収益対市場: 1SEZLの収益 ( 20.5% ) Italian市場 ( 6.1% ) よりも速いペースで成長すると予測されています。高い収益成長: 1SEZLの収益 ( 20.5% ) 20%よりも速いペースで成長すると予測されています。一株当たり利益成長率予想将来の株主資本利益率将来のROE: 1SEZLの 自己資本利益率 が 3 年後に高くなると予測されるかどうかを判断するにはデータが不十分です成長企業の発掘7D1Y7D1Y7D1YDiversified-financials 業界の高成長企業。View Past Performance企業分析と財務データの現状データ最終更新日（UTC時間）企業分析2026/08/14 11:34終値2026/08/14 00:00収益2026/06/30年間収益2025/12/31データソース企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。パッケージデータタイムフレーム米国ソース例会社財務10年損益計算書キャッシュ・フロー計算書貸借対照表SECフォーム10-KSECフォーム10-Qアナリストのコンセンサス予想+プラス3年予想財務アナリストの目標株価アナリストリサーチレポートBlue Matrix市場価格30年株価配当、分割、措置ICEマーケットデータSECフォームS-1所有権10年トップ株主インサイダー取引SECフォーム4SECフォーム13Dマネジメント10年リーダーシップ・チーム取締役会SECフォーム10-KSECフォームDEF 14A主な進展10年会社からのお知らせSECフォーム8-K* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。分析モデルとスノーフレークこのレポートを生成するために使用した分析モデルの詳細は、当社のGitHubページでご覧いただけます。また、レポートの活用方法に関するガイドやYouTubeのチュートリアルも用意しています。シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。業界およびセクターの指標私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。アナリスト筋Sezzle Inc. 7 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。12 アナリスト機関Harold GoetschB. Riley Securities, Inc.John MarrinCLSAEdmund Anthony HenningCLSA9 その他のアナリストを表示
お知らせ • Aug 07Sezzle Inc. Raises Earnings Guidance for the Year 2026Sezzle Inc. raised earnings guidance for the year 2026. For the period, the Total Revenue Growth to the high end of the prior range at 35%. Updated 2026 Guidance for Total Revenue Growth is 35% against previous 2026 Guidance (May 2026) is 30%–35%. New $300 million credit facility with Mesirow gives them the funding capacity to support future growth while also meaningfully lowering their cost of capital as they scale. This momentum supports their third raise to FY2026 guidance.
お知らせ • May 09Sezzle Inc. Raises Earnings Guidance for the Year 2026Sezzle Inc. raised earnings guidance for the year 2026. For the period, the company expects total revenue growth of 30%–35% compared to previous guidance of 25%–30%.
お知らせ • Feb 26Sezzle Inc. Provides Earnings Guidance for the Fiscal Year 2026Sezzle Inc. provided earnings guidance for the fiscal year 2026. The company introduced fiscal year 2026 total revenue growth guidance of 25% to 30%.
お知らせ • Nov 06+ 2 more updatesSezzle Inc. Raises Earnings Guidance for the Year 2025Sezzle Inc. raised earnings guidance for the year 2025. For the year, the company expects net income of $125.0 million; Net Income Per Diluted Share of $3.52; total revenue of 60% to 65% (no change from previous guidance).
お知らせ • May 08Sezzle Inc. Updates Earnings Guidance for the Fiscal Year 2025Sezzle Inc. updated earnings guidance for the fiscal year 2025. For the year, the company increased net income to $120.0 million from $80.4 million provided with fourth quarter 2024 earnings. Net Income per diluted share increased to $3.25 from $2.21 provided with fourth quarter 2024 earnings. Total Revenue Growth: New guidance of 60-65% versus 25-30% provided with fourth quarter 2024 earnings.
Valuation Update With 7 Day Price Move • 12hInvestor sentiment improves as stock rises 15%After last week's 15% share price gain to €117, the stock trades at a forward P/E ratio of 22x. Average forward P/E is 10x in the Diversified Financial industry in Italy. Total returns to shareholders of 47% over the past year. Simply Wall St's valuation model estimates the intrinsic value at €55.44 per share.
お知らせ • Aug 07Sezzle Inc. Raises Earnings Guidance for the Year 2026Sezzle Inc. raised earnings guidance for the year 2026. For the period, the Total Revenue Growth to the high end of the prior range at 35%. Updated 2026 Guidance for Total Revenue Growth is 35% against previous 2026 Guidance (May 2026) is 30%–35%. New $300 million credit facility with Mesirow gives them the funding capacity to support future growth while also meaningfully lowering their cost of capital as they scale. This momentum supports their third raise to FY2026 guidance.
Valuation Update With 7 Day Price Move • Jul 23Investor sentiment deteriorates as stock falls 18%After last week's 18% share price decline to €138, the stock trades at a forward P/E ratio of 29x. Average forward P/E is 12x in the Diversified Financial industry in Italy. Total returns to shareholders of 17% over the past year.
お知らせ • Jul 15Sezzle Inc. to Report Q2, 2026 Results on Aug 06, 2026Sezzle Inc. announced that they will report Q2, 2026 results After-Market on Aug 06, 2026
お知らせ • Jun 29+ 3 more updatesSezzle Inc.(NasdaqCM:SEZL) dropped from Russell 2000 Value BenchmarkSezzle Inc.(NasdaqCM:SEZL) dropped from Russell 2000 Value Benchmark
Valuation Update With 7 Day Price Move • Jun 15Investor sentiment improves as stock rises 16%After last week's 16% share price gain to €124, the stock trades at a forward P/E ratio of 27x. Average forward P/E is 10x in the Diversified Financial industry in Italy. Total returns to shareholders of 6.5% over the past year.
お知らせ • Jun 04Sezzle Expands Super App Platform with New Rewards Currency, Expanded Cashback, and Ai-Powered ExperiencesSezzle expanded well beyond buy now, pay later. The Earn tab within the Sezzle mobile app lets consumers discover and claim rewards and cashback offers on everyday purchases like gas, groceries, and dining. Consumers who use the Earn tab generate over 20% more revenue per active user. Consumers can earn through mobile games in the Sezzle Arcade, MoneyIQ financial literacy courses, and surveys, with more ways to earn on the roadmap. Sezzle introduced Pay-in-5, a five-installment option at no additional cost that gives consumers more flexibility and longer repayment window. In April, average order values on Pay-in-5 ran 44% higher than Pay-in-4. RockAuto and Follett both launched with Sezzle this year. Sezzle recently launched Sezzle Points, a system that lets users accumulate points through cashback, surveys, receipts, and other everyday actions, and redeem them for gift cards from popular retailers. Sezzle is also expanding its cashback network through card-linked offers, which automatically reward users when they shop with their Sezzle virtual card. These rewards stack with the in-app cashback offers already available in the Earn tab. Sezzle's AI-powered support chatbot, complete with powerful context-connected tools, is now live for all users of Sezzle’s mobile app, already resolving 70% of inbound inquiries without a human agent with plans to expand into additional support channels. Sezzle is building alongside existing user behavioral recommendation systems toward a fully agentic experience, with an AI Shopping Assistant to automatically search and surface the best prices and personalized recommendations. Engineering has fully shifted to an AI-first model, with more than 70% of new code written with AI assistance. Sezzle Mobile is an unlimited 5G phone plan on AT&T's network, powered by Gigs, available directly in the Sezzle app. Enhanced Long-Term Lending: Eligible users can now split purchases into 3- to 48-month payment plans directly at checkout. Sezzle has strengthened its payments backbone by adding Adyen, a global payments platform, giving merchants faster, more reliable checkout experiences and broader payment acceptance. Adyen is now live for Canadian transactions as well.
Valuation Update With 7 Day Price Move • May 14Investor sentiment improves as stock rises 21%After last week's 21% share price gain to €85.22, the stock trades at a forward P/E ratio of 19x. Average forward P/E is 12x in the Diversified Financial industry in Italy. Total returns to shareholders of 114% over the past year. Simply Wall St's valuation model estimates the intrinsic value at €35.93 per share.
お知らせ • May 09Sezzle Inc. Raises Earnings Guidance for the Year 2026Sezzle Inc. raised earnings guidance for the year 2026. For the period, the company expects total revenue growth of 30%–35% compared to previous guidance of 25%–30%.
Reported Earnings • May 07First quarter 2026 earnings released: EPS: US$1.52 (vs US$1.07 in 1Q 2025)First quarter 2026 results: EPS: US$1.52 (up from US$1.07 in 1Q 2025). Revenue: US$135.5m (up 29% from 1Q 2025). Net income: US$51.3m (up 42% from 1Q 2025). Profit margin: 38% (up from 35% in 1Q 2025). Revenue is forecast to grow 24% p.a. on average during the next 2 years, while revenues in the Diversified Financial industry in Italy are expected to remain flat.
Valuation Update With 7 Day Price Move • Apr 17Investor sentiment improves as stock rises 31%After last week's 31% share price gain to €67.62, the stock trades at a forward P/E ratio of 16x. Average forward P/E is 11x in the Diversified Financial industry in Italy. Simply Wall St's valuation model estimates the intrinsic value at €28.07 per share.
お知らせ • Apr 16Sezzle Inc. to Report Q1, 2026 Results on May 06, 2026Sezzle Inc. announced that they will report Q1, 2026 results After-Market on May 06, 2026
Valuation Update With 7 Day Price Move • Mar 31Investor sentiment deteriorates as stock falls 17%After last week's 17% share price decline to €52.20, the stock trades at a forward P/E ratio of 14x. Average forward P/E is 9x in the Diversified Financial industry in Italy. Simply Wall St's valuation model estimates the intrinsic value at €25.66 per share.
New Risk • Mar 08New minor risk - Insider sellingThere has been significant insider selling in the company's shares over the past 3 months. Total value of shares sold: €315k This is considered a minor risk. There are several reasons why an insider may be selling, including to cover a tax obligation or pay for some other expense. However, we generally consider it a negative if insiders have been selling, especially if they do so below the current price. It implies that they considered a lower price to be reasonable. This is a weak signal, but if there is a pattern of unexplained selling, it can be a sign the insider believes the company's stock is overpriced. Note: We only include open market transactions and private dispositions of directly owned stock by individuals, not by corporations or trusts. Currently, the following risks have been identified for the company: Major Risk Share price has been highly volatile over the past 3 months (13% average weekly change). Minor Risks High level of debt (45% net debt to equity). Large one-off items impacting financial results. Significant insider selling over the past 3 months (€315k sold).
Recent Insider Transactions • Mar 08Chief Operating Officer recently sold €315k worth of stockOn the 3rd of March, Amin Sabzivand sold around 5k shares on-market at roughly €61.56 per share. This transaction amounted to 2.2% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. This was Amin's only on-market trade for the last 12 months.
New Risk • Mar 03New minor risk - Earnings qualityThe company has large one-off items impacting its financial results. One-off items were 35% of the size of the rest of the company's trailing 12-month earnings before tax. This is considered a minor risk. One-off items are incomes or expenses that the company does not expect to repeat in future periods. Examples include profits from the sale of a business or expenses from a restructuring or legal settlements. If the company's reported statutory earnings include a large proportion of one-off items it means they may be an unreliable indicator of its true business performance as the earnings were skewed by these incomes or expenses. Currently, the following risks have been identified for the company: Major Risk Share price has been highly volatile over the past 3 months (12% average weekly change). Minor Risks High level of debt (45% net debt to equity). Large one-off items impacting financial results.
Reported Earnings • Feb 26Full year 2025 earnings released: EPS: US$3.93 (vs US$2.33 in FY 2024)Full year 2025 results: EPS: US$3.93 (up from US$2.33 in FY 2024). Revenue: US$450.3m (up 66% from FY 2024). Net income: US$133.1m (up 70% from FY 2024). Profit margin: 30% (in line with FY 2024). Revenue is forecast to grow 23% p.a. on average during the next 2 years, compared to a 2.2% growth forecast for the Diversified Financial industry in Italy.
お知らせ • Feb 26Sezzle Inc. Provides Earnings Guidance for the Fiscal Year 2026Sezzle Inc. provided earnings guidance for the fiscal year 2026. The company introduced fiscal year 2026 total revenue growth guidance of 25% to 30%.
お知らせ • Feb 18Sezzle Inc. Announces the Launch of Sezzle MobileSezzle Inc. announced the launch of Sezzle Mobile, a truly unlimited mobile phone plan starting at $29.99 per month, designed for users who increasingly rely on Sezzle as a single destination for managing their everyday spending. Sezzle Mobile is powered by Gigs, the leader in embedded connectivity, and runs on the AT&T network. As the newest addition to Sezzle's expanding ecosystem, Sezzle Mobile allows users to add an affordable phone plan with reliable coverage on AT&T's network directly within the Sezzle app. By bringing mobile connectivity into the platform, Sezzle is extending beyond checkout and into the everyday moments that power how users shop, connect, and manage their finances. As expectations shift toward greater flexibility and simplicity across essential services, Sezzle Mobile offers a straightforward way to manage connectivity alongside the financial tools users already know and trust. More for less. At a time when the average single-line mobile plan in the U.S. costs $70-100 per month, Sezzle Mobile offers a radically simpler alternative with transparent pricing and no surprises. Starting at just $29.99 per month (excluding taxes and fees) for Sezzle Anywhere subscribers, Sezzle Mobile offers all the features of a premium phone plan, but at a significantly more affordable price point: Unlimited, prioritized 5G data that stays fast; Unlimited talk and text; Unlimited HD streaming; Canada and Mexico roaming included; Instant eSIM activation in the app. One Plan. No Fine Print. Unlike other carriers that rely on multi-tiered plans, lengthy contracts, and hidden add-on fees, Sezzle Mobile keeps things simple. The plan is fully integrated into the Sezzle app, allowing users to manage their mobile service alongside shopping, spending, and financial tools. Users can cancel the plan at any time in the app, and there are no cancellation fees. Expanding Sezzle's All-in-One Financial Hub: Sezzle Mobile marks the latest step in the Company's evolution into a comprehensive financial hub that helps users shop smarter, earn more, and learn better financial habits. With offerings that now span payments, subscriptions, discounts on everyday essentials like gas and dining, and mobile connectivity, Sezzle continues working to reduce financial stress and simplify the cost of living.
お知らせ • Feb 03Sezzle Inc. to Report Q4, 2025 Results on Feb 25, 2026Sezzle Inc. announced that they will report Q4, 2025 results After-Market on Feb 25, 2026
お知らせ • Jan 30Sezzle Inc. Announces Chief Financial Officer ChangesSezzle Inc. announced the appointment of Lee Brading as Chief Financial Officer, effective February 1, 2026. Brading will succeed Karen Hartje, who served as CFO and principal financial officer under a Consulting Agreement since November 1, 2025, following her announcement of retirement after nearly eight years as CFO of Sezzle. Hartje will remain engaged as a consultant to ensure an orderly transition. Brading joined Sezzle in April 2020 and has played a key role in shaping the Company’s strategy and capital allocation framework. As Senior Vice President of Corporate Development and Investor Relations, he helped lead Sezzle’s transition to profitability in 2021 and its successful uplisting from the Australian Stock Exchange to the NASDAQ in 2023. He has also expanded Sezzle’s presence in the U.S. investment community, growing both sell-side analyst coverage and the Company’s institutional investor base. Prior to joining Sezzle, Brading spent over 30 years in various investment banking roles, most recently serving as a Managing Director and Global Head of Credit Research at Wells Fargo Securities. Prior to his time in investment banking, Brading was an audit manager at BDO Seidman. He holds an MBA from The University of North Carolina and a BS in Business Administration and Accounting from Washington & Lee University. He is a Chartered Financial Analyst and was a Certified Public Accountant (expired).
Valuation Update With 7 Day Price Move • Jan 10Investor sentiment improves as stock rises 22%After last week's 22% share price gain to €67.40, the stock trades at a forward P/E ratio of 19x. Average forward P/E is 10x in the Diversified Financial industry in Italy.
お知らせ • Dec 17Sezzle Inc. (NasdaqCM:SEZL) announces an Equity Buyback for $100 million worth of its shares.Sezzle Inc. (NasdaqCM:SEZL) announces a share repurchase program. Under the program, the company will repurchase up to $100 million worth of its common stock. This program has no fixed expiration date.
Valuation Update With 7 Day Price Move • Nov 28Investor sentiment improves as stock rises 15%After last week's 15% share price gain to €53.00, the stock trades at a forward P/E ratio of 14x. Average forward P/E is 10x in the Diversified Financial industry in Italy.
Reported Earnings • Nov 06Third quarter 2025 earnings released: EPS: US$0.78 (vs US$0.46 in 3Q 2024)Third quarter 2025 results: EPS: US$0.78 (up from US$0.46 in 3Q 2024). Revenue: US$116.8m (up 67% from 3Q 2024). Net income: US$26.7m (up 73% from 3Q 2024). Profit margin: 23% (in line with 3Q 2024). Revenue is forecast to grow 27% p.a. on average during the next 3 years, compared to a 1.0% decline forecast for the Diversified Financial industry in Italy.
お知らせ • Nov 06+ 2 more updatesSezzle Inc. Raises Earnings Guidance for the Year 2025Sezzle Inc. raised earnings guidance for the year 2025. For the year, the company expects net income of $125.0 million; Net Income Per Diluted Share of $3.52; total revenue of 60% to 65% (no change from previous guidance).
Valuation Update With 7 Day Price Move • Oct 31Investor sentiment deteriorates as stock falls 17%After last week's 17% share price decline to €56.60, the stock trades at a forward P/E ratio of 17x. Average forward P/E is 10x in the Diversified Financial industry in Italy.
お知らせ • Oct 22Sezzle Inc. to Report Q3, 2025 Results on Nov 05, 2025Sezzle Inc. announced that they will report Q3, 2025 results After-Market on Nov 05, 2025
Valuation Update With 7 Day Price Move • Aug 16Investor sentiment deteriorates as stock falls 24%After last week's 24% share price decline to €79.80, the stock trades at a forward P/E ratio of 25x. Average forward P/E is 11x in the Diversified Financial industry in Italy.
Reported Earnings • Aug 08Second quarter 2025 earnings released: EPS: US$0.82 (vs US$0.88 in 2Q 2024)Second quarter 2025 results: EPS: US$0.82 (down from US$0.88 in 2Q 2024). Revenue: US$98.7m (up 76% from 2Q 2024). Net income: US$27.6m (down 7.1% from 2Q 2024). Profit margin: 28% (down from 53% in 2Q 2024). Revenue is forecast to grow 27% p.a. on average during the next 3 years, compared to a 2.9% decline forecast for the Diversified Financial industry in Italy.
お知らせ • Jul 22Sezzle Inc. to Report Q2, 2025 Results on Aug 07, 2025Sezzle Inc. announced that they will report Q2, 2025 results at 4:00 PM, Eastern Standard Time on Aug 07, 2025
Valuation Update With 7 Day Price Move • Jul 14Investor sentiment deteriorates as stock falls 19%After last week's 19% share price decline to €126, the stock trades at a forward P/E ratio of 38x. Average forward P/E is 11x in the Diversified Financial industry in Italy.
お知らせ • Jul 01Sezzle Inc. Unveils Smarter Shopping Tools to Meet Rising Consumer ExpectationsSezzle Inc. launched a suite of new features to help consumers navigate increasing financial pressure. With record-low consumer confidence -- the Conference Board's index recently plunge to its lowest level since May 2020 amid fears of tariffs and recession -- the current climate makes budgeting tools more essential than ever. By combining product discovery with personalized deal surfacing and a faster checkout flow, Sezzle is building a shopping experience that feels intuitive from start to finish. Sezzle's price comparison tool in particular, is helping shoppers identify the best deals with minimal effort: 49% of users who were shown multiple store options said they saved $5 or more by selecting the lowest-priced option. This reflects a growing appetite for built-in savings features -- and signals Sezzle's ability to deliver not just payment flexibility, but everyday value. Sezzle's latest features are focused on making the entire user experience smoother, from the moment shoppers open the app to the final tap at checkout: Sezzle Balance: Simplifying the repayment process for consumers with a pre-loadable digital wallet. Since launch, shoppers have loaded over $65 million into Sezzle Balance-- demonstrating strong adoption and trust in the tool's convenience and flexibility. Express Checkout (beta): A streamlined flow that reduces friction for returning shoppers, helping merchants improve conversion rates and speed up the path to purchase. Browser Extension (beta): Once installed, this new tool will automatically prompt shoppers to earn Sezzle spend and save with available coupons - making it effortless to save while they shop. Sezzle has continued to enhance the in-app experience by adding features that simplify discovery and surface the best deals while bringing more ease to the way users shop: Products Tab: Helps users discover trending items and curated picks, complete with price comparison so users can shop confidently. Wishlist: Shoppers can now save their favorite products directly within the app, making it easier to keep track of desired items and revisit when ready. Real Results: More Savings, More Engagement: A recent Sezzle user survey highlights the ongoing impact of Sezzle's savings-focused tools introduced last quarter -- including price comparison, auto-couponing, and price drop alerts. The findings reveal that these features are resonating with users and driving measurable value across everyday purchases. Nearly one in five users (17%) said they saved over $50 on their most recent purchase using Sezzle and its tools. Additionally, 43% of users reported saving at least $5, underscoring how everyday purchases can add up to meaningful wins. As Sezzle evolves, these product innovations mark a broader push to create a more personalized, responsible, and rewarding way to shop. Additional tools are on the horizon as Sezzle lays the foundation for a smarter, more connected shopping and payments ecosystem in 2025. download the Sezzle App on the Apple App Store and Google Play Store.
お知らせ • Jun 30+ 5 more updatesSezzle Inc.(NasdaqCM:SEZL) dropped from Russell Microcap IndexSezzle Inc.(NasdaqCM:SEZL) dropped from Russell Microcap Index
お知らせ • May 08Sezzle Inc. Updates Earnings Guidance for the Fiscal Year 2025Sezzle Inc. updated earnings guidance for the fiscal year 2025. For the year, the company increased net income to $120.0 million from $80.4 million provided with fourth quarter 2024 earnings. Net Income per diluted share increased to $3.25 from $2.21 provided with fourth quarter 2024 earnings. Total Revenue Growth: New guidance of 60-65% versus 25-30% provided with fourth quarter 2024 earnings.