Sezzle EPS Estimate Up 36 Cents to $4.69 as Blockchain Settlements Scale
Sezzle's 2026 EPS consensus estimate rose 36 cents to $4.69, earning a Zacks Rank #1. Meanwhile, PayPal USD's partnership with TCS Blockchain introduces same-day, 90% cheaper freight invoice settlements via stablecoin.
1. EPS Estimate Revision
Sezzle’s Zacks Consensus Estimate for 2026 EPS climbed from $4.33 to $4.69 over the past week, reflecting growing confidence in its revenue growth and margin expansion. This upward revision secures a Zacks Rank #1 designation, signaling strong analyst optimism ahead of the next earnings cycle.
2. Sector Blockchain Adoption Trend
PayPal’s rollout of its PYUSD stablecoin with TCS Blockchain enables carriers to settle freight invoices same-day, cutting costs by up to 90% compared to traditional factoring. This development underscores accelerating blockchain use cases in payments, potentially prompting Sezzle to explore similar on-chain solutions to streamline merchant settlements.