Sezzle Raises FY26 Guidance After Q4 EPS Beats by 26%
Sezzle reported Q4 EPS of $1.21, beating estimates by 26%, and revenue of $130 million, surpassing the $128 million consensus. Adjusted EBITDA rose 79% to $58.3 million, and FY26 guidance was raised to $4.70 EPS with 25–30% projected revenue growth.
1. Q4 Financial Results
Sezzle delivered Q4 EPS of $1.21, beating consensus by 26%, and reported revenue of $130 million versus $128 million expected. Adjusted EBITDA climbed 79% year‐over‐year to $58.3 million, while monthly on‐demand users reached a record 918,000 and app sessions surged 51%.
2. Raised FY26 Outlook and Estimate Upgrades
The company boosted its FY26 EPS forecast to $4.70 from $4.33 and guided for 25–30% revenue growth. Analysts increased full‐year earnings estimates by up to 8%, and B. Riley lifted its price target from $76 to $99 following the report.
3. Technical Setup
Shares rallied to $86 post‐earnings, with support clustered at $67–69 (21- and 50-day moving averages) and resistance near $90–92 (200-day moving average). A decline below $60 would indicate a breakdown of the current technical structure.