Sezzle Inc. Stock Plummets 22% Despite Strong Q2 Earnings

Sezzle Inc. reported second-quarter 2026 financial results that exceeded Wall Street expectations, though the company's stock price fell 22.1% to $139.19 immediately following the announcement.

Revenue for the quarter increased 51.7% year-on-year to $149.7 million, while non-GAAP profit reached $1.13 per share. This profit figure surpassed analyst consensus estimates by 11.3%. The company also reported a pre-tax profit of $51.71 million.

Based on the strong quarterly performance, Sezzle Inc. management increased its full-year adjusted earnings per share guidance to a midpoint of $5.25, which represents a 2.9% increase over previous projections.