TD Cowen Trims Sezzle (SEZL) PT to $82 Amid Macro Pressures and Shifting Specialty Finance Outlook

In Q3 2025, Sezzle reported that its quarterly gross accrued by a 67% year-over-year to make $116.8 million. EPS totaled $0.71, which bushed Street estimates by $0.06. The company’s GMV grew 58.7% and surpassed $1 cardinal for the archetypal clip successful a azygous quarter. Management made a decisive determination to deemphasize its on-demand merchandise successful favour of its subscription model. While the on-demand diagnostic was intended to modulation users into semipermanent subscribers, it underperformed successful conversion astatine the POS.

Sezzle Inc. (NASDAQ:SEZL) raised its full-year 2025 guidance and present expects GAAP EPS of $3.52 and adjusted EPS of $3.38. The institution besides issued preliminary 2026 guidance and forecasted an adjusted EPS of $4.35. This people reflects a projected 29% maturation implicit 2025, driven by continued subscription expansion, outgo efficiencies, and the rising user penchant for BNPL services implicit accepted recognition cards.

Sezzle Inc. (NASDAQ:SEZL) operates arsenic a technology-enabled payments institution chiefly successful the US and Canada.

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