Analysts expect Sezzle to report Q3 2026 revenue of $155.01 million and EPS of $1.28, reflecting robust year-over-year growth of 33% and 80%, respectively. The stock currently trades around $134.85, significantly below the average analyst price target of $166.94.
Investors are primarily focused on the growth of high-margin subscription services, specifically the rapid adoption of Sezzle Premium and Anywhere tiers.
This reporting period follows a strong second quarter where subscriber numbers surged 76.4% and Gross Merchandise Volume reached $1.3 billion. Management's progress on a national bank charter application and potential revisions to full-year 2026 guidance will also be central to the investor narrative.