Sezzle is trading 28.4% down at $127.80 after its August 6, 2026, second-quarter earnings release, as the sharp reaction appears to reflect sell-the-news sentiment and rising non-transaction-related costs.

  • Revenue reached $149.7 million; GMV rose 37.9% to $1.3 billion, and adjusted EPS was $1.13, beating estimates.
  • Management raised 2026 adjusted net-income guidance to $185 million and adjusted EPS guidance to $5.25.