Key Takeaways Sezzle is set to report 4Q25 results on Feb. 25, after market close.SEZL expects $128.3M in revenues, suggesting 30.6% y/y growth on engagement and product growth.Sezzle anticipates EPS of 96 cents, implying 31.5% growth, aided by strong margins and cost discipline.Sezzle Inc. (SEZL) will release fourth-quarter 2025 results on Feb. 25, after market close.SEZL has an impressive earnings surprise history. In the four trailing quarters, it surpassed the Zacks Consensus Estimate, with an average s ...

Core Viewpoint - Sezzle has launched Sezzle Mobile, an all-in-one mobile plan offering unlimited 5G data on AT&T's network starting at $29.99 per month, aimed at enhancing user experience by integrating mobile connectivity into its financial platform [1][4]. Group 1: Product Offering - Sezzle Mobile provides a straightforward mobile phone plan with transparent pricing, starting at $29.99 per month, significantly lower than the average U.S. single-line mobile plan which costs between $70-100 [4]. - The plan includes unlimited talk and text, unlimited HD streaming, and roaming in Canada and Mexico, with instant eSIM activation available in the app [9]. Group 2: Integration and User Experience - The new mobile plan is fully integrated into the Sezzle app, allowing users to manage their mobile service alongside shopping and financial tools, simplifying the user experience [5][6]. - Users can cancel the plan at any time without incurring cancellation fees, emphasizing the simplicity and flexibility of the service [5]. Group 3: Strategic Expansion - Sezzle Mobile represents a strategic expansion of Sezzle's ecosystem, moving beyond payment solutions to include essential services like mobile connectivity, thereby reducing financial stress for users [2][6]. - The integration of mobile services aligns with Sezzle's mission to empower consumers by providing a comprehensive financial hub that includes payments, subscriptions, and discounts on everyday essentials [6][7].

Minneapolis, MN, Feb. 17, 2026 (GLOBE NEWSWIRE) -- Sezzle Inc. (NASDAQ:SEZL) (Sezzle or Company) // - Sezzle, the purpose-driven digital payment platform, and David’s Bridal, the nation’s leading bridal authority, teamed up this week with the Times Square Alliance to sponsor the annual "Love in Times Square" celebration on the world’s biggest stage. With recent data indicating that financial stress affects nearly half of all engaged couples—often outweighing the stress of guest lists or pre-wedding jitters— ...

Core Insights - Sezzle Inc. and David's Bridal partnered to sponsor the "Love in Times Square" event, aiming to highlight accessible payment solutions for engaged couples facing financial stress [1][2][3] Group 1: Event Overview - The "Love in Times Square" celebration served as a platform to address financial stress affecting nearly half of engaged couples, emphasizing the importance of manageable payment solutions [2] - The event featured guest appearances from stars of the Hulu series "Tell Me Lies," who participated in discussions about financial and romantic red flags, promoting the use of financial tools to enhance relationship focus [4][5] Group 2: Company Initiatives - David's Bridal and Sezzle aim to empower couples by providing flexible payment options, allowing them to manage wedding budgets without compromising on style [3] - David's Bridal transformed Times Square into a wedding venue, offering curated gift bags, photo opportunities, and gown giveaways, showcasing their commitment to customer experience [5][6] Group 3: Company Background - Sezzle is a fintech company focused on empowering consumers through financial tools, enhancing purchasing power while promoting responsible spending [6] - David's Bridal has evolved from a traditional bridal retailer to a comprehensive wedding technology company, offering a digital platform that connects consumers with various wedding services and products [7][10]

Core Viewpoint - Top Wall Street analysts have revised their outlook on several prominent stocks, indicating potential shifts in investment sentiment and opportunities in the market [1] Company Analysis - Analysts have provided insights on SEZL stock, suggesting it may be a consideration for potential buyers based on recent rating changes [1]

Financial Results Announcement - Sezzle Inc. will release its fourth quarter and full year 2025 results on February 25, 2026[5] - A conference call to discuss the results will be held at 5:00 p.m. Eastern Time on the same day[5] - The press release announcing the conference call is attached as Exhibit 99.1[5]

Core Insights - Sezzle Inc. will release its fourth quarter 2025 results on February 25, 2026, after market close, followed by a conference call at 5:00 pm ET [1] - Investors can submit questions in advance via email to enhance engagement during the call [1] Company Overview - Sezzle is a fintech company focused on empowering consumers through its digital payment platform, which offers point-of-sale financing options and digital payment services [5] - The company aims to enhance consumers' purchasing power and promote responsible spending, financial management, and independence [5] Upcoming Events - Sezzle management will participate in investor events, including the Wolfe Research FinTech Forum on March 10, 2026, and the Oppenheimer Non-Deal Roadshow on March 11, 2026 [6] - The latest investor presentation will be available on the company's Investor Relations page prior to these events [3]

Core Insights - Sezzle Inc. has appointed Lee Brading as the new Chief Financial Officer, effective February 1, 2026, succeeding Karen Hartje, who is retiring after nearly eight years in the role [1][2] - Brading has been with Sezzle since April 2020 and has played a significant role in the company's strategy and capital allocation, contributing to its transition to profitability in 2021 and its uplisting to NASDAQ in 2023 [2][3] Company Overview - Sezzle is a fintech company focused on empowering consumers through its digital payment platform, which offers point-of-sale financing options and digital payment services [5] - The company emphasizes transparency, inclusivity, and ease of use, aiming to help consumers manage their spending and achieve financial independence [5] Leadership Transition - Karen Hartje has been recognized for her instrumental role in Sezzle's growth from a private startup to a profitable public company, and she will continue to assist as a consultant during the transition [2] - Lee Brading's extensive experience in banking and his deep understanding of Sezzle's operations position him well to lead the company into its next growth phase [2][3] Background of New CFO - Lee Brading has over 30 years of experience in investment banking, previously serving as Managing Director and Global Head of Credit Research at Wells Fargo Securities [3] - He holds an MBA from The University of North Carolina and a BS in Business Administration and Accounting from Washington & Lee University, and is a Chartered Financial Analyst [3]

Core Insights - Sezzle (SEZL) is experiencing a divergence between its stock price and its underlying business performance, with revenue and income metrics increasing while the stock price declines [1]. Group 1: Company Performance - Sezzle's revenue and income metrics are on the rise, indicating positive business growth [1]. - Despite the growth in revenue and income, the stock price has been trending downward, suggesting a disconnect between market perception and actual business performance [1]. Group 2: Analyst Perspective - The analyst emphasizes the importance of understanding the underlying reasons behind a company's business model, looking beyond just numerical data [1]. - The investment strategy discussed combines elements of value and growth investing, focusing on companies that are undervalued due to negative sentiment and those with hidden potential [1].

Core Viewpoint - Sezzle Inc. is identified as a growth stock with potential, despite recent price target adjustments by TD Cowen due to macroeconomic pressures and changes in the specialty finance outlook [1][3]. Financial Performance - In Q3 2025, Sezzle reported a 67% year-over-year increase in quarterly revenue, reaching $116.8 million, with EPS of $0.71, exceeding Street estimates by $0.06 [2]. - The company's Gross Merchandise Volume (GMV) grew by 58.7%, surpassing $1 billion for the first time in a single quarter [2]. - Sezzle raised its full-year 2025 guidance, expecting GAAP EPS of $3.52 and adjusted EPS of $3.38, and provided preliminary 2026 guidance forecasting an adjusted EPS of $4.35, indicating a projected 29% growth over 2025 [3]. Strategic Focus - Management has shifted focus from its on-demand product to a subscription model, as the on-demand feature underperformed in converting users into long-term subscribers [2]. - The growth strategy is supported by the rising consumer preference for Buy-Now-Pay-Later (BNPL) services over traditional credit cards, alongside cost efficiencies [3]. Market Position - Sezzle operates as a technology-enabled payments company primarily in the US and Canada, positioning itself within the evolving landscape of credit and payment solutions [4].