Sezzle: All-In-One Platform Strategy Drives Operating Leverage

Sezzle delivered a robust Q1 FY26, with 29% revenue growth, record profitability, and a 48% YoY subscriber surge, underscoring operating leverage and strategic execution. Management raised FY26 guidance (revenue growth to 30%-35%, adjusted EPS to $5.10), reflecting accelerating momentum and mid-year visibility for continued beat-and-raise performance. We rate SEZL a buy with a $147 price target, citing durable growth, platform expansion, and attractive risk/reward.