Sezzle (NASDAQ:SEZL) Delivers Strong Q2 CY2026 Numbers But Stock Drops 22.1%

Sezzle (NASDAQ:SEZL) reported strong Q2 CY2026 results, exceeding Wall Street's revenue and non-GAAP profit expectations, with revenue up 51.7% year-on-year to $149.7 million and an adjusted EPS of $1.13. Despite the positive financial performance and an increased full-year adjusted EPS guidance, the stock dropped 22.1% immediately after the report. The company, a buy-now-pay-later service, has shown significant long-term revenue growth and accelerated demand in recent years.