NEW YORK, May 30, 2026, 14:07 EDT
Sezzle Inc. ended Friday at $118.15, falling 0.7% for the session. The stock wrapped up the short week about 15% higher than it finished last Friday, outpacing the Nasdaq Composite, which posted a 2.4% gain over the week.
Small payments stock saw heavy action even as the S&P 500 stretched its winning streak to seven straight sessions Friday and the Nasdaq gained 0.2%. There wasn’t any new company news driving the move.
U.S. exchanges did not open Saturday. Regular stock-market hours for Nasdaq are Monday to Friday, 9:30 a.m. to 4 p.m. Eastern time. Trading was on a shorter schedule this week after the Memorial Day holiday on May 25.
Sezzle runs a buy now, pay later business, offering shoppers a way to pay in installments at checkout. The company says the platform delivers point-of-sale financing and digital payments for consumers via its network of merchants.
Sezzle shares extended gains after the company posted strong May numbers, with Q1 gross merchandise volume climbing 37.3% to $1.1 billion from a year ago. Revenue was up 29.2% at $135.5 million, while net income jumped 41.9% to $51.3 million. Sezzle upped its 2026 outlook. CEO Charlie Youakim said, “the engagement flywheel we built is working.” GlobeNewswire
Funding is still in the bull case here. Sezzle on May 11 announced a new $300 million receivables facility with Mesirow Alternative Credit and said it lowered the spread over SOFR, the short-term dollar lending yardstick. “Efficient and flexible funding remains a key priority,” Chief Financial Officer Lee Brading said. Securities and Exchange Commission
The latest price target for Sezzle from Keefe, Bruyette & Woods came in at $115 as of May 7, Benzinga’s analyst-ratings page showed. That’s lower than Friday’s close. The last three analyst targets averaged $107.33. The stock’s move has left it with less margin for mistakes.
Payments stocks traded stronger but didn’t see big moves on Friday. Affirm was up 0.9%. PayPal added 0.7%. Block rose 1.9%. Traders pointed to those gains as a sign that the rally in payments and checkout-finance was mostly part of a broad market lift, not just Sezzle-focused trades.
Sezzle shares look like they’re already factoring in smooth execution. The risk: if repayment trends slip, funding expenses go up, or subscriber growth slows down, the operating leverage that boosted Q1 earnings could reverse. Sezzle reported its Q1 provision for credit losses improved to 1.2% of GMV from 1.6% a year ago—a number investors are likely to focus on next.
Sezzle has little on the calendar this week. The company lists a Needham non-deal roadshow for June 17 and the Northland Growth Conference on June 23. That puts the focus when trading resumes Monday on valuation, the wider market, and any fresh filings.
