It expects 2025 revenue growth to be between 60% and 65% compared to its earlier forecast of growth between 25% and 30%.

Sezzle (SEZL) stock surged 31.7% in extended trading on Wednesday after the digital payments platform raised its 2025 profit expectations after topping Wall Street’s estimates for quarterly earnings.

The buy now, pay later platform raised its full-year adjusted earnings forecast to $3.25 per share from $2.21 per share, projected earlier.

It expects 2025 revenue growth to be between 60% and 65%, compared to its earlier forecast of growth between 25% and 30%.

According to FinChat data, the company reported net income of $1 per share on an adjusted basis for the quarter ended March 31, which topped analysts’ expectations of $0.20 per share.

Its quarterly revenue doubled to $104.9 million, topping Wall Street’s estimate of $64.8 million as it benefited from higher engagement and the sustained lift from the WebBank partnership.

Through the partnership with WebBank, the company launched Sezzle On-Demand, which allowed non-Sezzle subscribers to use the platform for a one-time fee.

Sezzle’s gross merchandise volume, which denotes the total value of transactions on the platform, jumped 64% to $808.7 million compared to the year-ago quarter as it saw increased Subscriber and On-Demand user engagement.

The company said overall consumer purchase frequency rose to 6.1 times, up from 4.5 times in the prior year’s comparable period.

“Consumer sentiment is dropping, and many consumers seek out flexibility in their finances in uncertain times. BNPL provides that wanted flexibility and allows payments to be matched to budgets,” CEO Charlie Yeohkin said on a call with analysts.

Retail sentiment on Stocktwits jumped to ‘extremely bullish’ (83/100) territory, while retail chatter was ‘extremely high.’

SEZL’s Sentiment Meter and Message Volume as of 01:06 a.m. ET on May 8, 2025 | Source: Stocktwits

One user described the stock as a “sleeping giant” no one knows about.

Another user said the stock could hit $100 soon.

Sezzle stock has gained 21.5% year to date (YTD).

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