Sezzle shares fall about a third despite revenue beat and raised guidance

Sezzle reported record quarterly results, exceeded revenue expectations and raised its full-year outlook for the third time in 2026. The stock nonetheless fell by roughly a third in one trading day, erasing about $2 billion of market value, according to reports on the move. The divergence between the reported numbers and the share price reaction points to investor concern about the components of the outlook rather than the headline beat itself. The company has been among the more volatile names in consumer installment lending, with a share price that rose sharply before the report.