Sezzle Inc's stock soared 14.51% in after-hours trading following the release of its first-quarter 2026 financial results, which significantly exceeded analyst expectations and prompted the company to raise its full-year outlook.

The buy-now-pay-later platform reported adjusted earnings per share of $1.47 for the quarter, beating the $1.24 estimate, while sales of $135.54 million surpassed the $129.15 million forecast. The company's net income jumped 41.9% year-over-year to $51.3 million, with revenue climbing 29.2% to $135.5 million.

Sezzle also raised its FY2026 guidance, increasing its revenue growth projection to 30%-35% from the previous 25%-30% range and lifting its adjusted net income guidance to $180 million. The strong quarterly performance was driven by a 37.3% increase in gross merchandise volume to $1.1 billion and improved operating efficiency, with adjusted EBITDA margin expanding to 52.5%.