Sezzle now projects full-year revenue growth of 42.5%, a sharp increase from its previous 35% forecast. Adjusted earnings per share are now expected to land between $5.45 and $5.50, surpassing the company’s prior guidance. Looking further ahead, the firm provided preliminary 2027 estimates of $7.20 per share, comfortably beating Wall Street’s consensus projection of $6.68.

The optimism follows a strong third quarter marked by a 43% revenue climb to $166.5 million. Profit reached $47.8 million, or $1.38 per share, nearly doubling the $26.7 million recorded in the same period last year. Transaction volume grew by 35%, while the active subscriber base expanded by 68%. Chief Executive Charlie Youakim noted that the company enters the final quarter with nearly one million subscribers and record-setting transaction frequency.