Sezzle AI Push Drives Efficiency and Growth

Earnings

โดย Zacks Investment Research·

Summary · why it matters

Sezzle Inc. reported that its AI initiatives are boosting customer service and productivity, with its support chatbot deflecting 68% of consumer inbounds and achieving higher satisfaction than human agents in the second quarter of 2026. The company's AI shopping assistant generated a 3.6 times higher product click rate than the control group and was live for 80% of Sezzle Anywhere users, while 88% of new code was AI-developed and developer productivity rose 20% quarter over quarter. Revenues rose 51.7% year over year to $149.7 million, adjusted EBITDA reached $58 million with a 38.8% margin, and active subscribers increased 76.4% to 854,000. Sezzle also said its upcoming Sezzle Send product was built largely with AI by a small team in weeks rather than months and already has approximately 100,000 prospective users on its wait list. The Zacks Consensus Estimate for full-year 2026 EPS has been revised upward to $5.24, indicating a year-over-year increase of 45.96%, and the stock carries a Zacks Rank #1 (Strong Buy).

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