What Happened?
Shares of buy-now-pay-later service Sezzle (NASDAQCM:SEZL) jumped 4.5% in the morning session after AI-darling Nvidia reported quarterly results that surpassed analysts' expectations, signaling continued robust demand in the artificial intelligence space.
The tech giant delivered another blockbuster earnings report, with sales, profits, and guidance exceeding Wall Street expectations. CEO Jensen Huang let the data do the talking as he acknowledged the growing sentiment about an AI bubble, while affirming that sales for Nvidia's current-generation GPU, called Blackwell (mostly used for AI applications), are "off the charts." A stronger-than-expected September jobs report from the Bureau of Labor Statistics reinforced this bullish sentiment. Nonfarm payrolls rose by 119,000, easily surpassing the consensus estimates of 50,000. While the unemployment rate ticked up to 4.4% and wage growth slowed slightly, the data suggest the U.S. economy remains on a firm footing. While this resilience made some investors unsure of the Fed's December rate decision, the market welcomed the news, rallying on the strength of a solid economy and a booming tech sector.
After the initial pop the shares cooled down to $53.04, up 1.7% from previous close.
Is now the time to buy Sezzle? Access our full analysis report here.
What Is The Market Telling Us
Sezzle’s shares are extremely volatile and have had 78 moves greater than 5% over the last year. In that context, today’s move indicates the market considers this news meaningful but not something that would fundamentally change its perception of the business.
The previous big move we wrote about was 9 days ago when the stock dropped 3% on the news that news of increased competition in the 'Buy Now, Pay Later' (BNPL) market emerged from major payment players. Global digital payments platform PayPal launched its interest-free "Pay in 4" BNPL solution in Canada, a key market, right before the busy holiday shopping season. This move introduced a significant new competitor for Sezzle. Adding to the pressure, payments platform PPRO also announced a new solution to help merchants access the booming, but increasingly fragmented, European BNPL market. This development highlighted a broader trend of more companies entering the space. The competitive news followed a period of volatility for Sezzle's stock, which had seen a drop after its recent third-quarter results.
Sezzle is up 16.7% since the beginning of the year, but at $53.04 per share, it is still trading 70.9% below its 52-week high of $182.16 from July 2025. Investors who bought $1,000 worth of Sezzle’s shares at the IPO in August 2023 would now be looking at an investment worth $3,925.
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