What Happened?
Shares of buy-now-pay-later service Sezzle (NASDAQCM:SEZL) jumped 4% in the afternoon session after the company announced the launch of its virtual card in Canada, expanding its buy-now, pay-later service to in-store retail, which coincided with a new national campaign supporting the payment option.
The virtual Visa card, powered by Marqeta, allowed shoppers to use Sezzle at physical locations by adding it to digital wallets like Apple Pay and Google Wallet for tap-to-pay transactions. According to a 2025 survey of Canadian Sezzle users, 74% reported being more likely to shop in-store if Sezzle was available, which highlighted a key opportunity for brick-and-mortar retailers.
After the initial pop the shares cooled down to $70.91, up 4.3% from previous close.
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What Is The Market Telling Us
Sezzle’s shares are extremely volatile and have had 60 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 23 days ago when the stock gained 10.2% on the news that reports revealed easing geopolitical tensions between the U.S. and Iran.
The broader market rallied after President Trump announced that talks were underway to end hostilities and that he had postponed strikes against Iranian energy sites. The news sent major indices like the S&P 500 and Dow sharply higher, creating a 'risk-on' environment favorable to financial firms. For the asset management sector, which is closely tied to the performance of financial markets, the rally is a welcome tailwind. Rising equity values increase the value of assets under management (AUM), a key performance metric for these companies. The de-escalation also caused energy prices to tumble, with Brent crude oil falling more than 7%.
Sezzle is up 8.8% since the beginning of the year, but at $70.91 per share, it is still trading 61.1% 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 $5,247.
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