Investmentchancen WKN: A2QMYY ISIN: US4330001060 Kürzel: HIMS Forum: Aktien User: Gold_treasure1

Jawollo, schon länger. Nach dem Anstieg vor paar Tagen schon bisschen verkleinert und der Rest ist durch die Action heute wieder genau auf 0. Also alles in Butter. Gehört dazu

$SEZL Q1’26 EARNINGS HIGHLIGHTS 🔹 Revenue: $135.54M (Est. $129.14M) 🟢; +29.2% YoY 🔹 EPS: $1.47 (Est. $1.24) 🟢; +47.0% YoY 🔹 GMV: $1.1B; +37.3% YoY 🔹 Adj. EBITDA: $71.1M; +38.3% YoY 🔹 FY26 Guide Raised Across All Metrics FY26 Guide: 🔹 Total Revenue Growth: 30%-35%, up from 25%-30% 🟢 🔹 Adjusted Net Income: $180.0M, up from $170M 🟢 🔹 Adjusted Net Income Per Diluted Share: $5.10, up from $4.70 Other Metrics: 🔹 Average Quarterly Purchase Frequency: 7.1x, up from 6.1x in 1Q25 🔹 MODS: 887,000; +34.8% YoY 🔹 Active Subscribers: +48.4% YoY 🔹 Total Revenue as % of GMV: 12.2% 🔹 Transaction Related Costs: 3.2% of GMV, down from 3.8% in 1Q25 🔹 Provision for Credit Losses: 1.2% of GMV, down from 1.6% in 1Q25 🔹 Earn Tab Visits: 4.8M since June 2025 launch Financials: 🔹 Operating Income: $69.0M; +38.4% YoY 🔹 Operating Margin: 50.9%, up 3.3 ppt YoY 🔹 Net Income: $51.3M; +41.9% YoY 🔹 Net Income Margin: 37.9%, up 3.4 ppt YoY 🔹 Operating Expenses: $66.5M; +20.9% YoY 🔹 Operating Expenses as % of Revenue: 49.1%, down 3.3 ppt YoY 🔹 Operating Cash Flow: $89.0M 🔹 Cash, Cash Equivalents & Restricted Cash: $147.4M 🔹 Credit Facility Outstanding: $145.5M Capital Return: 🔹 Buybacks: $24.8M repurchased in Q1 🔹 Authorization: $100.0M share repurchase program Commentary: 🔸 “This quarter’s results demonstrate the impact of the consumer engagement strategy we advanced throughout 2025.” 🔸 “Average quarterly purchase frequency reached a new Company high of 7.1x and Active Subscribers grew 48.4% year over year, reflecting the growing value consumers see in Sezzle.” 🔸 “The engagement flywheel we built is working, and our strong first quarter performance gives us the confidence to raise FY2026 Adjusted Net Income guidance to $180 million and Adjusted Net Income per Diluted Share guidance to $5.10.” 🥳🕺😍🔥

Top Tag. - 30% der Arista Position muss der Rest erstmal ausgleichen, aber easy gelungen 🧙🏻‍♂️🪄

Er teilt die Infos bestimmt nur hier mit uns :)