Personal Loan Stocks’ Q1 Revenues Beat, But Guidance Lags; Sezzle Up 39.9%

Personal loan providers tracked by StockStory reported Q1 revenue that exceeded consensus estimates by 7%, though next-quarter revenue guidance came in 0.8% below expectations. The group's share prices have risen 3.5% on average since earnings were released through June 5, 2026. Sezzle (NASDAQ:SEZL) led the group with a 39.9% share surge after reporting $135.5 million in revenue, up 29.2% year-over-year and 5.3% above analyst forecasts, alongside full-year EPS guidance that topped estimates. Atlanticus Holdings (NASDAQ:ATLC) posted the fastest revenue growth at 87.2% to $556.8 million, but missed revenue estimates by 7.6%. Its stock gained 5.3%. Affirm (NASDAQ:AFRM) reported $1.04 billion in revenue, up 32.6% and 4.3% above estimates, but missed EPS expectations; shares rose 1.5%. Enova International (NYSE:ENVA) saw revenue rise 17.4% to $875.1 million, exceeding estimates, with its stock flat. Nubank (NYSE:NU) delivered the largest revenue beat, up 57.6% to $5.32 billion and 48.9% above consensus, but shares fell 6.5%.