Northland Securities Expects Increased Earnings for Sezzle

Sezzle Inc. (NASDAQ:SEZL) – Northland Securities raised their Q1 2026 earnings per share (EPS) estimates for Sezzle in a research note issued on Thursday, February 26th. Northland Securities analyst M. Grondahl now expects that the company will earn $1.09 per share for the quarter, up from their previous estimate of $1.04. The consensus estimate for Sezzle’s current full-year earnings is $9.77 per share. Northland Securities also issued estimates for Sezzle’s Q2 2026 earnings at $1.02 EPS, Q3 2026 earnings at $1.19 EPS, Q4 2026 earnings at $1.39 EPS and FY2026 earnings at $4.70 EPS.

Sezzle (NASDAQ:SEZL) last posted its quarterly earnings data on Wednesday, February 25th. The company reported $1.21 earnings per share for the quarter, topping the consensus estimate of $0.96 by $0.25. The business had revenue of $129.87 million during the quarter, compared to the consensus estimate of $128.29 million. Sezzle had a net margin of 29.57% and a return on equity of 93.89%. The business’s revenue was up 32.3% compared to the same quarter last year. Sezzle has set its FY 2026 guidance at 4.350-4.700 EPS.

Several other research analysts have also recently issued reports on the stock. Weiss Ratings reiterated a “hold (c+)” rating on shares of Sezzle in a report on Monday, December 29th. UBS Group set a $76.00 target price on Sezzle in a research report on Tuesday, February 17th. TD Cowen lowered their price target on Sezzle from $83.00 to $82.00 and set a “hold” rating on the stock in a research report on Thursday, January 8th. Wall Street Zen downgraded Sezzle from a “buy” rating to a “hold” rating in a research note on Saturday, December 6th. Finally, Needham & Company LLC reaffirmed a “buy” rating and set a $94.00 target price (up from $85.00) on shares of Sezzle in a research note on Thursday. Three analysts have rated the stock with a Buy rating and two have assigned a Hold rating to the stock. According to data from MarketBeat.com, the company currently has an average rating of “Moderate Buy” and an average price target of $113.00.

Sezzle Stock Up 35.3%

Sezzle stock opened at $84.70 on Friday. Sezzle has a 52 week low of $24.86 and a 52 week high of $186.74. The stock has a market cap of $2.89 billion, a price-to-earnings ratio of 22.65 and a beta of 8.70. The company’s 50-day moving average price is $67.96 and its two-hundred day moving average price is $73.37. The company has a current ratio of 3.52, a quick ratio of 3.52 and a debt-to-equity ratio of 0.76.

Institutional Investors Weigh In On Sezzle

Several large investors have recently modified their holdings of the stock. BNP PARIBAS ASSET MANAGEMENT Holding S.A. acquired a new position in shares of Sezzle in the 2nd quarter worth $29,000. Vestcor Inc acquired a new position in shares of Sezzle in the 3rd quarter valued at $29,000. Covestor Ltd increased its stake in Sezzle by 109.4% in the 4th quarter. Covestor Ltd now owns 490 shares of the company’s stock worth $31,000 after purchasing an additional 256 shares in the last quarter. Spire Wealth Management acquired a new stake in Sezzle during the 2nd quarter worth about $32,000. Finally, Empowered Funds LLC purchased a new stake in Sezzle during the fourth quarter valued at about $33,000. 2.02% of the stock is owned by institutional investors.

Trending Headlines about Sezzle

Here are the key news stories impacting Sezzle this week:

• Positive Sentiment: Q4 results beat and company upgraded FY‑2026 guidance — EPS $1.21 vs. $0.96 est.; revenue ~$129.9M; management raised adjusted net income guidance and provided higher revenue/earnings ranges for FY‑2026, which materially improves forward earnings visibility for investors. Sezzle Reports Fourth Quarter and Fiscal Year 2025 Results
• Positive Sentiment: GMV acceleration and “super app” progress — GMV reached $1.2B in 4Q25 (+35% YoY). Management said it is accelerating super‑app plans after increasing engagement in 2025, which supports revenue diversification and longer‑term monetization upside. Sezzle GMV Surges as Super App Plans Advance
• Positive Sentiment: Investor commentary reinforces bullish thesis — a Seeking Alpha shareholder write‑up cites recent results (and related partner performance) to support continued conviction in Sezzle’s growth story and long‑term potential. Blockbuster Q4 Earnings Confirm My Conviction As A Shareholder In Sezzle
• Neutral Sentiment: Coverage reiterations of the beat — analyst and market media (Zacks) reported the Q4 beat and the stronger margins, which helps validate results but largely restates company disclosures. Sezzle Inc. (SEZL) Q4 Earnings and Revenues Top Estimates
• Negative Sentiment: B. Riley cuts price target to $76 (from $111) and warns of tougher comps after Sezzle’s strong two‑year run — the firm kept a Buy rating but highlighted potential near‑term growth headwinds, a factor that can cap upside and increase volatility. B. Riley Flags Tougher Comparisons For Sezzle Inc. (SEZL) After Strong Two-Year Run

About Sezzle

Sezzle Inc is a financial technology company specializing in buy now, pay later (BNPL) services that enable consumers to split purchases into interest-free installment payments. By integrating its platform with e-commerce merchants, Sezzle provides shoppers with flexible payment options at checkout while merchants benefit from increased conversion rates and average order values. The company’s technology is designed to offer a seamless user experience, with instant approval decisions and no hidden fees, positions it as a consumer-friendly alternative to traditional credit products.

Founded in 2016 and headquartered in Minneapolis, Minnesota, Sezzle completed its initial public offering on the Nasdaq under the ticker SEZL.