Sezzle (NASDAQ:SEZL) Price Target Raised to $115.00

Sezzle (NASDAQ:SEZL) had its price objective hoisted by equities researchers at Keefe, Bruyette & Woods from $85.00 to $115.00 in a research report issued to clients and investors on Thursday,Benzinga reports. The firm presently has an “outperform” rating on the stock. Keefe, Bruyette & Woods’ price objective points to a potential upside of 10.84% from the company’s previous close.

Several other brokerages have also weighed in on SEZL. UBS Group set a $76.00 price objective on Sezzle in a report on Tuesday, February 17th. TD Cowen reissued a “hold” rating on shares of Sezzle in a research note on Thursday. Needham & Company LLC increased their price target on shares of Sezzle from $94.00 to $122.00 and gave the stock a “buy” rating in a report on Thursday. Finally, Zacks Research cut shares of Sezzle from a “strong-buy” rating to a “hold” rating in a research report on Tuesday, April 28th. Four investment analysts have rated the stock with a Buy rating and three have issued a Hold rating to the company. According to MarketBeat.com, Sezzle presently has an average rating of “Moderate Buy” and an average target price of $118.00.

Sezzle Stock Performance

Shares of Sezzle stock traded up $17.73 during trading hours on Thursday, hitting $103.75. 2,532,042 shares of the company’s stock traded hands, compared to its average volume of 784,779. Sezzle has a 12-month low of $49.50 and a 12-month high of $186.74. The stock has a market capitalization of $3.51 billion, a price-to-earnings ratio of 27.94 and a beta of 6.91. The company has a fifty day simple moving average of $71.55 and a 200-day simple moving average of $68.02. The company has a debt-to-equity ratio of 0.82, a current ratio of 3.92 and a quick ratio of 3.92.

Sezzle (NASDAQ:SEZL) last announced its earnings results on Wednesday, May 6th. The company reported $1.43 earnings per share (EPS) for the quarter, beating the consensus estimate of $1.24 by $0.19. Sezzle had a return on equity of 88.61% and a net margin of 29.57%.The firm had revenue of $135.54 million during the quarter, compared to analyst estimates of $127.74 million. During the same period last year, the firm posted $0.98 EPS. The business’s revenue was up 29.2% compared to the same quarter last year. Sezzle has set its FY 2026 guidance at 5.100-5.100 EPS. Equities research analysts anticipate that Sezzle will post 4.7 EPS for the current fiscal year.

Insider Buying and Selling at Sezzle

In other news, SVP Justin Krause sold 1,404 shares of Sezzle stock in a transaction that occurred on Tuesday, March 3rd. The shares were sold at an average price of $71.38, for a total transaction of $100,217.52. Following the completion of the transaction, the senior vice president directly owned 80,909 shares in the company, valued at approximately $5,775,284.42. This trade represents a 1.71% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through the SEC website. Also, COO Amin Sabzivand sold 5,118 shares of the company’s stock in a transaction on Tuesday, March 3rd. The shares were sold at an average price of $71.38, for a total value of $365,322.84. Following the transaction, the chief operating officer directly owned 223,465 shares in the company, valued at approximately $15,950,931.70. The trade was a 2.24% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Insiders have sold a total of 46,837 shares of company stock worth $3,615,409 over the last three months. 49.49% of the stock is owned by corporate insiders.

Institutional Inflows and Outflows

Hedge funds and other institutional investors have recently modified their holdings of the business. Vestcor Inc bought a new position in shares of Sezzle during the third quarter valued at $29,000. Covestor Ltd lifted its holdings in shares of Sezzle by 109.4% during the fourth quarter. Covestor Ltd now owns 490 shares of the company’s stock valued at $31,000 after purchasing an additional 256 shares in the last quarter. Empowered Funds LLC bought a new position in shares of Sezzle during the fourth quarter valued at $33,000. Avion Wealth bought a new position in shares of Sezzle during the third quarter valued at $47,000. Finally, Sunbelt Securities Inc. purchased a new stake in Sezzle during the third quarter valued at $52,000. 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: Q1 beat — Sezzle reported EPS $1.43 vs. $1.24 consensus and revenue $135.5M (up 29.2% YoY); adjusted EBITDA margin expanded and net income rose materially, underpinning the rally. Sezzle Reports First Quarter 2026 Results
• Positive Sentiment: Raised FY2026 guidance — management increased FY26 EPS guidance to $5.10 (from $4.70 consensus) and lifted total-revenue growth to 30–35%, signaling stronger forward earnings power. Sezzle Reports First Quarter 2026 Results
• Positive Sentiment: Analyst upgrade/target lift — Needham raised its price target to $122 and maintains a Buy rating, which supports upside expectations among institutional buyers. Benzinga
• Positive Sentiment: Partnership traction — Sezzle announced a new point-of-sale partnership with Pagaya, expanding distribution and payment options for merchants and consumers. Pagaya Announces New Point-of-Sale Partnership With Sezzle to Expand Consumers’ Options for Sezzle Customers
• Neutral Sentiment: Investor materials published — earnings slide deck and presentation are available for review (useful for modeling and confirming guidance assumptions). Sezzle Inc. 2026 Q1 – Results – Earnings Call Presentation
• Negative Sentiment: Investor investigation — Pomerantz LLP is investigating claims on behalf of Sezzle investors; potential litigation or regulatory scrutiny could create headline risk and volatility. INVESTOR ALERT: Pomerantz Law Firm Investigates Claims On Behalf of Investors of Sezzle Inc. – SEZL

Sezzle Company Profile

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.