Sezzle (NASDAQ:SEZL) Stock Gets Price Target Bump from TD Cowen

Sezzle (NASDAQ:SEZL) had its target price hoisted by analysts at TD Cowen from $160.00 to $200.00 in a report issued on Thursday, Benzinga reports. The brokerage currently has a “buy” rating on the stock. TD Cowen‘s price target indicates a potential upside of 33.84% from the stock’s previous close.

Several other research analysts have also recently weighed in on SEZL. B. Riley Financial restated a “buy” rating on shares of Sezzle in a report on Friday, August 7th. Keefe, Bruyette & Woods cut their price target on Sezzle from $190.00 to $155.00 and set a “market perform” rating for the company in a report on Friday, August 7th. Weiss Ratings reaffirmed a “hold (c+)” rating on shares of Sezzle in a report on Monday. Wall Street Zen downgraded Sezzle from a “buy” rating to a “hold” rating in a research report on Sunday, November 1st. Finally, Needham & Company LLC boosted their price objective on Sezzle from $172.00 to $220.00 and gave the stock a “buy” rating in a research note on Thursday. One equities research analyst has rated the stock with a Strong Buy rating, four have given a Buy rating and four have assigned a Hold rating to the company’s stock. Based on data from MarketBeat, the company currently has a consensus rating of “Moderate Buy” and a consensus price target of $160.33.

Sezzle Price Performance

Shares of NASDAQ:SEZL traded down $5.57 during midday trading on Thursday, hitting $149.43. The company’s stock had a trading volume of 788,778 shares, compared to its average volume of 468,807. The business’s 50 day simple moving average is $122.38 and its 200 day simple moving average is $110.20. The company has a debt-to-equity ratio of 0.52, a quick ratio of 4.02 and a current ratio of 4.02. The company has a market cap of $5.05 billion, a P/E ratio of 28.57 and a beta of 6.59. Sezzle has a 12-month low of $49.50 and a 12-month high of $195.71.

Sezzle (NASDAQ:SEZL) last posted its quarterly earnings results on Wednesday, November 4th. The company reported $1.37 earnings per share for the quarter, topping analysts’ consensus estimates of $1.28 by $0.09. The firm had revenue of $166.50 million for the quarter, compared to analyst estimates of $155.01 million. Sezzle had a net margin of 30.35% and a return on equity of 83.48%. Sezzle’s quarterly revenue was up 42.6% on a year-over-year basis. During the same period in the previous year, the business posted $0.71 earnings per share. On average, analysts forecast that Sezzle will post 5.42 EPS for the current year.

Insider Transactions at Sezzle

In other Sezzle news, Director Kyle Brehm sold 1,000 shares of the stock in a transaction dated Thursday, August 27th. The shares were sold at an average price of $125.92, for a total transaction of $125,920.00. Following the completion of the transaction, the director owned 23,853 shares of the company’s stock, valued at $3,003,569.76. This trade represents a 4.02% decrease in their ownership of the stock. The sale was disclosed in a filing with the SEC, which is available through the SEC website. Also, Director Bryan Hunt purchased 250 shares of the company’s stock in a transaction on Friday, September 18th. The shares were bought at an average price of $115.86 per share, with a total value of $28,965.00. Following the completion of the transaction, the director owned 3,985 shares of the company’s stock, valued at approximately $461,702.10. The trade was a 6.69% increase in their ownership of the stock. The disclosure for this purchase is available in the SEC filing. Corporate insiders own 43.90% of the company’s stock.

Hedge Funds Weigh In On Sezzle

A number of hedge funds have recently made changes to their positions in the stock. BlackRock Inc. purchased a new stake in Sezzle in the second quarter valued at approximately $436,497,000. Bank of America Corp DE purchased a new position in shares of Sezzle during the second quarter worth $46,543,000. Dimensional Fund Advisors LP grew its stake in shares of Sezzle by 41.6% in the first quarter. Dimensional Fund Advisors LP now owns 458,222 shares of the company’s stock valued at $28,996,000 after buying an additional 134,714 shares in the last quarter. Jupiter Topco LLC acquired a new stake in shares of Sezzle in the second quarter valued at $19,433,000. Finally, Bank of New York Mellon Corp acquired a new stake in shares of Sezzle in the second quarter valued at $16,909,000. Hedge funds and other institutional investors own 2.02% of the company’s stock.

Key Headlines Impacting Sezzle

Here are the key news stories impacting Sezzle this week:

• Positive Sentiment: Q3 results beat expectations: Sezzle reported EPS of $1.37 versus $1.28 expected and revenue of $166.5 million versus $155.0 million expected. Revenue rose 42.6% year over year, while EPS increased from $0.71 a year earlier. Sezzle Q3 Earnings and Revenues Surpass Estimates
• Positive Sentiment: Higher outlook and growth initiatives: Sezzle raised its 2026 earnings outlook and outlined 2027 targets. Subscriber growth, stronger transaction activity, and new products were cited as drivers of expansion. Sezzle Q3 Earnings Call Highlights Higher Outlook and New Products
• Positive Sentiment: Analysts raised estimates and price targets: Northland increased its FY2026 EPS forecast to $5.46 from $5.25, and lifted estimates for upcoming quarters. Needham raised its target to $220 and TD Cowen to $200; both maintain Buy ratings. Needham analyst ratings TD Cowen analyst ratings
• Neutral Sentiment: Despite these supportive developments, SEZL has pulled back following its post-earnings surge. The provided reports do not identify a fresh negative catalyst, so the move may reflect short-term consolidation and volatility.

About Sezzle

Sezzle Inc (NASDAQ: SEZL) is a financial technology company that provides buy now, pay later solutions. Its platform enables consumers to split eligible purchases into installments, generally at the time of checkout, while giving merchants payment and customer-engagement tools designed to support e-commerce sales.

The company offers installment payment services through its consumer app and merchant integrations, as well as products such as Sezzle Virtual Card and Sezzle Up. Sezzle Up is designed to provide eligible users with credit-building opportunities, while the company’s merchant platform supports checkout integration, transaction management and consumer financing.

Sezzle was founded in 2016 and is headquartered in Minneapolis, Minnesota.