Sezzle (NASDAQ:SEZL) Price Target Raised to $115.00 at Keefe, Bruyette & Woods

Sezzle (NASDAQ:SEZL) had its price target increased by Keefe, Bruyette & Woods from $85.00 to $115.00 in a research report sent to investors on Thursday,Benzinga reports. Keefe, Bruyette & Woods currently has an outperform rating on the stock.

A number of other analysts have also weighed in on the company. TD Cowen restated a “hold” rating on shares of Sezzle in a research note on Thursday. UBS Group set a $76.00 target price on Sezzle in a research note on Tuesday, February 17th. Needham & Company LLC lifted their price objective on Sezzle from $94.00 to $122.00 and gave the stock a “buy” rating in a research report on Thursday. Finally, Zacks Research lowered Sezzle from a “strong-buy” rating to a “hold” rating in a research report on Tuesday, April 28th. Four analysts have rated the stock with a Buy rating and three have assigned a Hold rating to the company’s stock. Based on data from MarketBeat, the stock currently has a consensus rating of “Moderate Buy” and a consensus target price of $118.00.

Sezzle Stock Performance

Shares of NASDAQ:SEZL opened at $99.82 on Thursday. Sezzle has a twelve month low of $49.50 and a twelve month high of $186.74. The firm has a market cap of $3.37 billion, a PE ratio of 23.71 and a beta of 6.91. The company has a debt-to-equity ratio of 0.82, a quick ratio of 3.92 and a current ratio of 3.92. The business has a fifty day moving average of $72.33 and a 200-day moving average of $68.20.

Sezzle (NASDAQ:SEZL) last announced its earnings results on Wednesday, May 6th. The company reported $1.43 earnings per share for the quarter, beating analysts’ consensus estimates of $1.24 by $0.19. Sezzle had a return on equity of 93.93% and a net margin of 30.83%.The company had revenue of $135.54 million during the quarter, compared to analyst estimates of $127.74 million. During the same period last year, the company posted $0.98 earnings per share. The firm’s quarterly 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. On average, equities research analysts predict that Sezzle will post 4.7 EPS for the current fiscal year.

Insider Transactions at Sezzle

In other news, Director Paul Paradis sold 5,257 shares of the business’s stock in a transaction dated Tuesday, March 3rd. The stock was sold at an average price of $71.38, for a total transaction of $375,244.66. Following the completion of the transaction, the director directly owned 482,505 shares in the company, valued at approximately $34,441,206.90. The trade was a 1.08% decrease in their position. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is available through this hyperlink. Also, CFO Lee Dickson Brading sold 1,240 shares of the business’s stock in a transaction dated Tuesday, March 3rd. The stock was sold at an average price of $71.38, for a total value of $88,511.20. Following the transaction, the chief financial officer owned 292,002 shares of the company’s stock, valued at $20,843,102.76. The trade was a 0.42% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Over the last 90 days, insiders sold 46,837 shares of company stock valued at $3,615,409. 49.49% of the stock is currently owned by insiders.

Hedge Funds Weigh In On Sezzle

Institutional investors have recently modified their holdings of the stock. Vestcor Inc acquired a new position in shares of Sezzle during the 3rd quarter worth about $29,000. Covestor Ltd lifted its holdings in shares of Sezzle by 109.4% during the 4th 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 4th quarter valued at about $33,000. Avion Wealth bought a new position in shares of Sezzle during the 3rd quarter valued at about $47,000. Finally, Strengthening Families & Communities LLC bought a new position in shares of Sezzle during the 4th quarter valued at about $49,000. 2.02% of the stock is currently owned by institutional investors and hedge funds.

Key Stories Impacting Sezzle

Here are the key news stories impacting Sezzle this week:

• Positive Sentiment: Q1 results and raised guidance: Sezzle reported a better‑than‑expected Q1 (EPS $1.43 vs. $1.24 est.), 29% revenue growth, a 37% rise in GMV and strong margins — and raised FY‑2026 revenue, adjusted net income and adj. EPS guidance (Adj. NI per diluted share to $5.10). Sezzle Reports First Quarter 2026 Results
• Positive Sentiment: Broker upgrades and higher targets: Keefe, Bruyette & Woods raised its price target to $115 (outperform) and Needham boosted its target to $122 (buy), signaling stronger sell‑side conviction after the print. Benzinga coverage of analyst moves
• Positive Sentiment: Street estimate revisions: Northland Securities raised Q3, Q4 and FY‑2026 EPS forecasts (Q3 $1.24; Q4 $1.50; FY $5.10), aligning sell‑side expectations with Sezzle’s stronger guidance and results. MarketBeat Sezzle coverage
• Neutral Sentiment: Wider media coverage: Multiple outlets highlighted the earnings beat and subscriber/engagement strength, amplifying investor attention and trading volume. Seeking Alpha: Sezzle stock soars after big Q1 earnings beat Bloomberg: Stock Movers
• Neutral Sentiment: Third‑party confirmations: Research/summary services reported the beat and guidance lift (Zacks noted the EPS/revenue beat), which can sustain interest but are essentially confirmations of the company release. Zacks: SEZL Tops Q1 Earnings and Revenue Estimates
• Negative Sentiment: Investor litigation inquiry: Pomerantz LLP announced an investigation into Sezzle on behalf of investors, which presents legal/PR risk and could create volatility if it develops into a formal suit. PR Newswire: Pomerantz investor alert

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.