TD Cowen Issues Positive Forecast for Sezzle (NASDAQ:SEZL) Stock Price

Sezzle (NASDAQ:SEZL) had its price objective raised by TD Cowen from $160.00 to $200.00 in a research note released on Thursday morning,Benzinga reports. TD Cowen currently has a buy rating on the stock.

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

Sezzle Trading Up 13.4%

NASDAQ:SEZL opened at $155.00 on Thursday. The firm has a market capitalization of $5.24 billion, a P/E ratio of 26.59 and a beta of 6.59. The business has a 50 day simple moving average of $121.91 and a 200 day simple moving average of $109.79. The company has a debt-to-equity ratio of 0.52, a current ratio of 4.02 and a quick ratio of 4.02. Sezzle has a 12-month low of $49.50 and a 12-month high of $195.71.

Sezzle (NASDAQ:SEZL) last posted its earnings results on Wednesday, November 4th. The company reported $1.37 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $1.28 by $0.09. Sezzle had a return on equity of 89.97% and a net margin of 31.39%. The company had revenue of $166.50 million for the quarter, compared to analysts’ expectations of $155.01 million. During the same period last year, the business posted $0.71 earnings per share. The firm’s quarterly revenue was up 42.6% compared to the same quarter last year. Equities research analysts predict that Sezzle will post 5.24 EPS for the current year.

Insider Activity

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

Institutional Investors Weigh In On Sezzle

A number of institutional investors and hedge funds have recently modified their holdings of the stock. Royal Bank of Canada boosted its position in shares of Sezzle by 10.2% in the 1st quarter. Royal Bank of Canada now owns 112,957 shares of the company’s stock valued at $7,148,000 after purchasing an additional 10,486 shares during the period. California State Teachers Retirement System raised its holdings in Sezzle by 65.1% during the 1st quarter. California State Teachers Retirement System now owns 28,262 shares of the company’s stock worth $1,789,000 after buying an additional 11,145 shares during the period. Bank of America Corp DE lifted its stake in Sezzle by 296.1% during the first quarter. Bank of America Corp DE now owns 326,063 shares of the company’s stock valued at $20,637,000 after buying an additional 243,747 shares in the last quarter. Quantinno Capital Management LP purchased a new stake in Sezzle during the first quarter valued at about $1,089,000. Finally, Cetera Investment Advisers boosted its holdings in shares of Sezzle by 134.4% in the first quarter. Cetera Investment Advisers now owns 32,452 shares of the company’s stock worth $2,054,000 after buying an additional 18,609 shares during the period. Institutional investors and hedge funds own 2.02% of the company’s stock.

Trending Headlines about Sezzle

Here are the key news stories impacting Sezzle this week:

• Positive Sentiment: Q3 results beat expectations: Sezzle reported adjusted earnings of $1.37 per share versus the $1.28 consensus, while revenue of $166.5 million topped estimates of about $155 million and rose 42.6% year over year. Article: Sezzle Q3 Earnings and Revenues Surpass Estimates
• Positive Sentiment: Profitability trends also looked favorable: reports cited profit growth of about 79%, with credit losses declining as a share of transaction volume and subscribers shopping more frequently. Article: Sezzle Profit Jumps as Credit Costs Ease
• Positive Sentiment: Management raised its 2026 earnings outlook and outlined 2027 targets, citing subscriber growth, stronger transaction activity and new products—signals supporting expectations for continued expansion. Article: Sezzle Q3 Earnings Call Highlights Higher Outlook and New Products
• Positive Sentiment: Analyst updates added to the optimism: TD Cowen raised its price target to $200 and Needham lifted its target to $220; both firms maintain Buy ratings. Article: Needham price-target update
• Neutral Sentiment: A broader rally in the sector may also have contributed, so not all of the share-price strength necessarily reflects Sezzle-specific developments. Article: Sezzle Surges Amid Sector-Wide Rally

Sezzle Company Profile

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.