Sezzle (NASDAQ:SEZL) Price Target Raised to $122.00 at Needham & Company LLC

Sezzle (NASDAQ:SEZL) had its price target upped by Needham & Company LLC from $94.00 to $122.00 in a report released on Thursday morning,Benzinga reports. The brokerage currently has a buy rating on the stock.

A number of other analysts have also commented on SEZL. Zacks Research lowered shares of Sezzle from a “strong-buy” rating to a “hold” rating in a research note on Tuesday, April 28th. Keefe, Bruyette & Woods began coverage on Sezzle in a report on Monday, April 6th. They issued an “outperform” rating and a $85.00 target price on the stock. TD Cowen dropped their target price on Sezzle from $83.00 to $82.00 and set a “hold” rating on the stock in a report on Thursday, January 8th. Finally, UBS Group set a $76.00 target price on Sezzle in a report on Tuesday, February 17th. Four analysts have rated the stock with a Buy rating and three have issued a Hold rating to the stock. According to MarketBeat, the company currently has a consensus rating of “Moderate Buy” and an average price target of $118.00.

Sezzle Price Performance

SEZL stock opened at $99.82 on Thursday. The company has a current ratio of 3.92, a quick ratio of 3.92 and a debt-to-equity ratio of 0.82. Sezzle has a one year low of $49.50 and a one year high of $186.74. The firm has a market capitalization of $3.37 billion, a PE ratio of 23.71 and a beta of 6.91. The firm has a 50-day moving average of $72.33 and a two-hundred day moving average of $68.20.

Sezzle (NASDAQ:SEZL) last posted its quarterly earnings data on Wednesday, May 6th. The company reported $1.43 EPS for the quarter, beating analysts’ consensus estimates of $1.24 by $0.19. Sezzle had a net margin of 30.83% and a return on equity of 93.93%. The company had revenue of $135.54 million during the quarter, compared to analyst estimates of $127.74 million. During the same period in the prior year, the firm earned $0.98 earnings per share. The business’s quarterly revenue was up 29.2% on a year-over-year basis. Sezzle has set its FY 2026 guidance at 5.100-5.100 EPS. On average, analysts forecast that Sezzle will post 4.7 earnings per share for the current year.

Insider Buying and Selling

In related news, CFO Lee Dickson Brading sold 1,240 shares of the stock in a transaction that occurred on 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 in the company, valued at approximately $20,843,102.76. This represents a 0.42% decrease in their ownership of the stock. The transaction was disclosed in a filing with the SEC, which is accessible through this link. Also, SVP Justin Krause sold 1,404 shares of the stock in a transaction that occurred on Tuesday, March 3rd. The stock was sold at an average price of $71.38, for a total value of $100,217.52. Following the completion of the transaction, the senior vice president owned 80,909 shares in the company, valued at $5,775,284.42. This represents a 1.71% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Insiders have sold 46,837 shares of company stock worth $3,615,409 over the last ninety days. 49.49% of the stock is currently owned by corporate insiders.

Hedge Funds Weigh In On Sezzle

A number of hedge funds have recently added to or reduced their stakes in SEZL. Vestcor Inc acquired a new position in Sezzle in the third quarter worth approximately $29,000. Covestor Ltd increased its holdings in Sezzle by 109.4% in the fourth quarter. Covestor Ltd now owns 490 shares of the company’s stock worth $31,000 after buying an additional 256 shares during the last quarter. Empowered Funds LLC acquired a new position in Sezzle in the fourth quarter worth approximately $33,000. Avion Wealth acquired a new position in Sezzle in the third quarter worth approximately $47,000. Finally, Strengthening Families & Communities LLC acquired a new position in Sezzle in the fourth quarter worth approximately $49,000. Institutional investors and hedge funds own 2.02% of the company’s stock.

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

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.