Sezzle (NASDAQ:SEZL) Price Target Raised to $172.00 at Needham & Company LLC

Sezzle (NASDAQ:SEZL) had its target price boosted by Needham & Company LLC from $166.00 to $172.00 in a research report report published on Friday morning,Benzinga reports. Needham & Company LLC currently has a buy rating on the stock.

SEZL has been the subject of several other reports. Northland Securities set a $170.00 target price on Sezzle in a research report on Thursday, June 25th. Oppenheimer downgraded shares of Sezzle from an “outperform” rating to a “market perform” rating in a report on Monday, June 29th. Freedom Capital upgraded shares of Sezzle to a “hold” rating in a research report on Wednesday, June 24th. TD Cowen raised their price objective on shares of Sezzle from $108.00 to $165.00 and gave the stock a “hold” rating in a report on Tuesday, July 7th. Finally, Weiss Ratings reaffirmed a “hold (c+)” rating on shares of Sezzle in a research report on Tuesday. One research analyst has rated the stock with a Strong Buy rating, three have assigned a Buy rating and five have assigned a Hold rating to the stock. According to data from MarketBeat.com, Sezzle currently has an average rating of “Moderate Buy” and an average target price of $146.50.

Sezzle Stock Performance

SEZL stock opened at $118.02 on Friday. The company has a quick ratio of 3.65, a current ratio of 3.65 and a debt-to-equity ratio of 0.73. The firm has a market cap of $3.97 billion, a PE ratio of 25.66 and a beta of 6.76. The business has a 50 day moving average of $157.16 and a 200-day moving average of $104.31. Sezzle has a 12-month low of $49.50 and a 12-month high of $195.71.

Sezzle (NASDAQ:SEZL) last issued its quarterly earnings results on Thursday, August 6th. The company reported $1.13 EPS for the quarter, topping analysts’ consensus estimates of $1.03 by $0.10. Sezzle had a return on equity of 90.57% and a net margin of 30.35%.The business had revenue of $149.68 million for the quarter, compared to analyst estimates of $135.09 million. Sezzle has set its FY 2026 guidance at 5.250-5.250 EPS. As a group, sell-side analysts expect that Sezzle will post 5.1 earnings per share for the current year.

Insider Transactions at Sezzle

In related news, SVP Justin Krause sold 3,178 shares of the business’s stock in a transaction dated Wednesday, May 27th. The stock was sold at an average price of $117.72, for a total value of $374,114.16. Following the sale, the senior vice president directly owned 72,457 shares in the company, valued at approximately $8,529,638.04. The trade was a 4.20% decrease in their position. The sale was disclosed in a legal filing with the SEC, which is accessible through this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, Director Paul Paradis sold 26,400 shares of the company’s stock in a transaction dated Friday, June 12th. The shares were sold at an average price of $133.47, for a total transaction of $3,523,608.00. Following the sale, the director directly owned 442,595 shares in the company, valued at approximately $59,073,154.65. This trade represents a 5.63% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders sold 86,928 shares of company stock worth $13,510,889 over the last quarter. 49.49% of the stock is currently owned by corporate insiders.

Institutional Trading of Sezzle

Several hedge funds and other institutional investors have recently modified their holdings of the business. Versant Capital Management Inc boosted its holdings in shares of Sezzle by 245.9% in the second quarter. Versant Capital Management Inc now owns 256 shares of the company’s stock worth $44,000 after acquiring an additional 182 shares during the period. Vestcor Inc bought a new stake in shares of Sezzle during the 3rd quarter valued at $29,000. Covestor Ltd raised its stake 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 during the period. Empowered Funds LLC purchased a new stake in Sezzle during the 4th quarter worth about $33,000. Finally, Sunbelt Securities Inc. bought a new position in Sezzle in the 3rd quarter worth about $52,000. Institutional investors own 2.02% of the company’s stock.

Key Sezzle News

Here are the key news stories impacting Sezzle this week:

• Positive Sentiment: Sezzle reported second-quarter earnings of $1.13 per share, exceeding estimates of $1.03 (and the prior-year result of $0.69), while revenue of $149.68 million surpassed the $135.09 million consensus. The company also posted a 30.83% net margin and 87.46% return on equity. Sezzle Q2 earnings report
• Positive Sentiment: Management raised its 2026 outlook to $5.25 EPS and approximately $607.9 million in revenue, above consensus expectations of $5.11 EPS and $596.0 million revenue. Sezzle Q2 earnings call highlights
• Positive Sentiment: The earnings call highlighted accelerating subscriber growth, stronger engagement, and increasing adoption of new products, suggesting Sezzle’s platform is expanding beyond its core buy-now-pay-later offering. Sezzle Q2 earnings call transcript
• Positive Sentiment: Needham raised its price target from $166 to $172 and maintained a Buy rating, indicating continued confidence in Sezzle’s earnings growth. Benzinga analyst action
• Neutral Sentiment: Analyst opinion became more mixed: Keefe, Bruyette & Woods lowered its target from $190 to $155 and changed its view to Market Perform, although the revised target remains above the current trading level. Benzinga analyst action
• Negative Sentiment: The stock slumped following the results even though earnings and guidance exceeded expectations. The reaction suggests investors may have been positioned for an even stronger outlook, or may be taking profits after Sezzle’s substantial prior rally and elevated volatility. Sezzle stock reaction after Q2 earnings

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.