Sezzle (NASDAQ:SEZL) Given New $220.00 Price Target at Needham & Company LLC

Key Points

• Needham raised its Sezzle price target to $220 from $172 and maintained a Buy rating, implying 60.95% upside from the previous close.
• Sezzle beat quarterly estimates, reporting $1.37 in EPS and $166.5 million in revenue; revenue grew 42.6% year over year.
• Analyst views are mixed: MarketBeat’s consensus rating is Moderate Buy, with an average target of $153.67, below Needham’s new target.

Sezzle (NASDAQ:SEZL - Get Free Report) had its target price upped by research analysts at Needham & Company LLC from $172.00 to $220.00 in a research report issued to clients and investors on Thursday, Marketbeat Ratings reports. The brokerage presently has a "buy" rating on the stock. Needham & Company LLC's price objective suggests a potential upside of 60.95% from the company's previous close.

SEZL has been the topic of several other reports. B. Riley Financial reaffirmed a "buy" rating on shares of Sezzle in a report on Friday, August 7th. Weiss Ratings reissued a "hold (c+)" rating on shares of Sezzle in a report on Monday. TD Cowen lowered their target price on Sezzle from $165.00 to $160.00 and set a "buy" rating on the stock in a research note on Tuesday, October 6th. Wall Street Zen downgraded Sezzle from a "buy" rating to a "hold" rating in a research note on Sunday. Finally, Keefe, Bruyette & Woods dropped their target price on Sezzle from $190.00 to $155.00 and set a "market perform" rating on the stock in a report on Friday, August 7th. One 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 data from MarketBeat.com, Sezzle has an average rating of "Moderate Buy" and a consensus target price of $153.67.

Sezzle Price Performance

NASDAQ SEZL opened at $136.69 on Thursday. The company has a market cap of $4.62 billion, a price-to-earnings ratio of 29.72 and a beta of 6.59. The company has a debt-to-equity ratio of 0.52, a current ratio of 4.02 and a quick ratio of 4.02. The stock's fifty day moving average price is $121.28 and its 200 day moving average price is $109.35. Sezzle has a 1 year low of $49.50 and a 1 year high of $195.71.

Sezzle (NASDAQ:SEZL - Get Free Report) last announced its quarterly earnings data on Wednesday, November 4th. The company reported $1.37 EPS for the quarter, beating the consensus estimate of $1.28 by $0.09. Sezzle had a net margin of 30.35% and a return on equity of 83.48%. The business had revenue of $166.50 million during the quarter, compared to analysts' expectations of $155.01 million. During the same period in the previous year, the business posted $0.71 EPS. The business's quarterly revenue was up 42.6% compared to the same quarter last year. As a group, equities research analysts forecast that Sezzle will post 5.24 earnings per share for the current year.

Insiders Place Their Bets

In other news, Director Bryan Hunt purchased 250 shares of the company's stock in a transaction that occurred on Friday, September 18th. The shares were bought at an average price of $115.86 per share, for a total transaction of $28,965.00. Following the completion of the transaction, the director owned 3,985 shares in the company, valued at $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 accessible through this link. Also, Director Kyle Brehm sold 1,000 shares of Sezzle stock in a transaction on 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 directly owned 23,853 shares of the company's stock, valued at $3,003,569.76. The trade was a 4.02% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Corporate insiders own 43.90% of the company's stock.

Hedge Funds Weigh In On Sezzle

A number of large investors have recently bought and sold shares of the business. Kestra Advisory Services LLC boosted its holdings in Sezzle by 56.8% in the 3rd quarter. Kestra Advisory Services LLC now owns 3,780 shares of the company's stock worth $408,000 after buying an additional 1,369 shares during the last quarter. Commonwealth Equity Services LLC raised its holdings in shares of Sezzle by 1.3% during the third quarter. Commonwealth Equity Services LLC now owns 18,318 shares of the company's stock valued at $1,979,000 after acquiring an additional 229 shares during the last quarter. Kestra Private Wealth Services LLC raised its holdings in shares of Sezzle by 44.7% during the third quarter. Kestra Private Wealth Services LLC now owns 11,860 shares of the company's stock valued at $1,281,000 after acquiring an additional 3,664 shares during the last quarter. Vise Technologies Inc. lifted its position in shares of Sezzle by 53.5% in the third quarter. Vise Technologies Inc. now owns 2,110 shares of the company's stock valued at $228,000 after acquiring an additional 735 shares in the last quarter. Finally, VIRGINIA RETIREMENT SYSTEMS ET Al lifted its position in shares of Sezzle by 19.5% in the third quarter. VIRGINIA RETIREMENT SYSTEMS ET Al now owns 9,200 shares of the company's stock valued at $994,000 after acquiring an additional 1,500 shares in the last quarter. Institutional investors and hedge funds own 2.02% of the company's stock.

Key Headlines Impacting Sezzle

Here are the key news stories impacting Sezzle this week:

• Positive Sentiment: Sezzle reported earnings of $1.37 per share, ahead of the $1.28 consensus and up from $0.71 a year earlier. Revenue rose 42.6% year over year to $166.5 million, beating estimates of about $155 million. Zacks Q3 earnings report
• Positive Sentiment: Profit growth was supported by easing credit losses relative to payment volume and customers shopping more frequently—signs of improving profitability alongside strong platform activity. The Motley Fool earnings reaction
• Positive Sentiment: Management’s positive guidance for 2026 and 2027 added support to investor optimism, suggesting the company expects growth to continue beyond the reported quarter. Seeking Alpha report on results and guidance
• Neutral Sentiment: A broader rally in the buy-now-pay-later sector may also have contributed to the positive market reaction, so the move was not necessarily driven by Sezzle’s results alone. AlphaStreet report on sector 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.

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