TD Cowen Forecasts Strong Price Appreciation for Sezzle (NASDAQ:SEZL) Stock

Key Points

• TD Cowen raised its Sezzle price target to $200 from $160 and reiterated a Buy rating, implying 27.27% upside from the prior close.
• Sezzle’s latest quarter beat estimates: EPS was $1.37 versus $1.28 expected, while revenue of $166.5 million topped forecasts and grew 42.6% year over year.
• Shares rose 15% on Thursday. Analyst views remain mixed, with MarketBeat reporting a Moderate Buy consensus and an average price target of $160.33.

Sezzle (NASDAQ:SEZL - Get Free Report) had its price objective upped by TD Cowen from $160.00 to $200.00 in a research report issued to clients and investors on Thursday, Benzinga reports. The brokerage currently has a "buy" rating on the stock. TD Cowen's price objective suggests a potential upside of 27.27% from the company's previous close.

SEZL has been the subject of a number of other research reports. B. Riley Financial reaffirmed a "buy" rating on shares of Sezzle in a report on Friday, August 7th. Keefe, Bruyette & Woods cut their price objective 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. Weiss Ratings reaffirmed a "hold (c+)" rating on shares of Sezzle in a report on Monday. Needham & Company LLC upped their price objective on shares of Sezzle from $172.00 to $220.00 and gave the stock a "buy" rating in a report on Thursday. Finally, Wall Street Zen lowered shares of Sezzle from a "buy" rating to a "hold" rating in a research report on Sunday. 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. According to MarketBeat, Sezzle presently has an average rating of "Moderate Buy" and an average target price of $160.33.

Sezzle Stock Up 15.0%

NASDAQ:SEZL traded up $20.46 during trading hours on Thursday, hitting $157.15. The stock had a trading volume of 1,631,060 shares, compared to its average volume of 689,103. The business has a 50 day simple moving average of $121.28 and a two-hundred day simple moving average of $109.35. The company has a current ratio of 4.02, a quick ratio of 4.02 and a debt-to-equity ratio of 0.52. The company has a market cap of $5.31 billion, a PE ratio of 34.46 and a beta of 6.59. Sezzle has a 1-year low of $49.50 and a 1-year high of $195.71.

Sezzle (NASDAQ:SEZL - Get Free Report) last issued its quarterly earnings data on Wednesday, November 4th. The company reported $1.37 earnings per share for the quarter, beating analysts' consensus estimates of $1.28 by $0.09. The firm had revenue of $166.50 million during the quarter, compared to analyst estimates of $155.01 million. Sezzle had a return on equity of 83.48% and a net margin of 30.35%. Sezzle's quarterly revenue was up 42.6% on a year-over-year basis. During the same quarter last year, the firm earned $0.71 EPS. Analysts predict that Sezzle will post 5.24 EPS for the current year.

Insider Buying and Selling

In related news, Director Kyle Brehm sold 1,000 shares of the firm's stock in a transaction that occurred 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 sale, the director directly owned 23,853 shares in the company, valued at approximately $3,003,569.76. This trade represents a 4.02% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which can be accessed through the SEC website. Also, Director Bryan Hunt bought 250 shares of the stock in a transaction on Friday, September 18th. The stock was purchased at an average price of $115.86 per share, for a total transaction of $28,965.00. Following the purchase, the director directly owned 3,985 shares of the company's stock, valued at approximately $461,702.10. This represents a 6.69% increase in their ownership of the stock. Additional details regarding this purchase are available in the official SEC disclosure. 43.90% of the stock is owned by corporate insiders.

Institutional Inflows and Outflows

A number of large investors have recently modified their holdings of the business. IFP Advisors Inc grew its holdings in Sezzle by 224.4% during the 2nd quarter. IFP Advisors Inc now owns 146 shares of the company's stock worth $25,000 after acquiring an additional 101 shares during the last quarter. Nykredit A S acquired a new stake in Sezzle during the 2nd quarter worth $38,000. Integrated Wealth Concepts LLC bought a new position in shares of Sezzle during the 2nd quarter valued at about $39,000. 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 valued at $44,000 after buying an additional 182 shares during the period. Finally, Signaturefd LLC increased its holdings in Sezzle by 112.3% during the 3rd quarter. Signaturefd LLC now owns 344 shares of the company's stock worth $37,000 after purchasing an additional 182 shares in the last quarter. 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: Q3 results topped expectations. Sezzle reported earnings of $1.37 per share, versus the $1.28 consensus, and revenue of $166.5 million, above the $155.0 million estimate. Revenue grew 42.6% year over year, while EPS rose from $0.71 a year earlier. Sezzle Q3 earnings and revenues surpass estimates
• Positive Sentiment: Higher outlook and growth initiatives. Sezzle raised its 2026 earnings outlook and outlined 2027 targets. Management cited subscriber growth, stronger transaction activity, and new products as contributors to expansion. Q3 earnings call highlights
• Positive Sentiment: Credit performance supported profitability. A report on the quarter said profit grew faster than platform volume as credit losses declined as a share of volume and subscribers continued to shop more often. Sezzle profit jumps as credit costs ease
• Positive Sentiment: Analyst raised its target. Needham increased its price target to $220 from $172 and maintained a Buy rating, signaling greater optimism about Sezzle’s prospects. Needham analyst rating

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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