Needham & Company LLC Reaffirms Buy Rating for Sezzle (NASDAQ:SEZL)

Key Points

• Needham reaffirmed its Buy rating on Sezzle and set a $172 price target, implying 44.57% upside from the prior close. The broader analyst consensus is Moderate Buy, with an average target of $146.50.
• Sezzle reported quarterly EPS of $1.13, beating the $1.03 consensus estimate, while revenue reached $149.68 million versus expectations of $135.09 million. The company maintained fiscal 2026 guidance of $5.25 EPS.
• Sezzle shares opened at $118.97 and remain highly volatile, with a beta of 6.76 and a 52-week range of $49.50 to $195.71. Insiders sold 86,928 shares worth $13.5 million during the last quarter, though insiders still own 49.49% of the company.

Sezzle (NASDAQ:SEZL - Get Free Report)'s stock had its "buy" rating reaffirmed by equities researchers at Needham & Company LLC in a research note issued to investors on Thursday,Benzinga reports. They currently have a $172.00 target price on the stock. Needham & Company LLC's price target would suggest a potential upside of 44.57% from the stock's previous close.

Other equities research analysts have also recently issued research reports about the stock. Zacks Research upgraded shares of Sezzle from a "hold" rating to a "strong-buy" rating in a research report on Wednesday, May 27th. TD Cowen upgraded shares of Sezzle from a "hold" rating to a "buy" rating and set a $165.00 price objective on the stock in a report on Monday, August 10th. Freedom Capital raised shares of Sezzle to a "hold" rating in a research note on Wednesday, June 24th. Weiss Ratings reaffirmed a "hold (c+)" rating on shares of Sezzle in a report on Tuesday, August 4th. Finally, Keefe, Bruyette & Woods dropped their target price on shares of Sezzle from $190.00 to $155.00 and set a "market perform" rating for the company in a research report on Friday, August 7th. One analyst has rated the stock with a Strong Buy rating, four have issued a Buy rating and four have given a Hold rating to the company's stock. According to MarketBeat.com, Sezzle presently has a consensus rating of "Moderate Buy" and a consensus price target of $146.50.

Sezzle Trading Up 1.5%

SEZL stock opened at $118.97 on Thursday. The company has a quick ratio of 4.02, a current ratio of 4.02 and a debt-to-equity ratio of 0.52. Sezzle has a twelve month low of $49.50 and a twelve month high of $195.71. The company has a market cap of $4.01 billion, a P/E ratio of 25.86 and a beta of 6.76. The business has a fifty day moving average of $157.85 and a 200-day moving average of $107.70.

Sezzle (NASDAQ:SEZL - Get Free Report) last posted its quarterly earnings results on Thursday, August 6th. The company reported $1.13 earnings per share (EPS) for the quarter, beating the consensus estimate of $1.03 by $0.10. The business had revenue of $149.68 million for the quarter, compared to analysts' expectations of $135.09 million. Sezzle had a return on equity of 83.48% and a net margin of 30.35%.Sezzle has set its FY 2026 guidance at 5.250-5.250 EPS. As a group, equities research analysts expect that Sezzle will post 5.24 EPS for the current year.

Insider Buying and Selling

In related news, SVP Justin Krause sold 3,178 shares of Sezzle stock in a transaction that occurred on Wednesday, May 27th. The shares were sold at an average price of $117.72, for a total transaction of $374,114.16. Following the transaction, the senior vice president owned 72,457 shares of the company's stock, valued at $8,529,638.04. This trade represents a 4.20% decrease in their position. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, CFO Lee Dickson Brading sold 10,000 shares of the company's stock in a transaction that occurred on Wednesday, July 1st. The shares were sold at an average price of $178.23, for a total transaction of $1,782,300.00. Following the completion of the sale, the chief financial officer directly owned 296,931 shares of the company's stock, valued at $52,922,012.13. The trade was a 3.26% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. In the last quarter, insiders sold 86,928 shares of company stock valued at $13,510,889. Insiders own 49.49% of the company's stock.

Hedge Funds Weigh In On Sezzle

Several institutional investors and hedge funds have recently made changes to their positions in SEZL. UBS Group AG grew its stake in Sezzle by 113.9% in the fourth quarter. UBS Group AG now owns 114,426 shares of the company's stock valued at $7,263,000 after acquiring an additional 60,937 shares during the period. Hussman Strategic Advisors Inc. increased its holdings in shares of Sezzle by 38.9% in the fourth quarter. Hussman Strategic Advisors Inc. now owns 52,500 shares of the company's stock worth $3,332,000 after acquiring an additional 14,700 shares in the last quarter. Royal Bank of Canada raised its position in shares of Sezzle by 10.2% during the first quarter. Royal Bank of Canada now owns 112,957 shares of the company's stock worth $7,148,000 after purchasing an additional 10,486 shares during the period. California State Teachers Retirement System raised its position in shares of Sezzle by 65.1% during the first quarter. California State Teachers Retirement System now owns 28,262 shares of the company's stock worth $1,789,000 after purchasing an additional 11,145 shares during the period. Finally, Maxi Investments CY Ltd bought a new position in shares of Sezzle during the 4th quarter valued at about $1,270,000. Institutional investors and hedge funds own 2.02% of the company's stock.

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.

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