Sezzle (NASDAQ:SEZL) Stock Price Expected to Rise, Keefe, Bruyette & Woods Analyst Says

Key Points

• Analyst target lifted: Keefe, Bruyette & Woods raised its price target on Sezzle from $85 to $115 with an "outperform" rating, and the street consensus (~$118) reflects a moderate buy view and upside potential.
• Strong Q1 and upgraded guidance: Sezzle beat Q1 estimates (EPS $1.43 vs. $1.24; revenue $135.5M, +29% YoY) and raised FY2026 guidance to $5.10 EPS with revenue growth of 30–35%, driving a sharp share rally.
• Potential headline risk: Insiders have sold shares recently (46,837 shares in the last three months) and Pomerantz LLP is investigating investor claims, which could create volatility despite substantial insider ownership.

Sezzle (NASDAQ:SEZL - Get Free Report) had its target price lifted by investment analysts at Keefe, Bruyette & Woods from $85.00 to $115.00 in a note issued to investors on Thursday,Benzinga reports. The firm currently has an "outperform" rating on the stock. Keefe, Bruyette & Woods' price objective would indicate a potential upside of 10.84% from the company's previous close.

Other equities analysts have also recently issued reports about the company. Zacks Research cut Sezzle from a "strong-buy" rating to a "hold" rating in a report on Tuesday, April 28th. Needham & Company LLC boosted their price target on Sezzle from $94.00 to $122.00 and gave the company a "buy" rating in a research note on Thursday. UBS Group set a $76.00 price objective on shares of Sezzle in a research report on Tuesday, February 17th. Finally, TD Cowen reaffirmed a "hold" rating on shares of Sezzle in a research report on Thursday. Four equities research analysts have rated the stock with a Buy rating and three have assigned a Hold rating to the stock. Based on data from MarketBeat, Sezzle has an average rating of "Moderate Buy" and a consensus target price of $118.00.

Sezzle Stock Performance

Shares of Sezzle stock traded up $17.73 on Thursday, hitting $103.75. The stock had a trading volume of 2,532,042 shares, compared to its average volume of 784,779. The stock has a market cap of $3.51 billion, a price-to-earnings ratio of 27.94 and a beta of 6.91. The company has a quick ratio of 3.92, a current ratio of 3.92 and a debt-to-equity ratio of 0.82. Sezzle has a twelve month low of $49.50 and a twelve month high of $186.74. The business's 50 day moving average is $71.55 and its two-hundred day moving average is $68.02.

Sezzle (NASDAQ:SEZL - Get Free Report) last released its quarterly earnings results on Wednesday, May 6th. The company reported $1.43 earnings per share for the quarter, topping the consensus estimate of $1.24 by $0.19. Sezzle had a return on equity of 88.61% and a net margin of 29.57%.The business had revenue of $135.54 million during the quarter, compared to analysts' expectations of $127.74 million. During the same period last year, the firm posted $0.98 EPS. The firm's revenue for the quarter was up 29.2% compared to the same quarter last year. Sezzle has set its FY 2026 guidance at 5.100-5.100 EPS. Analysts forecast that Sezzle will post 4.7 EPS for the current year.

Insider Transactions at Sezzle

In other news, CEO Charles Youakim sold 7,185 shares of the company's 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 $512,865.30. Following the completion of the transaction, the chief executive officer owned 12,332,279 shares of the company's stock, valued at $880,278,075.02. This represents a 0.06% decrease in their ownership of the stock. The transaction was disclosed in a filing with the SEC, which is available through this hyperlink. Also, SVP Justin Krause sold 1,404 shares of the company's stock in a transaction that occurred on Tuesday, March 3rd. The shares were 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 directly owned 80,909 shares of the company's stock, valued at $5,775,284.42. This represents a 1.71% decrease in their position. The SEC filing for this sale provides additional information. In the last three months, insiders have sold 46,837 shares of company stock valued at $3,615,409. 49.49% of the stock is owned by company insiders.

Hedge Funds Weigh In On Sezzle

A number of institutional investors and hedge funds have recently modified their holdings of SEZL. Accredited Investors Inc. bought a new position in shares of Sezzle during the 4th quarter worth approximately $57,955,000. Divisadero Street Capital Management LP lifted its holdings in shares of Sezzle by 64.7% in the 3rd quarter. Divisadero Street Capital Management LP now owns 1,494,617 shares of the company's stock worth $118,867,000 after purchasing an additional 587,129 shares in the last quarter. Man Group plc bought a new position in Sezzle during the 3rd quarter valued at $25,005,000. Price T Rowe Associates Inc. MD lifted its stake in Sezzle by 213.8% during the 4th quarter. Price T Rowe Associates Inc. MD now owns 378,185 shares of the company's stock valued at $24,004,000 after acquiring an additional 257,659 shares in the last quarter. Finally, State Street Corp lifted its stake in Sezzle by 59.1% during the 4th quarter. State Street Corp now owns 600,656 shares of the company's stock valued at $38,127,000 after acquiring an additional 223,052 shares in the last quarter. 2.02% of the stock is currently owned by institutional investors.

Key Sezzle News

Here are the key news stories impacting Sezzle this week:

• Positive Sentiment: Q1 beat — Sezzle reported EPS $1.43 vs. $1.24 consensus and revenue $135.5M (up 29.2% YoY); adjusted EBITDA margin expanded and net income rose materially, underpinning the rally. Sezzle Reports First Quarter 2026 Results
• Positive Sentiment: Raised FY2026 guidance — management increased FY26 EPS guidance to $5.10 (from $4.70 consensus) and lifted total-revenue growth to 30–35%, signaling stronger forward earnings power. Sezzle Reports First Quarter 2026 Results
• Positive Sentiment: Analyst upgrade/target lift — Needham raised its price target to $122 and maintains a Buy rating, which supports upside expectations among institutional buyers. Benzinga
• Positive Sentiment: Partnership traction — Sezzle announced a new point-of-sale partnership with Pagaya, expanding distribution and payment options for merchants and consumers. Pagaya Announces New Point-of-Sale Partnership With Sezzle to Expand Consumers' Options for Sezzle Customers
• Neutral Sentiment: Investor materials published — earnings slide deck and presentation are available for review (useful for modeling and confirming guidance assumptions). Sezzle Inc. 2026 Q1 - Results - Earnings Call Presentation
• Negative Sentiment: Investor investigation — Pomerantz LLP is investigating claims on behalf of Sezzle investors; potential litigation or regulatory scrutiny could create headline risk and volatility. INVESTOR ALERT: Pomerantz Law Firm Investigates Claims On Behalf of Investors of Sezzle Inc. - SEZL

Sezzle Company Profile

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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