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

Sezzle (NASDAQ:SEZL) had its target price upped by investment analysts at TD Cowen from $160.00 to $200.00 in a note issued to investors on Thursday, Benzinga reports. The firm currently has a “buy” rating on the stock. TD Cowen‘s price objective suggests a potential upside of 27.27% from the stock’s previous close.

A number of other brokerages have also weighed in on SEZL. Keefe, Bruyette & Woods lowered their target price on Sezzle from $190.00 to $155.00 and set a “market perform” rating on the stock in a research note on Friday, August 7th. Needham & Company LLC boosted their price target on Sezzle from $172.00 to $220.00 and gave the stock a “buy” rating in a report on Thursday. Weiss Ratings reiterated a “hold (c+)” rating on shares of Sezzle in a research note on Monday. Wall Street Zen cut shares of Sezzle from a “buy” rating to a “hold” rating in a research report on Sunday. Finally, B. Riley Financial restated a “buy” rating on shares of Sezzle in a research report on Friday, August 7th. One equities research analyst has rated the stock with a Strong Buy rating, four have given a Buy rating and four have assigned a Hold rating to the company. Based on data from MarketBeat.com, the stock currently has an average rating of “Moderate Buy” and an average price target of $160.33.

Sezzle Stock Performance

SEZL stock traded up $20.46 during trading hours on Thursday, reaching $157.15. The stock had a trading volume of 1,631,060 shares, compared to its average volume of 689,103. The stock has a market capitalization of $5.31 billion, a PE ratio of 34.46 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 has a 50-day simple moving average of $121.28 and a 200 day simple moving average of $109.35. Sezzle has a fifty-two week low of $49.50 and a fifty-two week high of $195.71.

Sezzle (NASDAQ:SEZL) last released its quarterly earnings data on Wednesday, November 4th. The company reported $1.37 earnings per share for the quarter, topping the consensus estimate of $1.28 by $0.09. The company had revenue of $166.50 million for the quarter, compared to analyst estimates of $155.01 million. Sezzle had a net margin of 30.35% and a return on equity of 83.48%. Sezzle’s revenue for the quarter was up 42.6% compared to the same quarter last year. During the same period in the previous year, the business earned $0.71 EPS. Analysts predict that Sezzle will post 5.24 EPS for the current fiscal year.

Insider Buying and Selling

In other news, Director Kyle M. Brehm sold 1,000 shares of the business’s stock in a transaction dated 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 of the company’s stock, valued at $3,003,569.76. The trade was a 4.02% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the SEC, which is available at this link. Also, Director Bryan Hunt purchased 250 shares of the company’s stock in a transaction that occurred on Friday, September 18th. The stock was acquired at an average cost of $115.86 per share, for a total transaction of $28,965.00. Following the transaction, the director owned 3,985 shares in the company, valued at $461,702.10. This represents a 6.69% increase in their position. Additional details regarding this purchase are available in the official SEC disclosure. 43.90% of the stock is owned by corporate insiders.

Institutional Trading of Sezzle

A number of hedge funds and other institutional investors have recently added to or reduced their stakes in SEZL. Royal Bank of Canada raised its stake in shares of Sezzle by 10.2% in 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 last quarter. California State Teachers Retirement System boosted 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 valued at $1,789,000 after buying an additional 11,145 shares during the last quarter. Bank of America Corp DE grew its holdings in Sezzle by 296.1% during the first quarter. Bank of America Corp DE now owns 326,063 shares of the company’s stock worth $20,637,000 after buying an additional 243,747 shares in the last quarter. Quantinno Capital Management LP bought a new stake in Sezzle during the first quarter worth $1,089,000. Finally, Cetera Investment Advisers raised its position in Sezzle by 134.4% in the 1st quarter. Cetera Investment Advisers now owns 32,452 shares of the company’s stock valued at $2,054,000 after buying an additional 18,609 shares during the last quarter. 2.02% of the stock is owned by institutional investors.

Key Sezzle News

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

About Sezzle

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.