Sezzle's Engagement Story Keeps Building: Is the Stock Attractive Now?
Sezzle's merchant growth, rising engagement and expanding financial tools support its outlook as valuation stays below key BNPL peers.
SEZL - Sezzle Inc.
Price:
--
--
|
CONSENSUS:
Buy
DETAILS
|
PRICE TARGET:
$168.00
DETAILS
HIGH:
$170.00
LOW:
$166.00
MEDIAN:
$168.00
CONSENSUS:
$168.00
UPSIDE:
41.33%
Stock News
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Wall Street Analysts See a 35.89% Upside in Sezzle Inc. (SEZL): Can the Stock Really Move This High?
The mean of analysts' price targets for Sezzle Inc. (SEZL) points to a 35.9% upside in the stock. While this highly sought-after metric has not proven reasonably effective, strong agreement among analysts in raising earnings estimates does indicate an upside in the stock.
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Sezzle Grows Merchant Network: Can New Brands Drive Wider Adoption?
SEZL expands its merchant network with Gymshark, Debenhams Group and Follett, aiming to turn broader checkout access into wider adoption.
Affirm Rallies 6% on $104 Price Target From BofA, Sezzle Climbs 4%, PayPal Rises 3%
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Gymshark, Debenhams Group, and Follett Higher Education Now Offer Sezzle at Checkout
Fitness, fashion, and fall semester: Sezzle's merchant network reaches into the carts that refill every season Fitness, fashion, and fall semester: Sezzle's merchant network reaches into the carts that refill every season
Is Sezzle Inc. (SEZL) a Solid Growth Stock? 3 Reasons to Think "Yes"
Sezzle Inc. (SEZL) possesses solid growth attributes, which could help it handily outperform the market.
Klarna Rallies 6%, Sezzle Gains 2% as Buy Now Pay Later Relief Trade Broadens, Affirm Jumps 10%
The buy now, pay later relief trade broadened Friday morning after Bloomberg reported that Stripe and Advent International walked away from a takeover of PayPal Holdings valued at more than $50 billion.
A 0.09x PEG Makes Sezzle Hard To Ignore
I initiate coverage of Sezzle with a strong buy and a price target of $169 per share. My main growth drivers are subscriber growth, higher purchase frequency, SezzleCash, Sezzle Send, enterprise merchant expansion and AI-driven monetization. Together, I have estimated that these drivers can add $2.08 of incremental EPS and take adjusted EPS from management's 2026 guidance of $5.25 to about $7.33 in 2027.
Block vs. Sezzle: Which Fintech Stock Is Better for Investors in 2026?
Block and Sezzle offer contrasting fintech bets, with scale, growth, engagement and valuation shaping the 2026 investment debate.
Sezzle vs. SoFi: Which High-Growth Fintech Stock Is the Better Buy Now?
Sezzle and its fintech rival SoFi offer contrasting growth engines, valuations and risk profiles as investors weigh focus against scale and diversification.
Sezzle Send Launch: Can P2P Virality Drive Low-Cost Growth?
SEZL Send turns P2P transfers into a low-cost growth channel, with more than 100,000 users already on its waitlist.
Sezzle Anywhere And Sezzle Cash: Operating Leverage The Market Is Missing
Sezzle is rated a strong buy after a 34% post-earnings drop, despite maintaining robust 30% H2 2026 revenue growth guidance. SEZL's subscription-driven BNPL model delivers operational leverage, predictable recurring revenue, and improved credit risk management versus peers. Recent credit agreement lowers financing costs to SOFR + 3.86%, supporting future net income and margin expansion.
2,543,246 Shares in Sezzle Inc. $SEZL Purchased by BlackRock Inc.
BlackRock Inc. acquired a new position in Sezzle Inc. (NASDAQ: SEZL) in the undefined quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The firm acquired 2,543,246 shares of the company's stock, valued at approximately $436,497,000. BlackRock Inc. owned 7.56% of Sezzle at the end of the most
Sezzle Expands Beyond BNPL: Can SezzleCash Drive Growth?
SEZL expands beyond BNPL with SezzleCash, seeing early adoption as it tests a new path to boost engagement and wallet share.
SoFi vs. Sezzle: Which Fintech Stock Is the Better Buy?
SoFi is well diversified and offers the same financial products and services you can expect from a traditional bank. Sezzle makes most of its money from BNPL, but it's growing at a much faster rate.
Klarna Vs. Sezzle: Buy Now, Pay Later At A Materially Low Multiple
Sezzle is up nearly 90% this year, with Klarna down 50% in a price return divergence that reflects a gap in profitability between the two firms. SEZL will report an adjusted EPS of $5.25 per share for its full year 2026 and is trading at a modest price-to-earnings multiple of 22.7x. KLAR's profitability is early stage. KLAR grew subscribers 8x versus a year ago to 2 million, with its Klarna Card reaching 6.5 million active users. SEZL realized a 76.4% year-over-year increase in active subscribers.
Price Targets
Sezzle price target raised to $170 from $160 at Northland
$170.00
(was $165.00)
Mike Grondahl
·
Northland Securities
Sezzle price target raised to $160 from $110 at Northland
$160.00
(was $157.32)
Mike Grondahl
·
Northland Securities
Sezzle Inc (SEZL) PT Raised to $166 at Needham
$166.00
(was $146.73)
Kyle Peterson
·
Needham
Sezzle Inc (SEZL) PT Raised to $94 at Needham
$94.00
(was $62.62)
Kyle Peterson
·
Needham
Sezzle price target lowered to $76 from $111 at B. Riley
$76.00
(was $63.84)
UBS
Sezzle initiated with a Buy at Needham
$85.00
(was $62.86)
Kyle Peterson
·
Needham
Sezzle price target lowered to $110 from $134 at Oppenheimer
$110.00
(was $63.53)
UBS
Oppenheimer starts Sezzle at Outperform with guidance 'beatable'
$168.00
(was $140.10)
Rayna Kumar
·
Oppenheimer
Sezzle price target raised to $360 from $300 at Northland
$360.00
(was $325.25)
Mike Grondahl
·
Northland Securities