Sezzle (NASDAQ:SEZL) Stock Gets Price Target Increase from Needham & Company LLC

Posted by Brian Himes on Nov 7th, 2026

Sezzle (NASDAQ:SEZL – Get Free Report) had its target price raised by analysts at Needham & Company LLC from $172.00 to $220.00 in a report released on Thursday, MarketBeat Ratings reports. The brokerage currently has a “buy” rating on the stock. Needham & Company LLC‘s price target suggests a potential upside of 47.23% from the stock’s previous close.

A number of other equities analysts have also recently weighed in on SEZL. B. Riley Financial reiterated a “buy” rating on shares of Sezzle in a report on Friday, August 7th. Wall Street Zen cut shares of Sezzle from a “buy” rating to a “hold” rating in a research report on Sunday, November 1st. Keefe, Bruyette & Woods decreased their target price on shares of Sezzle from $190.00 to $155.00 and set a “market perform” rating on the stock in a research report on Friday, August 7th. TD Cowen lowered their target price on shares of Sezzle from $165.00 to $160.00 and set a “buy” rating for the company in a research note on Tuesday, October 6th. Finally, Weiss Ratings reiterated a “hold (c+)” rating on shares of Sezzle in a research report on Monday. One research analyst has rated the stock with a Strong Buy rating, four have issued a Buy rating and four have issued a Hold rating to the company. According to MarketBeat.com, the company has an average rating of “Moderate Buy” and an average price target of $160.33.

View Our Latest Stock Report on SEZL

Sezzle Trading Down 3.6%

Shares of NASDAQ SEZL traded down $5.57 during midday trading on Thursday, reaching $149.43. 788,778 shares of the stock were exchanged, compared to its average volume of 468,807. The stock has a market capitalization of $5.05 billion, a P/E ratio of 28.57 and a beta of 6.59. The company has a debt-to-equity ratio of 0.52, a quick ratio of 4.02 and a current ratio of 4.02. The company has a 50 day simple moving average of $122.38 and a 200 day simple moving average of $110.20. Sezzle has a twelve month low of $49.50 and a twelve month high of $195.71.

Sezzle (NASDAQ:SEZL – Get Free Report) last released its quarterly earnings data on Wednesday, November 4th. The company reported $1.37 EPS for the quarter, beating analysts’ consensus estimates of $1.28 by $0.09. The firm had revenue of $166.50 million for the quarter, compared to analysts’ expectations of $155.01 million. Sezzle had a return on equity of 83.48% and a net margin of 30.35%. The firm’s quarterly revenue was up 42.6% on a year-over-year basis. During the same period in the prior year, the firm posted $0.71 earnings per share. As a group, equities analysts expect that Sezzle will post 5.42 earnings per share for the current year.

Insider Activity

In other news, Director Bryan Hunt bought 250 shares of the company’s stock in a transaction on Friday, September 18th. The stock was bought at an average cost of $115.86 per share, with a total value of $28,965.00. Following the transaction, the director directly owned 3,985 shares in the company, valued at $461,702.10. The trade was a 6.69% increase in their position. The acquisition was disclosed in a filing with the Securities & Exchange Commission, which is available at this hyperlink. Also, Director Kyle M. Brehm sold 1,000 shares of the business’s stock in a transaction dated Thursday, August 27th. The stock was sold at an average price of $125.92, for a total transaction of $125,920.00. Following the sale, the director owned 23,853 shares in the company, valued at $3,003,569.76. This trade represents a 4.02% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. 43.90% of the stock is currently owned by corporate insiders.

Institutional Inflows and Outflows

Several hedge funds and other institutional investors have recently made changes to their positions in SEZL. Illinois Municipal Retirement Fund increased its stake in Sezzle by 0.9% during the 3rd quarter. Illinois Municipal Retirement Fund now owns 8,897 shares of the company’s stock worth $961,000 after buying an additional 79 shares during the period. GAMMA Investing LLC boosted its position in Sezzle by 12.8% in the 2nd quarter. GAMMA Investing LLC now owns 890 shares of the company’s stock valued at $153,000 after buying an additional 101 shares during the period. IFP Advisors Inc boosted its position in Sezzle by 224.4% in the 2nd quarter. IFP Advisors Inc now owns 146 shares of the company’s stock valued at $25,000 after buying an additional 101 shares during the period. Versant Capital Management Inc grew its stake in shares of Sezzle by 245.9% in the second quarter. Versant Capital Management Inc now owns 256 shares of the company’s stock worth $44,000 after acquiring an additional 182 shares in the last quarter. Finally, Signaturefd LLC grew its stake in shares of Sezzle by 112.3% in the third quarter. Signaturefd LLC now owns 344 shares of the company’s stock worth $37,000 after acquiring an additional 182 shares in the last quarter. Hedge funds and other institutional investors own 2.02% of the company’s stock.

Trending Headlines about Sezzle

Here are the key news stories impacting Sezzle this week:

Positive Sentiment: Q3 results beat expectations: Sezzle reported EPS of $1.37 versus $1.28 expected and revenue of $166.5 million versus $155.0 million expected. Revenue rose 42.6% year over year, while EPS increased 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. Subscriber growth, stronger transaction activity, and new products were cited as drivers of expansion. Sezzle Q3 Earnings Call Highlights Higher Outlook and New Products
Positive Sentiment: Analysts raised estimates and price targets: Northland increased its FY2026 EPS forecast to $5.46 from $5.25, and lifted estimates for upcoming quarters. Needham raised its target to $220 and TD Cowen to $200; both maintain Buy ratings. Needham analyst ratings TD Cowen analyst ratings
Neutral Sentiment: Despite these supportive developments, SEZL has pulled back following its post-earnings surge. The provided reports do not identify a fresh negative catalyst, so the move may reflect short-term consolidation and volatility.

About Sezzle

(Get Free Report)

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.