Sezzle

SEZL

Market cap $3.04B

Overview Fund Activity

89.27 USD

+1.59

1.81%

At close Updated Sep 12, 4:00 PM EDT

Pre-market

After hours

89.11

-0.16

0.18%

1 day

1.81%

5 days

2.55%

1 month

0.15%

3 months

-36.28%

6 months

125.66%

Year to date

96.33%

1 year

258.8%

5 years

560.77%

10 years

560.77%

About: Sezzle Inc is a financing institution that offers technology-driven payment platform. It allows customers to split their purchase into four installments and pay over 6 weeks with only the first payment due at the time of purchase. Companies operations comprise one reportable segment, the majority of which derives revenue from payment processing platform in North America.

Employees: 408

Financials Credit Services

0

Funds holding %

of 7,462 funds

–

Analysts bullish %

Fund manager confidence

Based on 2025 Q2 regulatory disclosures by fund managers ($100M+ AUM)

729% more first-time investments, than exits

New positions opened: 116 | Existing positions closed: 14

509% more capital invested

Capital invested by funds: $317M [Q1] → $1.93B (+$1.62B) [Q2]

100% more funds holding in top 10

Funds holding in top 10: 2 [Q1] → 4 (+2) [Q2]

94% more call options, than puts

Call options by funds: $174M | Put options by funds: $89.3M

76% more funds holding

Funds holding: 131 [Q1] → 231 (+100) [Q2]

29% more repeat investments, than reductions

Existing positions increased: 62 | Existing positions reduced: 48

127.63% less ownership

Funds ownership: 160.02% [Q1] → 32.4% (-127.63%) [Q2]

See Fund Rankings

Research analyst outlook

3 Wall Street Analysts provided 1 year price targets over the past 3 months

Low target

$82

-8% downside

Avg. target

$132

47% upside

High target

$202

126% upside

3 analyst ratings

2 positive

67%

1 neutral

33%

0 negative

0%

TD Cowen Hoang Nguyen	$82	Hold Initiated	11 Sep 2025
B. Riley Securities Hal Goetsch	$111	Buy Maintained	11 Aug 2025
Oppenheimer Rayna Kumar	$202	Outperform Maintained	2 Jul 2025

See Analyst Rankings

Financial journalist opinion

Based on 11 articles about SEZL published over the past 30 days

Zacks Investment Research

Can On-Demand's Popularity Continue to Help SEZL Pay Dividends?

Sezzle's On-Demand drives record user growth, surging transactions and revenues. However, rising costs test scalability.

Can On-Demand's Popularity Continue to Help SEZL Pay Dividends?

Sezzle: A Risky Ride With Room To Run

Sezzle's float and high short interest create volatility, but underlying business fundamentals are improving rapidly. Merchant adoption of BNPL is strong, driving Sezzle's 74% GMV and 76% revenue growth, with subscriptions now a quarter of the business. Despite increased leverage, Sezzle's earnings power supports its growth, and industry tailwinds could further strengthen its capital position.

Sezzle: A Risky Ride With Room To Run

Sezzle: Possibly The Best GARP Opportunity In The BNPL Segment

Sezzle is a Strong Buy and a classic GARP opportunity, offering high growth at a reasonable price after a sharp sell-off. The company stands out in BNPL with a user-friendly, credit-building model for Gen Z/millennials, strong profitability, and no consumer fees. Sezzle's fundamentals are robust: nearly doubled revenue, high margins, a pristine balance sheet, and a PEG ratio far below peers like Affirm and PayPal.

Sezzle: Possibly The Best GARP Opportunity In The BNPL Segment

Sezzle As A Speculative Buy: Balancing Risks And Growth Potential

The BNPL sector remains highly competitive, presenting a risk to Sezzle's business. The company's latest earnings beat expectations, driven by robust growth in Gross Merchandise Volume. Its valuation remains attractive relative to its valuation prior to second quarter earnings, with room for multiple expansion as profitability improves.

Sezzle As A Speculative Buy: Balancing Risks And Growth Potential

Sezzle: Explosive Growth And BNPL Tailwinds Drive Long-Term Upside

Sezzle is a high-growth, profitable BNPL fintech trading at a slight premium, but its rapid expansion justifies a higher valuation. Q2 2025 results showed 76% revenue growth and strong profitability, with management guiding for 62.5% top-line growth and $3.25 EPS for FY2025. Despite competition and credit risks, Sezzle's scalable model, shareholder-friendly buybacks, and robust margins make it a compelling long-term investment.

Sezzle: Explosive Growth And BNPL Tailwinds Drive Long-Term Upside

Zacks Investment Research

Wall Street Analysts Believe Sezzle Inc. (SEZL) Could Rally 49.63%: Here's is How to Trade

The average of price targets set by Wall Street analysts indicates a potential upside of 49.6% in Sezzle Inc. (SEZL). While the effectiveness of this highly sought-after metric is questionable, the positive trend in earnings estimate revisions might translate into an upside in the stock.

Wall Street Analysts Believe Sezzle Inc. (SEZL) Could Rally 49.63%: Here's is How to Trade

The Motley Fool

Why Sezzle Stock Tumbled 39% in August

Sezzle (SEZL -1.54%) saw its monster surge hit a wall last month as the breakout BNPL (buy now, pay later) company posted strong results in its second-quarter earnings report, but its guidance wasn't quite enough to keep up the stock's momentum. Management still expects a substantial deceleration in the second half of the year.

Why Sezzle Stock Tumbled 39% in August

Zacks Investment Research

FI vs. SEZL: Which Fintech Stock Holds Stronger Momentum Right Now?

Fiserv posts steady gains while Sezzle delivers record-breaking growth: two fintechs showing different momentum stories.

FI vs. SEZL: Which Fintech Stock Holds Stronger Momentum Right Now?

The Motley Fool

Meet the Growth Stock That's Crushing the Market

In this video, I will cover Sezzle (SEZL 1.49%) and explain the buy now, pay later (BNPL) market, as well as competitors like Klarna, Affirm, Block's Afterpay, and PayPal. Watch the short video to learn more, consider subscribing, and click the special offer link below.

Meet the Growth Stock That's Crushing the Market

Zacks Investment Research

SEZL's GMV Soars: Is Customer Engagement Strategy Paying Off?

Sezzle's GMV surges 74.2% in 2Q25, with rising purchase frequency and subscriber growth fueling profits and margins.

SEZL's GMV Soars: Is Customer Engagement Strategy Paying Off?

See News Rankings

Charts implemented using Lightweight Charts™