Sezzle

SEZL

Market cap $2.34B

Sezzle Inc. has demonstrated strong momentum in the BNPL sector, with robust revenue growth and expanding profitability supporting a bullish outlook. SEZL's strategic pivot toward subscription revenue, which is more profitable than on-demand products, is expected to enhance margins but may introduce transitional challenges. Trading at 17.4x forward EPS, SEZL offers attractive valuation relative to its growth, with a 2026 EPS target of $4.35 and potential for $5.25+ in 2027.

Despite an April hiccup, the Dow Jones Industrial Average, S&P 500, and Nasdaq Composite all rallied to several record-closing highs in 2025. Standout stocks can still be found, regardless of which direction the market heads in the new year.

Financial stocks continue to deliver returns for investors, since everyone needs to use and manage money. Sezzle continues to gain market share in the BNPL industry and looks attractive after the recent correction.

Its board of directors just authorized $100 million in share repurchases. This doubles the previously authorized amount.

Minneapolis, MN, Dec. 15, 2025 (GLOBE NEWSWIRE) -- Sezzle Inc. (NASDAQ: SEZL ) (Sezzle or Company) // Purpose-driven digital payment platform, Sezzle, today, announced its Board of Directors authorized the repurchase of an additional $100 million of the Company's common stock after the completion of its $50.0 million stock repurchase program announced on March 10, 2025. Through its stock repurchase programs, Sezzle has repurchased 2.9 million shares at an average purchase price of $24.03.

Sezzle (SEZL) is rated Strong Buy with a $100 price target, implying 42% upside over 12 months. SEZL delivered 67% YoY revenue growth and 45% EPS growth in Q3 2025, marking six consecutive double-beat quarters. Forward P/E of 16x FY2026 EPS and a PEG of 0.08 signal SEZL is undervalued relative to sector growth and margins.

Minneapolis, MN, Dec. 09, 2025 (GLOBE NEWSWIRE) -- Sezzle  Inc. (NASDAQ:SEZL) (Sezzle or Company) // Purpose-driven digital payment platform, Sezzle, today announced it will join the S&P SmallCap index, effective after market close on Friday, December 12, 2025. The S&P SmallCap 600 seeks to measure the small-cap segment of the U.S. equity market.

NEW YORK , Dec. 8, 2025 /PRNewswire/ -- S&P Dow Jones Indices will make the following changes to the S&P 500 and S&P SmallCap 600:  Ares Management (NYSE: ARES) will replace Kellanova (NYSE: K) in the S&P 500 effective prior to the open of trading on Thursday, December 11. Mars Inc. is acquiring Kellanova in a deal expected to close soon, pending final closing conditions.

In November, Seeking Alpha welcomed 24 new analysts. This article introduces them and showcases some of their top picks. Analysts highlighted include The Academic Investor, recommending Galaxy Digital; Richard Doxtator, presenting on Moonlake Immunotherapeutics; and ML Research, writing about Sezzle—all rated Strong Buys. Analysts' diverse interests range from technology (AI, in particular) to digital assets to EM equities, with investment strategies focusing on value and growth investing.

At the annual Motley Fool member event, Motley Fool co-founder and CEO Tom Gardner talked with Sezzle co-founder and CEO Charlie Youakim about entrepreneurship, competition, and the business of buy now, pay later.