SEZLFinancial Services · Credit ServicesThe 7 Wall Street analysts covering Sezzle, Inc. hold a median 12-month price target of $165 — +25.0% from the last close. Ticker Nerd's systematic factor model, run across ~4,600 US stocks, ranks it 90 of 100 as at 22 Oct 2026 — among the strongest tenth. Here, the model and the Street point the same way.
Consensus tells you what everyone already believes. The model scores Sezzle, Inc. on its factor families — the same systematic rank behind the Ticker Nerd portfolio.
Percentile across ~4,600 US stocks on Ticker Nerd’s systematic factor model. Higher is better. How the model is built and tested
Quality (100): The business earns solid, repeatable profits on what it owns.
Volatility (21): The share price moves around a lot.
Built and run by Aslam Ghouse, an ex-Goldman Sachs quant trader with fourteen years in markets.
The bullish and bearish analyst opinions on SEZL, reported as data — targets and ratings, the market's view beside the model's.
Price targets and ratings are third-party analyst estimates, reported here as data. They are not Ticker Nerd forecasts, and they are frequently wrong.
Data provided by Twelve Data
The green dot is the last close — the median target sits +25.0% from it.
Of the 20 most recent actions, 3 moved their price target up and 2 moved it down.
| Date | Firm | Action | Rating | Target |
|---|---|---|---|---|
| 6 Oct 2026 | TD Cowen | Maintains | Buy | $165 → $160 |
| 20 Aug 2026 | Needham | Reiterates | Buy | — |
| 20 Aug 2026 | Needham | Reiterates | Buy | $172 |
| 10 Aug 2026 | TD Cowen | Upgrade | Buy | — |
| 10 Aug 2026 | TD Cowen | Upgrade | Buy | $165 |
| 7 Aug 2026 | Keefe, Bruyette & Woods | Maintains | Market Perform | $190 → $155 |
| 7 Aug 2026 | Keefe, Bruyette & Woods | Maintains | Market Perform | — |
| 7 Aug 2026 | Needham | Maintains | Buy | $166 → $172 |
| 7 Aug 2026 | Needham | Maintains | Buy | — |
| 13 July 2026 | Keefe, Bruyette & Woods | Downgrade | Market Perform | — |
| 13 July 2026 | Keefe, Bruyette & Woods | Downgrade | Market Perform | $115 → $190 |
| 7 July 2026 | TD Cowen | Maintains | Hold | — |
| 7 July 2026 | TD Cowen | Maintains | Hold | $108 → $165 |
| 29 June 2026 | Oppenheimer | Downgrade | Perform | — |
| 25 June 2026 | Freedom Broker | Initiates | Hold | — |
| 25 June 2026 | Freedom Capital Markets | Initiates | Hold | — |
| 18 June 2026 | Needham | Maintains | Buy | — |
| 18 June 2026 | Northland Capital Markets | Maintains | Outperform | — |
| 2 June 2026 | B. Riley Securities | Maintains | Buy | — |
| 7 May 2026 | Keefe, Bruyette & Woods | Maintains | Outperform | — |
Price targets and ratings are third-party analyst estimates, reported here as data. They are not Ticker Nerd forecasts, and they are frequently wrong.
SEZL appears in the Radar on the weeks it earns a place.
Both lines are total return — dividends reinvested — so the comparison is honest on both sides.
Over the twelve months to 23 Oct 2026, Sezzle, Inc. returned +73.2% against +14.3% for the S&P 500, dividends included.
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Data provided by Twelve Data
Not the forecast itself — the direction analysts are revising it. Revision direction is one of the model's factor families.
A margin means little on its own. Each bar marks where the figure sits across the whole US universe we score.
Cheaper than 25% of US stocks
Cheaper than 15% of US stocks
Cheaper than 5% of US stocks
Cheaper than 24% of US stocks
Higher than 86% of US stocks
Higher than 73% of US stocks
Higher than 87% of US stocks
Higher than 98% of US stocks
Higher than 89% of US stocks
Higher than 96% of US stocks
Higher than 99% of US stocks
Higher than 1% of US dividend payers
Bars mark the percentile across the ~4,600 US stocks Ticker Nerd covers, among those reporting the figure.
The headline figures, each with its date. Every row carries its own link — cite it straight from here.
Sezzle, Inc. has a market value of $4.6B and an enterprise value of $4.6B.
Revenue in the twelve months to 30 June 2026: $531.9M. The latest quarter grew 51.7% year on year.
Net income over the same four quarters: $161.4M, a 30.4% net margin.
Free cash flow in the twelve months to 30 June 2026: $271.9M.
Sezzle, Inc. spent $66.8M on share buybacks in the twelve months to 30 June 2026.
Trailing P/E: 29.9×; forward P/E: 20.5× — the forward figure prices analyst consensus estimates, not reported earnings.
Forward dividend yield: 0.00%, paying out 0% of earnings.
Sezzle, Inc. employs 201 people — $2.6M of revenue per employee.
Data provided by Twelve Data
The nearest names by industry and size, scored by the same model — like for like.
Look up any of the roughly 4,600 stocks we score.
The rank is the raw material. Whether the rules would actually own Sezzle, Inc. — and when they’d sell — is the membership. See the Ticker Nerd 20 →
Sezzle filed an application with the OCC to charter Sezzle Bank, N.A., and applied to the FDIC for deposit insurance.
Why it matters — The applications could be relevant to SEZL watchers tracking Sezzle’s plans to establish a national bank.
Zacks Investment Research highlighted five Strong Buy stocks ahead of earnings, citing high operating margins, revenue growth, and exposure to AI, healthcare, energy, and digital payments.
Why it matters — The excerpt mentions digital payments, a sector relevant to Sezzle, but does not identify Sezzle among the five stocks.
Sezzle spotlighted the launch of its Gen Z Advisory Council, comprising 30 Sezzle users ages 18 to 25. The council will share financial pain points and help shape Sezzle’s products.
Why it matters — The initiative gives young Sezzle users a direct channel to provide feedback that may inform product development.
The Seeking Alpha article says Sezzle has outperformed BNPL peers on key financial measures, citing strong revenue and net income growth. Its author’s discounted cash flow analysis estimates equity value at $125.66 per share and supports a Buy rating.
Why it matters — The article highlights Sezzle’s reported growth and profitability alongside an author valuation that may inform investors tracking the company.
Sezzle said users have completed more than 2 million financial literacy lessons through its in-app Money IQ program. The company described engagement with the education tool as increasing.
Why it matters — The milestone offers SEZL watchers an indication of user engagement with Sezzle’s in-app financial education offering.
The 7 Wall Street analysts covering Sezzle, Inc. have a median 12-month price target of $165, with estimates ranging from $150 to $196. These are third-party analyst estimates, not Ticker Nerd forecasts, and they are frequently wrong.
Of the 7 analysts covering Sezzle, Inc., 4 rate it a Buy, 3 a Hold and 0 a Sell. Ticker Nerd's systematic factor model ranks Sezzle, Inc. 90 out of 100 across roughly 4,600 US stocks as at 22 Oct 2026. None of this is personal advice — it does not consider your circumstances.
As at 22 Oct 2026, Sezzle, Inc. ranks 90 out of 100 on Ticker Nerd's systematic factor model — a percentile across roughly 4,600 US stocks, built from its factor families. Its strongest factor family is Quality (100 of 100).
No one can know that. What the data says: the median 12-month target from 7 analysts implies +25.0% from the last close, and Ticker Nerd's factor model ranks Sezzle, Inc. 90 out of 100 as at 22 Oct 2026. Analyst targets are third-party estimates and frequently wrong; none of this is personal advice.
No analyst covering Sezzle, Inc. publishes a 2030 price target — Wall Street targets run 12 to 18 months out. Sites quoting a 2030 price for SEZL are extrapolating price history, which says nothing about the business. The furthest attributed numbers are the current analyst targets: $150 to $196 over the next 12 months.
Sezzle, Inc. returned +73.2% over the 12 months to 23 Oct 2026, with dividends reinvested. Past performance does not indicate future returns.
Sezzle Inc. is a financial technology company that provides digital payment services and buy now, pay later solutions for consumers and merchants.
The most recent item we track (GlobeNewsWire, 22 Oct 2026): "Sezzle Submits Application to Establish a National Bank". Sezzle filed an application with the OCC to charter Sezzle Bank, N.A., and applied to the FDIC for deposit insurance.
Sezzle Inc. is a financial technology company that provides digital payment services and buy now, pay later solutions for consumers and merchants. Sezzle’s platform allows shoppers to split purchases into interest-free installments at the point of sale, both online and in store, while giving merchants a payment option designed to support conversion and customer engagement. The company also offers a broader payments platform that includes consumer credit tools, virtual card functionality, and installment lending services through partnerships with third-party lenders. Sezzle serves the retail and e-commerce sectors across North America, focusing on flexible checkout experiences and responsible spending tools. Headquartered in Minneapolis, Minnesota, Sezzle Inc. operates as a technology-enabled payments provider in the modern consumer finance market.
CEO Mr. Charles G. Youakim · 201 employees · United States · https://www.sezzle.com
