SEZLFinancial Services · Credit ServicesThe 7 Wall Street analysts covering Sezzle, Inc. hold a median 12-month price target of $166 — -7.3% from the last close. Ticker Nerd's systematic factor model, run across ~4,600 US stocks, ranks it 73 of 100 as at 6 Aug 2026 — in the upper half. The factors read stronger than the Street's target implies. That gap is the story on this page.
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 (19): The share price moves around a lot.
The rank is the raw material. Whether the rules would actually own Sezzle, Inc. — and when they’d sell — is the membership.
The bullish and bearish analyst opinions on SEZL, reported as data — targets and ratings, the market's view beside the model's.
We don’t hold enough price history for this company yet.
The green dot is the last close — the median target sits −7.3% from it.
| Date | Firm | Action | Rating | Target |
|---|---|---|---|---|
| 13 July 2026 | Keefe, Bruyette & Woods | Downgrade | Market Perform | $115 → $190 |
| 7 July 2026 | TD Cowen | Maintains | Hold | $108 → $165 |
| 29 June 2026 | Oppenheimer | Downgrade | Perform | — |
| 25 June 2026 | Freedom Broker | 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 | — |
| 7 May 2026 | Needham | Maintains | Buy | — |
| 6 Apr 2026 | Keefe, Bruyette & Woods | Initiates | Outperform | — |
| 26 Feb 2026 | Needham | Maintains | Buy | — |
| 12 Feb 2026 | Needham | Initiates | Buy | — |
| 8 Jan 2026 | TD Cowen | Maintains | Hold | — |
| 11 Sept 2025 | TD Cowen | Initiates | Hold | — |
| 11 Aug 2025 | B. Riley Securities | Maintains | Buy | — |
| 2 July 2025 | Oppenheimer | Maintains | Outperform | — |
| 12 June 2025 | Oppenheimer | Initiates | Outperform | — |
| 26 Feb 2025 | B. Riley Securities | Reiterates | Buy | — |
| 19 Dec 2024 | B. Riley Securities | Reiterates | Buy | — |
| 19 Dec 2024 | Northland Capital Markets | 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.
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 19% of US stocks
Cheaper than 13% of US stocks
Cheaper than 4% of US stocks
Cheaper than 17% of US stocks
Higher than 79% of US stocks
Higher than 74% of US stocks
Higher than 86% of US stocks
Higher than 99% of US stocks
Higher than 90% of US stocks
Higher than 96% of US stocks
Higher than 99% of US stocks
Bars mark the percentile across the ~4,600 US stocks Ticker Nerd covers, among those reporting the figure.
The nearest names by industry and size, scored by the same model — like for like.
Computed off the Friday close and sent before the US open.
Market Radar reports the week’s largest rank changes across roughly 4,600 US stocks, the factor behind each one, and where the market went. SEZL appears on the weeks it earns a place.
Sezzle raised its 2026 guidance again during its Q2 earnings call, citing surging subscriber growth, traction from new products, and rising engagement across its expanding platform.
Why it matters — SEZL watchers would care because the raised guidance and subscriber surge signal accelerating platform momentum and product adoption.
Sezzle reported record second-quarter 2026 results, with gross merchandise volume, revenue, subscriber growth, and profitability all rising year over year. The buy now, pay later company also raised its full-year revenue and adjusted earnings outlook, citing momentum across its subscription platform and consumer-engagement products.
Why it matters — This update signals to SEZL watchers that the company's growth metrics improved and management revised its forward guidance upward.
Sezzle Inc reported better-than-expected earnings for the second quarter, prompting analysts to revise their forecasts for the company.
Why it matters — Upward forecast revisions following a quarterly beat can influence market sentiment and signal improved confidence in Sezzle's financial trajectory.
Sezzle Inc.'s Q2 2026 earnings call transcript was published on Seeking Alpha, recording the company's earnings call for the period.
Why it matters — A Sezzle watcher would care because the transcript provides direct access to management's discussion of the company's quarterly performance and outlook.
Sezzle Inc. (SEZL) reported quarterly earnings of $1.13 per share, exceeding the Zacks Consensus Estimate of $0.95 per share, and up from $0.69 per share a year earlier. The company also beat revenue estimates for the quarter.
Why it matters — SEZL watchers would note that the company outperformed analyst expectations on both earnings and revenue for the quarter.
The 7 Wall Street analysts covering Sezzle, Inc. have a median 12-month price target of $166, with estimates ranging from $141 to $190. These are third-party analyst estimates, not Ticker Nerd forecasts, and they are frequently wrong.
Of the 7 analysts covering Sezzle, Inc., 3 rate it a Buy, 4 a Hold and 0 a Sell. Ticker Nerd's systematic factor model ranks Sezzle, Inc. 73 out of 100 across roughly 4,600 US stocks as at 6 Aug 2026. None of this is personal advice — it does not consider your circumstances.
As at 6 Aug 2026, Sezzle, Inc. ranks 73 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 -7.3% from the last close, and Ticker Nerd's factor model ranks Sezzle, Inc. 73 out of 100 as at 6 Aug 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: $141 to $190 over the next 12 months.
Sezzle Inc. is a fintech company that operates a digital payment platform enabling point-of-sale financing for consumers and merchants.
The most recent item we track (Zacks Investment Research, 7 Aug 2026): "SEZL Q2 Earnings Call Highlights Subscriber Surge, New Products". Sezzle raised its 2026 guidance again during its Q2 earnings call, citing surging subscriber growth, traction from new products, and rising engagement across its expanding platform.
Sezzle Inc. is a fintech company that operates a digital payment platform enabling point-of-sale financing for consumers and merchants. The platform allows customers to split purchases into installments, paying over six weeks with the first payment due at purchase. Sezzle serves both in-store and online retail environments across North America, connecting consumers with merchants through proprietary technology that instantly extends credit at the point of sale. The company generates revenue through payment processing, merchant partnerships, and subscription services. Sezzle's platform addresses the growing consumer demand for flexible payment options, positioning itself in the Buy Now, Pay Later (BNPL) sector. Founded in 2016 and headquartered in Minneapolis, Minnesota, Sezzle operates as a purpose-driven payments company focused on financial empowerment. The platform processes transactions across multiple retail verticals and continues to expand its merchant network while enhancing tools for price-conscious shoppers seeking payment flexibility.
CEO Mr. Charles G. Youakim · 201 employees · United States · https://www.sezzle.com