Northland Securities Predicts Stronger Earnings for Sezzle

Sezzle Inc. (NASDAQ:SEZL) – Research analysts at Northland Securities raised their Q1 2026 earnings estimates for Sezzle in a research note issued to investors on Thursday, February 26th. Northland Securities analyst M. Grondahl now forecasts that the company will post earnings per share of $1.09 for the quarter, up from their prior forecast of $1.04. The consensus estimate for Sezzle’s current full-year earnings is $9.77 per share. Northland Securities also issued estimates for Sezzle’s Q2 2026 earnings at $1.02 EPS, Q3 2026 earnings at $1.19 EPS, Q4 2026 earnings at $1.39 EPS and FY2026 earnings at $4.70 EPS.

SEZL has been the subject of a number of other reports. TD Cowen cut their price target on Sezzle from $83.00 to $82.00 and set a “hold” rating for the company in a report on Thursday, January 8th. UBS Group set a $76.00 price objective on Sezzle in a report on Tuesday, February 17th. Wall Street Zen downgraded Sezzle from a “buy” rating to a “hold” rating in a research note on Saturday, December 6th. Weiss Ratings reiterated a “hold (c+)” rating on shares of Sezzle in a research report on Monday, December 29th. Finally, Needham & Company LLC reissued a “buy” rating and issued a $94.00 price target (up from $85.00) on shares of Sezzle in a report on Thursday. Three equities research analysts have rated the stock with a Buy rating and two have given a Hold rating to the company. According to data from MarketBeat, the company currently has an average rating of “Moderate Buy” and a consensus target price of $113.00.

Sezzle Stock Down 13.9%

Sezzle stock opened at $72.95 on Friday. The firm has a 50 day simple moving average of $67.95 and a 200 day simple moving average of $73.27. The company has a current ratio of 3.52, a quick ratio of 3.52 and a debt-to-equity ratio of 0.76. Sezzle has a 1-year low of $24.86 and a 1-year high of $186.74. The firm has a market capitalization of $2.49 billion, a price-to-earnings ratio of 19.51 and a beta of 8.70.

Sezzle (NASDAQ:SEZL) last posted its quarterly earnings results on Wednesday, February 25th. The company reported $1.21 earnings per share (EPS) for the quarter, beating the consensus estimate of $0.96 by $0.25. The company had revenue of $129.87 million for the quarter, compared to analyst estimates of $128.29 million. Sezzle had a net margin of 29.57% and a return on equity of 93.89%. The company’s revenue for the quarter was up 32.3% on a year-over-year basis. Sezzle has set its FY 2026 guidance at 4.350-4.700 EPS.

Hedge Funds Weigh In On Sezzle

Several institutional investors have recently modified their holdings of SEZL. Accredited Investors Inc. purchased a new stake in Sezzle in the fourth quarter worth approximately $57,955,000. Divisadero Street Capital Management LP boosted its stake in shares of Sezzle by 64.7% in the 3rd quarter. Divisadero Street Capital Management LP now owns 1,494,617 shares of the company’s stock valued at $118,867,000 after purchasing an additional 587,129 shares in the last quarter. Arrowstreet Capital Limited Partnership bought a new position in shares of Sezzle during the 2nd quarter valued at $71,770,000. Man Group plc bought a new position in shares of Sezzle during the 3rd quarter valued at $25,005,000. Finally, Price T Rowe Associates Inc. MD lifted its stake in Sezzle by 213.8% in the fourth quarter. Price T Rowe Associates Inc. MD now owns 378,185 shares of the company’s stock worth $24,004,000 after purchasing an additional 257,659 shares during the last quarter. 2.02% of the stock is currently owned by institutional investors.

Trending Headlines about Sezzle

Here are the key news stories impacting Sezzle this week:

• Positive Sentiment: Sezzle reported Q4 EPS of $1.21 and revenue above consensus, and it issued FY2026 EPS guidance of $4.35–$4.70 (above the consensus). This confirms the company is accelerating profitably and is the primary fundamental positive behind recent analyst activity. SEZL Q4 Earnings and Revenues Top Estimates
• Positive Sentiment: Northland Securities raised its EPS forecasts across Q1–Q4 2026 and bumped FY2026 to $4.70 (from $4.35), reflecting analyst upward revisions that support higher forward earnings expectations for the stock.
• Positive Sentiment: Sezzle said GMV rose ~35% in Q4 and is advancing “super app” plans — evidence of revenue/engagement momentum beyond one-time drivers. This underpins the revenue guidance upside. Sezzle GMV Surges as Super App Plans Advance
• Positive Sentiment: Analyst/author pieces highlight structural improvements — including a reversal in credit losses that de-risks the company’s subprime BNPL positioning — which supports a longer-term bullish thesis. Sezzle: Credit Loss Reversal De-Risks The Subprime BNPL Thesis
• Positive Sentiment: Investor commentary (Seeking Alpha) framed Q4 as a validation of conviction for shareholders, adding qualitative support that the beat and guidance are sustainable. Blockbuster Q4 Earnings Confirm My Conviction As A Shareholder In Sezzle
• Negative Sentiment: B. Riley cut its price target materially (to $76 from $111) while keeping a Buy rating, and warned of tougher year-over-year comps after a strong two‑year run — a near-term negative that can trigger profit‑taking and cap upside. B. Riley Flags Tougher Comparisons For Sezzle Inc. (SEZL) After Strong Two-Year Run
• Negative Sentiment: Market action shows a selloff on heavy volume despite the beat — likely profit‑taking after a big run, amplified by Sezzle’s high beta and the PT cut; this is pressuring the stock near-term (volatility risk for traders/investors).

About Sezzle

Sezzle Inc is a financial technology company specializing in buy now, pay later (BNPL) services that enable consumers to split purchases into interest-free installment payments. By integrating its platform with e-commerce merchants, Sezzle provides shoppers with flexible payment options at checkout while merchants benefit from increased conversion rates and average order values. The company’s technology is designed to offer a seamless user experience, with instant approval decisions and no hidden fees, positions it as a consumer-friendly alternative to traditional credit products.

Founded in 2016 and headquartered in Minneapolis, Minnesota, Sezzle completed its initial public offering on the Nasdaq under the ticker SEZL.