Sezzle Inc (SEZL) Stock Up 3.2% but GF Value Says Overvalued -- GF Score: 82/100
Sezzle Inc (SEZL) saw its stock rise 3.2% on October 5, 2026, but GuruFocus's GF Value indicates the company is overvalued at $110.85, 16.7% above its intrinsic value of $95.01. Despite a strong GF Score of 82/100 and high growth potential, concerns are raised by its weaker profitability and significant insider selling over the past year. Investors are advised to exercise caution due to the overvaluation and insider sentiment.
Sezzle offers strong growth potential after 45% pullback, backed by new products and high profitability.
Sezzle's stock has seen a 45% pullback, creating a potential buying opportunity due to anticipated multi-year revenue and earnings growth, alongside robust profitability metrics. New products like Sezzle Send and SezzleCash are expected to boost user engagement and growth. Despite recent stock weakness, its low PEG ratio and high projected EPS growth suggest significant upside.
Asset turnover of Sezzle Inc. – HAN:0SE0
This article focuses on the asset turnover of Sezzle Inc. (HAN:0SE0) as listed on the Hannover Stock Exchange. It provides a brief overview of the company's financial data without detailing specific figures or trends. The page appears to be a stub or a section of a larger financial data platform.
Sezzle's On-Demand Push: Can It Win More Enterprise Merchants?
Sezzle is leveraging its On-Demand offering to attract enterprise merchants by providing more competitive buy now pay later (BNPL) pricing, especially for businesses with thinner margins. This strategy is proving effective, enhancing Sezzle's enterprise partnership funnel and leading to recent additions like Poshmark and Gymshark. The On-Demand feature also allows for flexible deal structuring, aiming to convert On-Demand users into long-term subscribers while maintaining strong consumer engagement and outperforming market indices.
66% of Shoppers Say They'd Likely Abandon Cart Without Their Preferred BNPL Option, Survey Finds
A new survey by Sezzle and Morning Consult reveals that 66% of shoppers are likely to abandon their carts if their preferred Buy Now, Pay Later (BNPL) option isn't available, highlighting the critical role of checkout flexibility, especially for Gen Z consumers. Retailers who offer a variety of BNPL options stand a better chance of converting sales, as many shoppers compare payment methods before shopping and consider BNPL essential for making purchases they might otherwise postpone.
Form 4 Sezzle Inc For: 27 September By Investing.com
This article announces the filing of Form 4 for Sezzle Inc. on September 27. It appears to be a very brief notification from Investing.com, typical for financial regulatory filings. The main content of the article is the title itself, indicating a formal disclosure related to Sezzle Inc.
Sezzle shares rebound as Q2 revenue and earnings soar, with strong growth and raised 2026 outlook.
Sezzle's stock remains a buy despite a recent 35% price drop, driven by strong Q2 2026 results showing a 51.7% revenue increase and 58.4% rise in adjusted net income year-over-year. The company raised its full-year 2026 guidance for earnings and EPS, supported by improved monetization metrics and growing subscription services. Valuation risks have lessened, making it an attractive option for investors.
Form 4 Sezzle Inc For: 27 September By Investing.com
This article reports on the filing of Form 4 by Sezzle Inc. for September 27. It briefly mentions Sezzle Inc. (SEZL) and its stock performance for the day. The core content is very minimal, with most of the article consisting of financial data tables and navigation elements.
SEZL vs. DAVE: Which Consumer Fintech Stock Is the Better Bet?
This article compares Sezzle (SEZL) and Dave (DAVE), two consumer fintech companies addressing similar problems of payments and short-term liquidity. While Sezzle is growing faster and diversifying its product offerings beyond buy-now-pay-later (BNPL), Dave boasts a larger member base and strong acquisition efficiency, though its growth is more concentrated on its ExtraCash product. The analysis concludes that Sezzle offers a more compelling setup for new investors due to its broader growth runway, while Dave is better suited for existing shareholders.
SEZL vs. DAVE: Which Consumer Fintech Stock Is the Better Bet?
This article compares two consumer fintech companies, Sezzle Inc. (SEZL) and Dave Inc. (DAVE), evaluating their business models, growth strategies, and financial performance. Sezzle, starting with BNPL, is expanding into a broader ecosystem, showing strong recurring revenue potential and diversified growth levers. Dave, a neobank centered on ExtraCash, has a larger member base and efficient customer acquisition but relies more heavily on a single credit product for monetization.
Sezzle Inc. (SEZL) options chain
This article provides detailed options chain data for Sezzle Inc. (SEZL) as of September 25, 2026. It lists both call and put options with various strike prices and expiration dates, including information such as last trade date, last price, bid, ask, change, volume, open interest, and implied volatility. The data is delayed by 15 minutes and covers options expiring on April 16, 2027.
Form 4 Sezzle Inc For: 25 September
This article reports on a Form 4 filing for Sezzle Inc. dated September 25. Form 4 filings are legally required documents submitted to the SEC by company insiders, indicating changes in their ownership of the company's securities. The article briefly mentions Sezzle Inc. and its stock symbol SEZL.
Sezzle Keeps Leverage Low: Can Liquidity Support Expansion?
Sezzle entered the second half of 2026 with a strong liquidity position, exceeding $205 million, and low leverage (0.5X debt-to-adjusted EBITDA), enabling its expansion of gross merchandise value, subscriptions, and new products. The company secured a new $300 million revolving credit facility, reducing borrowing costs, and is generating significant net cash from operations. Despite potential funding increases for new products and risks from rising receivables, its financial flexibility supports continued growth, with share performance outperforming the industry and a positive outlook for EPS.
Sezzle Inc. (SEZL) interactive stock chart
This Yahoo Finance page provides an interactive stock chart for Sezzle Inc. (SEZL), displaying its current stock price, recent performance, and historical data. It also includes a section for recent news and related articles concerning Sezzle and other fintech companies. The stock closed at 111.38 and was trading at 111.00 after hours on September 25.
Sezzle Drops 5.0% Amid Sector-Wide Selling
Sezzle Inc. (SEZL) shares dropped 5.0% to $110.69 on Tuesday due to a broad selloff across the credit services sector, with its market cap standing at $3.7 billion. The decline was observed across sector peers, suggesting a synchronized market movement rather than company-specific issues, with trading volume consistent with typical activity. Investors are monitoring for sustained sector weakness and macroeconomic data related to consumer credit to understand if this signals a temporary rotation or a more fundamental reassessment of the industry.
A Look at Sezzle Inc (SEZL) After 5.6% Decline -- GF Value $94.0
Sezzle Inc (SEZL) experienced a 5.6% stock decline, with its current price of $110.00 indicating it is 17.0% overvalued compared to its GF Value of $94.03. Despite a strong GF Score of 81/100, driven by excellent growth, profitability remains a concern, and significant insider selling suggests caution. Investors are advised to consider the risks due to the overvaluation and insider sentiment.
Sezzle Inc. (NASDAQ: SEZL) Ownership Update: Charles Youakim’s Stake Drops to 39.6% Including 119,466 Exercisable Options and Cerro Gordo LLC Holdings
Charles Youakim's beneficial ownership in Sezzle Inc. (NASDAQ: SEZL) has decreased to 39.6%, totaling 13,413,162 common shares, but his position remains classified as activist under Schedule 13D. This stake includes individually held shares, exercisable options, and shares held through Cerro Gordo LLC. The change is partly due to the vesting of restricted stock units and a modification of voting power over trust-held shares following a divorce settlement.
Sezzle Inc. (NASDAQ: SEZL) Reports 39.6% Beneficial Ownership by Charles Youakim
Charles Youakim, an activist investor, now beneficially owns 13,413,162 common shares of Sezzle Inc. (NASDAQ: SEZL), representing 39.6% of the outstanding shares. This ownership change follows the loss of voting and dispositive power over shares held by the 2020 Trust. His total holdings include personal shares, shares from Cerro Gordo LLC, and options, with recent RSU grants vesting and settling.
Wall Street Analysts See a 35.89% Upside in Sezzle Inc. (SEZL): Can the Stock Really Move This High?
Wall Street analysts project a 35.89% upside for Sezzle Inc. (SEZL), with a mean price target of $163.86. Despite potential over-optimism in analyst targets, a low standard deviation in estimates and recent positive earnings estimate revisions suggest a solid upside for the stock. SEZL currently holds a Zacks Rank #1 (Strong Buy), further supporting its near-term growth potential.
How (SEZL) Movements Inform Risk Allocation Models
This article analyzes Sezzle Inc. (NASDAQ: SEZL) using AI models, highlighting a weak near and mid-term sentiment despite a positive long-term outlook. It presents three trading strategies—Position, Momentum Breakout, and Risk Hedging—along with multi-timeframe signal analysis, showing specific entry, target, and stop-loss levels. The analysis emphasizes risk-reward ratios and institutional trading strategies to manage risk and optimize returns.
Affirm Rallies 6% on $104 Price Target From BofA, Sezzle Climbs 4%, PayPal Rises 3%
Affirm Holdings (AFRM) saw its stock rise 6% to $73.82 after Bank of America analyst Matthew O'Neill raised its 12-month price target to $104 from $93, maintaining a Buy rating. This upgrade, coupled with retreating Treasury yields, also boosted other installment-lending stocks like Sezzle (SEZL) and PayPal Holdings (PYPL), which climbed 4% and 3% respectively. Affirm's recent fiscal Q4 earnings showed strong growth, with GMV up 36% to $14.1 billion and adjusted EPS of $4.62, contributing to its outperformance compared to peers.
Gymshark, Debenhams Group, and Follett Higher Education Now Offer Sezzle at Checkout
Sezzle has expanded its merchant network to include Gymshark, Debenhams Group, and Follett Higher Education, allowing shoppers at these retailers to use Sezzle's flexible payment options. This expansion comes during a record-setting back-to-college season where consumers are managing tighter budgets. The partnerships aim to provide consumers, especially students, with more control over their finances for essential purchases like activewear, fashion, and course materials.
Sezzle director Kyle Brehm sells $125,920 in company stock By Investing.com
Sezzle Inc. director Kyle M. Brehm sold 1,000 shares of company stock for $125.92 per share, totaling $125,920. This transaction occurred after a significant year-to-date surge in the stock price. InvestingPro analysis suggests Sezzle is currently overvalued, despite the company reporting strong second-quarter results and raising its full-year profit guidance.
Sezzle director Kyle Brehm sells $125,920 in company stock
Sezzle Inc. director Kyle Brehm sold 1,000 shares of company stock for $125.92 per share, totaling $125,920. This transaction occurred on August 27, 2026, when the stock was trading near $124.12, following significant year-to-date and six-month gains. Despite the stock's strong performance, InvestingPro analysis suggests Sezzle may be overvalued.
Sezzle vs. SoFi: Which High-Growth Fintech Stock Is the Better Buy Now?
This article compares Sezzle (SEZL) and SoFi (SOFI), two high-growth fintech companies, to determine which is a better investment. Sezzle is highlighted for its focused approach, subscription growth, and faster profit growth, despite being smaller and riskier. SoFi offers greater scale, diversification, and a broader financial platform but faces more operational complexity and uneven segment trends.
Sezzle Inc. (SEZL) is a Great Momentum Stock: Should You Buy?
Sezzle Inc. (SEZL) is highlighted as a strong momentum stock, earning a Zacks Rank of #1 (Strong Buy) and a Momentum Style Score of B. The article examines its recent price performance, which shows significant gains over the past week, month, quarter, and year, outperforming its industry and the S&P 500. Additionally, positive earnings estimate revisions further support its strong outlook, suggesting it could be a promising pick for investors.
Sezzle (NASDAQ: SEZL) director to sell 1,000 shares on NASDAQ
Sezzle Inc. director Kyle M. Brehm plans to sell 1,000 shares of common stock, valued at $118,180.00, on NASDAQ under Rule 144. Of these shares, 750 were acquired as a stock award on May 15, 2025, and 250 via an open market purchase on June 14, 2024. The proposed sale date is August 25, 2026, and the shares are held at Fidelity Brokerage Services.
Sezzle Expands Beyond BNPL: Can SezzleCash Drive Growth?
Sezzle is expanding beyond its traditional Buy Now, Pay Later (BNPL) model with the introduction of SezzleCash, a new cash-advance product. This offering allows eligible subscribers to access funds and repay them over time, addressing short-term liquidity needs independent of shopping transactions. While early adoption shows promise, particularly among new subscribers, SezzleCash is still in its early stages and its ultimate impact on earnings and credit losses remains to be seen.
Sezzle general counsel Rajeev Khurana buys $14,999 in shares
Rajeev Khurana, General Counsel at Sezzle Inc. (SEZL), recently purchased 129.4498 shares of company stock for a total of $14,999, increasing his direct holdings to 3,629.4498 shares. This insider buying follows Sezzle's strong Q2 2026 results, which saw revenue increase by 51.7% and earnings per share reach $1.13, despite market concerns about slowing growth. The company also expanded its partnership with WebBank and received an upgrade to Buy from TD Cowen.
SoFi vs. Sezzle: Which Fintech Stock Is the Better Buy?
This article compares SoFi (SOFI) and Sezzle (SEZL), two fintech companies, to determine which is the better investment. Sezzle, a buy now, pay later (BNPL) platform, shows faster revenue growth and a more attractive valuation despite being less diversified than SoFi, which offers a broader range of financial services. The author highlights that SoFi is safer due to its diversification, while Sezzle offers higher growth potential for investors willing to take on more risk, especially if it continues to exceed forecasts.
Sezzle AI Push: Can Automation Boost Service and Productivity?
Sezzle Inc. is significantly expanding its use of AI, leading to improved customer service and internal productivity. The company's AI chatbot has deflected 68% of consumer inquiries with high satisfaction, and internal AI tools have boosted developer productivity and automated support ticket grading. These AI advancements are supporting substantial revenue growth and product development, as evidenced by the rapid creation of the Sezzle Send product, and are comparable to similar AI integration strategies by competitors like Klarna and Affirm.
Sezzle Subscribers: Can 76.4% Y/Y Growth Keep Accelerating?
Sezzle Inc. saw a 76.4% year-over-year increase in active subscribers in Q2 2026, reaching 854,000, driven by its subscription model and new offerings like SezzleCash and Sezzle Mobile. This growth is translating into higher purchase frequency and is supported by increased marketing spend, with management expecting lower marketing in Q3 2026. Despite competition from Affirm and Klarna, Sezzle's shares have outperformed, and its full-year 2026 EPS estimates show a positive trend, earning it a Zacks Rank #1 (Strong Buy).
SEZL Reiterated by Needham -- Price Target Maintained at $172.00
Needham has reiterated its Buy rating for Sezzle (SEZL) and maintained a price target of $172.00, despite GuruFocus indicating the stock is 35.4% overvalued with a GF Value™ of $87.89. Sezzle, a credit services provider, shows strong growth potential with a GF Score™ of 80/100, but its valuation and insider trading activity suggest caution for investors. The company operates a technology-driven payment platform allowing installment purchases in the U.S. and Canada.
Sezzle Subscribers: Can 76.4% Y/Y Growth Keep Accelerating?
Sezzle Inc. experienced its strongest subscriber growth in Q2 2026, reaching 854,000 active subscribers, a 76.4% year-over-year increase. This growth is linked to increased user engagement and new product offerings like SezzleCash and Sezzle Mobile. Despite significant marketing spend, Sezzle maintains a positive outlook with strong estimates and a Zacks Rank #1 (Strong Buy), while competing with larger players like Affirm and Klarna.
Sezzle Inc (SEZL) Stock Down 4.1% but Still Overvalued -- GF Sco
Sezzle Inc (SEZL) shares dropped 4.1% to $117.18, yet the stock remains overvalued according to GuruFocus's GF Value™, trading 33.6% above its intrinsic value of $87.73. Despite a strong GF Score™ of 80/100, indicating robust growth (10/10), its financial strength (6/10) and profitability (4/10) are weaker. Furthermore, significant insider selling totaling $29.3 million suggests a lack of insider confidence in the current valuation.
Sezzle expands WebBank partnership to include new products and raises net worth covenant
Sezzle has amended its partnership agreements with WebBank to expand its consumer installment loan program. The updated agreements will now cover Sezzle's new products, SezzleCash and Sezzle Send, and significantly increase Sezzle's minimum tangible net worth covenant from $12 million to $100 million. This expansion allows WebBank to originate and fund loans for these new products, retaining them on its balance sheet up to an initial $30 million, with potential increases to $150 million.
Form 8K Sezzle Inc For: 18 August By Investing.com
This article announces that Sezzle Inc. has filed a Form 8K on August 18. It briefly mentions that Sezzle Inc.'s stock symbol is SEZL and its price performance is down by 4.09%. The content primarily consists of market data, news headlines, and promotional material from Investing.com.
Sezzle expands WebBank partnership to include new products and raises net worth covenant
Sezzle Inc. has expanded its partnership with WebBank, amending their existing agreement to include new products like SezzleCash and Sezzle Send. WebBank will originate and fund loans for these products, retaining them on its balance sheet up to an initial $30 million. The amended agreements also significantly raise Sezzle's minimum tangible net worth requirement from $12 million to $100 million and add new termination events.
Sezzle and WebBank Expand Bank Program; Amended Agreements Add SezzleCash and Sezzle Send
Sezzle has expanded its partnership with WebBank by amending their existing agreements to include support for SezzleCash and Sezzle Send. WebBank will originate and fund loans for these new products, retaining them up to an initial $30 million threshold, which can be increased to $150 million. The updated agreements also increase Sezzle's minimum tangible net worth requirement and introduce new termination events, while WebBank remains the exclusive originator and Sezzle continues servicing the products until September 27, 2029.
A Look Back at Personal Loan Stocks’ Q2 Earnings: Sezzle (NASDAQ:SEZL) Vs The Rest Of The Pack
This article reviews the Q2 earnings of several personal loan stocks, highlighting Sezzle's performance against its peers. While Sezzle exceeded analyst expectations significantly, its stock still fell due to high investor expectations. The report also details the results for SoFi (best Q2), OneMain (weakest Q2 in some metrics but stock rose), Happen Bank (weakest performance against analyst estimates), and FirstCash.
Klarna Group Drops 7% Before Q2 Earnings, Sezzle Falls 5% as BNPL Names Diverge
Klarna Group (KLAR) saw its stock drop 7% ahead of its Q2 earnings report, while other Buy Now Pay Later (BNPL) companies like Sezzle (SEZL) and Affirm (AFRM) also experienced declines, though PayPal (PYPL) dipped less significantly. Analysts are expecting Klarna to report a loss of $0.06 per share on $995 million in revenue, and the market's reaction suggests pre-earnings risk reduction rather than a broad sector-wide move. The article highlights key financial metrics for investors to watch in Klarna's upcoming report, including revenue, transaction margin, and operating profit.
Sezzle Lifts 2026 Revenue Outlook to 35% Growth, Lands $300 Million Facility
Sezzle has raised its 2026 revenue growth guidance to 35% and secured a $300 million credit facility with Mesirow, despite a recent 26.17% stock pullback. The company is also pursuing a national bank charter, abandoning its industrial loan company structure due to new BNPL regulations. Analysts estimate a fair value of $87.18, significantly below its last close, citing concerns over rising bad debts and market saturation.
Is Sezzle (SEZL) Fairly Valued As It Raises 2026 Guidance And Secures $300 Million?
Sezzle (SEZL) recently raised its full-year 2026 total revenue growth guidance to 35% and secured a new US$300 million credit facility, following a 26.17% share price pullback over 30 days but a 97.94% year-to-date return. Despite these positive developments, a popular narrative suggests Sezzle is overvalued, with a fair value of $87.18 compared to its last close of $128.96, citing risks like rising bad debts and competitive saturation in the BNPL market. The article advises investors to assess the valuation carefully, considering potential shifts if credit losses or regulation impact the business.
17,212 Shares in Sezzle Inc. $SEZL Purchased by Quantinno Capital Management LP
Quantinno Capital Management LP recently acquired 17,212 shares of Sezzle Inc. (NASDAQ:SEZL) for approximately $1.09 million in the first quarter, joining several other institutional investors who have increased their stakes. Despite recent insider selling, institutional ownership now stands at 2.02%, and analysts maintain a "Moderate Buy" rating for SEZL with a consensus price target of $146.50. Sezzle also surpassed its recent quarterly earnings expectations, reporting $1.13 EPS against an estimated $1.03, and revenue of $149.68 million, exceeding the $135.09 million forecast.
Walleye Capital LLC Makes New Investment in Sezzle Inc. $SEZL
Walleye Capital LLC has made a new investment in Sezzle Inc. (NASDAQ:SEZL), acquiring 51,452 shares valued at approximately $8.8 million. This investment comes as Sezzle exceeded quarterly earnings expectations, reporting $1.13 EPS against an estimated $1.03, and $149.68 million in revenue. Despite a "Moderate Buy" consensus rating and a $146.50 average price target, some analysts have recently lowered their ratings or targets for the company.
Sezzle (SEZL) Is Down 27.3% After Raising 2026 Guidance And Securing New Credit Facility
Sezzle Inc. (SEZL) saw its stock price drop by 27.3% despite reporting strong Q2 2026 results, including US$149.68 million in revenue and US$40.77 million in net income. The company also raised its 2026 revenue growth guidance to 35% and secured a new US$300 million credit facility, indicating a strategic shift towards profitable scaling. The market's focus appears to remain on growth pace and credit risk, overshadowing the positive financial updates and lower cost of capital.
Sezzle Inc. (SEZL) News, Articles, Events & Latest Updates
This page provides a collection of recent news, articles, and updates related to Sezzle Inc. (SEZL). It highlights the company's Q2 earnings performance, including revenue beats and raised guidance, alongside insider stock transactions and analyst perspectives on its growth potential despite stock fluctuations.
Sezzle pivots to national bank charter
Sezzle has changed its strategy from seeking an industrial loan company (ILC) charter to pursuing a national bank charter with the Office of the Comptroller of the Currency (OCC). This shift is driven by new state-level buy now, pay later (BNPL) regulations and concerns about the ILC structure. The company views a national bank charter as a more robust solution that offers protection against varying state politics and allows for consistent application of rates and product features across states.
Sezzle pivots to national bank charter
Sezzle is changing its regulatory strategy from pursuing an industrial loan company (ILC) charter to seeking a national bank charter through the Office of the Comptroller of the Currency (OCC). This shift is a response to new state-level regulations on buy now, pay later (BNPL) companies and criticisms of the ILC structure. CEO Charlie Youakim believes a national bank charter offers a more robust solution, providing regulatory protections against varying state rules and enabling Sezzle to export rates and product features across all states.
California State Teachers Retirement System Purchases 11,145 Shares of Sezzle Inc. $SEZL
The California State Teachers Retirement System increased its stake in Sezzle Inc. (NASDAQ:SEZL) by 65.1%, purchasing an additional 11,145 shares and bringing its total holdings to 28,262 shares valued at approximately $1.79 million. Other institutional investors also significantly boosted their positions, although overall institutional ownership remains modest. Sezzle reported strong financial results, exceeding earnings and revenue estimates, but also saw significant insider selling of shares.
