Sezzle Inc.

Report azionario NasdaqCM:SEZL

Capitalizzazione di mercato: US$2.7b

Sezzle Dividendi e riacquisti

Criteri Dividendo verificati 0/6

Sezzle non ha registrato alcun pagamento di dividendi.

Informazioni chiave

n/a

Rendimento del dividendo

2.3%

Rendimento del riacquisto

Rendimento totale per gli azionisti2.3%
Rendimento futuro dei dividendin/a
Crescita dei dividendin/a
Prossima data di pagamento dei dividendin/a
Data di stacco del dividendon/a
Dividendo per azionen/a
Rapporto di remunerazionen/a

Aggiornamenti recenti su dividendi e riacquisti

Recent updates

SEZL: Strong Execution And Credit Discipline Will Support Future Subscription Tailwind Reset

The analyst price target for Sezzle has been revised slightly lower to $99, with analysts citing strong recent results and what they view as an inexpensive valuation, while also flagging a more challenging growth setup in 2026 as earlier subscription and partnership tailwinds moderate. Analyst Commentary Bullish analysts are highlighting Sezzle as an inexpensive way to gain exposure to the buy now, pay later space, especially after the recent reset in expectations around 2026 growth.

SEZL: Strong Execution And Credit Discipline Will Support Durable Future Upside

Analysts kept the Sezzle fair value estimate at $110.00, with only small tweaks to growth, margin, and P/E assumptions. They weighed a mix of recent Street views, including one firm calling the valuation inexpensive and others trimming price targets on expectations for a tougher growth backdrop after earlier product and partnership gains.

SEZL: Strong Execution And Credit Discipline Will Support Future Upside

Sezzle's fair value estimate has been trimmed by $2.60 to $97.00 as analysts factor in slightly lower revenue growth assumptions, a modestly higher discount rate, and sector wide price target resets for specialty finance, even as profit margin expectations and long term P/E assumptions remain supportive. Analyst Commentary Recent Street research on Sezzle highlights a mix of optimism about execution and earnings power, alongside caution about sector pressures and a tougher growth backdrop over the next couple of years.

SEZL: Strong Q4 Execution And Credit Discipline Will Support Future Upside

Analysts have nudged their Sezzle price target higher to $99, citing the recent Q4 beat with revenue up 32% year over year, adjusted EPS of $1.21, better credit loss provisioning, and solid underlying merchant sales growth. They are also factoring in a more mixed sector outlook and moderating benefits from past subscription and partnership initiatives.

SEZL: Index Inclusion And Buybacks Will Support Future Earnings Upside

Our updated Sezzle narrative reflects a small trim in our fair value estimate, from $111.00 to $110.00, as analysts balance strong recent execution, including Q4 revenue growth of 32% and adjusted EPS of $1.21, against expectations for more moderate contributions from past growth initiatives and sector wide target resets in specialty finance. Analyst Commentary Recent Street research around Sezzle reflects a mix of optimism on execution and caution around the next leg of growth.

Sezzle: Small But Mighty, Buy With Earnings On Tap

Feb 28

Sezzle's Profits to Soar with 27% Margin Boost

Bearish Investment Thesis on Sezzle Inc. (SEZL): Navigating the Perils of a Maturing BNPL Landscape Abstract Sezzle Inc.

Sezzle's Profits to Soar with 27% Margin Boost

This overview balances recent growth performance, risks, valuation, and tactical signals (based on the most recent public filings and analyst research available): Bullish Investment Thesis (Why Buy / Hold) 1) Very Strong Growth & Profitability Execution Sezzle has delivered rapid revenue growth (>60–70% YoY) across 2024–2025 and record profitability, a rare achievement among BNPL peers. ( StockAnalysis ) Gross Merchandise Volume (GMV) crossed $1 B quarterly , while net income margins remain healthy (~22–30%).

SEZL: Index Additions And Ongoing Buybacks Will Support Future Upside

Analysts have trimmed their Sezzle price target slightly, cutting the fair value estimate from $103.25 to $99.60 as they factor in updated sector views and modest tweaks to growth, discount rate, profit margin, and future P/E assumptions in line with recent specialty finance research. Analyst Commentary Recent Street updates on Sezzle have centered on modest price target trims and refreshed sector assumptions, rather than any major change in the fundamental story.

SEZL: Specialty Finance Reset Will Highlight Earnings Guidance And Index Inclusions

Sezzle's analyst fair value estimate has shifted from $111.00 to $82.00 as analysts incorporate updated views on specialty finance trends and broader macro factors affecting areas such as credit cards, auto lending, student lending, non prime lending, buy now pay later, and lease to own. Analyst Commentary Recent research reflects a slightly more cautious stance on Sezzle, with the latest published fair value and price target references converging around $82.

SEZL: Share Repurchases And Index Inclusion Will Support Future Upside

Analysts reduced their fair value estimate for Sezzle from $108.50 to $103.25 and noted sector-wide adjustments to specialty finance price targets, reflecting updated views on macro conditions and on segments such as buy now, pay later and other non-prime lending categories. Analyst Commentary Recent research updates on Sezzle focus on recalibrating price targets within specialty finance, with analysts aligning Sezzle’s valuation with their broader sector outlook across buy now, pay later, non prime lending, and other credit categories.

SEZL: Index Inclusion And Buybacks Will Support Future Upside Potential

Analysts now place Sezzle's fair value at $111.00, reduced from $150.00. This update reflects revised assumptions for revenue growth, profit margins, the discount rate, and a lower future P/E multiple.

SEZL: Share Repurchases And Index Additions Will Drive Future Upside

Analysts have modestly raised their price target on Sezzle by about $0.00, reflecting slightly higher assumed discount rates and a marginally richer future P/E multiple while maintaining their prior fair value estimate of approximately $108.50. What's in the News The Board of Directors has authorized a new share repurchase plan, allowing Sezzle to buy back up to $100 million of common stock with no fixed expiration date (Key Developments).

SEZL: Focused Consumer Niche Will Support Future Upside From Current Levels

Analysts have modestly reduced their price target on Sezzle, trimming it by approximately $26.50 to about $82.00 per share. They are weighing the company’s strong execution and rapid growth against a more narrowly focused business model and a relatively tight valuation range versus peers.

SEZL: Sustained Focus On Core Segment Will Support Further Expansion

Analysts have left their price target for Sezzle unchanged at $108.50, citing the company's focused approach and consistent growth. However, they note that the competitive landscape keeps valuations in a narrow range.

SEZL: Sustained Execution In Underserved Markets Will Drive Long-Term Expansion

Analysts have revised Sezzle’s fair value estimate downward from $119.25 to $108.50. They cite slightly slower revenue growth projections and ongoing competition among buy now, pay later providers as the main reasons for this change.

Sezzle Inc.'s (NASDAQ:SEZL) Stock Retreats 25% But Earnings Haven't Escaped The Attention Of Investors

Nov 04
Sezzle Inc.'s (NASDAQ:SEZL) Stock Retreats 25% But Earnings Haven't Escaped The Attention Of Investors

Digital Payments Expansion Will Unlock New Market Opportunities

The downward revision to Sezzle’s price target primarily reflects analysts’ reduced revenue growth expectations, with consensus forecasts trimmed from 33.5% to 30.1% annually, resulting in a lower fair value estimate of $119.25. What's in the News Sezzle completed a buyback of 678,529 shares (2% of outstanding) for $23.76 million.

Digital Payments Expansion Will Unlock New Market Opportunities

Sezzle’s fair value estimate declined from $161.00 to $128.33, primarily driven by the collapse in its future P/E ratio, while net profit margin remained stable. What's in the News Sezzle has launched new features to address rising consumer financial pressures, including budgeting tools, price comparison, and auto-couponing, enhancing savings and user engagement.

Sezzle: Profit Focus Might Not Be The Best For Long-Term Returns

Apr 23

Sezzle Inc.'s (NASDAQ:SEZL) Stock Retreats 26% But Revenues Haven't Escaped The Attention Of Investors

Apr 04
Sezzle Inc.'s (NASDAQ:SEZL) Stock Retreats 26% But Revenues Haven't Escaped The Attention Of Investors

Market Participants Recognise Sezzle Inc.'s (NASDAQ:SEZL) Revenues Pushing Shares 38% Higher

Feb 13
Market Participants Recognise Sezzle Inc.'s (NASDAQ:SEZL) Revenues Pushing Shares 38% Higher

Sezzle Inc. (NASDAQ:SEZL) Stocks Pounded By 25% But Not Lagging Industry On Growth Or Pricing

Dec 12
Sezzle Inc. (NASDAQ:SEZL) Stocks Pounded By 25% But Not Lagging Industry On Growth Or Pricing

Sezzle Inc. Stock: The Massive Rally Will Face Tests Into 2025

Nov 25

Why Investors Shouldn't Be Surprised By Sezzle Inc.'s (NASDAQ:SEZL) 29% Share Price Surge

Oct 08
Why Investors Shouldn't Be Surprised By Sezzle Inc.'s (NASDAQ:SEZL) 29% Share Price Surge
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Innovative Products And Calculated Partnerships Propel Revenue And User Growth

Sezzle's marketing strategies and product innovations like Sezzle Anywhere are poised to bolster user acquisition and retention, aiding revenue growth.

Stabilità e crescita dei pagamenti

Recupero dei dati sui dividendi

Dividendo stabile: Dati insufficienti per determinare se i dividendi per azione di SEZL siano rimasti stabili in passato.

Dividendo in crescita: Dati insufficienti per determinare se i pagamenti dei dividendi di SEZL siano aumentati.


Rendimento dei dividendi rispetto al mercato

Sezzle Rendimento dei dividendi rispetto al mercato
Come si colloca il rendimento da dividendo di SEZL rispetto al mercato?
SegmentoRendimento dei dividendi
Azienda (SEZL)n/a
Fondo del 25% del mercato (US)1.4%
Top 25% del mercato (US)4.2%
Media del settore (Diversified Financial)1.1%
Analista previsionale (SEZL) (fino a 3 anni)n/a

Dividendo notevole: Impossibile valutare il rendimento dei dividendi di SEZL rispetto al 25% inferiore dei pagatori di dividendi, poiché la società non ha segnalato alcun pagamento recente.

Dividendo elevato: Impossibile valutare il rendimento dei dividendi di SEZL rispetto al 25% dei maggiori pagatori di dividendi, poiché la società non ha segnalato alcun pagamento recente.


Distribuzione degli utili agli azionisti

Copertura degli utili: Dati insufficienti per calcolare il payout ratio di SEZL per determinare se i suoi pagamenti di dividendi sono coperti dagli utili.


Pagamenti in contanti agli azionisti

Copertura del flusso di cassa: Impossibile calcolare la sostenibilità dei dividendi poiché SEZL non ha segnalato alcun pagamento.


Scoprire le società che pagano dividendi forti

Analisi aziendale e situazione dei dati finanziari

DatiUltimo aggiornamento (ora UTC)
Analisi dell'azienda2026/05/01 02:56
Prezzo dell'azione a fine giornata2026/05/01 00:00
Utili2025/12/31
Utili annuali2025/12/31

Fonti dei dati

I dati utilizzati nella nostra analisi aziendale provengono da S&P Global Market Intelligence LLC. I seguenti dati sono utilizzati nel nostro modello di analisi per generare questo report. I dati sono normalizzati, il che può comportare un ritardo nella disponibilità della fonte.

PacchettoDatiTempisticaEsempio Fonte USA *
Dati finanziari della società10 anni
  • Conto economico
  • Rendiconto finanziario
  • Bilancio
Stime di consenso degli analisti+3 anni
  • Previsioni finanziarie
  • Obiettivi di prezzo degli analisti
Prezzi di mercato30 anni
  • Prezzi delle azioni
  • Dividendi, scissioni e azioni
Proprietà10 anni
  • Top azionisti
  • Insider trading
Gestione10 anni
  • Team di leadership
  • Consiglio di amministrazione
Sviluppi principali10 anni
  • Annunci aziendali

* Esempio per i titoli statunitensi, per i titoli non statunitensi si utilizzano forme e fonti normative equivalenti.

Se non specificato, tutti i dati finanziari si basano su un periodo annuale ma vengono aggiornati trimestralmente. Si tratta dei cosiddetti dati TTM (Trailing Twelve Month) o LTM (Last Twelve Month). Per saperne di più.

Modello di analisi e Snowflake

I dettagli del modello di analisi utilizzato per generare questo report sono disponibili sulla nostra pagina Github; abbiamo anche guide su come utilizzare i nostri report e tutorial su Youtube.

Scoprite il team di livello mondiale che ha progettato e realizzato il modello di analisi Simply Wall St.

Metriche di settore e industriali

Le nostre metriche di settore e di sezione sono calcolate ogni 6 ore da Simply Wall St; i dettagli del nostro processo sono disponibili su Github.

Fonti analitiche

Sezzle Inc. è coperta da 11 analisti. 6 di questi analisti ha fornito le stime di fatturato o di utile utilizzate come input per il nostro report. Le stime degli analisti vengono aggiornate nel corso della giornata.

AnalistaIstituzione
Harold GoetschB. Riley Securities, Inc.
John MarrinCLSA
Edmund Anthony HenningCLSA