Sezzle (SEZL) Aktievy
Sezzle Inc. är verksamt som ett teknikbaserat betalningsföretag i USA och Kanada. Mer information
| Snöflinga Score | |
|---|---|
| Värdering | 1/6 |
| Framtida tillväxt | 5/6 |
| Tidigare resultat | 3/6 |
| Finansiell hälsa | 5/6 |
| Utdelningar | 0/6 |
SEZL Community Fair Values
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Analyst Price Targets
Top Community Narratives
Sezzle Inc. Konkurrenter
Prishistorik och prestanda
| Historiska aktiekurser | |
|---|---|
| Aktuell aktiekurs | US$144.20 |
| 52 veckors högsta | US$186.74 |
| 52 veckors lägsta | US$49.50 |
| Beta | 6.97 |
| 1 månads förändring | 46.22% |
| 3 månaders förändring | 120.12% |
| 1 års förändring | 0.23% |
| 3 års förändring | n/a |
| 5 års förändring | n/a |
| Förändring sedan börsintroduktionen | 967.09% |
Senaste nyheter och uppdateringar
Recent updates
SEZL: Rising Guidance And Payment Integrations Will Test Current Optimism
Analysts have raised the average price target on Sezzle to $141 from $117, indicating that they expect new payment integrations and user engagement features could support slightly higher revenue growth and profit margins than previously modeled. Analyst Commentary Bullish reports have highlighted Sezzle's integration with Knot's CardSwitcher API, which is designed to make Sezzle virtual cards easier to keep at the top of users' digital wallets across large merchants like Amazon, Walmart, and Uber.SEZL: Earnings Guidance And AI Partnership Will Shape Balanced Risk Reward Outlook
Analysts have raised their fair value estimate for Sezzle to $108.00 from $82.00, citing updated views on revenue growth, profit margins, and future P/E, which are reflected in a series of recent price target increases across the Street. Analyst Commentary Recent Street research around Sezzle has centered on shifts in price targets, with several firms revisiting their assumptions on revenue growth, profitability, and future P/E.Sezzle And Pagaya Partner Up To Expand BNPL Operations
Summary Sezzle stands out as a compelling BNPL investment among recent IPOs in the sector. Modern BNPL players like AFRM and Afterpay have solved legacy financing challenges, fueling sector growth. SEZL's positioning leverages advancements in BNPL infrastructure and addresses retailer pain points. SEZL's recent partnership with PGY adds even more product offerings and opportunities to the company's portfolio. Read the full article on Seeking Alpha
SEZL: Credit Discipline And Partnerships Will Support Future Earnings Upside
Sezzle's analyst fair value estimate has moved up from $97.00 to about $114.67 as analysts factor in updated price targets and supporting views on revenue growth, profitability, and forward P/E assumptions. Analyst Commentary Recent Street research on Sezzle reflects both optimism and caution, which feeds directly into the higher fair value estimate and the range of price targets being published.
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'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
Unfortunately for some shareholders, the Sezzle Inc. ( NASDAQ:SEZL ) share price has dived 25% in the last thirty days...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
Summary Sezzle's high efficiency in generating gross profit and net income is impressive, but may affect long-term returns due to increased competition and focus on short-term gains. Sezzle's strategy targets SMBs and younger customers with financial constraints, offering short-term BNPL services that avoid credit card interest costs, making it appealing for low-ticket purchases. Despite Sezzle's lighter balance sheet and innovative subscription services, increased competition and economic downturns pose significant risks, leading to a "hold" rating. Read the full article on Seeking AlphaSezzle Inc. Stock: The Massive Rally Will Face Tests Into 2025
Summary Shares of Sezzle have been one of the market's best performing stocks this year. The company is capturing strong growth from its buy-now-pay-later service subscription offering. Strong fundamentals support a positive outlook, but the stock could see renewed volatility into 2025 against a high bar of expectations. Read the full article on Seeking AlphaAktieägarnas avkastning
| SEZL | US Diversified Financial | US Marknad | |
|---|---|---|---|
| 7D | 18.7% | 2.3% | 2.3% |
| 1Y | 0.2% | -6.7% | 25.5% |
Avkastning vs industri: SEZL översteg US Diversified Financial branschen som gav -6.7 % under det senaste året.
Avkastning vs Marknaden: SEZL presterade sämre än US marknaden som gav 25.5 % under det senaste året.
Prisvolatilitet
| SEZL volatility | |
|---|---|
| SEZL Average Weekly Movement | 11.4% |
| Diversified Financial Industry Average Movement | 6.1% |
| Market Average Movement | 7.2% |
| 10% most volatile stocks in US Market | 16.8% |
| 10% least volatile stocks in US Market | 3.1% |
Stabil aktiekurs: SEZL s aktiekurs har varit volatil under de senaste 3 månaderna jämfört med marknaden för US.
Volatilitet över tid: SEZL s veckovolatilitet ( 11% ) har varit stabil under det senaste året, men är fortfarande högre än 75 % av US aktier.
Om företaget
| Grundad | Anställda | VD OCH KONCERNCHEF | Webbplats |
|---|---|---|---|
| 2016 | 201 | Charlie Youakim | www.sezzle.com |
Sezzle Inc. är verksamt som ett teknikbaserat betalningsföretag i USA och Kanada. Bolaget erbjuder Sezzle Platform som tillhandahåller en betalningslösning för konsumenter som ger kredit på försäljningsstället, vilket gör det möjligt för konsumenter att köpa och ta emot de beställda varorna vid försäljningstillfället samtidigt som de betalar i delbetalningar över tid; Pay-in-Four, som gör det möjligt för konsumenter att betala en fjärdedel av inköpspriset i förskott och sedan ytterligare en fjärdedel av inköpspriset varannan vecka därefter under totalt sex veckor; Pay-in-Full som gör det möjligt för konsumenter att betala för hela värdet av sin beställning i förskott genom Sezzle-plattformen utan kreditgivning; Pay-in-five som gör det möjligt för berättigade konsumenter att betala en femtedel av inköpspriset i förskott och sedan ytterligare fyra delbetalningar varannan vecka; Pay-in-Two, som gör det möjligt för konsumenten att betala hälften av värdet av sin beställning i förskott och den andra hälften om två veckor; och andra alternativa avbetalningsalternativ. Företaget tillhandahåller också Sezzle Virtual Card som ger konsumenter tillgång till Sezzle-plattformen i form av handlare i butik och online hos handlare som inte är direkt integrerade med Sezzle; Sezzle Anywhere, en betald prenumerationstjänst som gör det möjligt för konsumenter att använda sitt Sezzle Virtual Card hos alla handlare online eller i butik; Sezzle On-Demand, en tjänst som gör det möjligt för konsumenter som inte prenumererar på Sezzle Anywhere att använda Sezzle-plattformen hos alla handlare online eller i butik; Sezzle Premium, en betald prenumerationstjänst som gör det möjligt för sina konsumenter att få tillgång till stora, icke-integrerade premiumhandlare; Sezzle Balance, en värdeprodukt som gör det möjligt för konsumenter att behålla medel på Sezzle-konto för användning för kvalificerade inköp eller göra betalningar på Sezzle-plattformen; och Sezzle Up, en opt-in-funktion på Sezzle-plattformen.
Sezzle Inc. Sammanfattning av grunderna
| SEZL grundläggande statistik | |
|---|---|
| Börsvärde | US$4.91b |
| Vinst(TTM) | US$148.27m |
| Intäkter(TTM) | US$480.91m |
Är SEZL övervärderat?
Se Verkligt värde och värderingsanalysResultat & intäkter
| SEZL resultaträkning (TTM) | |
|---|---|
| Intäkter | US$480.91m |
| Kostnad för intäkter | US$123.61m |
| Bruttovinst | US$357.30m |
| Övriga kostnader | US$209.03m |
| Intäkter | US$148.27m |
Senast redovisade vinst
Mar 31, 2026
Nästa vinstdatum
n/a
| Vinst per aktie (EPS) | 4.41 |
| Bruttomarginal | 74.30% |
| Nettovinstmarginal | 30.83% |
| Skuld/egenkapitalförhållande | 73.4% |
Hur har SEZL utvecklats på lång sikt?
Se historisk utveckling och jämförelseFöretagsanalys och finansiella data Status
| Uppgifter | Senast uppdaterad (UTC-tid) |
|---|---|
| Analys av företag | 2026/06/16 07:39 |
| Aktiekurs vid dagens slut | 2026/06/16 00:00 |
| Intäkter | 2026/03/31 |
| Årlig intjäning | 2025/12/31 |
Datakällor
Den data som används i vår företagsanalys kommer från S&P Global Market Intelligence LLC. Följande data används i vår analysmodell för att generera denna rapport. Data är normaliserade vilket kan medföra en fördröjning från det att källan är tillgänglig.
| Paket | Uppgifter | Tidsram | Exempel US-källa |
|---|---|---|---|
| Företagets finansiella ställning | 10 år |
| |
| Analytikernas konsensusuppskattningar | +3 år |
|
|
| Marknadspriser | 30 år |
| |
| Ägarskap | 10 år |
| |
| Förvaltning | 10 år |
| |
| Viktiga utvecklingstendenser | 10 år |
|
* Exempel för amerikanska värdepapper, för icke-amerikanska värdepapper används motsvarande regelverk och källor.
Om inget annat anges är all finansiell data baserad på en årsperiod men uppdateras kvartalsvis. Detta kallas data för efterföljande tolv månader (TTM) eller senaste tolv månader (LTM). Lär dig mer om detta.
Analysmodell och snöflinga
Detaljer om analysmodellen som användes för att skapa den här rapporten finns på vår Github-sida, vi har också guider om hur du använder våra rapporter och tutorials på Youtube.
Lär dig mer om det team i världsklass som utformade och byggde analysmodellen Simply Wall St.
Industri- och sektormått
Våra bransch- och sektionsmått beräknas var sjätte timme av Simply Wall St, detaljer om vår process finns tillgängliga på Github.
Källor för analytiker
Sezzle Inc. bevakas av 11 analytiker. 6 av dessa analytiker lämnade de uppskattningar av intäkter eller resultat som användes som indata till vår rapport. Analytikernas inskickade estimat uppdateras löpande under dagen.
| Analytiker | Institution |
|---|---|
| Harold Goetsch | B. Riley Securities, Inc. |
| John Marrin | CLSA |
| Edmund Anthony Henning | CLSA |