Sezzle’s Stock Explodes 35% in One Day. Here’s What the Numbers Say

Rexielyn Diaz4 minute read
Reviewed by: Thomas Richmond
Last updated Feb 27, 2026

Key Stats for SEZL Stock

  • Price Change for SEZL stock: +35%
  • SEZL Share Price as of Feb. 26: $85
  • 52-Week High: $187
  • SEZL Stock Price Target: $97

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What Happened?

Sezzle (SEZL) stock surged 35.3% to $85 on February 26, 2026, after the company reported strong fiscal 2025 results. According to Reuters, Sezzle posted FY2025 total revenue of $450.3 million, up 66.1% year over year. The sharp revenue acceleration helped drive strong investor interest.

The company also held its Q4 2025 earnings call on February 25. Reuters published the earnings transcript on February 27, reinforcing visibility into management’s outlook. The strong growth print appears to have driven the sharp one-day move.

Sezzle has also seen structural momentum in recent months. The company was added to the S&P SmallCap 600 and the S&P Composite 1500 in December 2025. Index inclusion can increase institutional ownership and liquidity over time.

Earlier in January, Sezzle announced a CFO transition and named Lee Brading as Chief Financial Officer. While leadership changes can create short-term uncertainty, the market reaction this week focused on earnings strength rather than governance headlines.

SEZL Stock Price Targets (TIKR)

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What the Market Is Telling Us About SEZL Stock

Investors are responding to strong profitability and capital efficiency metrics. Sezzle generated an LTM gross margin of 73.2% and an EBIT margin of 59.1%. Those margins are high for a fintech platform and reflect operating leverage.

Returns on capital are also elevated. LTM return on equity stands at 103.3%, while return on invested capital is 85.7%. However, investors should note the company carries $76.6 million in net debt, although leverage remains modest at 0.29x net debt to EBITDA.

Growth expectations remain strong. Analysts project 25.9% forward 2-year revenue CAGR and 29% forward 2-year EBITDA CAGR. Over the last three years, revenue grew at a 53.1% CAGR, showing rapid scaling.

Valuation has expanded alongside growth. The stock trades at 5.2x forward EV/revenue and 12.3x forward EV/EBITDA. On an earnings basis, shares trade at 18.1x NTM P/E and 22.8x LTM P/E.

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Should You Invest in Sezzle Inc.?

The only way to really know is to look at the numbers yourself. TIKR gives you free access to the same institutional-quality financial data that professional analysts use to answer exactly that question.

Pull up SEZL, and you’ll see years of historical financials, what Wall Street analysts expect for revenue and earnings in the quarters ahead, how valuation multiples have moved over time, and whether price targets are trending up or down.

You can build a free watchlist to track SEZL alongside every other stock on your radar. No credit card required. Just the data you need to decide for yourself.

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Disclaimer:

Please note that the articles on TIKR are not intended to serve as investment or financial advice from TIKR or our content team, nor are they recommendations to buy or sell any stocks. We create our content based on TIKR Terminal’s investment data and analysts’ estimates. Our analysis might not include recent company news or important updates. TIKR has no position in any stocks mentioned. Thank you for reading, and happy investing!

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