SecBot SecBot

SEZL

Sezzle Inc.
Nasdaq· Services-Business Services, NEC· Inc. DE· CIK 0001662991 Software & IT
$126.92 −5.20 (−3.94%)
Oct 26 4:00 PM ET · prev $132.12
Market cap
$4.7B
Mid cap
Consensus
Buy
69% Buy or better · 13 analysts
Median target
$165.00
+30% · range $150.00–196.00
Next earnings
Nov 4
in 9 days · EPS est. $1.29
1 year
+66.4%
from $76.28 · Oct 27
30 days
+17.2%
from $108.30
52-week range
$50.97–188.55
−33% from high · low Nov 17
Avg volume 20D
451.9K
shares / day
Short interest
4.22M
≈12.5% of shares · −8.5%
Days to cover
7.4
at average volume
Insider net
−$16.4M
2 buyers · 4 sellers · since Jun 12
New fund stakes
1
Q2 2026 13F · 0 exits
SecBot read MIXED 10 reports · 90 days
Balance 1 bearish · 0 bullish · 1 mixed · 8 neutral oldest → newest, height = score
Avg score ·High conf. 7/10 ·Next Earnings date, Nov 4, 2026
Strongest MIXED Sezzle has filed applications with the OCC and FDIC to charter a national bank, Sezzle Bank, N.A., and to…
All reports →

Price

Daily candles with volume. Pins mark insider trades, rating changes, 13F stakes, reports, catalysts and short-interest jumps.

Signal stack

Where each data set points today.

  • InsidersBEARISH

    2 insiders bought $44.0K at an average $115.87. 4 insiders sold $16.5M. Price is 10% above their cost.

  • InstitutionsBULLISH

    Q2 2026: 25 added (1 new), 9 trimmed or exited. Largest new: Driehaus Capital Management $81.7M.

  • AnalystsBULLISH

    9 of 13 rate it Buy or better. Every target is above the price.

  • EstimatesRISING

    Current-quarter EPS estimate $1.238 → $1.288 over 90 days. 1 up, 0 down in 30 days.

  • Short sellersSTEADY

    Short interest −8.5% to 4.22M shares. 7.4 days to cover, ≈12.5% of shares.

  • TrendUPTREND

    6% above its 50-day average.

  • SocialQUIET

    No Reddit mentions this week. Last mention Sep 30.

Who's buying

13F· Q2 2026
1
new positions
0
exits
$81.7M
in new stakes
FundMoveSharesValue
PRICE T ROWE ASSOCIATES INC /MD/ADD631,846$108.4M
DRIEHAUS CAPITAL MANAGEMENT LLCNEW476,026$81.7M
CITIGROUP INCADD153,294$26.3M
FIRST TRUST ADVISORS LPDOUBLED129,154$22.2M
MARSHALL WACE, LLPDOUBLED103,577$17.8M
WELLS FARGO & COMPANY/MNDOUBLED91,739$15.7M
BNP PARIBAS FINANCIAL MARKETSADD51,831$8.9M
LPL Financial LLCADD49,149$8.4M

Quarterly 13F filings are due 45 days after each quarter ends.

The Street

13 analysts
Buy 69% rate it Buy or better
Strong Buy2Buy7Hold4Sell0Strong Sell0
12-month targets · 6 analysts

Price is below the lowest target. Median implies +30%.Targets as of Oct 26, 2026.

Recent actions
DateFirmActionRating
Oct 6, 2026TD Cowen
MAINTAIN
MAINTAINBuy
Aug 20, 2026Needham
REITERATE
REITERATEBuy
Aug 10, 2026TD Cowen
UPGRADE
UPGRADEBuy
Aug 7, 2026Keefe, Bruyette & Woods
MAINTAIN
MAINTAINMarket Perform
Aug 7, 2026Needham
MAINTAIN
MAINTAINBuy
Jul 13, 2026Keefe, Bruyette & Woods
DOWNGRADE
DOWNGRADEMarket Perform

Insider ledger

Form 4
$44.0K
bought · 2 insiders
$16.5M
sold · 4 insiders
+9.5%
vs their $115.87 cost
DateInsiderTypeValue
Sep 21, 2026
Krause Justin
SVP FINANCE AND CONTROLLER
TAX W/H$7.9K
Sep 21, 2026
Sabzivand Amin
Chief Operating Officer
TAX W/H$39.9K
Sep 18, 2026
Hunt Bryan Cecil
Director
BUY$29.0K
Sep 2, 2026
Youakim Charles
Executive Chairman and CEO
OTHER1,508,454 sh
Aug 27, 2026
Brehm Kyle M.
Director
SELL$125.9K
Aug 20, 2026
Khurana Rajeev
General Counsel
BUY$15.0K
Aug 10, 2026
Paradis Paul
Director & President
TAX W/H$839.0K
Aug 10, 2026
Youakim Charles
Executive Chairman and CEO
TAX W/H$823.4K

Earnings setup

Estimates
Nov 4
reports in 9 days
$1.29
EPS estimate, this quarter
+4%
estimate change, 90 days
1↑ 0↓
revisions, 30 days
Current-quarter EPS estimate
PeriodEPS est.Range30D rev.Revenue
Current Q$1.29$1.21–$1.37+0.9%$155.0M
Next Q$1.42$1.33–$1.53+0.0%$169.3M
Current FY🔒 Fresh data, subscribers only
Next FY🔒 Fresh data, subscribers only
Reddit

Fresh Reddit data

The last 24 hours of Reddit activity are for subscribers.

Subscribe for Full Access
Recent posts
r/wallstreetbets Neutral 27d ago
BNPL Degen Returns: Why $KLAR will double from here
1 upvotes · 5 comments
Recent comments
r/ValueInvesting19h ago
Fresh comment, for subscribers
All social signals and their track records

Short side

FINRA· Sep 30, 2026
4,221,778
shares short
-8.5%
vs prior settlement
7.4
days to cover
≈12.5%
of shares outstanding
Recent activity
The latest filings, insider trades, analyst actions, press and options flow — newest first.
Oct 22, 2026 Press
Sezzle has filed applications with the OCC and FDIC to charter a national bank, Sezzle Bank, N.A., and to become a…
Impact 6/10
Oct 22, 2026 Announcement
Sezzle Submits Application to Establish a National Bank
Minneapolis, MN, Oct. 22, 2026 (GLOBE NEWSWIRE) -- Sezzle Inc. (NASDAQ: SEZL) (Sezzle or Company) to
Oct 19, 2026 Press
Sezzle announced the launch of a Gen Z Advisory Council, a user feedback group of 30 members aged 18-25, to inform…
Impact 2/10
Oct 9, 2026 SEC
Sezzle's 2026 definitive proxy statement schedules its annual meeting for November 19, 2026, seeking election of five…
DEF 14A — Impact 4/10
Oct 9, 2026 SEC
The Charles G. Youakim 2020 GST Trust, an affiliate of Sezzle Inc., filed a Form 144 on October 9, 2026, indicating…
144 — Impact 3/10
Oct 9, 2026 SEC
The Charles G. Youakim 2020 GST Trust, an affiliate of Sezzle Inc. (SEZL), filed a Form 144 notice of intent to sell…
144 — Impact 5/10
Sep 21, 2026 Insider
Krause Justin surrendered for taxes 68 shares
SVP FINANCE AND CONTROLLER @ $116.55 ($7.9K)
Sep 21, 2026 Insider
Sabzivand Amin surrendered for taxes 342 shares
Chief Operating Officer @ $116.55 ($39.9K)
Catalysts
Scheduled dates and disclosed events: earnings, FDA and trial readouts, halts, press releases. Colored dot = impact.
Upcoming
Nov 4, 2026
Earnings date
SEZL Q3 2026 Earnings Scheduled — 2026-11-04
Recent
Oct 22, 2026
Announcement
Sezzle Submits Application to Establish a National Bank
Minneapolis, MN, Oct. 22, 2026 (GLOBE NEWSWIRE) -- Sezzle Inc. (NASDAQ: SEZL) (Sezzle or Company) today announced that it has filed an application…
Oct 19, 2026
Announcement
Sezzle Spotlights Gen Z Advisory Council to Give the Next Generation a Direct Say in Its Products
As young adults rethink how they manage money, Gen Z Sezzle users are tapped to help decide what features the company builds next...
Oct 6, 2026
Announcement
Sezzle Users Complete Over 2 Million Financial Literacy Lessons in the App's Money IQ Program
Sezzle, a leader in BNPL, sees engagement surge with its in-app financial education tool as users build real-world money skills and put them into…
Sep 29, 2026
Announcement
66% of Shoppers Say They'd Likely Abandon Cart Without Their Preferred BNPL Option, Survey Finds
Ahead of Black Friday and Cyber Monday, a new survey from Sezzle and Morning Consult finds checkout flexibility is closely linked to whether…
Aug 6, 2026
Earnings
Sezzle Reports Second Quarter 2026 Results
Sezzle Reports Second Quarter 2026 Results

SecBot reports

14 filings · 10 press releases · 1 bullish · 2 bearish · 11 neutral
All SEZL filing & press-release reports (24)