Sezzle Soars 86% This Year After Q1 Revenue Jumps 29% to $135.5M
SEZL•
SEZL•Sezzle shares have jumped over 86% in 2026 following 29% Q1 revenue growth to $135.5 million and a 41.9% net income increase. B. Riley lifted its price target to $141 and Buckley Capital highlights a 21.8x forward P/E versus peers, projecting further upside.
Sezzle shares have climbed over 86% year-to-date, outpacing larger rivals such as PayPal, SoFi, Klarna and Fiserv, driven by robust adoption of its buy-now-pay-later platform.
In Q1, Sezzle reported revenue of $135.5 million, a 29% year-over-year increase, while net income rose 41.9%, underscoring accelerating profitability.
B. Riley raised its price target on Sezzle to $141 from $117 and reiterated a Buy rating, implying more than 19% upside from its last close.
Sezzle trades at 21.8x forward earnings versus PayPal’s 8.2x and Fiserv’s 6.9x, with Buckley Capital calling the stock mispriced given its BNPL growth runway and Knot’s CardSwitcher API integration across merchants like Amazon, Walmart and Uber.