Celebrations may be in order for Sezzle Inc. ( NASDAQ:SEZL ) shareholders, with the analysts delivering a significant upgrade to their statutory estimates for the company. Consensus estimates suggest investors could expect greatly increased statutory revenues and earnings per share, with analysts modelling a real improvement in business performance. Investors have been pretty optimistic on Sezzle too, with the stock up 103% to US$431 over the past week. It will be interesting to see if today's upgrade is enough to propel the stock even higher.
After this upgrade, Sezzle's dual analysts are now forecasting revenues of US$327m in 2025. This would be a major 47% improvement in sales compared to the last 12 months. Statutory earnings per share are presumed to expand 19% to US$12.00. Prior to this update, the analysts had been forecasting revenues of US$290m and earnings per share (EPS) of US$10.01 in 2025. So we can see there's been a pretty clear increase in analyst sentiment in recent times, with both revenues and earnings per share receiving a decent lift in the latest estimates.
See our latest analysis for Sezzle
With these upgrades, we're not surprised to see that the analysts have lifted their price target 88% to US$327 per share.
These estimates are interesting, but it can be useful to paint some more broad strokes when seeing how forecasts compare, both to the Sezzle's past performance and to peers in the same industry. The period to the end of 2025 brings more of the same, according to the analysts, with revenue forecast to display 36% growth on an annualised basis. That is in line with its 35% annual growth over the past five years. By contrast, our data suggests that other companies (with analyst coverage) in a similar industry are forecast to see their revenues grow 4.0% per year. So it's pretty clear that Sezzle is forecast to grow substantially faster than its industry.
The Bottom Line
The biggest takeaway for us from these new estimates is that analysts upgraded their earnings per share estimates, with improved earnings power expected for next year. They also upgraded their revenue estimates for next year, and sales are expected to grow faster than the wider market. With a serious upgrade to expectations and a rising price target, it might be time to take another look at Sezzle.
These earnings upgrades look like a sterling endorsement, but before diving in - you should know that we've spotted 3 potential flags with Sezzle, including recent substantial insider selling. You can learn more, and discover the 2 other flags we've identified, for free on our platform here.
Of course, seeing company management invest large sums of money in a stock can be just as useful as knowing whether analysts are upgrading their estimates. So you may also wish to search this free list of stocks with high insider ownership .
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