Sezzle price target raised to $116 from $110 at Oppenheimer

Oppenheimer analyst Rayna Kumar raised the firm’s price target on Sezzle (SEZL) to $116 from $110 and keeps an Outperform rating on the shares. The firm notes Sezzle reported Q1 earnings ahead of expectations, driven by lower credit loss provisioning. Meanwhile, Sezzle management raised its 2026 EPS guide to $5.10 from $4.70 provided on the Q4 2025 earnings call. Long-term, Oppenheimer expects Sezzle will continue to generate premium growth driven by favorable industry tailwinds and market share gains.