TD Cowen Upgrades Sezzle to Buy, Maintains Price Target to $165

Dave Raises ExtraCash Limits: Is Monetization Set to Accelerate?

Dave Inc. is pursuing larger ExtraCash advances and removing fee caps to boost revenue per user. Q2 2026 saw originations climb 27% to $2.3 billion with average advance size reaching $215. The company raised 2026 revenue guidance to $725-$735 million. Credit performance remains strong with the 28-day past-due rate improving to 2.12%, supported by the CashAI V6 algorithm showing higher advances and lower losses.

Sezzle vs. SoFi: Which High-Growth Fintech Stock Is the Better Buy Now?

Sezzle and SoFi are both high-growth fintech companies expanding beyond their core products, but they differ in approach. Sezzle focuses on subscription-led payments and consumer financing with faster profit growth and a lower valuation multiple, while SoFi offers greater scale, diversification, and banking infrastructure but faces more operational complexity. Sezzle has outperformed significantly (63% vs 2.7% in six months) and carries a Buy rating, while SoFi holds a Hold rating.

Needham Reiterates Buy on Sezzle, Maintains $172 Price Target

8-K filing — Sezzle Inc. (SEZL)

Filed: 2026-08-18 AccNo: 0001662991-26-000144 Size: 155 KB Item 1.01: Entry into a Material Definitive Agreement Item 2.03: Creation of a Direct Financial Obligation or an Obligation under an Off-Balance Sheet Arrangement of a Registrant Item 9.01: Financial Statements and Exhibits