TD Cowen Maintains Buy on Sezzle, Lowers Price Target to $160
TD Cowen analyst Moshe Orenbuch maintains Sezzle (NASDAQ:SEZL) with a Buy and lowers the price target from $165 to $160.
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Needham Reiterates Buy on Sezzle, Maintains $172 Price Target
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Sezzle Marketing ROI Strengthens: Can Efficient Spending Sustain Growth?
Sezzle's Q2 2026 results demonstrate strong marketing ROI with 140,000 net new subscribers added and active subscribers growing 76.4% year-over-year to 854,000, despite marketing expenses rising to $19.4 million. The company maintains a sub-six-month payback period on marketing investments and achieved 51.7% revenue growth to $149.7 million with adjusted net income rising 58.4%. Management plans to reduce core marketing spending in Q3 while relying on payback metrics to guide investment decisions.
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