SEZL News & Analysis
2 articles
Market Mood
Affirm (AFRM) Surges 6% on BofA Price Target Increase to $104
Affirm Holdings (AFRM) shares increased by 6% to $73.82 following Bank of America's raise of its 12-month price target for the company from $93 to $104. The financial advisory firm noted that Affirm’s current gross merchandise volume (GMV) guidance exceeds $64 billion, projecting at least 27% growth from $50.2 billion in fiscal 2026. In its fiscal Q4, Affirm reported GMV growth of 36% to $14.1 billion and an adjusted EPS of $4.62, surpassing estimates of $3.77. This uptick in Affirm's valuation also had a positive influence on peers such as Sezzle (SEZL) and PayPal (PYPL). Investors should note these developments as potential indicators of growth within the buy-now-pay-later sector.
Read More: Affirm (AFRM) Surges 6% on BofA Price Target Increase to $104
Sezzle (SEZL) Billionaire Stakes Drop Amid 130% Year-To-Date Rally
Billionaire investor stakes in Sezzle Inc. (SEZL) decreased from approximately $34.12 million in Q4 2025 to $14.04 million in Q1 2026, a decline of about $20.07 million. Despite this, SEZL's stock has increased nearly 130% year-to-date, prompting Wall Street firms to adjust their price targets upward. B. Riley raised its target from $117 to $141, while Northland and Needham also increased their price targets, citing strong Q1 performance. Sezzle's new API integration aims to enhance user payment experiences across major merchants, potentially impacting future growth.
Read More: Sezzle (SEZL) Billionaire Stakes Drop Amid 130% Year-To-Date Rally