April 2, 2026 — As broader market indices show signs of recovery, analysts are highlighting specific stocks within the business services sector that may offer value. According to a recent report from Zacks Investment Research, three companies—Dave Inc. (DAVE), GigaCloud Technology (GCT), and Sezzle Inc. (SEZL)—currently hold top Zacks Ranks and present compelling financial metrics.
Zacks Methodology and Market Context
Zacks Investment Research bases its stock rankings primarily on earnings estimate revisions. A #1 (Strong Buy) rank suggests analysts are becoming more optimistic about a company’s near-term profit potential. The firm also assigns a VGM Score, which combines Value, Growth, and Momentum factors. All three stocks discussed here carry an overall ‘A’ VGM grade.
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This focus comes as investor sentiment appears to be stabilizing. Market watchers note that reduced geopolitical tensions have contributed to a more favorable environment for growth-oriented stocks. Many technology-driven service firms saw their valuations contract in prior months. This has created a scenario where some companies now trade at lower earnings multiples while maintaining solid growth forecasts.
Dave Inc.: Fintech Growth at a Reasonable Multiple
Dave Inc. (DAVE) operates a digital banking platform aimed at consumers who are often underserved by traditional institutions. The company helps users manage cash flow and avoid overdraft fees. Data from Zacks shows Dave’s stock trading around $173, which represents a forward price-to-earnings (P/E) multiple of approximately 11.
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The company’s earnings per share (EPS) are projected to rise 10% in fiscal 2026. Estimates for fiscal 2027 call for a further 24% increase to $18.12 per share. Dave’s sales growth has been significant. Since its 2022 IPO, when it reported annual revenue of $205 million, the company’s top line has expanded by more than 170%.
Despite soaring over 400% in the past two years, the stock trades more than 50% below its 52-week high of $286. This suggests a notable pullback from peak levels. For investors, the combination of high growth rates and a lower earnings multiple could be attractive.
GigaCloud Technology: B2B E-Commerce Momentum
GigaCloud Technology (GCT) provides end-to-end B2B solutions for large parcel merchandise. The company went public in 2022. Its stock has been a strong performer, up 17% year-to-date and trading near an all-time high of $48. According to Zacks, it trades at about 11 times forward earnings.
The company’s recent quarterly report drove optimism. In February, GigaCloud reported Q4 earnings of $1.04 per share, soundly beating the consensus estimate of $0.65. Following this report, analysts raised their full-year EPS estimates. Projections for fiscal 2026 and 2027 have increased by 17% and 16%, respectively, over the last 60 days.
Annual EPS is expected to grow over 14% in both fiscal years. GigaCloud is also approaching $1 billion in annual sales. Industry analysts often watch the price-to-sales (P/S) ratio for growth companies. GCT trades below 2 times forward sales, a level some consider reasonable for a firm with its growth profile.
Sezzle Inc.: Buy-Now-Pay-Later Opportunity
Sezzle Inc. (SEZL) offers a digital payments platform that allows consumers to split purchases into interest-free installments. The stock presents a similar chart pattern to Dave. SEZL has gained over 400% in the last two years but now trades more than 60% below its 52-week high of $186 per share.
Since its 2023 public debut, the stock’s valuation has moderated. It now trades at a forward P/E multiple of around 13. Profit growth forecasts are strong. EPS is projected to jump 30% this year and increase another 23% in fiscal 2027 to $5.80.
Revenue projections are also moving higher. Sezzle’s annual sales are expected to surpass $500 million. The company’s model ties directly to consumer spending and e-commerce growth. This could position it to benefit from continued economic stabilization.
What This Means for Investors
These picks share common threads. Each company operates a technology-centric service model, has demonstrated high sales growth, and possesses positive earnings estimate revisions. They also trade at earnings multiples that are notably lower than their recent historical peaks.
Market rebounds often see certain sectors lead the way. The business services sector, particularly fintech and e-commerce enablers, has been a historical leader in such periods. The implication is that if the broader market recovery continues, these stocks could see renewed investor interest.
However, these are not without risk. High-growth stocks can be volatile. Their performance is often tied to consumer behavior and broader economic health. Investors should consider their own risk tolerance and conduct independent research. Official SEC filings for Dave Inc. and other companies provide essential details.
Source: Analysis based on a report from Zacks Investment Research. Stock prices and estimates are as of the report’s publication and are subject to change. Investing involves risk, including the potential loss of principal.
This article was produced with AI assistance and reviewed by our editorial team for accuracy and quality.
