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LSPD Overview

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$
0.000
0.000(0.000%)
At close
0.000(0.000%)Aft-market
ET
$
0.000
0.000(0.000%)
At close
0.000(0.000%)Aft-market
ET
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Intellectia

Loading chart...

High
8.750
Open
8.410
VWAP
8.53
Vol
1.51M
Mkt Cap
1.18B
Low
8.270
Amount
12.90M
EV/EBITDA(TTM)
--
Total Shares
137.79M
EV
764.68M
EV/OCF(TTM)
9.87
P/S(TTM)
0.97
Lightspeed Commerce Inc. is a provider of point of sale (POS) and payments platform. The Company helps businesses accelerate growth, deliver customer experience, and run smarter across all channels and locations. Through its flexible omnichannel technology, the Company brings together POS, e-commerce, embedded payments, inventory, reporting, staff and supplier management, financial services, and an exclusive wholesale retail network. Its flagship solutions include Lightspeed Restaurant, a unified hospitality commerce offering, and Lightspeed Retail, a retail commerce offering that unites advanced POS, payments, and e-commerce into one cohesive solution. In addition, Lightspeed eCommerce allows merchants to enhance omnichannel reach and increase selling flexibility, including through social media platforms and digital marketplaces. To complement its core cloud solutions, it offers a merchant cash advance program called Lightspeed Capital.
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Events Timeline

(ET)
2026-05-21
07:20:00
Sees FY27 Adjusted EBITDA of $75M-$95M
select
2026-05-21
07:10:00
Lightspeed Q4 Revenue $290.8M Beats Expectations
select
2026-05-21
07:10:00
Sees Q1 Adjusted EBITDA of $15M-$20M
select
2026-05-19 (ET)
2026-05-19
16:30:00
Major Averages Decline for Second Day, Tech Stocks Lead Losses
select
2026-05-19
12:10:00
Major Averages Decline for Second Day, Tech Stocks Lead
select

News

Fool
8.5
05-22Fool
Wishbone Management Fully Exits Lightspeed Commerce Stake
  • Complete Exit: Wishbone Management disclosed in its May 14, 2026 SEC filing that it fully sold its 2.8 million shares of Lightspeed Commerce during Q1 2026, with an estimated transaction value of $27.96 million, indicating a loss of confidence in the company's future performance.
  • Impact of Holdings Change: This sale eliminated a significant investment that previously represented 39.6% of Wishbone's assets under management, reflecting concerns about Lightspeed's market response and profitability, which could affect the overall performance of its investment portfolio.
  • Company Financial Overview: Lightspeed Commerce reported a 14% year-over-year revenue increase to $1.23 billion for fiscal 2026, with gross profit rising 17% to $526.9 million, despite facing a net loss of $691.79 million, highlighting ongoing profitability challenges.
  • Market Competitive Pressure: Lightspeed's stock price has declined approximately 15% over the past year, underperforming the S&P 500, as investor sentiment towards software stocks becomes increasingly harsh, potentially shaking long-term investors' confidence in its future growth.
NASDAQ.COM
8.5
05-22NASDAQ.COM
Wishbone Management Fully Exits Lightspeed Stake
  • Stake Sale Overview: Wishbone Management sold its entire stake of 2.8 million shares in Lightspeed Commerce during Q1 2026, with an estimated transaction value of $27.96 million, indicating a loss of confidence in the company's turnaround potential.
  • Asset Management Impact: The transaction resulted in a decrease of approximately $33.82 million in Wishbone's reportable AUM for the quarter, reflecting a significant shift in the firm's asset allocation strategy within the market.
  • Company Financial Performance: Lightspeed reported a 14% revenue increase to $1.23 billion and a 17% rise in gross profit to $526.9 million for fiscal 2026, yet Wishbone's exit suggests a cautious outlook on the company's future profitability growth.
  • Market Competitive Landscape: Lightspeed's core growth engines in North American retail and European hospitality continued to gain traction, adding roughly 3,200 net customer locations during the quarter; however, the market's harsh stance on software stocks may lead investors to adopt a wait-and-see approach regarding its long-term performance.
seekingalpha
9.5
05-21seekingalpha
Lightspeed Commerce Q4 Earnings Miss Expectations, Shares Drop
  • Earnings Shortfall: Lightspeed Commerce reported an adjusted EPS of $0.08 for Q4 FY2026, missing the consensus estimate of $0.12, indicating a decline in profitability that may weaken investor confidence.
  • Weak Revenue Guidance: The company projects FY2027 revenue between $1.225B and $1.265B, falling short of the $1.33B Visible Alpha consensus, reflecting uncertainty in future growth that could impact stock performance.
  • Transaction Volume Growth: Despite the revenue miss, total gross transaction volume (GTV) reached $22.9B in Q4, an 11% year-over-year increase, demonstrating ongoing market activity that may lay the groundwork for future revenue growth.
  • Share Buyback Approval: The board approved a normal course issuer bid to repurchase up to 10% of its public float as part of a broader $400M share repurchase authorization, aimed at enhancing shareholder value and stabilizing the stock price.
NASDAQ.COM
2.0
05-21NASDAQ.COM
Lightspeed (LSPD) Q4 2026 Earnings Transcript
PRnewswire
9.5
05-21PRnewswire
Lightspeed Reports Strong Q4 Results Exceeding Expectations
  • Financial Performance Growth: Lightspeed's Q4 revenue reached $290.8 million with a gross profit of $129.1 million, marking a 15% year-over-year increase that exceeded market expectations, showcasing the company's strong performance in retail and hospitality sectors.
  • Strong Cash Flow: The company reported cash flow from operating activities of $55.5 million and adjusted free cash flow of $18.2 million for the fiscal year, indicating significant improvements in profitability and cash generation, which enhances its capacity for future investments.
  • Customer Base Expansion: Revenue in North American retail and European hospitality grew by 24% year-over-year, with Gross Transaction Volume (GTV) increasing by 19% and approximately 3,200 net customer locations added, reflecting Lightspeed's success in market penetration and customer acquisition.
  • Share Buyback Program: Lightspeed's board authorized a normal course issuer bid to repurchase up to 10% of its public float over the next 12 months, aimed at enhancing shareholder value and reflecting the company's confidence in its stock's intrinsic value.
PRnewswire
9.5
05-21PRnewswire
Lightspeed Reports 15% Revenue Growth in Q4, Strong Financial Outlook
  • Strong Financial Performance: Lightspeed reported fourth-quarter revenue of $290.8 million and gross profit of $129.1 million, reflecting a 15% year-over-year increase that exceeded market expectations, indicating robust recovery in retail and hospitality sectors.
  • Healthy Cash Flow: The company generated $55.5 million in cash flow from operating activities and $18.2 million in Adjusted Free Cash Flow for the fiscal year, demonstrating ongoing improvements in profitability and cash generation, which enhances future investment capabilities.
  • Significant Customer Growth: Revenue from North American retail and European hospitality grew by 24% year-over-year, with Gross Transaction Volume (GTV) increasing by 19% and approximately 3,200 net customer locations added, showcasing Lightspeed's success in market penetration and customer base expansion.
  • Share Buyback Program: The Lightspeed Board authorized a normal course issuer bid to repurchase up to 10% of its public float, which is expected to enhance earnings per share and increase shareholder value, reflecting the company's confidence in its intrinsic value.
Wall Street analysts forecast LSPD stock price to rise
15 Analyst Rating
Wall Street analysts forecast LSPD stock price to rise
6 Buy
8 Hold
1 Sell
Moderate Buy
Current: 0.000
sliders
Low
12.00
Averages
15.29
High
21.60
Current: 0.000
sliders
Low
12.00
Averages
15.29
High
21.60
BofA
Matt Bullock
reinstated
$10
AI Analysis
2026-05-19
Reason
BofA
Matt Bullock
Price Target
$10
AI Analysis
2026-05-19
reinstated
Reason
As previously reported, BofA analyst Matt Bullock reinstated coverage of Lightspeed with an Underperform rating and $10 price target. The company has pivoted to higher-quality growth markets, such as North American retail and European hospitality, and while the firm views the shift as \"directionally positive,\" reported results remain constrained by ongoing headwinds in the non-core portfolio and expects Lightspeed shares to remain range-bound in the near term.
BofA
Matt Bullock
initiated
$10
2026-05-19
Reason
BofA
Matt Bullock
Price Target
$10
2026-05-19
initiated
Reason
BofA analyst Matt Bullock reinstated coverage of Lightspeed with an Underperform rating and $10 price target.
Unlock Full Analyst Thesis, Get the complete breakdown of rating reason for LSPD
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Valuation Metrics

The current forward P/E ratio for Lightspeed Commerce Inc (LSPD.N) is 14.41, compared to its 5-year average forward P/E of 3.77. For a more detailed relative valuation and DCF analysis to assess Lightspeed Commerce Inc's fair value, Click here.

Forward PE

The forward P/E ratio is a valuation metric that divides a company's current stock price by its estimated future earnings per share over the next 12 months.
StronglyUndervaluedUndervaluedFairOvervaluedStronglyOvervalueddotted line Image
N/A
5Y Average PE
3.77
Current PE
14.41
Overvalued PE
177.24
Undervalued PE
-169.71

Forward EV/EBITDA

The forward EV/EBITDA ratio is a valuation metric that divides a company's enterprise value (EV) by its estimated future earnings before interest, taxes, depreciation, and amortization (EBITDA) over the next 12 months.
StronglyUndervaluedUndervaluedFairOvervaluedStronglyOvervalueddotted line Image
N/A
5Y Average EV/EBITDA
6.39
Current EV/EBITDA
13.51
Overvalued EV/EBITDA
386.18
Undervalued EV/EBITDA
-373.39

Forward PS

The forward P/S ratio is a valuation metric that divides a company's current stock price by its estimated future sales (or revenue) per share over the next 12 months.
StronglyUndervaluedUndervaluedFairOvervaluedStronglyOvervalueddotted line Image
N/A
5Y Average PS
4.60
Current PS
1.00
Overvalued PS
10.80
Undervalued PS
-1.59

Financials

AI Analysis
Annual
Quarterly

Whales Holding LSPD

L
La Caisse de dépôt et placement du Québec
Holding
LSPD
+6.95%
3M Return

Trading Trends

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Frequently Asked Questions

What is Lightspeed Commerce Inc (LSPD) stock price today?

The current price of LSPD is 8.56 USD — it has increased 2.27

What is Lightspeed Commerce Inc (LSPD)'s business?

Lightspeed Commerce Inc. is a provider of point of sale (POS) and payments platform. The Company helps businesses accelerate growth, deliver customer experience, and run smarter across all channels and locations. Through its flexible omnichannel technology, the Company brings together POS, e-commerce, embedded payments, inventory, reporting, staff and supplier management, financial services, and an exclusive wholesale retail network. Its flagship solutions include Lightspeed Restaurant, a unified hospitality commerce offering, and Lightspeed Retail, a retail commerce offering that unites advanced POS, payments, and e-commerce into one cohesive solution. In addition, Lightspeed eCommerce allows merchants to enhance omnichannel reach and increase selling flexibility, including through social media platforms and digital marketplaces. To complement its core cloud solutions, it offers a merchant cash advance program called Lightspeed Capital.

What is the price predicton of LSPD Stock?

Wall Street analysts forecast LSPD stock price to rise over the next 12 months. According to Wall Street analysts, the average 1-year price target for LSPD is15.29 USD with a low forecast of 12.00 USD and a high forecast of 21.60 USD. However, analyst price targets are subjective and often lag stock prices, so investors should focus on the objective reasons behind analyst rating changes, which better reflect the company's fundamentals.

What is Lightspeed Commerce Inc (LSPD)'s revenue for the last quarter?

Lightspeed Commerce Inc revenue for the last quarter amounts to 290.80M USD, increased 14.75

What is Lightspeed Commerce Inc (LSPD)'s earnings per share (EPS) for the last quarter?

Lightspeed Commerce Inc. EPS for the last quarter amounts to -0.20 USD, decreased -94.72

How many employees does Lightspeed Commerce Inc (LSPD). have?

Lightspeed Commerce Inc (LSPD) has 3400 emplpoyees as of May 26 2026.

What is Lightspeed Commerce Inc (LSPD) market cap?

Today LSPD has the market capitalization of 1.18B USD.