Should I Buy LSPD? LSPD 2026 Analysis

Should You Buy Lightspeed Commerce Inc (LSPD) Today? Analysis, Price Targets, and 2026 Outlook.

Conclusion

Hold

Latest Price

11.450

1 Day change

-1.63%

52 Week Range

15.100

Analysis Updated At

2026/01/26

Lightspeed Commerce Inc. (LSPD) is not a strong buy for a beginner investor with a long-term strategy at this time. The technical indicators are neutral, options sentiment is not strongly bullish, and the financials, while showing improvement, still reflect negative net income and declining gross margins. Analysts are cautiously optimistic, but there are no strong catalysts or signals to suggest immediate upside. A hold is recommended until clearer growth trends or stronger signals emerge.

Technical Analysis

The MACD is below 0 and negatively contracting, RSI is neutral at 45.87, and moving averages are converging, indicating no clear trend. The stock is trading near its pivot level of 11.675, with resistance at 12.355 and support at 10.995.

Options Data

Bullish

Open Interest Put-Call Ratio

Bullish

Option Volume Put-Call Ratio

Technical Summary

Sell

Buy

Positive Catalysts

Analysts have raised price targets recently, with some expressing confidence in the company's growth strategy and capital discipline. Revenue and EPS have shown YoY improvement.

Neutral/Negative Catalysts

Gross margin has declined YoY, net income remains negative, and there is no recent news or significant trading activity to drive momentum. Stock trend analysis suggests potential short-term downside.

Financial Performance

In Q2 2026, revenue increased by 15.07% YoY, net income improved by 10.27% YoY but remains negative at -$32.7M, and EPS improved by 26.32% YoY to -0.24. Gross margin dropped by 4.20% YoY to 30.57%.

Growth

Profitability

Efficiency

Analyst Ratings and Price Target Trends

Analysts are cautiously optimistic, with recent price target increases from BofA ($17), TD Securities ($15), and Morgan Stanley ($15). However, JPMorgan maintains an Underweight rating. Analysts acknowledge progress but do not yet see a material re-rating.

15 Analyst Rating

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 is 15.29 USD with a low forecast of 12 USD and a high forecast of 21.6 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.

6 Buy

8 Hold

1 Sell

Moderate Buy

Current: 11.640

Low

Averages

15.29

High

21.6

Current: 11.640

Low

Averages

15.29

High

21.6

National Bank

maintain

AI Analysis

2025-12-10

Reason

National Bank

Price Target

AI Analysis

2025-12-10

maintain

Reason

Following a meeting with management, National Bank says Lightspeed is "turning the corner." The analyst has "increasingly more comfort" on the company's "growth with capital discipline." Lightspeed has made a number of material moves" since the return of founder and CEO Dax Dasilva, the analyst tells investors in a research note. Shares of Lightspeed are up 6% to $12.37 in afternoon trading.

BofA

Buy

maintain

$16 -> $17

2025-11-10

Reason

BofA

Price Target

$16 -> $17

2025-11-10

maintain

Buy

Reason

BofA raised the firm's price target on Lightspeed to $17 from $16 and keeps a Buy rating on the shares. The firm has more confidence in execution potential on the core growth strategy and raised forecasts "across the board" after the company reported results on November 6, the analyst tells investors.

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LSPD Should I Buy

LSPD Should I Buy

Should You Buy Lightspeed Commerce Inc (LSPD) Today? Analysis, Price Targets, and 2026 Outlook.

Technical Analysis

Options Data

Technical Summary

Positive Catalysts

Neutral/Negative Catalysts

Financial Performance

Growth

Profitability

Efficiency

Analyst Ratings and Price Target Trends

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