Lightspeed CommerceLSPD
LSPD
About: Lightspeed Commerce Inc provides an omni-channel commerce-enabling SaaS platform. Its software platform provides customers with the functionality it needs to engage with consumers, manage their operations, accept payments, and grow their businesses. The company sells its platform through a direct sales force in the United States, Canada, New Zealand, United Kingdom, Australia, Germany, and other countries. It derives a majority of its revenue from the United States.
Employees: 3,000
0
Funds holding %
of 7,372 funds
0
Analysts bullish %
of 5 analysts
Fund manager confidence
Based on 2024 Q4 regulatory filings by fund managers ($100M+ AUM)
54% more repeat investments, than reductions
Existing positions increased: 54 | Existing positions reduced: 35
3.0% more ownership
Funds ownership: 55.76% [Q3] → 58.76% (+3.0%) [Q4]
5% more first-time investments, than exits
New positions opened: 21 | Existing positions closed: 20
1% less funds holding
Funds holding: 127 [Q3] → 126 (-1) [Q4]
2% less capital invested
Capital invested by funds: $1.4B [Q3] → $1.37B (-$29.9M) [Q4]
3% less call options, than puts
Call options by funds: $17.1M | Put options by funds: $17.6M
50% less funds holding in top 10
Funds holding in top 10: 4 [Q3] → 2 (-2) [Q4]
Research analyst outlook
5 Wall Street Analysts provided 1 year price targets over the past 3 months
Low target
$13
27%
upside
Avg. target
$14.90
45%
upside
High target
$19
85%
upside
5 analyst ratings
1 positive
20%
4 neutral
80%
0 negative
0%
Barclays Raimo Lenschow 35% 1-year accuracy 29 / 82 met price target | 46%upside $15 | Equal-Weight Maintained | 7 Feb 2025 |
Scotiabank Kevin Krishnaratne 13% 1-year accuracy 1 / 8 met price target | 85%upside $19 | Sector Outperform Maintained | 7 Feb 2025 |
UBS Timothy Chiodo 64% 1-year accuracy 7 / 11 met price target | 41%upside $14.50 | Neutral Maintained | 7 Feb 2025 |
Wells Fargo Andrew Bauch 39% 1-year accuracy 15 / 38 met price target | 27%upside $13 | Equal-Weight Maintained | 7 Feb 2025 |
Piper Sandler Clarke Jeffries 24% 1-year accuracy 11 / 46 met price target | 27%upside $13 | Neutral Maintained | 6 Feb 2025 |
Financial journalist opinion
Based on 6 articles about LSPD published over the past 30 days
Positive
Zacks Investment Research
6 days ago
Down -9.68% in 4 Weeks, Here's Why You Should You Buy the Dip in Lightspeed POS (LSPD)
The heavy selling pressure might have exhausted for Lightspeed POS (LSPD) as it is technically in oversold territory now. In addition to this technical measure, strong agreement among Wall Street analysts in revising earnings estimates higher indicates that the stock is ripe for a trend reversal.
Neutral
PRNewsWire
1 week ago
Lightspeed Commerce Appoints Manon Brouillette as Executive Chair of its Board of Directors
Brouillette will help accelerate the Company's strategic transformation plan in new role MONTREAL , March 6, 2025 /PRNewswire/ - Lightspeed Commerce Inc. (NYSE: LSPD) ( TSX: LSPD) ("Lightspeed" or the "Company"), the one-stop commerce platform empowering merchants to provide the best omnichannel experiences, today announced the appointment of Manon Brouillette as Executive Chair of its Board of Directors, effective April 1, 2025 to coincide with the first day of Lightspeed's new fiscal year. "I'm thrilled to be named as Lightspeed's Board Chair during this pivotal moment in the Company's history," said Manon Brouillette.
Neutral
PRNewsWire
1 week ago
Lightspeed Commerce Vindicated as Full Dismissal of U.S. Securities Class Action Announced
MONTREAL , March 4, 2025 /PRNewswire/ - Lightspeed Commerce Inc. (NYSE: LSPD) (TSX: LSPD) ("Lightspeed" or the "Company"), the one-stop commerce platform empowering merchants to provide the best omnichannel experiences, today announced the United States District Court for the Eastern District of New York has dismissed in full the securities class action lawsuit against the Company and certain of its executives. The decision marks a clear and decisive victory for Lightspeed, stating that the allegations had no adequate legal basis.
Neutral
PRNewsWire
2 weeks ago
Lightspeed to Participate in Upcoming Investor Conference
MONTREAL , Feb. 25, 2025 /PRNewswire/ - Lightspeed Commerce Inc. (NYSE: LSPD) (TSX: LSPD) ("Lightspeed"), the one-stop commerce platform empowering merchants to provide the best omnichannel experiences, today announced its participation in the Morgan Stanley Technology, Media & Telecom Conference. The webcast and replay will be accessible at the scheduled presentation time on Lightspeed's investor relations website at investors.lightspeedhq.com and on-demand for 180 days.
Neutral
PRNewsWire
4 weeks ago
Lightspeed Announces Registration Information for Capital Markets Day 2025
MONTREAL , Feb. 13, 2025 /PRNewswire/ - Lightspeed Commerce Inc. (NYSE: LSPD) (TSX: LSPD) ("Lightspeed" or the "Company"), today released the registration and attendance information for its Capital Markets Day at the New York Stock Exchange on Wednesday, March 26, 2025. Lightspeed is the unified POS and payments platform for ambitious entrepreneurs to accelerate growth, provide the best customer experiences and become a go-to destination in their space.
Positive
Seeking Alpha
4 weeks ago
Lightspeed Commerce: Recent Price Pressure Creates Attractive Buying Opportunity
Despite disappointing share performance, I maintain a buy rating for Lightspeed Commerce with a 1-year target price of $18, projecting a 35% upside. LSPD's fundamentals have slightly improved, with positive quarterly operating cash flow and reduced net loss margin, signaling potential for future growth. Key growth catalysts include positive hospitality market outlook in Europe and LSPD's strategy to target high GTV customers and increase outbound sales.
Neutral
Seeking Alpha
1 month ago
Lightspeed Commerce Inc. (LSPD) Q3 2025 Earnings Call Transcript
Lightspeed Commerce Inc. (NYSE:LSPD ) Q3 2025 Earnings Conference Call February 6, 2025 8:00 AM ET Company Participants Dax Dasilva - Founder, Chief Executive Officer Asha Bakshani - Chief Financial Officer J.D. Saint-Martin - President Gus Papageorgiou - Head of Investor Relations Conference Call Participants Dan Perlin - RBC Capital Markets Andrew Bauch - Wells Fargo Securities Raimo Lenschow - Barclays Trevor Williams - Jefferies Josh Baer - Morgan Stanley Thanos Moschopoulos - BMO Capital Markets Dominic Ball - Redburn Atlantic Tien-Tsin Huang - JP Morgan Timothy Chiodo - UBS Todd Coupland - CIBC Richard Tse - National Bank Financial Martin Toner - ATB Capital Markets Daniel Chan - TD Cowen Operator Thank you for standing by.
Positive
Zacks Investment Research
1 month ago
Lightspeed POS (LSPD) Q3 Earnings: How Key Metrics Compare to Wall Street Estimates
The headline numbers for Lightspeed POS (LSPD) give insight into how the company performed in the quarter ended December 2024, but it may be worthwhile to compare some of its key metrics to Wall Street estimates and the year-ago actuals.
Positive
Zacks Investment Research
1 month ago
Lightspeed Commerce Inc. (LSPD) Beats Q3 Earnings Estimates
Lightspeed Commerce Inc. (LSPD) came out with quarterly earnings of $0.12 per share, beating the Zacks Consensus Estimate of $0.07 per share. This compares to earnings of $0.08 per share a year ago.
Neutral
PRNewsWire
1 month ago
Lightspeed Announces Results of Strategic Review and Third Quarter 2025 Financial Results
Lightspeed's board authorized share repurchase to return up to $400 million to shareholders Total revenue of $280.1 million, up 17% year-over-year Subscription revenue grew 9% year-over-year Net loss improved to ($26.6) million and positive Adjusted EBITDA1 of $16.6 million exceeded outlook of ~$14 million Monthly ARPU2 in the quarter grew 19% year-over-year to ~$533 Lightspeed reports in US dollars and in accordance with IFRS. MONTREAL , Feb. 6, 2025 /PRNewswire/ - Lightspeed Commerce Inc. ("Lightspeed" or the "Company") (TSX: LSPD) (NYSE: LSPD), today announced the results of its previously-disclosed strategic review and its financial results for the three and nine months ended December 31, 2024.
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