Lightspeed Commerce

Digital Payments And Cloud Platforms Will Unlock Future Opportunity

AN

AnalystConsensusTarget

AnalystConsensusTarget

Not Invested

Based on Analyst Price Targets

Published

22 Mar 25

Updated

26 Nov 25

n/a

n/a

AnalystConsensusTarget's Fair Value

n/a

1Y

-27.7%

7D

4.2%

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1Y

-27.7%

7D

4.2%

You can edit this narrative until Nov 27 12:10 AM. Then, changes will post as Updates.

Author's Valuation

CA$20.2617.5% undervalued

AnalystConsensusTarget Fair Value

Shared on 26 Nov 25

Fair value Decreased 0.66%

LSPD: Sustained Execution In Growth Markets Will Drive Long-Term Expansion

Analysts have slightly lowered their price target for Lightspeed Commerce by about $0.13 to $20.26. They cite the need for consistent execution on growth and profitability strategies, while also recognizing ongoing progress.

Shared on 09 Nov 25

Fair value Decreased 4.19%

LSPD: Consistent Execution And Product Expansion Will Shape Profit Opportunities

Narrative Update on Lightspeed Commerce Analysts have slightly lowered their fair value estimate for Lightspeed Commerce from $21.28 to $20.39. This reflects cautious optimism around improved profit margins and progress in revenue growth, while also noting the need for more consistent execution before a higher multiple is justified.

Shared on 01 Aug 25

Fair value Increased 15%

The consensus price target for Lightspeed Commerce has increased, primarily reflecting a substantial rise in its future P/E ratio, with fair value estimates moving from CA$18.55 to CA$19.78. What's in the News Issued revenue guidance for Q2 2026 of $305–$310 million and full-year 2026 revenue growth of 10%–12%.

Shared on 01 May 25

Fair value Decreased 13%

Shared on 24 Apr 25

Fair value Decreased 2.16%

AnalystConsensusTarget has decreased profit margin from 15.0% to 13.1% and increased future PE multiple from 11.1x to 12.6x.

Shared on 17 Apr 25

Fair value Decreased 4.60%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 09 Apr 25

Fair value Decreased 1.89%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 02 Apr 25

Fair value Increased 24%

AnalystConsensusTarget has increased revenue growth from 11.6% to 13.4%, increased profit margin from 1.3% to 15.0%, decreased future PE multiple from 93.1x to 11.5x and increased shares outstanding growth rate from -0.1% to -0.0%.

Shared on 26 Mar 25

Fair value Increased 4.90%

AnalystConsensusTarget Fair Value

CA$20.26

17.5% undervalued

Future estimation in

% p.a.

0

Decrease

Increase

Current revenue growth rate

10.69%

Software revenue growth rate

1.25%

Risk Level (Discount Rate)

Our default considers factors like the company's size, volatility, profitablity and country of operation.

%

0

Decrease

Increase

Current discount rate

7.51%

Calculation

US$180.92m

Earnings '28

x

10.74x

PE Ratio '28

=

US$1.94b

Market Cap '28

US$1.94b

Market Cap '28

/

109.38m

No. shares '28

=

US$17.76

Share Price '28

US$17.76 Share Price '28

Discounted to 2025 @ 7.46% p.a.

=

US$14.32

Fair Value '25

US$14.32 Fair Value '25

Converted to CAD @ 1.4102 USD/CAD Exchange Rate

=

CA$20.19

Fair Value '25