Shared on 26 Jun 26

Fair value Decreased 13%

LSPD: Core Market Execution And 2028 Profit Targets Will Drive Repriced Upside

Analysts cool on Lightspeed after trimming their expectations for future profit, even as some point to improving momentum in its key retail and hospitality markets. The big question now is whether the company can hit its longer-term profit goals while working through divestiture and cost pressures that could keep results bumpy.

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Shared on 19 Apr 26

LSPD: Long Term Product Execution Will Support Repriced Upside Potential

Lightspeed Commerce's consensus analyst price target has been reduced by a few Canadian dollars, with cuts ranging from CA$1 to CA$4, as analysts factor in updated assumptions around discount rates, revenue growth and future P/E expectations. Analyst Commentary Across the recent research updates, analysts are broadly aligned on trimming their price targets for Lightspeed Commerce by CA$1 to CA$4, as they recalibrate assumptions on discount rates, revenue growth and future P/E multiples.

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Shared on 05 Apr 26

LSPD: Multi Year Product Execution And Profit Discipline Will Support Upside Potential

Analysts have trimmed their average 12 month price target on Lightspeed Commerce by a few Canadian dollars to around CA$20, citing a series of recent target reductions from firms revisiting their assumptions on discount rates, long term growth, and sector valuations. Analyst Commentary Recent Street research on Lightspeed Commerce has focused on recalibrating price targets rather than changing overall ratings, with several firms trimming their estimates by between $1 and $4 and one large bank setting a target of $14 alongside an Equal Weight stance.

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Shared on 22 Mar 26

Fair value Increased 4.62%

LSPD: Product Execution And Profit Discipline Will Support Future Upside Potential

Analyst price targets for Lightspeed Commerce have been revised, with the updated fair value estimate increasing from CA$19.24 to CA$20.13 as analysts incorporate recent target cuts across the Street along with updated assumptions for discount rate, revenue growth, profit margin and future P/E. Analyst Commentary Recent Street research on Lightspeed Commerce has centered on resetting price targets, with several bearish analysts trimming their expectations while maintaining coverage.

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Shared on 21 Feb 26

Fair value Decreased 2.71%

LSPD: Product Execution And Margin Discipline Will Support Long-Term Upside Potential

Analysts have reduced their average price target for Lightspeed Commerce to about CA$19.24 from CA$19.78, citing slightly higher discount rate assumptions and updated P/E expectations, while revenue growth and profit margin inputs remain broadly consistent. Analyst Commentary Recent research updates show a cluster of reductions in Lightspeed Commerce price targets, often framed as adjustments to models and sector views rather than company specific revisions to revenue or margin assumptions.

34 views

Shared on 06 Feb 26

Fair value Decreased 2.36%

LSPD: Execution On Product Expansion And Margins Will Drive Long-Term Upside

Analysts have trimmed their price targets on Lightspeed Commerce, leading to a modest reduction in the modeled fair value to about $19.78. This change reflects slightly lower revenue growth assumptions, a higher discount rate, and a lower future P/E, partially offset by improved profit margin expectations.

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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.

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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.

37 views

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%.

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Shared on 01 May 25

Fair value Decreased 13%

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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.

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Shared on 17 Apr 25

Fair value Decreased 4.60%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

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Shared on 09 Apr 25

Fair value Decreased 1.89%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

3 views

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%.

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Shared on 26 Mar 25

Fair value Increased 4.90%

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Digital Payments And Cloud Platforms Will Unlock Future Opportunity

LSPD: Core Market Execution And 2028 Profit Targets Will Drive Repriced Upside

LSPD: Long Term Product Execution Will Support Repriced Upside Potential

LSPD: Multi Year Product Execution And Profit Discipline Will Support Upside Potential

LSPD: Product Execution And Profit Discipline Will Support Future Upside Potential

LSPD: Product Execution And Margin Discipline Will Support Long-Term Upside Potential

LSPD: Execution On Product Expansion And Margins Will Drive Long-Term Upside

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

LSPD: Consistent Execution And Product Expansion Will Shape Profit Opportunities

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