Doubling Focus On North American Retail And European Hospitality Will Expand Software Offerings

AN
AnalystConsensusTarget
Consensus Narrative from 8 Analysts
Published
22 Mar 25
Updated
01 Aug 25
AnalystConsensusTarget's Fair Value
CA$19.78
13.2% undervalued intrinsic discount
01 Aug
CA$17.17
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1Y
3.2%
7D
-6.4%

Author's Valuation

CA$19.8

13.2% undervalued intrinsic discount

AnalystConsensusTarget Fair Value

Shared on01 Aug 25
Fair value Increased 6.66%

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 on01 May 25
Fair value Decreased 13%

Shared on24 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 on17 Apr 25
Fair value Decreased 4.60%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on09 Apr 25
Fair value Decreased 1.89%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on02 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 on26 Mar 25
Fair value Increased 4.90%