Update shared on01 Aug 2025
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%.
- Formed a strategic partnership with Whoosh to deliver integrated membership management and payments technology for private clubs in the golf and club sector.
- Reached a settlement (pending court approval) to resolve all claims in a Quebec class action, following dismissal of a similar U.S. lawsuit.
- Completed share repurchase of 9,013,953 shares (5.89%) for CAD 84.36 million.
- Launched product enhancements including AI-driven website builder, advanced retail demand forecasting, improved sales visualizations, and upgraded hospitality features like tableside check splitting and enhanced kitchen display system functionality.
Valuation Changes
Summary of Valuation Changes for Lightspeed Commerce
- The Consensus Analyst Price Target has risen from CA$18.55 to CA$19.78.
- The Future P/E for Lightspeed Commerce has significantly risen from 97.13x to 140.98x.
- The Discount Rate for Lightspeed Commerce remained effectively unchanged, moving only marginally from 7.45% to 7.46%.
Disclaimer
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