Lightspeed Commerce Inc.

TSX:LSPD Lagerbericht

Marktkapitalisierung: CA$1.8b

Lightspeed Commerce Zukünftiges Wachstum

Future Kriterienprüfungen 4/6

Lightspeed Commerce wird ein jährliches Gewinn- und Umsatzwachstum von 65% bzw. 7.9% prognostiziert. Der Gewinn pro Aktie wird voraussichtlich wachsen um 59.7% pro Jahr. Die Eigenkapitalrendite wird in 3 Jahren voraussichtlich 10.1% betragen.

Wichtige Informationen

65.0%

Wachstumsrate der Gewinne

59.69%

EPS-Wachstumsrate

Software Gewinnwachstum19.1%
Wachstumsrate der Einnahmen7.9%
Zukünftige Eigenkapitalrendite10.06%
Analystenabdeckung

Good

Zuletzt aktualisiert03 Jun 2026

Jüngste Aktualisierungen zum künftigen Wachstum

Recent updates

Narrativ-Update Jun 12

LSPD: Share Repurchases And AI Rollout Will Support Medium Term Repricing

Narrative Update: Lightspeed Commerce Price Target Reset Analysts have lowered the central price target for Lightspeed Commerce to CA$25.00 from CA$29.25, reflecting updated models that factor in softer medium term growth assumptions, lower projected profit margins, a higher discount rate, and a much higher assumed future P/E multiple, alongside mixed views on the impact of recent divestitures and guidance. Analyst Commentary Recent research on Lightspeed Commerce shows a cluster of reduced price targets, but the tone is not uniformly negative.
Narrativ-Update May 29

LSPD: Hardware Cost Pressures And Upserve Divestiture Will Drive Future Downside Risk

Analysts have trimmed the fair value estimate for Lightspeed Commerce to about CA$9.01 from roughly CA$11.91, citing lower long term revenue growth assumptions, a reduced future P/E multiple, and updated models reflecting the Upserve divestiture, hardware cost pressures, and revised EBITDA expectations across 2027 and 2028. Analyst Commentary Recent Street research on Lightspeed Commerce points to a mixed backdrop, with several bearish analysts cutting price targets while still acknowledging progress in areas like revenue trends, location growth and profitability targets.
Narrativ-Update May 04

LSPD: Cautious Multiple Reset And AI Execution Will Shape Future Risk Reward

Lightspeed Commerce's consensus analyst price target has been trimmed by CA$1 to reflect a series of modest downward revisions from firms such as Barclays, Truist, Morgan Stanley, UBS, TD Securities, and BTIG. Analysts cited updated assumptions on fair value, discount rate, revenue growth, profit margins, and future P/E multiples.
Narrativ-Update Apr 19

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.
Narrativ-Update Apr 05

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.
Narrativ-Update Mar 22

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.
Narrativ-Update Mar 07

LSPD: Sector Reset And AI Investments Will Shape Balanced Risk Reward

The consensus analyst price target for Lightspeed Commerce has been reduced by CA$1.86. Analysts are incorporating slightly lower fair value estimates, a modestly higher discount rate, and more cautious revenue growth assumptions.
Narrativ-Update Feb 21

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.
Narrativ-Update Feb 06

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.
Narrativ-Update Jan 23

LSPD: Sector Reset And Legal Overhang Will Likely Constrain Future Upside

Analysts have trimmed their 12 month price target on Lightspeed Commerce to $14 from $15, citing updated sector assumptions and a refreshed outlook for software stocks into 2026. Analyst Commentary Bearish analysts cutting the 12 month price target to $14 are signaling a more guarded stance on Lightspeed Commerce, even as they see room for software stocks to re-rate into 2026.
Narrativ-Update Jan 08

LSPD: Legal Settlement And Margin Pressure Will Likely Restrict Future Upside

Analysts have adjusted their price target on Lightspeed Commerce, reflecting updated views on revenue growth, profit margin potential and future P/E assumptions. This should be seen as a recalibration rather than a dramatic reset in expectations.
Narrativ-Update Dec 15

LSPD: Execution Risk Will Likely Cap Upside Despite Guidance Raise

Analysts have trimmed their price target on Lightspeed Commerce from approximately $18 to about $14 per share, citing slower projected revenue growth, slightly lower profit margins, and a more conservative earnings multiple, despite ongoing strategic progress. Analyst Commentary Bearish analysts highlight that the latest reset in expectations reflects lingering uncertainty around Lightspeed Commerce's ability to translate its strategic progress into consistent, high-quality earnings growth.
Narrativ-Update Nov 26

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.
Narrativ-Update Nov 09

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.
Analyseartikel Nov 08

Lightspeed Commerce Inc. (TSE:LSPD) Just Released Its Second-Quarter Results And Analysts Are Updating Their Estimates

Investors in Lightspeed Commerce Inc. ( TSE:LSPD ) had a good week, as its shares rose 9.0% to close at CA$18.37...
Analyseartikel Jul 21

Here's Why We're Not At All Concerned With Lightspeed Commerce's (TSE:LSPD) Cash Burn Situation

Even when a business is losing money, it's possible for shareholders to make money if they buy a good business at the...
Analyseartikel Mar 28

Little Excitement Around Lightspeed Commerce Inc.'s (TSE:LSPD) Revenues As Shares Take 27% Pounding

To the annoyance of some shareholders, Lightspeed Commerce Inc. ( TSE:LSPD ) shares are down a considerable 27% in the...
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Neues Narrativ Mar 22

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

Strategic focus on North American retail and European hospitality aims to drive revenue growth via increased software and payments ARPU.
Analyseartikel Mar 15

Is There An Opportunity With Lightspeed Commerce Inc.'s (TSE:LSPD) 41% Undervaluation?

Key Insights The projected fair value for Lightspeed Commerce is CA$26.46 based on 2 Stage Free Cash Flow to Equity...
Analyseartikel Feb 25

Here's Why We're Not At All Concerned With Lightspeed Commerce's (TSE:LSPD) Cash Burn Situation

We can readily understand why investors are attracted to unprofitable companies. For example, although Amazon.com made...
Analyseartikel Nov 28

A Piece Of The Puzzle Missing From Lightspeed Commerce Inc.'s (TSE:LSPD) 27% Share Price Climb

Lightspeed Commerce Inc. ( TSE:LSPD ) shares have continued their recent momentum with a 27% gain in the last month...
Analyseartikel Nov 09

Analysts Are Updating Their Lightspeed Commerce Inc. (TSE:LSPD) Estimates After Its Second-Quarter Results

It's been a pretty great week for Lightspeed Commerce Inc. ( TSE:LSPD ) shareholders, with its shares surging 14% to...
Analyseartikel Sep 27

Further Upside For Lightspeed Commerce Inc. (TSE:LSPD) Shares Could Introduce Price Risks After 26% Bounce

Lightspeed Commerce Inc. ( TSE:LSPD ) shareholders would be excited to see that the share price has had a great month...
Analyseartikel Sep 16

We're Interested To See How Lightspeed Commerce (TSE:LSPD) Uses Its Cash Hoard To Grow

There's no doubt that money can be made by owning shares of unprofitable businesses. For example, although Amazon.com...
Analyseartikel Jun 11

Investors Aren't Entirely Convinced By Lightspeed Commerce Inc.'s (TSE:LSPD) Revenues

With a price-to-sales (or "P/S") ratio of 2.5x Lightspeed Commerce Inc. ( TSE:LSPD ) may be sending bullish signals at...
Analyseartikel May 14

Here's Why We're Not At All Concerned With Lightspeed Commerce's (TSE:LSPD) Cash Burn Situation

Just because a business does not make any money, does not mean that the stock will go down. For example, although...
Analyseartikel Feb 21

Investors Give Lightspeed Commerce Inc. (TSE:LSPD) Shares A 27% Hiding

Lightspeed Commerce Inc. ( TSE:LSPD ) shares have had a horrible month, losing 27% after a relatively good period...
Analyseartikel Feb 07

Lightspeed Commerce (TSE:LSPD) Is In A Strong Position To Grow Its Business

We can readily understand why investors are attracted to unprofitable companies. For example, biotech and mining...

Gewinn- und Umsatzwachstumsprognosen

TSX:LSPD - Zukünftige Analystenschätzungen und Finanzdaten der Vergangenheit (USD Millions)
DatumUmsatzGewinneFreier CashflowBargeld aus operativen TätigkeitenDurchschn. Anz. Analysten
3/31/20291,569332472
3/31/20281,434-518412215
3/31/20271,254-94265017
3/31/20261,227-144-455N/A
12/31/20251,190-692757N/A
9/30/20251,157-685-931N/A
6/30/20251,116-682-37-6N/A
3/31/20251,077-667-56-33N/A
12/31/20241,054-124-74-51N/A
9/30/20241,013-137-93-72N/A
6/30/2024966-150-105-86N/A
3/31/2024909-164-116-98N/A
12/31/2023863-206-126-111N/A
9/30/2023812-980-132-119N/A
6/30/2023766-1,018-131-118N/A
3/31/2023731-1,070-138-125N/A
12/31/2022693-1,110-107-95N/A
9/30/2022657-361-131-117N/A
6/30/2022606-340-119-106N/A
3/31/2022548-288-98-87N/A
12/31/2021484-216-109-100N/A
9/30/2021389-193-111-106N/A
6/30/2021301-153-103-100N/A
3/31/2021222-124-95-93N/A
12/31/2020176-101-81-78N/A
9/30/2020150-74-38-34N/A
6/30/2020133-65-33-30N/A
3/31/2020121-54-32-29N/A
12/31/2019106-131N/A-20N/A
9/30/201993-186N/A-13N/A
6/30/201984-184N/A-11N/A
3/31/201977-184N/A-8N/A
12/31/201872-99N/A-8N/A
3/31/201857-96N/A-10N/A
3/31/201743-58N/A-11N/A
3/31/201631-51N/A-15N/A

Analystenprognosen zum zukünftigen Wachstum

Einkommen vs. Sparrate: LSPD wird in den nächsten 3 Jahren voraussichtlich rentabel werden, was als schnelleres Wachstum als die Sparquote angesehen wird (3%).

Ertrag vs. Markt: LSPD wird in den nächsten 3 Jahren voraussichtlich rentabel werden, was als überdurchschnittliches Marktwachstum angesehen wird.

Hohe Wachstumserträge: LSPD wird voraussichtlich in den nächsten 3 Jahren rentabel werden.

Einnahmen vs. Markt: LSPDDie Einnahmen des Unternehmens (7.9% pro Jahr) werden voraussichtlich schneller wachsen als der Markt Canadian (4.9% pro Jahr).

Hohe Wachstumseinnahmen: LSPDDie Einnahmen des Unternehmens (7.9% pro Jahr) werden voraussichtlich langsamer wachsen als 20% pro Jahr.


Wachstumsprognosen für den Gewinn je Aktie


Künftige Eigenkapitalrendite

Künftige Eigenkapitalrendite: LSPDDie Eigenkapitalrendite des Unternehmens wird in 3 Jahren voraussichtlich niedrig sein (10.1%).


Wachstumsunternehmen entdecken

Unternehmensanalyse und Finanzdaten Status

DatenZuletzt aktualisiert (UTC-Zeit)
Unternehmensanalyse2026/06/17 07:58
Aktienkurs zum Tagesende2026/06/17 00:00
Gewinne2026/03/31
Jährliche Einnahmen2026/03/31

Datenquellen

Die in unserer Unternehmensanalyse verwendeten Daten stammen von S&P Global Market Intelligence LLC. Die folgenden Daten werden in unserem Analysemodell verwendet, um diesen Bericht zu erstellen. Die Daten sind normalisiert, was zu einer Verzögerung bei der Verfügbarkeit der Quelle führen kann.

PaketDatenZeitrahmenBeispiel US-Quelle *
Finanzdaten des Unternehmens10 Jahre
  • Gewinn- und Verlustrechnung
  • Kapitalflussrechnung
  • Bilanz
Konsensschätzungen der Analysten+3 Jahre
  • Finanzielle Vorausschau
  • Kursziele der Analysten
Marktpreise30 Jahre
  • Aktienkurse
  • Dividenden, Splits und Aktionen
Eigentümerschaft10 Jahre
  • Top-Aktionäre
  • Insiderhandel
Verwaltung10 Jahre
  • Das Führungsteam
  • Direktorium
Wichtige Entwicklungen10 Jahre
  • Ankündigungen des Unternehmens

* Beispiel für US-Wertpapiere, für nicht-US-amerikanische Wertpapiere werden gleichwertige regulatorische Formulare und Quellen verwendet.

Sofern nicht anders angegeben, beziehen sich alle Finanzdaten auf einen Jahreszeitraum, werden aber vierteljährlich aktualisiert. Dies wird als Trailing Twelve Month (TTM) oder Last Twelve Month (LTM) Daten bezeichnet. Erfahren Sie mehr.

Analysemodell und Schneeflocke

Einzelheiten zu dem Analysemodell, mit dem dieser Bericht erstellt wurde, finden Sie auf unserer Github-Seite. Außerdem bieten wir Leitfäden zur Verwendung unserer Berichte und Tutorials auf YouTube an.

Erfahren Sie mehr über das Weltklasse-Team, das das Simply Wall St-Analysemodell entworfen und entwickelt hat.

Metriken für Industrie und Sektor

Unsere Branchen- und Sektionskennzahlen werden alle 6 Stunden von Simply Wall St berechnet. Details zu unserem Verfahren finden Sie auf Github.

Analysten-Quellen

Lightspeed Commerce Inc. wird von 25 Analysten beobachtet. 17 dieser Analysten hat die Umsatz- oder Gewinnschätzungen übermittelt, die als Grundlage für unseren Bericht dienen. Die von den Analysten übermittelten Daten werden im Laufe des Tages aktualisiert.

AnalystEinrichtung
Martin TonerATB Cormark
Raimo LenschowBarclays
Mark PalmerBenchmark Company