Lightspeed Commerce (LSPD) Resumen de Acciones
Lightspeed Commerce Inc. se dedica a la venta de suscripciones de software basadas en la nube y soluciones de pago para minoristas, restaurantes, operadores de campos de golf y otras empresas en Norteamérica, Europa, Reino Unido, Australia, Nueva Zelanda y a escala internacional. Saber más
| Puntuación del snowflake | |
|---|---|
| Valoración | 5/6 |
| Crecimiento futuro | 4/6 |
| Rendimiento pasado | 0/6 |
| Salud financiera | 5/6 |
| Dividendos | 0/6 |
Recompensas
Análisis de riesgos
No se han detectado riesgos en LSPD a partir de nuestros controles de riesgos.
LSPD Community Fair Values
Create NarrativeSee what 77 others think this stock is worth. Follow their fair value or set your own to get alerts.
Analyst Price Targets
Competidores de Lightspeed Commerce Inc.
Historial de precios y rendimiento
| Precios históricos de las acciones | |
|---|---|
| Precio actual de la acción | CA$13.80 |
| Máximo en las últimas 52 semanas | CA$19.25 |
| Mínimo de 52 semanas | CA$10.80 |
| Beta | 1.8 |
| Cambio en 1 mes | -6.57% |
| Variación en 3 meses | 1.77% |
| Cambio de 1 año | -15.96% |
| Variación en 3 años | -33.69% |
| Variación en 5 años | -91.31% |
| Variación desde la OPV | -26.98% |
Noticias y actualizaciones recientes
Recent updates
Actualización de narrativa • Aug 04
LSPD: Softer 2027 Outlook And Hardware Costs Will Constrain Upside
Analysts have lifted their fair value estimate for Lightspeed Commerce to CA$11.01 from CA$9.01, reflecting updated assumptions for revenue growth, profit margins, and a much higher future P/E multiple in the context of recent Street price target revisions clustered in the CA$10 to CA$16 range. Analyst Commentary Recent Street research on Lightspeed Commerce points to a mixed backdrop, with price targets clustered around the CA$10 to CA$16 range and several firms revising their models following the latest quarterly results and the Upserve divestiture.
Actualización de narrativa • Jun 26
LSPD: Core Market Execution And 2028 Profit Targets Will Drive Repriced Upside
Analysts have reduced the fair value estimate for Lightspeed Commerce from about CA$20.13 to CA$17.57 as they adjust models for softer profit margin expectations, slightly higher discount rates, and revised revenue growth assumptions following recent price target cuts across several firms. Analyst Commentary Recent research on Lightspeed Commerce reflects a mixed stance, with most firms trimming price targets while reassessing how divestitures, hardware costs, and updated long term goals feed into valuation, execution risk, and growth expectations.
Actualización de narrativa • 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.Actualización de narrativa • 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.Actualización de narrativa • 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.Actualización de narrativa • 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.Actualización de narrativa • 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.Actualización de narrativa • 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.Actualización de narrativa • 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.Actualización de narrativa • 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.Actualización de narrativa • 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.Actualización de narrativa • 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.Actualización de narrativa • 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.Actualización de narrativa • 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.Actualización de narrativa • 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.Actualización de narrativa • 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.Artículo de análisis • 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...Artículo de análisis • 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...Artículo de análisis • 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...
Nueva narrativa • 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.Artículo de análisis • 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...Artículo de análisis • 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...Artículo de análisis • 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...Artículo de análisis • 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...Artículo de análisis • 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...Artículo de análisis • 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...Rentabilidad de los accionistas
| LSPD | CA Software | Mercado CA | |
|---|---|---|---|
| 7D | -5.3% | -5.6% | -1.8% |
| 1Y | -16.0% | -33.2% | 22.6% |
Rentabilidad vs. Industria: LSPD superó a la industria Canadian Software, que obtuvo un rendimiento del -33.2% el año pasado.
Rentabilidad vs. Mercado: LSPD obtuvo unos resultados inferiores a los del mercado Canadian, que fueron del 22.6% el año pasado.
Volatilidad de los precios
| LSPD volatility | |
|---|---|
| LSPD Average Weekly Movement | 6.6% |
| Software Industry Average Movement | 11.2% |
| Market Average Movement | 9.3% |
| 10% most volatile stocks in CA Market | 16.4% |
| 10% least volatile stocks in CA Market | 3.7% |
Precio estable de las acciones: LSPD no ha tenido una volatilidad de precios significativa en los últimos 3 meses en comparación con el mercado Canadian.
Volatilidad a lo largo del tiempo: La volatilidad semanal de LSPD (7%) se ha mantenido estable durante el año pasado.
Acerca de la empresa
| Fundada | Empleados | CEO | Página web |
|---|---|---|---|
| 2005 | 3,400 | Dax Dasilva | www.lightspeedhq.com |
Lightspeed Commerce Inc. se dedica a la venta de suscripciones de software basadas en la nube y soluciones de pago para minoristas, restaurantes, operadores de campos de golf y otras empresas en Norteamérica, Europa, Reino Unido, Australia, Nueva Zelanda y otros países. Su plataforma de software permite a los clientes relacionarse con los consumidores, gestionar operaciones, aceptar pagos y hacer crecer el negocio. La plataforma en la nube de la empresa está diseñada en torno a elementos interrelacionados, como la experiencia omnicanal del consumidor, una completa suite de gestión de operaciones de back-office para mejorar la eficiencia y el conocimiento de los clientes, y la facilitación de pagos.
Resumen de fundamentos de Lightspeed Commerce Inc.
| Estadísticas fundamentales de LSPD | |
|---|---|
| Capitalización bursátil | CA$1.78b |
| Beneficios(TTM) | -CA$134.86m |
| Ingresos (TTM) | CA$1.73b |
1.0x
Ratio precio-ventas (PS)-13.2x
Ratio precio-beneficio (PE)¿Está LSPD sobrevalorada?
Ver valor justo y análisis de valoraciónBeneficios e Ingresos
| Cuenta de resultados (TTM) de LSPD | |
|---|---|
| Ingresos | US$1.24b |
| Coste de los ingresos | US$708.40m |
| Beneficio bruto | US$536.41m |
| Otros gastos | US$633.67m |
| Beneficios | -US$97.27m |
Últimos beneficios comunicados
Jun 30, 2026
Próxima fecha de beneficios
n/a
| Beneficios por acción (BPA) | -0.75 |
| Margen bruto | 43.09% |
| Margen de beneficio neto | -7.81% |
| Ratio deuda/patrimonio | 0% |
¿Cómo se ha desempeñado LSPD a largo plazo?
Ver rendimiento histórico y comparativaAnálisis de la empresa y estado de los datos financieros
| Datos | Última actualización (huso horario UTC) |
|---|---|
| Análisis de la empresa | 2026/09/13 17:47 |
| Precio de las acciones al final del día | 2026/09/11 00:00 |
| Beneficios | 2026/06/30 |
| Ingresos anuales | 2026/03/31 |
Fuentes de datos
Los datos utilizados en nuestro análisis de empresas proceden de S&P Global Market Intelligence LLC. Los siguientes datos se utilizan en nuestro modelo de análisis para generar este informe. Los datos están normalizados, lo que puede introducir un retraso desde que la fuente está disponible.
| Paquete | Datos | Marco temporal | Ejemplo Fuente EE.UU. * |
|---|---|---|---|
| Finanzas de la empresa | 10 años |
| |
| Estimaciones del consenso de analistas | +3 años |
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| Precios de mercado | 30 años |
| |
| Propiedad | 10 años |
| |
| Gestión | 10 años |
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| Principales avances | 10 años |
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* Ejemplo para valores de EE.UU., para no EE.UU. se utilizan formularios y fuentes normativas equivalentes.
A menos que se especifique lo contrario, todos los datos financieros se basan en un periodo anual, pero se actualizan trimestralmente. Esto se conoce como datos de los últimos doce meses (TTM) o de los últimos doce meses (LTM). Más información.
Modelo de análisis y copo de nieve
Los detalles del modelo de análisis utilizado para generar este informe están disponibles en nuestra página de Github, también tenemos guías sobre cómo utilizar nuestros informes y tutoriales en Youtube.
Conozca al que diseñó y construyó el modelo de análisis Simply Wall St.
Métricas industriales y sectoriales
Simply Wall St calcula cada 6 horas nuestras métricas sectoriales y de sección. Los detalles de nuestro proceso están disponibles en Github.
Fuentes analistas
Lightspeed Commerce Inc. está cubierta por 26 analistas. 16 de esos analistas presentaron las estimaciones de ingresos o ganancias utilizadas como datos para nuestro informe. Las estimaciones de los analistas se actualizan a lo largo del día.
| Analista | Institución |
|---|---|
| Martin Toner | ATB Cormark |
| Raimo Lenschow | Barclays |
| Thanos Moschopoulos | BMO Capital Markets Equity Research |