Lightspeed Commerce Inc.

Report azionario TSX:LSPD

Capitalizzazione di mercato: CA$1.8b

Lightspeed Commerce Salute del bilancio

Criteri Salute finanziaria verificati 6/6

Lightspeed Commerce ha un patrimonio netto totale di $1.5B e un debito totale di $0.0, che porta il suo rapporto debito/patrimonio netto a 0%. Le sue attività totali e le sue passività totali sono rispettivamente $1.7B e $173.4M.

Informazioni chiave

0%

Rapporto debito/patrimonio netto

US$0

Debito

Indice di copertura degli interessin/a
ContantiUS$479.00m
Patrimonio nettoUS$1.50b
Totale passivitàUS$173.40m
Totale attivitàUS$1.68b

Aggiornamenti recenti sulla salute finanziaria

Recent updates

Aggiornamento dell'analisi 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.
Aggiornamento dell'analisi 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.
Aggiornamento dell'analisi 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.
Aggiornamento dell'analisi 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.
Aggiornamento dell'analisi 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.
Aggiornamento dell'analisi 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.
Aggiornamento dell'analisi 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.
Aggiornamento dell'analisi 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.
Aggiornamento dell'analisi 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.
Aggiornamento dell'analisi 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.
Aggiornamento dell'analisi 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.
Aggiornamento dell'analisi 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.
Articolo di analisi 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...
Articolo di analisi 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...
Articolo di analisi 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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Nuova analisi 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.
Articolo di analisi 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...
Articolo di analisi 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...
Articolo di analisi 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...
Articolo di analisi 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...
Articolo di analisi 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...
Articolo di analisi 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...
Articolo di analisi 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...
Articolo di analisi 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...
Articolo di analisi 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...
Articolo di analisi 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...
Articolo di analisi Jan 07

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

With a median price-to-sales (or "P/S") ratio of close to 3.4x in the Software industry in Canada, you could be...
Articolo di analisi Dec 11

An Intrinsic Calculation For Lightspeed Commerce Inc. (TSE:LSPD) Suggests It's 49% Undervalued

Key Insights Using the 2 Stage Free Cash Flow to Equity, Lightspeed Commerce fair value estimate is CA$45.62 Lightspeed...

Analisi della posizione finanziaria

Passività a breve termine: Le attività a breve termine ( $705.2M ) di LSPD superano le sue passività a breve termine ( $156.0M ).

Passività a lungo termine: Le attività a breve termine di LSPD ( $705.2M ) superano le sue passività a lungo termine ( $17.4M ).


Storia e analisi del rapporto debito/patrimonio netto

Livello di debito: LSPD è esente da debiti.

Riduzione del debito: LSPD non ha debiti rispetto a 5 anni fa, quando il suo rapporto debito/patrimonio netto era 2.2%.


Bilancio


Analisi della pista di contanti

Per le società che in passato sono state mediamente in perdita, valutiamo se hanno almeno un anno di liquidità.

Pista di liquidità stabile: Sebbene non redditizia LSPD ha una pista di cassa sufficiente per più di 3 anni se mantiene il suo attuale livello positivo di flusso di cassa libero.

Previsione Cash Runway: LSPD non è redditizia ma ha una liquidità sufficiente per più di 3 anni, grazie al flusso di cassa libero positivo e in crescita del 0.8 % all'anno.


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Analisi aziendale e situazione dei dati finanziari

DatiUltimo aggiornamento (ora UTC)
Analisi dell'azienda2026/05/07 07:24
Prezzo dell'azione a fine giornata2026/05/07 00:00
Utili2025/12/31
Utili annuali2025/03/31

Fonti dei dati

I dati utilizzati nella nostra analisi aziendale provengono da S&P Global Market Intelligence LLC. I seguenti dati sono utilizzati nel nostro modello di analisi per generare questo report. I dati sono normalizzati, il che può comportare un ritardo nella disponibilità della fonte.

PacchettoDatiTempisticaEsempio Fonte USA *
Dati finanziari della società10 anni
  • Conto economico
  • Rendiconto finanziario
  • Bilancio
Stime di consenso degli analisti+3 anni
  • Previsioni finanziarie
  • Obiettivi di prezzo degli analisti
Prezzi di mercato30 anni
  • Prezzi delle azioni
  • Dividendi, scissioni e azioni
Proprietà10 anni
  • Top azionisti
  • Insider trading
Gestione10 anni
  • Team di leadership
  • Consiglio di amministrazione
Sviluppi principali10 anni
  • Annunci aziendali

* Esempio per i titoli statunitensi, per i titoli non statunitensi si utilizzano forme e fonti normative equivalenti.

Se non specificato, tutti i dati finanziari si basano su un periodo annuale ma vengono aggiornati trimestralmente. Si tratta dei cosiddetti dati TTM (Trailing Twelve Month) o LTM (Last Twelve Month). Per saperne di più.

Modello di analisi e Snowflake

I dettagli del modello di analisi utilizzato per generare questo report sono disponibili sulla nostra pagina Github; abbiamo anche guide su come utilizzare i nostri report e tutorial su Youtube.

Scoprite il team di livello mondiale che ha progettato e realizzato il modello di analisi Simply Wall St.

Metriche di settore e industriali

Le nostre metriche di settore e di sezione sono calcolate ogni 6 ore da Simply Wall St; i dettagli del nostro processo sono disponibili su Github.

Fonti analitiche

Lightspeed Commerce Inc. è coperta da 25 analisti. 3 di questi analisti ha fornito le stime di fatturato o di utile utilizzate come input per il nostro report. Le stime degli analisti vengono aggiornate nel corso della giornata.

AnalistaIstituzione
Martin TonerATB Cormark
Raimo LenschowBarclays
Mark PalmerBenchmark Company