Lightspeed Commerce Gestione
Criteri Gestione verificati 3/4
Lightspeed Commerce Il CEO è Dax Dasilva, nominato in Jan2005, e ha un mandato di 21.33 anni. la retribuzione annua totale è $ 1.83M, composta da 2.6% di stipendio e 97.4% di bonus, comprese azioni e opzioni aziendali. possiede direttamente 10.18% delle azioni della società, per un valore di CA$ 181.68M. La durata media del mandato del team dirigenziale e del consiglio di amministrazione è rispettivamente 3.3 anni e 3.3 anni.
Informazioni chiave
Dax Dasilva
Amministratore delegato
US$1.8m
Compenso totale
| Percentuale dello stipendio del CEO | 2.61% |
| Mandato del CEO | 21.3yrs |
| Proprietà del CEO | 10.2% |
| Durata media del management | 3.3yrs |
| Durata media del Consiglio di amministrazione | 3.3yrs |
Aggiornamenti recenti sulla gestione
Recent updates
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.
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.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.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.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.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.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.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.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.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.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.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.Lightspeed Commerce Inc. (TSE:LSPD) Just Released Its Second-Quarter Results And Analysts Are Updating Their Estimates
Nov 08
Here's Why We're Not At All Concerned With Lightspeed Commerce's (TSE:LSPD) Cash Burn Situation
Jul 21Little Excitement Around Lightspeed Commerce Inc.'s (TSE:LSPD) Revenues As Shares Take 27% Pounding
Mar 28
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.Is There An Opportunity With Lightspeed Commerce Inc.'s (TSE:LSPD) 41% Undervaluation?
Mar 15Here's Why We're Not At All Concerned With Lightspeed Commerce's (TSE:LSPD) Cash Burn Situation
Feb 25A Piece Of The Puzzle Missing From Lightspeed Commerce Inc.'s (TSE:LSPD) 27% Share Price Climb
Nov 28Analysts Are Updating Their Lightspeed Commerce Inc. (TSE:LSPD) Estimates After Its Second-Quarter Results
Nov 09Further Upside For Lightspeed Commerce Inc. (TSE:LSPD) Shares Could Introduce Price Risks After 26% Bounce
Sep 27We're Interested To See How Lightspeed Commerce (TSE:LSPD) Uses Its Cash Hoard To Grow
Sep 16Investors Aren't Entirely Convinced By Lightspeed Commerce Inc.'s (TSE:LSPD) Revenues
Jun 11Here's Why We're Not At All Concerned With Lightspeed Commerce's (TSE:LSPD) Cash Burn Situation
May 14Investors Give Lightspeed Commerce Inc. (TSE:LSPD) Shares A 27% Hiding
Feb 21Lightspeed Commerce (TSE:LSPD) Is In A Strong Position To Grow Its Business
Feb 07Investors Aren't Entirely Convinced By Lightspeed Commerce Inc.'s (TSE:LSPD) Revenues
Jan 07An Intrinsic Calculation For Lightspeed Commerce Inc. (TSE:LSPD) Suggests It's 49% Undervalued
Dec 11Analisi delle retribuzioni degli amministratori delegati
| Data | Compenso totale | Stipendio | Utili della società |
|---|---|---|---|
| Dec 31 2025 | n/a | n/a | -US$692m |
| Sep 30 2025 | n/a | n/a | -US$685m |
| Jun 30 2025 | n/a | n/a | -US$682m |
| Mar 31 2025 | US$2m | US$48k | -US$667m |
| Dec 31 2024 | n/a | n/a | -US$124m |
| Sep 30 2024 | n/a | n/a | -US$137m |
| Jun 30 2024 | n/a | n/a | -US$150m |
| Mar 31 2024 | US$248k | US$1 | -US$164m |
| Dec 31 2023 | n/a | n/a | -US$206m |
| Sep 30 2023 | n/a | n/a | -US$980m |
| Jun 30 2023 | n/a | n/a | -US$1b |
| Mar 31 2023 | US$957k | n/a | -US$1b |
| Dec 31 2022 | n/a | n/a | -US$1b |
| Sep 30 2022 | n/a | n/a | -US$361m |
| Jun 30 2022 | n/a | n/a | -US$340m |
| Mar 31 2022 | US$9m | n/a | -US$288m |
| Dec 31 2021 | n/a | n/a | -US$216m |
| Sep 30 2021 | n/a | n/a | -US$193m |
| Jun 30 2021 | n/a | n/a | -US$153m |
| Mar 31 2021 | US$997k | n/a | -US$124m |
| Dec 31 2020 | n/a | n/a | -US$101m |
| Sep 30 2020 | n/a | n/a | -US$74m |
| Jun 30 2020 | n/a | n/a | -US$65m |
| Mar 31 2020 | US$1m | US$238k | -US$54m |
Compensazione vs Mercato: La retribuzione totale di Dax ($USD 1.83M ) è circa la media per le aziende di dimensioni simili nel mercato Canadian ($USD 2.10M ).
Compensazione vs guadagni: La retribuzione di Dax è aumentata nonostante l'azienda non sia redditizia.
AMMINISTRATORE DELEGATO
Dax Dasilva (49 yo)
Mr. Dax Dasilva founded Lightspeed Commerce Inc. (formerly known as Lightspeed POS Inc.) (formerly known as LightSpeed Retail Inc.) in 2005 and serves as its Director since 2005 and also serves as its Chie...
Gruppo dirigente
| Nome | Posizione | Mandato | Compensazione | Proprietà |
|---|---|---|---|---|
| Executive Chairwoman of the Board | 3.3yrs | US$1.29m | 0.00016% CA$ 2.9k | |
| Founder | 21.3yrs | US$1.83m | 10.18% CA$ 181.7m | |
| Chief Financial Officer | 4yrs | US$2.56m | 0.035% CA$ 623.6k | |
| Chief Product & Technology Officer | 2.3yrs | US$2.67m | 0.040% CA$ 722.5k | |
| Chief People Officer | 3.3yrs | US$1.95m | Nessun dato | |
| Head of Investor Relations | no data | Nessun dato | Nessun dato | |
| Chief Legal Officer & Corporate Secretary | 7.7yrs | US$2.78m | 0.0030% CA$ 52.8k | |
| Chief Strategy & Transformation Officer | less than a year | Nessun dato | Nessun dato |
Gestione esperta: Il team dirigenziale di LSPD è considerato esperto (durata media dell'incarico 3.3 anni).
Membri del Consiglio di amministrazione
| Nome | Posizione | Mandato | Compensazione | Proprietà |
|---|---|---|---|---|
| Executive Chairwoman of the Board | 3.3yrs | US$1.29m | 0.00016% CA$ 2.9k | |
| Founder | 21.3yrs | US$1.83m | 10.18% CA$ 181.7m | |
| Director | less than a year | Nessun dato | Nessun dato | |
| Independent Director | less than a year | Nessun dato | Nessun dato | |
| Director | less than a year | Nessun dato | Nessun dato | |
| Lead Independent Director | 4.3yrs | US$293.25k | 0.0040% CA$ 70.7k | |
| Independent Director | 4.3yrs | US$246.00k | Nessun dato |
Consiglio di amministrazione esperto: I membri del consiglio di amministrazione di LSPD sono considerati esperti (durata media dell'incarico 3.3 anni).
Analisi aziendale e situazione dei dati finanziari
| Dati | Ultimo aggiornamento (ora UTC) |
|---|---|
| Analisi dell'azienda | 2026/05/05 15:13 |
| Prezzo dell'azione a fine giornata | 2026/05/05 00:00 |
| Utili | 2025/12/31 |
| Utili annuali | 2025/03/31 |
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.
| Pacchetto | Dati | Tempistica | Esempio Fonte USA * |
|---|---|---|---|
| Dati finanziari della società | 10 anni |
| |
| Stime di consenso degli analisti | +3 anni |
|
|
| Prezzi di mercato | 30 anni |
| |
| Proprietà | 10 anni |
| |
| Gestione | 10 anni |
| |
| Sviluppi principali | 10 anni |
|
* 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.
| Analista | Istituzione |
|---|---|
| Martin Toner | ATB Cormark |
| Raimo Lenschow | Barclays |
| Mark Palmer | Benchmark Company |