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Lightspeed Commerce Inc.NYSE:LSPD Rapporto sulle azioni

Cap. di mercato US$1.3b
Prezzo delle azioni
n/a
1Y-27.1%
7D-7.6%
1D-1.9%
Valore del portafoglio
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Lightspeed Commerce Inc.

Report azionario NYSE:LSPD

Capitalizzazione di mercato: US$1.3b

Lightspeed Commerce (LSPD) Panoramica del titolo

Lightspeed Commerce Inc. si occupa della vendita di abbonamenti software e soluzioni di pagamento basate su cloud per rivenditori singoli e multisede, ristoranti, gestori di campi da golf e altre aziende. Maggiori dettagli

LSPD analisi fondamentale
Punteggio fiocco di neve
Valutazione5/6
Crescita futura3/6
Prestazioni passate0/6
Salute finanziaria5/6
Dividendi0/6

Premi

Negoziato a 84.3% al di sotto della nostra stima del suo valore equo

Si prevede che gli utili cresceranno del 65.53% all'anno

Negoziato a un buon valore rispetto ai pari e al settore

Analisi del rischio

Non sono stati rilevati rischi per LSPD dai nostri controlli di rischio.

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Concorrenti di Lightspeed Commerce Inc.

Storia dei prezzi e prestazioni

Riepilogo dei massimi, dei minimi e delle variazioni dei prezzi delle azioni per Lightspeed Commerce
Prezzi storici delle azioni
Prezzo attuale dell'azioneCA$9.57
Massimo di 52 settimaneCA$14.34
Minimo di 52 settimaneCA$7.83
Beta1.81
Variazione di 1 mese1.38%
Variazione a 3 mesi1.81%
Variazione di 1 anno-27.06%
Variazione a 3 anni-42.97%
Variazione a 5 anni-89.17%
Variazione dall'IPO-67.84%

Notizie e aggiornamenti recenti

Seeking Alpha • May 22

Lightspeed Commerce: I Won't Be Buying Until Things Get A Lot Better

Summary Lightspeed Commerce Inc. remains a Sell as mounting losses, shareholder dilution, and weak guidance reinforce my bearish thesis. LSPD's revenue growth is overshadowed by persistent negative EPS, heavy reliance on equity financing, and unsustainable operating expenses. Competition from Shopify and Toast intensifies, eroding LSPD's moat as POS software becomes commoditized and switching costs remain minimal. Guidance for FY2027 revenue and adjusted EBITDA falls short of consensus, with no clear path to profitability or margin expansion in sight. Read the full article on Seeking Alpha

Recent updates

Seeking Alpha • May 22

Lightspeed Commerce: I Won't Be Buying Until Things Get A Lot Better

Summary Lightspeed Commerce Inc. remains a Sell as mounting losses, shareholder dilution, and weak guidance reinforce my bearish thesis. LSPD's revenue growth is overshadowed by persistent negative EPS, heavy reliance on equity financing, and unsustainable operating expenses. Competition from Shopify and Toast intensifies, eroding LSPD's moat as POS software becomes commoditized and switching costs remain minimal. Guidance for FY2027 revenue and adjusted EBITDA falls short of consensus, with no clear path to profitability or margin expansion in sight. Read the full article on Seeking Alpha
Seeking Alpha • Feb 12

Lightspeed Commerce: Recent Price Pressure Creates Attractive Buying Opportunity

Summary Despite disappointing share performance, I maintain a buy rating for Lightspeed Commerce with a 1-year target price of $18, projecting a 35% upside. LSPD’s fundamentals have slightly improved, with positive quarterly operating cash flow and reduced net loss margin, signaling potential for future growth. Key growth catalysts include positive hospitality market outlook in Europe and LSPD’s strategy to target high GTV customers and increase outbound sales. Risks include execution challenges in outbound sales and potential customer churn due to price increase strategy, but overall, LSPD appears undervalued with attractive risk-reward. Read the full article on Seeking Alpha
Seeking Alpha • Dec 07

Lightspeed: Brighter Now Than In 2021

Summary Lightspeed Commerce's unified offerings and focus on high GTV customers drive revenue growth and improve gross transaction volume, enhancing market presence. The company's reorganization and share repurchase program aim to boost profitability and valuation, supported by a strong cash balance and no long-term debt. Despite conservative analyst targets, Lightspeed's growing adjusted EBITDA and attractive EV/Sales multiples indicate long-term growth potential, especially in North American retail and EMEA hospitality markets. The stock's stable top line growth, new product offerings, and strategic market focus make it an attractive buy candidate on pullbacks, despite short-term bearish trends. Read the full article on Seeking Alpha
Seeking Alpha • Aug 12

Lightspeed Commerce Continues Cost-Cutting And Large Merchant Focus (Upgrade)

Summary Lightspeed Commerce reported its FQ1 2025 results, with reduced operating losses under a returning founder's leadership. LSPD focuses on POS software and hardware for various businesses, with a shift towards larger merchants. Financial trends show improving operating income, cost controls, and a focus on increasing subscription revenue. I'm upgrading my outlook on LSPD to Neutral (Hold). Read the full article on Seeking Alpha
Seeking Alpha • May 22

Lightspeed Commerce: On Track For Profitable Growth (Rating Upgrade)

Summary Notable increase in share price is primarily attributed to LSPD's substantial improvement in reducing operating losses, coupled with management's announcement of a restructuring plan aimed at further narrowing the gap to profitability. Demonstration of continued robust growth in transaction-based revenue, with expectations of subscription revenue re-acceleration in FY25, indicating a positive trajectory towards profitability. Forward FY25 valuation indicates a 13% upside potential from the current market cap, based on management's guidance. Considering these positive developments and minimal downside risk at the current valuation, I have upgraded my rating for LSPD from a "hold" to a "buy". Read the full article on Seeking Alpha
Seeking Alpha • Mar 26

Lightspeed Commerce: The Strategic Shift Towards Payment Solutions

Summary Subscription revenue increased by 8.6% YoY to $80.9 million in 3Q24, indicating positive momentum but trailing behind industry peers. Transaction-based revenue, primarily payment processing fees, grew 35.5% YoY to $406 million in 3Q24, reflecting the company's focus on bolstering payment revenue. Comparison with peers like Toast and Shift4 underscores Lightspeed's lower valuation, attributed to its lowest operating margin and uncertainty regarding sales growth and GAAP profitability. Lightspeed's balance sheet boasts a substantial cash position of $749 million with no debt. Read the full article on Seeking Alpha
Seeking Alpha • Feb 15

Lightspeed Commerce: Shift Towards High-ARPU Clients To Strengthen Fundamentals

Summary Lightspeed Commerce is a point-of-sale and e-commerce platform for businesses in retail, restaurants, and golf courses. The company's stock performance has been disappointing, trading at a significant discount from its IPO price. Despite being unprofitable, the focus on higher ARPU customers may drive future growth and margin expansion through better sales efficiencies, potentially driving share prices. Read the full article on Seeking Alpha
Seeking Alpha • Nov 27

Lightspeed Commerce: Making Notable Progress

Summary Today, we are circling back on Lightspeed Commerce for the first time since late 2022. LSPD has a strong balance sheet with over $760 million in cash and no long-term debt. The company continues to churn out impressive sales growth and the company is rapidly approaching profitability. An updated analysis of Lightspeed Commerce is provided in the paragraphs below. Read the full article on Seeking Alpha
Seeking Alpha • Sep 12

Lightspeed Commerce: Unlocking Omni-Channel Commerce Opportunities With Unique Positioning

Summary Lightspeed Commerce is a top-tier cloud-based, omni-channel commerce vendor benefiting from the shift to SaaS-based solutions and software-integrated payment distribution in the POS industry. The company's growth is driven by legacy POS system transitions and the substantial increase in e-commerce adoption. Lightspeed's growth outlook is supported by its omni-channel approach, expanding payment reach, and favorable e-commerce growth in retail commerce. Read the full article on Seeking Alpha
Seeking Alpha • Aug 09

Lightspeed Commerce Continues Unified System Rollout Amid High Operating Losses

Summary Lightspeed Commerce Inc. recently reported fiscal Q1 2024 financial results, beating revenue and EPS estimates. The company offers an omnichannel commerce platform for businesses worldwide. The mandatory adoption of its unified POS and payments system is expected to drive revenue growth in the medium term. Until we see improved revenue growth and a meaningful move toward operating breakeven, I'm Neutral [Hold] on Lightspeed Commerce Inc. Read the full article on Seeking Alpha
Seeking Alpha • May 31

Lightspeed Commerce Q4 Earnings: Great Growth With Improving Profitability (Rating Upgrade)

Summary Lightspeed Commerce continues to trade near its 52-week lows. The company's latest earnings were actually very solid as it continues to show great top line growth with improving profitability. The current valuation is very attractive with multiples being the lowest compared to its peer group. I rate the company as a buy. Read the full article on Seeking Alpha

Rendimenti per gli azionisti

LSPDUS SoftwareUS Mercato
7D-7.6%-3.5%-1.4%
1Y-27.1%-24.2%16.4%

Ritorno vs Industria: LSPD ha avuto una performance inferiore rispetto al US Software che ha registrato un rendimento -24.2 % nell'ultimo anno.

Rendimento vs Mercato: LSPD ha avuto una performance inferiore al mercato US che ha registrato un rendimento 16.4 % nell'ultimo anno.

Volatilità dei prezzi

Is LSPD's price volatile compared to industry and market?
LSPD volatility
LSPD Average Weekly Movement5.8%
Software Industry Average Movement9.9%
Market Average Movement7.1%
10% most volatile stocks in US Market16.3%
10% least volatile stocks in US Market3.2%

Prezzo delle azioni stabile: LSPD non ha avuto una volatilità dei prezzi significativa negli ultimi 3 mesi rispetto al mercato US.

Volatilità nel tempo: La volatilità settimanale ( 6% ) di LSPD è rimasta stabile nell'ultimo anno.

Informazioni sull'azienda

FondatoI dipendentiAMMINISTRATORE DELEGATOSito web
20053,400Dax Dasilvawww.lightspeedhq.com

Lightspeed Commerce Inc. si occupa della vendita di abbonamenti software basati sul cloud e di soluzioni di pagamento per dettaglianti, ristoranti, gestori di campi da golf e altre aziende, con sede singola o multipla. Offre una piattaforma commerciale basata sul cloud che collega fornitori, commercianti e consumatori per consentire esperienze omnichannel e coinvolgere i consumatori, gestire le operazioni, accettare i pagamenti e far crescere il business. La piattaforma cloud dell'azienda è progettata intorno a elementi interconnessi, come l'esperienza omnicanale del consumatore, una suite completa di gestione delle operazioni di back-office per migliorare l'efficienza e la comprensione dei clienti e la facilitazione dei pagamenti.

Lightspeed Commerce Inc. Riepilogo dei fondamenti

Come si confrontano gli utili e i ricavi di Lightspeed Commerce con la sua capitalizzazione di mercato?
LSPD statistiche fondamentali
Capitalizzazione di mercatoUS$1.30b
Utili (TTM)-US$144.41m
Ricavi(TTM)US$1.23b
1.0x
Rapporto P/S
-8.8x
Rapporto P/E

LSPD è sopravvalutato?

Vedi Fair Value e analisi di valutazione

Utili e ricavi

Statistiche chiave sulla redditività dall'ultima relazione sugli utili (TTM)
LSPD Conto economico (TTM)
RicaviUS$1.23b
Costo del fatturatoUS$700.12m
Profitto lordoUS$526.92m
Altre speseUS$671.33m
Utili-US$144.41m

Ultimi utili riportati

Mar 31, 2026

Prossima data di guadagno

Jul 30, 2026

Utile per azione (EPS)-1.08
Margine lordo42.94%
Margine di profitto netto-11.77%
Rapporto debito/patrimonio netto0%

Come si è comportato LSPD nel lungo periodo?

Vedi performance storica e confronto

Analisi aziendale e situazione dei dati finanziari

DatiUltimo aggiornamento (ora UTC)
Analisi dell'azienda2026/07/23 21:51
Prezzo dell'azione a fine giornata2026/07/23 00:00
Utili2026/03/31
Utili annuali2026/03/31

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 delle guide su come utilizzare i nostri report e dei 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. 17 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