Lightspeed Commerce 향후 성장
Future 기준 점검 1/6
Lightspeed Commerce (는) 각각 연간 110.6% 및 8.8% 수익과 수익이 증가할 것으로 예상됩니다. EPS는 연간 102.2% 만큼 성장할 것으로 예상됩니다. 자기자본이익률은 3년 후 -1.1% 로 예상됩니다.
핵심 정보
110.6%
이익 성장률
102.15%
EPS 성장률
| Software 이익 성장 | 25.1% |
| 매출 성장률 | 8.8% |
| 향후 자기자본이익률 | -1.13% |
| 애널리스트 커버리지 | Low |
| 마지막 업데이트 | 30 Apr 2026 |
최근 향후 성장 업데이트
Recent updates
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 11이익 및 매출 성장 예측
| 날짜 | 매출 | 이익 | 자유현금흐름 | 영업현금흐름 | 평균 애널리스트 수 |
|---|---|---|---|---|---|
| 3/31/2028 | 1,466 | -5 | N/A | N/A | 2 |
| 3/31/2027 | 1,261 | -73 | N/A | 117 | 2 |
| 3/31/2026 | 1,220 | -121 | N/A | 89 | 3 |
| 12/31/2025 | 1,190 | -692 | 7 | 57 | N/A |
| 9/30/2025 | 1,157 | -685 | -9 | 31 | N/A |
| 6/30/2025 | 1,116 | -682 | -37 | -6 | N/A |
| 3/31/2025 | 1,077 | -667 | -56 | -33 | N/A |
| 12/31/2024 | 1,054 | -124 | -74 | -51 | N/A |
| 9/30/2024 | 1,013 | -137 | -93 | -72 | N/A |
| 6/30/2024 | 966 | -150 | -105 | -86 | N/A |
| 3/31/2024 | 909 | -164 | -116 | -98 | N/A |
| 12/31/2023 | 863 | -206 | -126 | -111 | N/A |
| 9/30/2023 | 812 | -980 | -132 | -119 | N/A |
| 6/30/2023 | 766 | -1,018 | -131 | -118 | N/A |
| 3/31/2023 | 731 | -1,070 | -138 | -125 | N/A |
| 12/31/2022 | 693 | -1,110 | -107 | -95 | N/A |
| 9/30/2022 | 657 | -361 | -131 | -117 | N/A |
| 6/30/2022 | 606 | -340 | -119 | -106 | N/A |
| 3/31/2022 | 548 | -288 | -98 | -87 | N/A |
| 12/31/2021 | 484 | -216 | -109 | -100 | N/A |
| 9/30/2021 | 389 | -193 | -111 | -106 | N/A |
| 6/30/2021 | 301 | -153 | -103 | -100 | N/A |
| 3/31/2021 | 222 | -124 | -95 | -93 | N/A |
| 12/31/2020 | 176 | -101 | -81 | -78 | N/A |
| 9/30/2020 | 150 | -74 | -38 | -34 | N/A |
| 6/30/2020 | 133 | -65 | -33 | -30 | N/A |
| 3/31/2020 | 121 | -54 | -32 | -29 | N/A |
| 12/31/2019 | 106 | -131 | -23 | -20 | N/A |
| 9/30/2019 | 93 | -186 | N/A | -13 | N/A |
| 6/30/2019 | 84 | -184 | N/A | -11 | N/A |
| 3/31/2019 | 77 | -184 | N/A | -8 | N/A |
| 12/31/2018 | 72 | -99 | N/A | -8 | N/A |
| 3/31/2018 | 57 | -96 | N/A | -10 | N/A |
| 3/31/2017 | 43 | -58 | N/A | -11 | N/A |
| 3/31/2016 | 31 | -51 | N/A | -15 | N/A |
애널리스트 향후 성장 전망
수입 대 저축률: LSPD 향후 3년 동안 수익성이 없을 것으로 예상됩니다.
수익 vs 시장: LSPD 향후 3년 동안 수익성이 없을 것으로 예상됩니다.
고성장 수익: LSPD 향후 3년 동안 수익성이 없을 것으로 예상됩니다.
수익 대 시장: LSPD 의 수익(연간 8.8%)이 Canadian 시장(연간 5%)보다 빠르게 성장할 것으로 예상됩니다.
고성장 매출: LSPD 의 수익(연간 8.8%)은 연간 20%보다 느리게 증가할 것으로 예상됩니다.
주당순이익 성장 예측
향후 자기자본이익률
미래 ROE: LSPD는 3년 뒤에도 수익성이 없을 것으로 전망됩니다.
성장 기업 찾아보기
기업 분석 및 재무 데이터 상태
| 데이터 | 최종 업데이트 (UTC 시간) |
|---|---|
| 기업 분석 | 2026/05/01 19:06 |
| 종가 | 2026/04/30 00:00 |
| 수익 | 2025/12/31 |
| 연간 수익 | 2025/03/31 |
데이터 소스
당사의 기업 분석에 사용되는 데이터는 S&P Global Market Intelligence LLC에서 제공됩니다. 아래 데이터는 이 보고서를 생성하기 위해 분석 모델에서 사용됩니다. 데이터는 정규화되므로 소스가 제공된 후 지연이 발생할 수 있습니다.
| 패키지 | 데이터 | 기간 | 미국 소스 예시 * |
|---|---|---|---|
| 기업 재무제표 | 10년 |
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| 분석가 컨센서스 추정치 | +3년 |
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| 시장 가격 | 30년 |
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| 지분 구조 | 10년 |
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| 경영진 | 10년 |
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| 주요 개발 | 10년 |
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* 미국 증권에 대한 예시이며, 비(非)미국 증권에는 해당 국가의 규제 서식 및 자료원을 사용합니다.
별도로 명시되지 않는 한 모든 재무 데이터는 연간 기간을 기준으로 하지만 분기별로 업데이트됩니다. 이를 TTM(최근 12개월) 또는 LTM(지난 12개월) 데이터라고 합니다. 자세히 알아보기.
분석 모델 및 스노우플레이크
이 보고서를 생성하는 데 사용된 분석 모델에 대한 자세한 내용은 당사의 Github 페이지에서 확인하실 수 있습니다. 또한 보고서 활용 방법에 대한 가이드와 YouTube 튜토리얼도 제공합니다.
Simply Wall St 분석 모델을 설계하고 구축한 세계적 수준의 팀에 대해 알아보세요.
산업 및 섹터 지표
산업 및 섹터 지표는 Simply Wall St가 6시간마다 계산하며, 프로세스에 대한 자세한 내용은 Github에서 확인할 수 있습니다.
분석가 소스
Lightspeed Commerce Inc.는 25명의 분석가가 다루고 있습니다. 이 중 2명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.
| 분석가 | 기관 |
|---|---|
| Martin Toner | ATB Cormark |
| Raimo Lenschow | Barclays |
| Mark Palmer | Benchmark Company |