대시보드포트폴리오관심 목록커뮤니티발견스크리너
NOT FOR DISTRIBUTION

Lightspeed Commerce Inc.

TSX:LSPD 주식 리포트

시가총액: CA$1.7b

  • 회사 개요
  • 가치 평가
  • 미래 성장
  • 과거 실적
  • 재무 건전성
  • 배당
  • 경영진
  • 지분
  • 기타 정보
  • 주식 커뮤니티

Lightspeed Commerce 대차대조표 건전성

재무 건전성 기준 점검 5/6

Lightspeed Commerce 의 총 주주 지분은 $1.4B 이고 총 부채는 $0.0, 이는 부채 대 자기자본 비율을 0% 로 가져옵니다. 총자산과 총부채는 각각 $1.6B 및 $199.4M 입니다.

핵심 정보

0%

부채/자본 비율

US$0

부채

이자보상배율n/a
현금US$372.14m
자본US$1.39b
총부채US$199.39m
총자산US$1.59b

최근 재무 건전성 업데이트

분석 기사 • 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...
분석 기사 • 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...
분석 기사 • 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...

Recent updates

User avatar
내러티브 업데이트 • 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.
User avatar
내러티브 업데이트 • 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.
User avatar
내러티브 업데이트 • 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.
User avatar
내러티브 업데이트 • 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.
User avatar
내러티브 업데이트 • 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.
User avatar
내러티브 업데이트 • 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.
User avatar
내러티브 업데이트 • 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.
User avatar
내러티브 업데이트 • 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.
User avatar
내러티브 업데이트 • 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.
User avatar
내러티브 업데이트 • 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.
User avatar
내러티브 업데이트 • 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.
User avatar
내러티브 업데이트 • 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.
User avatar
내러티브 업데이트 • 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.
User avatar
내러티브 업데이트 • 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.
User avatar
내러티브 업데이트 • 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.
User avatar
내러티브 업데이트 • 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.
분석 기사 • 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...
분석 기사 • 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...
분석 기사 • 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...
User avatar
새로운 내러티브 • 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.
분석 기사 • 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...
분석 기사 • 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...
분석 기사 • 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...
분석 기사 • 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...
분석 기사 • 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...
분석 기사 • 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...

재무 상태 분석

단기부채: LSPD 의 단기 자산 ( $647.4M )이 단기 부채( $182.5M ).

장기 부채: LSPD의 단기 자산($647.4M)이 장기 부채($16.9M)를 초과합니다.


부채/자본 비율 추이 및 분석

부채 수준: LSPD 부채가 없습니다.

부채 감소: LSPD는 5년 전 부채 대비 자본 비율이 1.4%였으나 현재 부채가 없습니다.


대차대조표


현금 보유 기간 분석

과거에 평균적으로 손실을 기록해 온 기업의 경우, 최소 1년 이상의 현금 보유 기간이 있는지 평가합니다.

안정적인 현금 활주로: LSPD 현재 무료 현금 흐름을 기준으로 3년 이상 충분한 현금 활주로를 보유하고 있습니다.

예측 현금 활주로: LSPD 의 여유 현금 흐름이 역사적 비율에 따라 계속 증가하거나 감소하는 경우 충분한 현금 활주로가 있는지 판단하기에는 데이터가 부족합니다.


건전한 기업 찾아보기

7D

1Y

7D

1Y

7D

1Y

기업 분석 및 재무 데이터 상태

데이터최종 업데이트 (UTC 시간)
기업 분석2026/09/11 21:41
종가2026/09/11 00:00
수익2026/06/30
연간 수익2026/03/31

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.

패키지데이터기간미국 소스 예시 *
기업 재무제표10년
  • 손익계산서
  • 현금흐름표
  • 대차대조표
  • SEC 양식 10-K
  • SEC 양식 10-Q
분석가 컨센서스 추정치+3년
  • 재무 예측
  • 분석가 목표주가
  • 분석가 리서치 보고서
  • Blue Matrix
시장 가격30년
  • 주가
  • 배당, 분할 및 기타 조치
  • ICE 시장 데이터
  • SEC 양식 S-1
지분 구조10년
  • 주요 주주
  • 내부자 거래
  • SEC 양식 4
  • SEC 양식 13D
경영진10년
  • 리더십 팀
  • 이사회
  • SEC 양식 10-K
  • SEC 양식 DEF 14A
주요 개발10년
  • 회사 공시
  • SEC 양식 8-K

* 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 모델의 세부 정보는 당사의 GitHub 페이지에서 확인하실 수 있습니다. 또한 보고서 사용 방법에 대한 가이드와 YouTube 튜토리얼도 제공하고 있습니다.

Simply Wall St 분석 모델을 설계하고 구축한 에 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 26명의 분석가가 다루고 있습니다. 이 중 16명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.

분석가기관
Martin TonerATB Cormark
Raimo LenschowBarclays
Thanos MoschopoulosBMO Capital Markets Equity Research

어디서든 더 나은 투자 결정을 내리세요

스캔하여 다운로드
App Store 열기Google Play 열기
Chrome 웹 스토어
Level 5, 320 Pitt Street, Sydney
Financial Data provided by S&P Global Market Intelligence LLC, analysis provided by Simply Wall Street Pty Ltd. Copyright © 2026, S&P Global Market Intelligence LLC. All rights reserved.
데이터 소스 보기
시장
  • US: NYSE & NASDAQ
  • UK: FTSE
  • Australia: ASX
  • India: NIFTY
  • Canada: TSX
  • South Africa: JSE
  • Japan: NIKKEI
  • South Korea: KOSPI
  • Germany: DAX
투자 아이디어
  • 저평가 기업
  • 고배당 우량주
  • 임원 매수
  • 원자력 에너지
  • 자율주행차
  • 인공지능
  • 암호화폐 및 블록체인
  • 사이버보안
  • 더 많은 아이디어
주식 커뮤니티
  • AstraZeneca
  • HSBC Holdings
  • Shell
  • Unilever
  • Diageo
  • Rio Tinto Group
  • RELX
  • BP
  • Barclays
기능 및 도구
  • 포트폴리오 추적기
  • 주식 스크리너 & 알림
  • 내러티브 및 적정 가치
  • 배당 계산기
뉴스 및 탐색
  • 최신 주식 뉴스
  • 글로벌 시장 인사이트
  • 더 폭스홀
  • 투자 아이디어
  • 커뮤니티 스토리
  • 새로운 소식
Simply Wall St
  • 플랜 및 가격
  • 광고
  • 회사 소개
  • 문의하기
  • 채용
  • 도움말 센터
  • 주식 투자 학습
  • 제휴 프로그램
  • 비즈니스 & 엔터프라이즈
  • Charlie AI
Simply Wall Street Pty Ltd (ACN 600 056 611), is a Corporate Authorised Representative (Authorised Representative Number: 467183) of Sanlam Private Wealth Pty Ltd (AFSL No. 337927). Any advice contained in this website is general advice only and has been prepared without considering your objectives, financial situation or needs. You should not rely on any advice and/or information contained in this website and before making any investment decision we recommend that you consider whether it is appropriate for your situation and seek appropriate financial, taxation and legal advice. Please read our Financial Services Guide before deciding whether to obtain financial services from us.
© 2026 Simply Wall Street Pty Ltd, US Design Patent #29/544/281, Community and European Design Registration #2845206
  • 이용 약관
  • 개인정보처리방침
  • AI 약관
  • 금융 서비스 가이드