A Look at Lightspeed Commerce (TSX:LSPD) Valuation Following Board Appointments of Tech and Fintech Leaders

Reviewed by Kshitija Bhandaru
Lightspeed Commerce (TSX:LSPD) has just added two heavyweights to its Board of Directors, bringing on Sameer Samat from Google and fintech executive Odilon Almeida. These moves are designed to solidify the company’s trajectory toward profitable growth and to sharpen its focus on global expansion.
See our latest analysis for Lightspeed Commerce.
After a year marked by strategic board changes and a broader wave of innovation across the SaaS industry, Lightspeed’s share price has seen muted momentum, most recently closing at $16.58. The 1-year total shareholder return remains subdued at -24%. This performance suggests investors are still weighing the company’s future profitability and growth trajectory in an evolving tech landscape.
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With shares trading at a notable discount to analyst targets despite double-digit revenue growth and fresh leadership, the question for investors remains clear: Is there real value left to unlock, or is the market’s caution justified?
Most Popular Narrative: 22.1% Undervalued
With Lightspeed Commerce trading at CA$16.58 per share and the most widely followed narrative pointing to fair value above CA$21, the gap suggests the market remains unconvinced about certain bullish assumptions. The narrative’s valuation hinges on future growth and margin expansion, but investors seem hesitant to price in this full potential.
Accelerating adoption of digital payments and cloud-based platforms in retail and hospitality, core to Lightspeed's growth strategy, continues to boost subscription and transaction-based revenue, supporting an expanding total addressable market and steady revenue growth. Consistent product innovation, including AI-powered insights and deeper e-commerce integration, drives higher software ARPU, increases upsell opportunities, and reinforces customer retention, positively impacting future revenue and gross margin.
Want to know what’s fueling these ambitious projections? The narrative’s valuation is built on big bets about Lightspeed’s expanding revenue base and margin potential, plus an assumption the market could re-rate its future profit multiple. Dive into the full outlook to see how each of these optimistic milestones stacks up.
Result: Fair Value of $21.28 (UNDERVALUED)
Have a read of the narrative in full and understand what's behind the forecasts.
However, continued negative free cash flow and intense competition from larger rivals could prevent Lightspeed from reaching the industry’s optimistic targets.
Find out about the key risks to this Lightspeed Commerce narrative.
Build Your Own Lightspeed Commerce Narrative
If you have your own perspective or want to dig deeper into the numbers, you can easily build your own Lightspeed Commerce outlook in just a few minutes. Do it your way
A great starting point for your Lightspeed Commerce research is our analysis highlighting 3 key rewards and 1 important warning sign that could impact your investment decision.
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This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.
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About TSX:LSPD
Lightspeed Commerce
Engages in sale of cloud-based software subscriptions and payments solutions for single and multi-location retailers, restaurants, golf course operators, and other businesses.
Undervalued with excellent balance sheet.
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