Lightspeed Commerce Inc.

TSX:LSPD Stok Raporu

Piyasa değeri: CA$1.8b

Lightspeed Commerce Yönetim

Yönetim kriter kontrolleri 3/4

Lightspeed Commerce CEO'su Dax Dasilva, Jan2005 tarihinde atandı, in görev süresi 21.33 yıldır. in toplam yıllık tazminatı $ 1.83M olup, şirket hissesi ve opsiyonları dahil olmak üzere 2.6% maaş ve 97.4% ikramiyelerden oluşmaktadır. şirketin hisselerinin 10.18% ine doğrudan sahiptir ve bu hisseler CA$ 178.88M değerindedir. Yönetim ekibinin ve yönetim kurulunun ortalama görev süresi sırasıyla 3.3 yıl ve 3.3 yıldır.

Anahtar bilgiler

Dax Dasilva

İcra Kurulu Başkanı

US$1.8m

Toplam tazminat

CEO maaş yüzdesi2.61%
CEO görev süresi21.3yrs
CEO sahipliği10.2%
Yönetim ortalama görev süresi3.3yrs
Yönetim Kurulu ortalama görev süresi3.3yrs

Son yönetim güncellemeleri

Recent updates

Analiz Güncellemesi 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.
Analiz Güncellemesi 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.
Analiz Güncellemesi 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.
Analiz Güncellemesi 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.
Analiz Güncellemesi 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.
Analiz Güncellemesi 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.
Analiz Güncellemesi 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.
Analiz Güncellemesi 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.
Analiz Güncellemesi 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.
Analiz Güncellemesi 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.
Analiz Güncellemesi 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.
Analiz Güncellemesi 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.
Analiz Makalesi 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...
Analiz Makalesi 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...
Analiz Makalesi 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...
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Yeni Analiz 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.
Analiz Makalesi 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...
Analiz Makalesi 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...
Analiz Makalesi 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...
Analiz Makalesi 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...
Analiz Makalesi 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...
Analiz Makalesi 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...
Analiz Makalesi Jun 11

Investors Aren't Entirely Convinced By Lightspeed Commerce Inc.'s (TSE:LSPD) Revenues

With a price-to-sales (or "P/S") ratio of 2.5x Lightspeed Commerce Inc. ( TSE:LSPD ) may be sending bullish signals at...
Analiz Makalesi May 14

Here's Why We're Not At All Concerned With Lightspeed Commerce's (TSE:LSPD) Cash Burn Situation

Just because a business does not make any money, does not mean that the stock will go down. For example, although...
Analiz Makalesi Feb 21

Investors Give Lightspeed Commerce Inc. (TSE:LSPD) Shares A 27% Hiding

Lightspeed Commerce Inc. ( TSE:LSPD ) shares have had a horrible month, losing 27% after a relatively good period...
Analiz Makalesi Feb 07

Lightspeed Commerce (TSE:LSPD) Is In A Strong Position To Grow Its Business

We can readily understand why investors are attracted to unprofitable companies. For example, biotech and mining...
Analiz Makalesi Jan 07

Investors Aren't Entirely Convinced By Lightspeed Commerce Inc.'s (TSE:LSPD) Revenues

With a median price-to-sales (or "P/S") ratio of close to 3.4x in the Software industry in Canada, you could be...
Analiz Makalesi Dec 11

An Intrinsic Calculation For Lightspeed Commerce Inc. (TSE:LSPD) Suggests It's 49% Undervalued

Key Insights Using the 2 Stage Free Cash Flow to Equity, Lightspeed Commerce fair value estimate is CA$45.62 Lightspeed...

CEO Tazminat Analizi

Dax Dasilva'un ücretlendirmesi Lightspeed Commerce'un kazancına kıyasla nasıl değişti?
TarihToplam TazminatMaaşŞirket Kazançları
Dec 31 2025n/an/a

-US$692m

Sep 30 2025n/an/a

-US$685m

Jun 30 2025n/an/a

-US$682m

Mar 31 2025US$2mUS$48k

-US$667m

Dec 31 2024n/an/a

-US$124m

Sep 30 2024n/an/a

-US$137m

Jun 30 2024n/an/a

-US$150m

Mar 31 2024US$248kUS$1

-US$164m

Dec 31 2023n/an/a

-US$206m

Sep 30 2023n/an/a

-US$980m

Jun 30 2023n/an/a

-US$1b

Mar 31 2023US$957kn/a

-US$1b

Dec 31 2022n/an/a

-US$1b

Sep 30 2022n/an/a

-US$361m

Jun 30 2022n/an/a

-US$340m

Mar 31 2022US$9mn/a

-US$288m

Dec 31 2021n/an/a

-US$216m

Sep 30 2021n/an/a

-US$193m

Jun 30 2021n/an/a

-US$153m

Mar 31 2021US$997kn/a

-US$124m

Dec 31 2020n/an/a

-US$101m

Sep 30 2020n/an/a

-US$74m

Jun 30 2020n/an/a

-US$65m

Mar 31 2020US$1mUS$238k

-US$54m

Tazminat ve Piyasa: Dax 'ın toplam tazminatı ($USD 1.83M ) Canadian pazarındaki benzer büyüklükteki şirketler için ortalamadır ($USD 2.10M ).

Tazminat ve Kazançlar: Dax şirketinin tazminatı, şirket kârsız olduğu sürece artırıldı.


CEO

Dax Dasilva (49 yo)

21.3yrs
Görev süresi
US$1,830,222
Tazminat

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...


Liderlik Ekibi

İsimPozisyonGörev süresiTazminatSahiplik
Manon Brouillette
Executive Chairwoman of the Board3.3yrsUS$1.29m0.00016%
CA$ 2.8k
Dax Dasilva
Founder21.3yrsUS$1.83m10.18%
CA$ 178.9m
Asha Bakshani
Chief Financial Officer4yrsUS$2.56m0.035%
CA$ 614.1k
John Shapiro
Chief Product & Technology Officer2.3yrsUS$2.67m0.040%
CA$ 711.4k
Shirvani Mudaly
Chief People Officer3.3yrsUS$1.95mVeri yok
Gus Papageorgiou
Head of Investor Relationsno dataVeri yokVeri yok
Daniel Micak
Chief Legal Officer & Corporate Secretary7.7yrsUS$2.78m0.0030%
CA$ 52.0k
Leslie Martin
Chief Strategy & Transformation Officerless than a yearVeri yokVeri yok
3.3yrs
Ortalama Görev Süresi

Deneyimli Yönetim: LSPD 'un yönetim ekibi deneyimli olarak değerlendirilmektedir (ortalama görev süresi 3.3 yıldır).


Yönetim Kurulu Üyeleri

İsimPozisyonGörev süresiTazminatSahiplik
Manon Brouillette
Executive Chairwoman of the Board3.3yrsUS$1.29m0.00016%
CA$ 2.8k
Dax Dasilva
Founder21.3yrsUS$1.83m10.18%
CA$ 178.9m
Sameer Samat
Directorless than a yearVeri yokVeri yok
Glen LeBlanc
Independent Directorless than a yearVeri yokVeri yok
Odilon Almeida
Directorless than a yearVeri yokVeri yok
Dale Murray
Lead Independent Director4.3yrsUS$293.25k0.0040%
CA$ 69.6k
Nathalie Gaveau
Independent Director4.3yrsUS$246.00kVeri yok
3.3yrs
Ortalama Görev Süresi
55.5yo
Ortalama Yaş

Deneyimli Yönetim Kurulu: LSPD 'nin yönetim kurulu üyeleri deneyimli olarak kabul edilir (ortalama görev süresi 3.3 yıldır).


Şirket Analizi ve Finansal Veri Durumu

VeriSon Güncelleme (UTC saati)
Şirket Analizi2026/05/06 01:26
Gün Sonu Hisse Fiyatı2026/05/06 00:00
Kazançlar2025/12/31
Yıllık Kazançlar2025/03/31

Veri Kaynakları

Şirket analizimizde kullanılan veriler S&P Global Market Intelligence LLC'den alınmıştır. Bu raporu oluşturmak için analiz modelimizde aşağıdaki veriler kullanılmıştır. Veriler normalize edilmiştir, bu da kaynağın mevcut olmasından kaynaklanan bir gecikmeye neden olabilir.

PaketVeriZaman ÇerçevesiÖrnek ABD Kaynağı *
Şirket Finansalları10 yıl
  • Gelir tablosu
  • Nakit akış tablosu
  • Bilanço
Analist Konsensüs Tahminleri+3 yıl
  • Finansal tahminler
  • Analist fiyat hedefleri
Piyasa Fiyatları30 yıl
  • Hisse senedi fiyatları
  • Temettüler, Bölünmeler ve Eylemler
Sahiplik10 yıl
  • En büyük hissedarlar
  • İçeriden öğrenenlerin ticareti
Yönetim10 yıl
  • Liderlik ekibi
  • Yönetim Kurulu
Önemli Gelişmeler10 yıl
  • Şirket duyuruları

* ABD menkul kıymetleri için örnek, ABD dışı için eşdeğer düzenleyici formlar ve kaynaklar kullanılmıştır.

Belirtilmediği sürece tüm finansal veriler yıllık bir döneme dayanmaktadır ancak üç ayda bir güncellenmektedir. Bu, İzleyen On İki Ay (TTM) veya Son On İki Ay (LTM) Verileri olarak bilinir. Daha fazla bilgi edinin.

Analiz Modeli ve Kar Tanesi

Bu raporu oluşturmak için kullanılan analiz modelinin ayrıntılarına GitHub sayfamızdan ulaşabilirsiniz, ayrıca raporlarımızı nasıl kullanacağınızı anlatan kılavuzlarımız ve Youtube'da eğitim videolarımız da bulunmaktadır.

Simply Wall St analiz modelini tasarlayan ve oluşturan dünya standartlarındaki ekip hakkında bilgi edinin.

Endüstri ve Sektör Metrikleri

Sektör ve bölüm metriklerimiz Simply Wall St tarafından her 6 saatte bir hesaplanmaktadır, sürecimizin ayrıntıları Github'da mevcuttur.

Analist Kaynakları

Lightspeed Commerce Inc. 25 Bu analistlerden 3, raporumuzun girdisi olarak kullanılan gelir veya kazanç tahminlerini sunmuştur. Analistlerin gönderimleri gün boyunca güncellenmektedir.

AnalistKurum
Martin TonerATB Cormark
Raimo LenschowBarclays
Mark PalmerBenchmark Company