TSE:LSPD

Lightspeed Commerce Inc (LSPD.TO)

13.29
+0.44 (3.42%)
as of Jun 8, 2026, 4:15:24 pm Market Open.
578 watching
0
Investor Insights
star iconJun 8, 2026, 12:00 am

This summary was created by AI, based on 7 opinions in the last 12 months.

Lightspeed Commerce Inc (LSPD-T) is currently experiencing significant challenges in a competitive software market. Analysts indicate volatility in its price, with various price targets, including a notably high $30.35 from one review, which contrasts sharply with the general sentiment pointing to a more conservative target of $18.05. The stock has witnessed breakdowns in support levels, with discussions of potential further declines to $17. Despite a history as a former 'darling' in the tech space, recent management changes and lack of positive momentum over consecutive quarters have raised concerns. Some experts see promise in its low valuation as it trades at about 2x sales, particularly when generating positive cash flow, but they stress caution as a turnaround has yet to be validated amidst rumors and restructuring efforts that have yet to yield visible improvements.

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Consensus
Cautious
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Valuation
Undervalued
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Similar
Fiserv,FI-NY
TOP PICK
Point of sale systems for retail and restaurants. The stock has pulled back. They have a strong balance sheet. They are providing take out systems for restaurants. They are getting great traction. (Analysts’ price target is $24.18)
COMMENT
QSR has a lot of international exposure and he sees some opening beginning to occur in China. NTR is not impacted as we all have a need for food -- you can buy here. LSPD is asset light company, unfortunately it is economically sensitive -- requiring restaurants to be open to generate revenues.
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Curated by Allan Tong since 2019.
99+ opinions with 4.15 rating.

TOP PICK
Here in Canada, Lightspeed POS has been enjoying a strong rebound in recent days (as this week's Stockchase weekly report explains).
WEAK BUY

LSPD vs SHOP SHOP does have some profits. He'd be a buyer, but closer to the 200 day, which is $493. He's a fundamentalist at heart. Still, if you focus too much on that, you'll miss the boat. Look at the chart, price to sales, and whether the business is well run and necessary to commerce. You can't wait for just the numbers. Longer term, you can own it. LSPD won't be the next Shopify, but it does have a lot of good growth vectors. You can pick away at it here at these beaten up levels.

HOLD
He likes software and he likes their POS business. They have access capital now by being public, which is helping their business. They are targeting restaurants and retail businesses and it is growing fast and with high margins (70%). They are not profitable yet so you have to be patient.
DON'T BUY
It does not fit his value style of investing. The valuation has reached nosebleed levels and there has been insider selling.
COMMENT
He's watching this and wants to buy it. LSPD is right above its 200-day average of $34.78. Now, it's slightly above that. Look how this closely after its third day--which is a rule of thumb--to decide whether to take profits if you own it. If LSPD stays below $34.78, then sell.
TOP PICK
They missed their numbers 10 days ago and the stock pulled back, giving you a chance to get in. Their revenues are growing at an accelerated pace. (Analysts’ price target is $48.67)
DON'T BUY

They're moving into the retails payments space as a software company, a competitor to Square. There's a lot of growth at 35% revenue YOY. Results last week missed expectations, though, so that resulted in a pullback. He prefers MSFT in the payments side, and software stocks are very expensive. Be nimble if the markets turn against them.

BUY ON WEAKNESS
He owns this and has been an owner since the IPO. The valuation is not cheap and this could be a tough entry point. They continue to gain market share and are expected to announce they have entered into new payment methods from their clients. He would look to buy at a better spot.
DON'T BUY
He bought it on the IPO then sold it too early. Trades at 15.5x revenue. He has a tough time deciding with high-revenue multiple stocks like this, but he loves this company and its managers. They have a massive market and will do well eventually. But it's too rich for him now.
TOP PICK
The stock bounced around a lot. They have 57,000 clients and about 47 Million small businesses they could address. (Analysts’ price target is $46.50)
COMMENT

It's trading at a higher multiple than even Shopify, but LSPD's growth is also very high. LSPD doesn't fit in his portfolios, but LSPD is in a business with legs. Canadian analysts call this a strong buy, but one American calls LSPD a hold--a caveat. To maintain momentum, LSPD must be top-notch executors.

RISKY

LSPD-T vs. SHOP-T vs. SQ-N. He owned SHOP-T and then sold it and it was a mistake. None of the three companies meet his criteria. They have rapidly growing top line but the bottom line is not where it should be. LSPD-T bought another company recently and the stock price reacted favorably. We don't know enough about their bottom lines to be comfortable with them. These are fairly aggressive positions, especially at these levels. These would not be large allocations but if you wanted a little punt and accepted the volatility then these would probably be okay. SHOP-T would be the leader of the three.

COMMENT
In the payment space it is really attractive and has been a hugely successful issue. He would like to do more comment on it.
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