TSE:LSPD

Lightspeed Commerce Inc (LSPD.TO)

14.43
+0.87 (6.42%)
as of Jun 26, 2026, 8:00:00 pm Market Open.
578 watching
0
Investor Insights
star iconJun 27, 2026, 12:00 am

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

Lightspeed Commerce Inc (LSPD-T) has faced significant challenges in a competitive market, with reviews indicating volatility and a sharp decline from its peak. Analysts note the stock's current price levels as potentially cheap at 2x sales, yet several experts express caution due to the company's recent struggles and management changes impacting morale. Despite generating free cash flow and a larger customer focus, doubts remain regarding its turnaround potential with some suggesting it is only worth a trade currently. The consensus among experts is mixed, with some optimistic about future performance if positive momentum can be achieved, while others remain skeptical of the company's prospects in the near term.

consensus icon
Consensus
mixed
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Valuation
undervalued
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COMMENT
They had a big acquisition announcement last week. He personally finds it very expensive. If you have owned it you have done very well.
BUY

Likes it, but not for the feint of heart. Risky. They just made another acquisition in Europe. He sees 60% revenue growth, but it's not cheap. No, it's not another Shopify. Very well-run. Has a $44 target, still attractive.

HOLD
It looks good. There is an upward sloping consolidation. He wouldn't add to a position right now. There are other companies that have better looking charts. From a technical perspective, it's not too exciting for him.
DON'T BUY
It IPO'ed a couple of years ago and was a success but he feels it is overvalued as a lot of tech stocks are. He believes there is a lockup expiry coming up for insiders and he predicts a lot of insider selling on this stock when that happens.
TOP PICK
They have been growing revenues at over 50% per year. They keep adding new pieces to their software. He thinks of it as a mini-shopify. (Analysts’ price target is $44.28)
DON'T BUY
Now in a trading range in the last few months. Right now, he would need to see it break above the level with stronger volume. He wouldn’t purchase right now. (Analysts’ price target is $44.28)
HOLD
He does not own this as he prefers to own Square, Visa and Mastercard. A high growth, high multiple expensive stock. If they ever guide down, they could be down 15-20% in a day. You should own a basket of these.
BUY
Has done very well since the IPO and continue to put up very good numbers. Has exceeded expectations with a long runway ahead. The only caveat is that more free-trading stock will come out, so this has given this stock pause. If and when that happens, this stock will move higher.
TOP PICK
They are high growth – 55-60% growth, but negative earnings. They are acquiring customers as well as companies. It is higher volatility, however. (Analysts’ price target is $48.33)
BUY ON WEAKNESS
It is not a value stock. It is a growth stock and you are paying those kinds of multiples for it. Insiders sold a fair amount of stock in August. There is a long runway. The question is when they will be profitable.
HOLD

He does not own this as it is a bit small for them. They play the POS through Square, Shopify and others. Their recent financing has put a bit of a lid on things for now. For a small cap growth stock in Canada, he would not mind owing it -- he just plays in a larger space.

DON'T BUY
A quick scan shows that $34 has some resistance. He thinks it will have a hard time going above this. It is starting to roll over bearishly again. He thinks it could revisit $28-$32.
BUY ON WEAKNESS
Considering its volatility. It's pulled back, so he's bought it. Buy on pullbacks. He continues to add to this position.
WATCH

They don't meet his criteria because they make no profits yet. He needs to see at least three years of consistency. They feel like Shopify--strong topline growth. He doesn't know much of what they do. They've come off a lot from their highs. This is a speculative play but for five years. He keeps his eye on it. It could become a success.

RISKY
He likes it and its growth potential. They're well above their IPO price, but they are victim of an investor shift from momentum to value in the past week. They have support at $28, though there are only 6 months of technical to examine. It's a high-risk, aggressive story. You need a strong stomach to own this one, given volatility.
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