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.

consensus icon
Consensus
Cautious
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Valuation
Undervalued
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Similar
Fiserv,FI-NY
COMMENT

Careful with analysts price targets when a stock is soaring up and up, like LSPD. The valuation is rich with all money-losing tech companies, like Uber. LSPD is likely doing better, but has a very high valuation. This will be very volatile--careful. This is a solid company, but too expensive for him.

DON'T BUY
It still is losing money, so he expects the venture capitalists are looking to sell their shares. He prefers to own tech companies that are making money and paying dividends. The valuation metrics are very high right now. The faster they grow, the more they continue to lose -- showing the business model still needs more time to mature.
BUY
Would be buying it now, if he didn’t hold it already. If you want to increase your position, it would be a good place to add. Would sell a bit around high $40s.
BUY

He bought the IPO and held it to $30. Loves the managers and the story idea. It now trades at a big multiple, too big for him. It's a great Canadian story. They will do well. On the same trajectory as Shopify.

DON'T BUY

Excellent up and coming Montreal tech company, generally in Shopify's space. Very well-run and growing at 50%, up 200% since the IPO. But: they aren't making money yet and the valuation is pricey. It's overpriced, but he feels this company is going places.

DON'T BUY
A good company with decent growth, but a secondary offering recently didn't do well, and this stock is extremely expensive.
BUY
If you have the time frame, you can buy a growth stock like this. It's a Canadian tech success story. Sounds excellent, growing rapidly organically. They could be an acquisition target.
WATCH

Will be a similar story to Shopify. Will have big swings around earnings and if there is a missing. Would wait for a pullback. One of the top performing stocks in the market this year. (Analysts’ price target is $49.43)

RISKY
He does not own this. The earnings estimates are negative for the next year. However, if the sales growth is large enough going forward it may overcome this in the future. (Analysts’ price target is $36.71)
DON'T BUY
Looked at it fairly recently. Doesn't like the valuation. It's growing at a decent clip, but a $2B valuation for something that continues to lose money, it's somewhat troubling. There's also 3 VCs that are at some point going to look to sell down. Doesn't fit their risk portfolio.
PARTIAL SELL
It's shot up from $24 to $48 in the last 5 weeks, but be cautious when a stock moves parabolically. Pehaps take some money off the table. This might return to $36-38. Then again, it can keep running up.
BUY
Nice looking chart. Looks like it's going to continue going higher. Pause is a re-evaluation to see if people want to buy more, and they do. Another $10 of upside.
COMMENT

Up 100% since IPO 3 months ago. A new Shopify? He's a value manager and LSPD doesn't fit that. True, there are similarities to Shopify, though more towards retail and restaurants. They're marrying their restuarnts to the payments side. If you look at the payments space, then the valuations of all of them have surged a lot because people Will LSPD also surge like Shopify? Maybe, but beware of volatility.

TOP PICK

They are focused on retail and restaurant sector. A great example of a Canadian growth company that does not get enough interest. One of the highest growth companies on the TSX. A good software company with high recurring revenues. Cheaper than Shopify. Yield 0% (Analysts’ price target is $29.20)

BUY ON WEAKNESS
He really likes this. A really interested Montreal company. They help brick-and-mortar run accounting, point-of-sale and other ways to run those businesses. The IPO was priced correctly. He sold out at $25 and missed this last leg. It is wildly popular. Wait for a lower stock price under $30. Business will be volatile, but LSPD is the real deal.
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