TSE:LSPD

Lightspeed Commerce Inc (LSPD.TO)

14.55
-0.00 (0.00%)
as of Jul 17, 2026, 8:00:00 pm Market Open.
576 watching
0
Investor Insights
star iconJul 18, 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 under scrutiny from various analysts, revealing a mixed outlook on its future performance. While some reviews suggest it has the potential to recover, particularly due to its low valuation and signs of generating cash flow, others point to a concerning trend of declining support levels and management instability. Analysts note that the company has become a 'former darling' in the competitive software sector, and recent performance has not inspired confidence, with volatility making it a risky investment. Promising structural changes and a shift towards targeting a higher-end customer base could ultimately pay off, but the sentiment remains cautious until more positive momentum is observed.

consensus icon
Consensus
Cautious
valuation icon
Valuation
Undervalued
review icon
Similar
FI-NY
BUY

It has gone up 100% since the IPO price. They are very bullish in terms of their last quarter. People look at this like SHOP-T. He has been trying to add but it ran away. He is not going to sell it. It could be an acquisition target.

WATCH
He sees massive growth in payments and inventors management. His company just met them today. He's not ready to recommend them yet, but he will. The market has liked it since its IPO.
BUY
A smaller Shopify? Exactly. Management will have to prove they can make money. Phenomenal revenue growth. If you hold onto this for four years, this will pay off. They are revving up their revenues, but there will be ups and downs like Shopify.
DON'T BUY
He bought at the IPO but not since. It's done quite well. High-growth companies like this usually have a couple of good, initial quarters, but their valuation is rich here. He likes the company though.
DON'T BUY
It is growing exponentially but not at a point where they are growing profitability at that rate. He has looked at it and is interested in it. It is new.
WATCH
This is an interesting name. It is a good Canadian IPO. This is a great success story. They are involved in payment processes and POS terminals, inventory controls focusing on restaurants. Good growth and recurring revenues. There is a lot to like. But would like to see a few quarters first.
DON'T BUY
Valuation quite rich. Software for smaller retailers. Good recurring revenue model. Multiple to sales was high. Hot sector, but he doesn't play that game. If there's a miss, these stocks crash. Hold on if you own it. But too expensive for him.
Showing 181 to 187 of 187 entries