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.

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Consensus
mixed
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Valuation
undervalued
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Similar
Fiserv,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.
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