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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PAST TOP PICK
(A Top Pick Sep 23/21, Down 85%) It broke down through its 50 day moving average early this year and again he sold using a stop loss. With stocks like this the momentum investor moves out and the value investor moves in.
RISKY
Time to double down? Still in negative free cashflow. Not the kind of thing he'd run out to buy. Still a growth business, with revenues rising about 30% a year. Shares are down about 85%. There's lots of competition. At a rational level of valuation for a speculative name.
DON'T BUY
It saw a lot of growth during the pandemic amid the e-commerce boom. The company is branching out of POS. It faces a lot of competition. Their PE remains too high.
RISKY
Not an investment, more of a trade. Significant volatility. One-stop commerce platform in the SaaS space, which has been hit. Sells hardware too. History of financial reporting discrepancies. Strong runway ahead to price target. (Analysts’ price target is $37.70)
Unspecified
A high beta stock. It is on his radar but he prefers smaller tech companies that are more profitable.
DON'T BUY
He bought around $30, sold at $90, watched it shoot to $160, and now has fallen. LSPD overpaid for acquisitions. LSPD doesn't fit his criteria, lacking cash flow and positive returns on capital while the founder has stepped back. Not a profitable nor predictable business.
TOP PICK
People are coming back back to restaurants and entertainment. This is good for Lightspeed since it provides the technology needed. It makes the business more efficient but not at a big expense. It is in full growth mode and should be profitable the year after next. When the sentiment towards the technology sector improves, it should move much higher. He recently added and re-added. It was a toss-up in the office whether to pick Lightspeed or Shopify. He chose Lightspeed because it probably has a little more torque.. Shopify would be a fourth pick. Buy 16, Hold 1 Sell 1 (Analysts’ price target is $54.20)
TOP PICK
Seeing an increase with in-person shopping and dining. Helps businesses be more efficient. Continues to ramp up revenue numbers. Company is anticipating EBITDA-positive 18 months from now. Strong technically and fundamentally. No dividend.
DON'T BUY
Terrible momentum, expensive, very volatile. Negative earnings. Future is hard to predict, but he'd not be a buyer.
DON'T BUY
It is in the penalty box and stays there.There have been short sellers in the past and allegations of aggressive accounting. The chart doesn't look good. Valuation, expectations and risk are all high.
DON'T BUY
Made a mistake buying this company. Hard to predict future of company. Acquisition history not great. Business not generating positive free cash flows. Investment in company is speculation.
WATCH
Likes the company and the business. Trades at a high multiple. Growing well. Market has taken down the high-multiple tech names on worries of rising rates and geopolitical events. He guarantees he'll step back in at some point, when it's bottomed, starts to accelerate, and the market looks favourably on high multiple stocks.
DON'T BUY
Avoid. Spectacular revenue growth, but cashflows and profits have remained very weak. Share price performance down around 80% from 52-week high. One positive is very strong balance sheet. Price to sales at 9x is a negative.
HOLD

Billy Kawasaki’s Insights - Billy’s most-liked answers from 5i Research. The stock reaction was positive following management changes. There are many buyers coming in after the sell off. There is still potential and if the tech sector settles in, could be a potential buy. Unlock Premium - Try 5i Free

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Curated by Allan Tong since 2019.
99+ opinions with 4.15 rating.

TOP PICK

As the economy opens up yet again, more restaurants will drive LSPD's business. Revenues can only go up after the Omicron lockdown and consumers have proven in the past two years that they are literally hungry to dine and drink in restaurants again. However, let's call Lightspeed for it is: a tech stock banking on the future. EPS is $-1.94 and its PE is -21x. Lots of negatives among LSPD's fundamentals. Consider this a spec buy that has fallen so far that it now looks interesting. Eleven analysts signal a buy, two a hold and one a sell and they see 90% upside to $83.71.

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