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TSE:LSPD

Lightspeed Commerce Inc (LSPD.TO)

14.97
+0.44 (3.03%)
as of Aug 27, 2026, 8:00:00 pm Market Open.
575 watching
0
Investor Insights
star iconAug 27, 2026, 12:00 am

This summary was created by AI, based on 6 opinions in the last 12 months.

Lightspeed Commerce Inc (LSPD-T) has garnered mixed reviews from analysts, reflecting the volatile nature of the stock. Some experts highlight its potential, noting a price target of $30.35 and its previous status as a 'darling' in the market. However, concerns about management changes, declining support levels, and a lack of positive momentum in recent quarters have raised red flags. Despite being viewed as undervalued by certain analysts, there are reservations tied to the hyper-competitive landscape in which it operates, resulting in increased scrutiny of its future prospects. Overall, while there is potential for a turnaround in the coming quarters, caution is advised as the stock remains under pressure and has yet to demonstrate consistent performance.

consensus icon
Consensus
Cautious
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Valuation
Undervalued
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Similar
Fiserve,FI-NY
DON'T BUY
It grows by acquisition globally to expand. High-growth companies have been hit by rising interest rates. She's not interested. There's a lot of future growth baked into this stock. A short report also hurt shares.
WATCH
Likes the business. Over time, they should be able to execute. Expensive valuation. Sold off on a short report and unfavourable news. Watching it and looking to enter shortly. As the economy opens up, more restaurants should adopt the software.
RISKY
A Montreal based tech company with an $8 billion marketcap in the payment processing space. The stock has been under pressure lately because of tech in general and because there is a short seller. It falls into the speculative category when it trades 20x revenue. It is impossible to put a valuation on.
COMMENT
Technology companies that grow organically (e.g. Shopify) are better than those that grow through acquisition. This is because companies that grow by acquisition need to spend more time on integration than innovation. The whole payment sector has come off
DON'T BUY
Buy the pullback? It's pulled back a lot, but is still not buying. The PE is still very high based on big expectations of future growth. They are growing by acquisition. She prefers companies with some organic growth and not just by buying companies.
PARTIAL BUY
Not one he has owned being a value investor, but since it has fallen by half they are picking away at it. Really good value as they are growing sales and margins. Thinks the sell off is over done.
DON'T BUY
Growing rapidly. Great trading story for brokers. Concern is competitive space, multiple players. Revenue has grown, but not margins. Volatile.
WAIT
Last quarter shook a lot of people out. A lot of acquisitions. Damning short report. It was priced to perfection, so a lot of risk to the downside. A lot of damage for a pretty good company.
HOLD

Billy Kawasaki’s Insights - Billy’s most-liked answers from 5i Research. Would buy at $73 but the stock has not been acting well these days. Large shareholders may be looking to exit before year-end reporting. Fundamentals remain intact. Unlock Premium - Try 5i Free

DON'T BUY
She's not interested, despite the pullback. Valuation is very high, and she can't justify that. Very acquisitive, not much organic growth. Trying to expand their offerings.
DON'T BUY
A very successful Canadian company up to this point with e-commerce and payments. Has grown revenue significantly. However, retail has slowed and they are experiencing some growth issues with SMBs. There has also been the short report and the weaker guidance.
WATCH
Buy on significant pullback today, or wait? When something breaks down in a strong market, and it breaks technical support, you have to let the traffic clear. He'd wait for it to rebuild some technical footing. Technical support around $50-55, which is a long way from where it is today.
BUY
A big winner for them. Short sellers came in questioning revenue quality and margin profitability. They are executing really well on acquisitions, payments, etc. The stock works. 60% revenue growth 2023-2024. At what level should you buy it? Valuations are expensive. Must understand the investing climate. If you believe in their ability to execute, then buy at these levels.
DON'T BUY
A great performer, rolling out restaurant point of sale systems. There was a short report out a couple of weeks ago on the name but he does not think there is much to it. He would prefer SHOP-T if you want a Canadian software company.
DON'T BUY
The valuations are out of sight. Snapchat was trading at 30x price to sales and now the stock is down 25%. Beyond Meat was also trading at high multiples and it collapsed. This scares him to buy high multiple stocks. Both are fantastic businesses but he is not ready to pay these multiples.
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