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.

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Consensus
Cautious
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Valuation
Undervalued
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Similar
Fiserv,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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