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
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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.

consensus icon
Consensus
mixed
valuation icon
Valuation
undervalued
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WATCH
It had a great run earlier this year. It performed well until recently. A shorts report moved the stock down recently. He is on the sidelines right now. He might be buying it over the next quarter or so. He currently prefers others in the space.
PARTIAL SELL
Has been suffering from a short seller report that questioned their alleged revenues for the company. Talks about price to sale ratios and companies trading at 10x sales is rising too fast. This is one of these cases. Revenues and earnings growth is difficult to rise quickly to match the trading price. Given the overhang with short sellers, they should sell half if investors have doubled their money. Can avoid anything bad happening to the stock if you are diligent. A high beta stock so get some profits off the table.
DON'T BUY
LSPD vs. NVEI Both really exciting tech growth companies. Short report on LSPD with concerning allegations is a risk. 10-bagger off its IPO. Not making money. Lot of air underneath the stock. Avoid. NVEI is overvalued, but it has great fundamentals, and it makes money. Not cheap at 65x earnings. Don't buy it here, but wait for a decent floor. Over the next year, this is not the place to be.
SELL
Rapid topline growth, driven by acquisitions. Issuing shares, which makes him nervous. Not profitable, the main reason he exited. Can't predict how much cash they can generate. Speculative. A dangerous place to be, especially as this bull market gets long in the tooth.
PARTIAL BUY

Billy Kawasaki’s Insights - Billy’s most-liked answers from 5i Research. Would be comfortable stepping in at today’s price of $126. There may be more support at $118, citing the recent equity issued at this price. Could start a partial position until volatility calms down. The short attack and lawsuit are highly predictable and is not really a concern for 5i. Unlock Premium - Try 5i Free

TOP PICK
Natural beneficiary of the reopening. Sells a suite of products in hospitality, retail, and gaming. Excellent acquisitions. Growing business nicely organically. Fastest-growing company in the space globally. Will continue to trade at a significant premium. No dividend. (Analysts’ price target is $152.49)
DON'T BUY
The stock has been on fire, getting even more expensive. They are buying more companies to expand. LSPD has been using their high share price to issue shares and buy companies. The valuation is way too high for her.
SELL ON STRENGTH
Has had a 900% return since the IPO. Thinking always about risk management and weighting. If the allocation is getting to an uncomfortable level, would take some profits. Diversify elsewhere, since the stock can have some fits. Would not commit fresh dollars to it. Profits are not in sight yet.
DON'T BUY
It's had a spectacular run and boasts super price momentum, but its valuation and volatility score near the bottom. They have no earnings and no PE.
PAST TOP PICK
(A Top Pick Sep 01/20, Up 212%) Phenomenal growth rate. Stock trades at a significant multiple. Still likes it.
BUY

Billy Kawasaki’s Insights - Billy’s most-liked answers from 5i Research. The company has done things right and is growing fast. With some good acquisitions and growth, it is possible to become the next Shopify. Management has done a great job and 5i still likes it at these levels. Unlock Premium - Try 5i Free

BUY
A real star. Best POS software company. Good growth rate, this year it's about 75%, estimate for 2023 is about 70%. RSI has been strong relative to the market. Will continue its growth in Canada and around the world.
HOLD
It was a fantastic IPO. They have been buying software apps through out Europe and North America. It seems expensive to him although he has seen a lot of these cloud based companies out perform. Hold it if you own it. Look for a pull back if you are looking to get into it.
DON'T BUY
A terrific company. The only caution is a possible correction in profitless tech stocks. Lightspeed should be profitable soon but they are valued at a high multiple on sales. Likes what they are doing and where they are going. Better opportunities to put your money to work right now elsewhere. The stock is very expensive.
BUY
He likes them. They have a good story to tell.
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