
TSE:LSPD
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.
Announced great numbers yesterday. Business is doing very well and will continue to grow. In their space, it is about execution and M&A. They have been doing both well. The problem is valuation. When do you get in. It's trading at 16x 2022 versus Shopify at 25x. Both expensive. A good name to own although it does move around a lot. Buy when it is down like in the last couple weeks.
Billy Kawasaki’s Insights - Billy’s most-liked answers from 5i Research. The quarter looked good and prospects and growth potentials are positive. Shares rose 15% on the news but it is still down 20% over the last 3 weeks. It would be fine to step in but it is rich at 17x sales. Patience and high risk tolerance is required. Unlock Premium - Try 5i Free
An interesting tech company. It had a great run and it has come off a little. It is almost an opposite of Shopify. Shopify has done amazingly during the pandemic. Lightspeed will be more of a beneficiary when stores open. Once they reopen, tech stocks are seeing some weakness but this could benefit.
Billy Kawasaki’s Insights - Billy’s most-liked answers from 5i Research. There is no company specific news that would point to the decline recently. There has been a sector based sell-off in tech and growth stocks in general this week. Probably related to concerns over interest rates. Unlock Premium - Try 5i Free
Billy Kawasaki’s Insights - Billy’s most-liked answers from 5i Research. They are selling 7M shares to raise around $600M. Insiders also sold 1M shares. It likely has more deals planned which should go well considering recent results. 5i would be comfortable buying on dips. Unlock Premium - Try 5i Free