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
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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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DON'T BUY
He is wary of the valuations in this sector. He could be dead wrong, but when it slows down it could be a long road back.
PARTIAL BUY
Their topline (revenues) are growing fast. Lots of runway to grow. He'd like to see more net cash flow, though. Yes, it's a little speculative. He has been trimming his holding as the stock price rises. Keep your allocation small. Position sizing is key with spec stocks. Doesn't know where LSPD goes from here, but is impressed with the CEO and his acquisitions.
HOLD

Billy Kawasaki’s Insights - Billy’s most-liked answers from 5i Research. There is still risk for volatility, but 5i cautions against selling just because it is up. Maintaining appropriate weighting still makes sense though. The company has done many things right and it fits well for growth and momentum investors although it is quite expensive on all metrics. Unlock Premium - Try 5i Free

BUY ON WEAKNESS

A very high quality POS name. He does not think it will be the next Shopify but it has lots of organic growth and from mergers and acquisitions. They have grown their revenues 52%. They have 90% recurring revenue. Pretty bullish on it. It is very expensive right now trading at 40x 2020 enterprise value to revenue however.

BUY ON WEAKNESS

Feels like this is Shopify 2.0. It has no profit or net income. It has very strong topline growth, making acquisitions, likes the CEO's management. Wait for a pullback. Size of your position should recognize that these stocks are expensive and hard to value, about 1-2%.

PAST TOP PICK
(A Top Pick Dec 09/19, Up 129%) Hasn't been a smooth ride, especially last spring, but they continue to make restaurants more effecient, and they take over geographic areas methodically. They are also expanding beyond restos.
PARTIAL SELL

It has been on a pretty good run since March. They have gone out and made a few acquisitions which the market likes. They have tried to diversify into other areas of retail than restaurants. You don't want to be chasing this stock up at this level, perhaps take some profits. They are in an evolving payment space. It is too high for him to buy.

BUY ON WEAKNESS
Stock is extended, so there could be a pullback. Enormous growth path, and bring efficiencies to their customers. Long-term hold.
PAST TOP PICK

(A Top Pick Jan 23/20, Up 14%) It's been a crazy ride, bouncing up and down sharply since its IPO then during Covid. It delivered a stunning second quarter in the middle of the pandemic, growing 70% which stunned the markets. They shifted business online. They put in a U.S. IPO which investors gobbled up and are calling it the next Shopify. Sitting on a lot of cash, they just did a nice acquisition in the U.S. to bulk up their revenue. Management knows what they're doing.

BUY ON WEAKNESS

Good stock. Models 45% revenue growth, similar to Shopify but at half the multiple. Better opportunities to buy tech as value plays are starting to work. Wouldn't buy it today, but try to buy under $50, say $48.

DON'T BUY
Great company, but not a great stock as it's too expensive at 23x sales. Growing quickly, but they don't make any money. Too rich for his blood.
HOLD
Tremendous company with lots of growth potential for years to come. He doesn't think it will be impacted by restaurant bankruptcies. Expensive, though high quality, at 15x sales.
DON'T BUY
Any smaller tech company could always be integrated into a larger company. As long as they continue to grow and meet and beat estimates, the stock should do fine. Many of their customers were shut down for a few months earlier this year. It has a lot of heavy lifting to do, but a lot of this is priced in.
PARTIAL BUY

Has done very well, considering their business is retail business payments. Recent earnings beat the street. They just did a listing in the U.S. which will likely raise valuations, but that valuation is as bad as, say, Shopify. It's not without its risks. The sector has very high valuations.

HOLD
Doesn't meet his criteria in its ROE history. The US listing may offer a short-term boost, but what really matters is whether they grew customers and revenues. It's too unpredictable for him, but they are doing the right things. He has a small holding that he's happy with.
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