
TSE:LSPD
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.
Billy Kawasaki’s Insights - Picks from 5i Research. The company started trading in the US today. There may be some volatility as it is a small company by US standards, but investors in the states might be willing to pay more for the valuation potential. Some investors might buy it just in case it is the next Shopify. Unlock Premium - Try 5i Free
Billy Kawasaki’s Insights - Billy’s most-liked answers from 5i Research. The stock reached its 52-week high recently. E-commerce providers have been gaining attention due to the pandemic. Last quarter results were positive considering the lockdown and other headwinds. The long-term outlook is positive with a mix of organic and acquisition growth. Unlock Premium - Try 5i Free
They don't fit his investing criteria. LSPD's topline has been shooting up, but they aren't yet profitable. They're like Shopify. He looks for companies that generate return on capital for three years in a row--this shows consistency and profitability. That said, LSPD could do quite well. Caveat: watch your allocation of LSPD in your portfolio with stocks like this--they can soar or plunge more than most other stocks and impact your portfolio. So, if you buy this, buy an appropriate amount.
Billy Kawasaki’s Insights - Picks from 5i Research. The company has client size and vertical focus advantage compared to others in the field. They can charge a higher price point from their large medium sized businesses. Although in-store purchases remain a headwind, they adapted well on the e-commerce size. Unlock Premium - Try 5i Free