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Investor Insights

This summary was created by AI, based on 8 opinions in the last 12 months.

Experts have varied opinions on Lightspeed Commerce Inc. (LSPD-T), highlighting significant concerns regarding its strategic direction and financial health. The recent announcement regarding a failed sale process and the return of the old CEO has led to skepticism among analysts. The company's focus on a competitive point-of-sale (POS) market, coupled with a growth-at-any-cost strategy, raises concerns about its sustainability and profitability. While some see potential for a buyout or restructuring to higher-margin segments, others recommend caution due to the stock's stagnant price and uncertain trends. Overall, there is a sentiment of waiting for clearer indicators before making investment decisions in a challenging market environment.

Consensus
Caution
Valuation
Overvalued
WEAK BUY

Lowered outlook, analyst downgrades. Trying to focus on NA retail and European hospitality. The question is whether you want to catch this falling knife? You could buy a small position here, but he'd prefer writing a put, obliging yourself to own it ~$10 and get paid a nice premium.

He still models 21% EPS growth, trading ~20x. 

DON'T BUY

They bought good companies, but they used their expensive stock to close those deals. But then shares took a hit and they lost that power. They tried to sell, but couldn't find a buyer. Then, they issued poor guidance. Brutal. They went get their past super-high multiple.

DON'T BUY

Would wait before buying. Recent announcement of company under strategic review sale process was not successful. Old CEO returning, but not too optimistic. Better options for investors in the markets. 

DON'T BUY

He never owned this, never liking their growth-at-any-cost strategy and sacrificing margins. POS is a very competitive market with little difference between companies.

TRADE

Long-term base of support around $16-17, and seems stuck there. Just bounced off resistance. At this point, it's only a trend if there are higher highs and higher lows (or lower highs and lower lows). Until it starts one of those 2 patterns, it's in consolidation. Not showing any signs of a real trend.

The only thing you can do with a stock that's consolidating is to swing-trade it.

BUY

Restructuring to focus on higher-profitability segments. Yesterday's announcement on job cuts, though painful, was the right business decision. Strategic review is ongoing. Pretty good assets, need to focus operations.

TOP PICK

A top pick because it could be bought out. Look at Nuvei. Is down 85% from its peak. LSPD is focusing more on larger customers. They finally broke even on cash. If a deal happens it will happen in 3-6 months, or else shares fall.

(Analysts’ price target is $24.82)
SELL
Down 60%. Hold, or sell and move on?

If you don't own, don't buy. If you already own it, and it's in a registered portfolio, perhaps hold on (as you can't take advantage of capital losses). In a non-registered portfolio, there are better places to get more visibility for the future.

DON'T BUY

One product, the POS platform. Too volatile and uncertain. Earnings and revenues are lumpy. Better choices elsewhere, despite the low valuation. He needs more sustainability and more product offerings. Management turnover.

DON'T BUY

Payment technology business a tough place to invest in. Hard to determine who will be winner in this space. Also, a lot of competition which makes it hard to earn profits. Better options for investors in the markets. 

RISKY

Replaced CEO with founder, hopefully will provide some stability. 12-month price target of $22. Volatile. Favours SHOP on e-commerce. 

HOLD

Canadian based restaurant and retail software provider. Company not executing on growth plan. Chas flow and revenue growth not growing. New CEO coming back could be an inflection point going forward. Too early to tell on growth going forward. Watching stock, but will wait to investment( more deliverables achieved). 

PAST TOP PICK
(A Top Pick Jun 01/22, Down 14%)

They've had a rough 2 years, but reported their first quarter of positive EBITDA last quarter.. Are focusing on payment services, with 25% penetration among customers. It's a high-margin business and numbers should continue to improve. He likes it.

BUY ON WEAKNESS

Nice bounce over last 7-8 weeks. Bit of runway left. Very highly geared to interest rates. Buy on dips: closer to $24-25, and if you're lucky $21-21.50.

(Analysts’ price target is $31.50)
TRADE
Sell puts?

Very volatile. Maybe, doesn't know. Are a smaller Shopify. A small holding for him. Would like to see consistent reporting and becoming profitable. Are in a competitive space, too.  Okay as a trade, though. Buy at $17.50, then more at $17.

Showing 1 to 15 of 177 entries

Lightspeed Commerce Inc(LSPD-T) Rating

Ranking : 4 out of 5

Bullish - Buy Signals / Votes : 2

Neutral - Hold Signals / Votes : 2

Bearish - Sell Signals / Votes : 2

Total Signals / Votes : 6

Stockchase rating for Lightspeed Commerce Inc is calculated according to the stock experts' signals. A high score means experts mostly recommend to buy the stock while a low score means experts mostly recommend to sell the stock.

Lightspeed Commerce Inc(LSPD-T) Frequently Asked Questions

What is Lightspeed Commerce Inc stock symbol?

Lightspeed Commerce Inc is a Canadian stock, trading under the symbol LSPD-T on the Toronto Stock Exchange (LSPD-CT). It is usually referred to as TSX:LSPD or LSPD-T

Is Lightspeed Commerce Inc a buy or a sell?

In the last year, 6 stock analysts published opinions about LSPD-T. 2 analysts recommended to BUY the stock. 2 analysts recommended to SELL the stock. The latest stock analyst recommendation is . Read the latest stock experts' ratings for Lightspeed Commerce Inc.

Is Lightspeed Commerce Inc a good investment or a top pick?

Lightspeed Commerce Inc was recommended as a Top Pick by on . Read the latest stock experts ratings for Lightspeed Commerce Inc.

Why is Lightspeed Commerce Inc stock dropping?

Earnings reports or recent company news can cause the stock price to drop. Read stock experts’ recommendations for help on deciding if you should buy, sell or hold the stock.

Is Lightspeed Commerce Inc worth watching?

6 stock analysts on Stockchase covered Lightspeed Commerce Inc In the last year. It is a trending stock that is worth watching.

What is Lightspeed Commerce Inc stock price?

On 2025-04-01, Lightspeed Commerce Inc (LSPD-T) stock closed at a price of $12.77.