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Investor Insights

This summary was created by AI, based on 14 opinions in the last 12 months.

Experts have mixed opinions on Lightspeed Commerce Inc. Some see potential for stability with the new CEO and positive signs of EBITDA and high-margin business. Others have concerns about the company's execution on growth plans, profitability, and customer churn. The stock has been described as volatile and highly geared to interest rates, with some suggesting it may be undervalued if bought at a lower price. There is hope for future growth and profitability, but it may take time to see deliverables achieved.

Consensus
Mixed
Valuation
Fair Value
RISKY

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

Technology
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). 

Technology
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.

Technology
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)
Technology
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.

Technology
PAST TOP PICK
(A Top Pick Jul 04/22, Down 28%)

Nonprofitable tech is taking it on the chin. Likes it. Continues to grow revenue. Company is projecting EBITDA-positive in 18 months. Interest rate direction can significantly impact what investors are looking for in a stock.

Technology
COMMENT
SHOP bounce vs. LSPD lagging.

Part of that is the size. US investors probably don't know LSPD, whereas they do know SHOP. SHOP is the 800-pound gorilla in Canada and the US for small companies that run their own website, as well as for big companies that run a website and do e-commerce. 

LSPD has more of a niche in restaurants. They will be successful over time, but there have been challenges with restaurants. Over time, it should catch up to SHOP as far as percentage return goes.

Technology
BUY ON WEAKNESS

It's done pretty well, though many have lowered their expectations. He targets $24. It was a history with financial reporting, so do your homework on this. Buy this around $22, then add more below $20.

Technology
DON'T BUY

Too narrow a focus for him. High valuation. Profitability is here and there. Lots of room for expansion. He likes tech companies with better recurring revenue and lower price points.

Technology
PAST TOP PICK

(A Top Pick Jun 01/22, Down 28%)

Technology sector faced major headwinds with rising interest rates.
Believes turnover in restaurant industry contributor to business slowdown.
Expecting loss this year, but next year it will break even and the following year things will really ramp up.
Has since sold shares
Technology
RISKY

For sure a spec stock, but trades at a fraction to Shopify. This has come down a lot. he sees revenue growth around 30%. This year they're streamlining and refocusing product, overall improving. Risk/reward basis, you can buy this. Their forecast is deliberately conservative.

Technology
COMMENT

He bought it a few years ago but hasn't paid much attention to it in the past year and a half. It has been criticized for sending out mixed messages. He met with them in Montreal a while ago and was impressed, so is taking another look at it. Lightspeed reports on May 18.

Technology
DON'T BUY

Did well during the pandemic. Have bought a lot of companies, but they meant no profits or cash at LSPD. The company is re-focusing now. Seeing churn in customer base, so they're seeking bigger customers but this will take time. 

Technology
DON'T BUY

No pulse yet. Not bounced off the lows. Fundamentals of the business are tough. E-commerce has slowed down dramatically. Revenue growth has slowed down. New management team. SHOP is more interesting to him.

Technology
DON'T BUY

Parabolic during pandemic. Mighty fall from grace. Better ways to capitalize on secular growth of payment solutions. Not profitable, no real earnings or cashflow. Not what you want in a slowing economy.

Technology
Showing 1 to 15 of 167 entries

Lightspeed Commerce Inc(LSPD-T) Rating

Ranking : 4 out of 5

Bullish - Buy Signals / Votes : 7

Neutral - Hold Signals / Votes : 1

Bearish - Sell Signals / Votes : 3

Total Signals / Votes : 11

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, 11 stock analysts published opinions about LSPD-T. 7 analysts recommended to BUY the stock. 3 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?

11 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 2024-04-12, Lightspeed Commerce Inc (LSPD-T) stock closed at a price of $18.46.