Lightspeed CommerceLSPD
LSPD
About: Lightspeed Commerce Inc provides an omni-channel commerce-enabling SaaS platform. Its software platform provides customers with the functionality it needs to engage with consumers, manage their operations, accept payments, and grow their businesses. The company sells its platform through a direct sales force in the United States, Canada, United Kingdom, Australia, and other countries. It derives a majority of its revenue from the United States.
Employees: 3,000
0
Funds holding %
of 7,296 funds
0
Analysts bullish %
of 11 analysts
Fund manager confidence
Based on 2025 Q1 regulatory disclosures by fund managers ($100M+ AUM)
103% more call options, than puts
Call options by funds: $17.4M | Put options by funds: $8.58M
5% less repeat investments, than reductions
Existing positions increased: 40 | Existing positions reduced: 42
4.56% less ownership
Funds ownership: 58.52% [Q4 2024] → 53.96% (-4.56%) [Q1 2025]
8% less funds holding
Funds holding: 127 [Q4 2024] → 117 (-10) [Q1 2025]
33% less first-time investments, than exits
New positions opened: 18 | Existing positions closed: 27
47% less capital invested
Capital invested by funds: $1.37B [Q4 2024] → $723M (-$644M) [Q1 2025]
50% less funds holding in top 10
Funds holding in top 10: 2 [Q4 2024] → 1 (-1) [Q1 2025]
Research analyst outlook
11 Wall Street Analysts provided 1 year price targets over the past 3 months
Low target
$9
18%
downside
Avg. target
$12.64
16%
upside
High target
$18
65%
upside
11 analyst ratings
4 positive
36%
6 neutral
55%
1 negative
9%
Truist Securities Matthew Coad | 1%upside $11 | Hold Initiated | 2 Jun 2025 |
Scotiabank Kevin Krishnaratne | 9%downside $10 | Sector Perform Maintained | 23 May 2025 |
Barclays Raimo Lenschow | 10%upside $12 | Equal-Weight Maintained | 21 Apr 2025 |
Morgan Stanley Josh Baer | 10%upside $12 | Equal-Weight Maintained | 16 Apr 2025 |
JP Morgan Tien-Tsin Huang | 18%downside $9 | Underweight Downgraded | 14 Apr 2025 |
Financial journalist opinion
Based on 7 articles about LSPD published over the past 30 days
Neutral
Business Wire
1 week ago
NK Retail Partners with NuORDER by Lightspeed to Digitize Buying Process, Improve Customer Experience
MONTREAL--(BUSINESS WIRE)--NuORDER by Lightspeed, a leading B2B commerce platform powering wholesale buying and selling, has been selected by NK Retail, operating within NK, a world-class department store and one of Scandinavia's leading luxury destinations for fashion, beauty and design inspiration, as its strategic partner for retail transformation by digitizing its merchandising and buying process. Utilizing the NuORDER platform will enable NK Retail to drive efficiency and agility, allowing.
Neutral
Business Wire
3 weeks ago
NuORDER by Lightspeed and Mandatory Renew Partnership to Power Hybrid Commerce at the Third Edition of the Copenhagen Event
MONTREAL--(BUSINESS WIRE)--Mandatory and NuORDER by Lightspeed, the industry's leading B2B commerce platform, are joining forces for the third consecutive time to power the digital extension of Mandatory's in-person trade event, taking place August 5–7 in Copenhagen. This renewed partnership reflects the continued momentum behind hybrid commerce—where physical and digital trade intersect to create smarter, more flexible buying experiences. As the Nordic fashion ecosystem expands with energy and.
Negative
Yahoo Finance
3 weeks ago
Lightspeed stock tumbles: CEO talks earnings miss, weak outlook
Point-of-sale and e-commerce software developer Lightspeed Commerce saw revenue rise 18% in its fiscal 2025, amounting to $1.07 billion for the year. Lightspeed Commerce CEO Dax Dasilva comes on Market Domination Overtime to talk about his company's earnings print, full-year guidance for its fiscal 2026, and the state of the consumer and hospitality industry in North America and Europe.
Neutral
Seeking Alpha
3 weeks ago
Lightspeed Commerce Inc. (LSPD) Q4 2025 Earnings Call Transcript
Lightspeed Commerce Inc. (NYSE:LSPD ) Q4 2025 Earnings Conference Call May 22, 2025 8:00 AM ET Company Participants Dax Dasilva - Founder, Chief Executive Officer Asha Bakshani - Chief Financial Officer J.D. Saint-Martin - President Gus Papageorgiou - Head of Investor Relations Conference Call Participants Trevor Williams - Jefferies Koji Ikeda - Bank of America Andrew Bauch - Wells Fargo Securities Dominic Ball - Redburn Atlantic Thanos Moschopoulos - BMO Capital Markets Tien-Tsin Huang - JP Morgan Josh Baer - Morgan Stanley Mike Stevens - National Bank Financial Raimo Lenschow - Barclays Timothy Chiodo - UBS Operator Good morning, and welcome.
Positive
Zacks Investment Research
3 weeks ago
Here's What Key Metrics Tell Us About Lightspeed POS (LSPD) Q4 Earnings
The headline numbers for Lightspeed POS (LSPD) give insight into how the company performed in the quarter ended March 2025, but it may be worthwhile to compare some of its key metrics to Wall Street estimates and the year-ago actuals.
Positive
Zacks Investment Research
3 weeks ago
Lightspeed Commerce Inc. (LSPD) Q4 Earnings Meet Estimates
Lightspeed Commerce Inc. (LSPD) came out with quarterly earnings of $0.10 per share, in line with the Zacks Consensus Estimate. This compares to earnings of $0.06 per share a year ago.
Neutral
PRNewsWire
3 weeks ago
Lightspeed Announces Fourth Quarter and Full Year 2025 Financial Results and Provides Outlook for Fiscal 2026
Total revenue in the year of $1,076.8 million, an increase of 18% year-over-year Total revenue in the quarter of $253.4 million, grew 10% year-over-year Gross margin improved to 44%, with gross profit increasing 12% year-over-year Monthly ARPU1 grew 13% year-over-year to ~$489 while subscription ARPU 1 grew 11% Repurchased ~18.7 million shares, or ~12% of total shares outstanding, for proceeds of ~$219 million in last 12 months2 Lightspeed reports in US dollars and in accordance with IFRS Accounting Standards. MONTREAL , May 22, 2025 /PRNewswire/ - Lightspeed Commerce Inc. ("Lightspeed" or the "Company") (TSX: LSPD) (NYSE: LSPD), the one-stop commerce platform empowering merchants to provide the best omnichannel experiences, today announced financial results for the three months and fiscal year ended March 31, 2025.
Neutral
Zacks Investment Research
1 month ago
Lightspeed Commerce Inc. (LSPD) Laps the Stock Market: Here's Why
Lightspeed Commerce Inc. (LSPD) closed the most recent trading day at $10.83, moving +0.46% from the previous trading session.
Neutral
PRNewsWire
1 month ago
Lightspeed Commerce Celebrates 20 Years in Business Through Newly Released Q4 Product Innovations
Product launches bring added value to retail and hospitality customers, streamlining operations and improving the guest experience MONTREAL , May 8, 2025 /PRNewswire/ - Lightspeed Commerce Inc. (NYSE: LSPD) (TSX: LSPD) ("Lightspeed" or the "Company"), the one-stop commerce platform empowering merchants to provide the best omnichannel experiences, today highlighted some of its new product advancements in retail, hospitality and golf. "Lightspeed just entered its 20th year in business, and we wouldn't be where we are today without a dedicated commitment to providing product innovation that supports our customers' growth ambitions," said Dax Dasilva, Founder and Chief Executive Officer of Lightspeed.
Negative
Zacks Investment Research
1 month ago
Lightspeed Commerce Inc. (LSPD) Rises Yet Lags Behind Market: Some Facts Worth Knowing
In the most recent trading session, Lightspeed Commerce Inc. (LSPD) closed at $9.75, indicating a +0.21% shift from the previous trading day.
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