Lightspeed Commerce (LSPD)

• Market cap: $1.61B
• 1 day: 0.59%
• 5 days: -2.63%
• 1 month: -1.33%
• 3 months: 3.22%
• 6 months: 10.42%
• Year to date: -24.59%
• 1 year: -5.87%
• 5 years: -62.85%
• 10 years: -60.76%
• Sector: Technology
• Industry: Software - Application

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

Fund manager confidence

Based on 2025 Q2 regulatory disclosures by fund managers ($100M+ AUM)

29% more capital invested

Capital invested by funds: $721M [Q1] → $933M (+$212M) [Q2]

25% more call options, than puts

Call options by funds: $9.02M | Put options by funds: $7.23M

3.92% more ownership

Funds ownership: 53.96% [Q1] → 57.88% (+3.92%) [Q2]

0% more funds holding in top 10

Funds holding in top 10: 1 [Q1] → 1 (+0) [Q2]

9% less funds holding

Funds holding: 117 [Q1] → 106 (-11) [Q2]

24% less repeat investments, than reductions

Existing positions increased: 31 | Existing positions reduced: 41

37% less first-time investments, than exits

New positions opened: 17 | Existing positions closed: 27

Research analyst outlook

5 Wall Street Analysts provided 1 year price targets over the past 3 months

• Low target: $12
• Avg. target: $14.2
• High target: $18

5 analyst ratings

• positive: 1 20%
• neutral: 4 80%
• negative: 0 0%

Morgan Stanley Josh Baer	$14	Equal-Weight Maintained	20 Aug 2025
Benchmark Mark Palmer	$18	Buy Maintained	1 Aug 2025
Barclays Raimo Lenschow	$15	Equal-Weight Maintained	1 Aug 2025
Scotiabank Kevin Krishnaratne	$12	Sector Perform Maintained	28 Jul 2025
Truist Securities Matthew Coad	$12	Hold Maintained	17 Jul 2025