Lightspeed Commerce

LSPD

Market cap $1.33B

Lightspeed Commerce Inc. remains a Sell as mounting losses, shareholder dilution, and weak guidance reinforce my bearish thesis. LSPD's revenue growth is overshadowed by persistent negative EPS, heavy reliance on equity financing, and unsustainable operating expenses. Competition from Shopify and Toast intensifies, eroding LSPD's moat as POS software becomes commoditized and switching costs remain minimal.

Lightspeed Commerce Inc. (LSPD:CA) Q4 2026 Earnings Call Transcript

Lightspeed Commerce NYSE: LSPD executives said the company's fiscal fourth quarter capped a “pivotal” year in which its narrower focus on North American retail and European hospitality drove stronger growth, improved profitability and a more streamlined operating model following the divestiture of its Upserve U.S. hospitality product line.

Although the revenue and EPS for Lightspeed POS (LSPD) give a sense of how its business performed in the quarter ended March 2026, it might be worth considering how some key metrics compare with Wall Street estimates and the year-ago numbers.

Lightspeed Commerce Inc. (LSPD) came out with quarterly earnings of $0.08 per share, missing the Zacks Consensus Estimate of $0.1 per share. This compares to earnings of $0.1 per share a year ago.

Fourth quarter revenue of $290.8 million and gross profit of $129.1 million increased 15% year-over-year, above outlook Cash flow from operating activities of $55.5 million and Adjusted Free Cash Flow 1  of $18.2 million in the fiscal year Across retail in North America and hospitality in Europe: Revenue grew 24% year-over-year, GTV grew 19% year-over-year and ~3,200 net Customer Locations added in the quarter Lightspeed's Board authorized renewal of normal course issuer bid for repurchase of up to ~10% of public float 2   Lightspeed reports in US dollars and in accordance with IFRS Accounting Standards. MONTREAL, May 21, 2026 /PRNewswire/ - Lightspeed Commerce Inc. (NYSE: LSPD) (TSX: LSPD) ("Lightspeed" or the "Company"), the unified omnichannel platform powering ambitious retail, golf, and hospitality businesses in over 100 countries, today announced financial results for the three months and fiscal year ended March 31, 2026.

Looking beyond Wall Street's top-and-bottom-line estimate forecasts for Lightspeed POS (LSPD), delve into some of its key metrics to gain a deeper insight into the company's potential performance for the quarter ended March 2026.

In the closing of the recent trading day, Lightspeed Commerce Inc. (LSPD) stood at $9.31, denoting a -5.58% move from the preceding trading day.

Recently, Zacks.com users have been paying close attention to Lightspeed POS (LSPD). This makes it worthwhile to examine what the stock has in store.

Seasoned engineering leader joins as Lightspeed accelerates AI roadmap and delivers new capabilities across retail and hospitality MONTREAL, May 7, 2026 /PRNewswire/ - Lightspeed Commerce Inc. (NYSE: LSPD) (TSX: LSPD) ("Lightspeed" or the "Company"), the unified omnichannel platform powering ambitious retail, golf and hospitality businesses in over 100 countries, today announced the appointment of Bhawna Singh as Chief Technology Officer, alongside a new wave of product innovations designed to help merchants streamline operations, drive revenue growth and deliver more seamless customer experiences across channels. The announcements come as retailers and hospitality operators face mounting pressure to operate more efficiently while delivering differentiated customer experiences.