Lightspeed Commerce Inc. (NYSE:LSPD) Receives $13.66 Average PT from Brokerages

Shares of Lightspeed Commerce Inc. (NYSE:LSPD) have been assigned a consensus rating of “Hold” from the eighteen ratings firms that are covering the firm, Marketbeat.com reports. Two equities research analysts have rated the stock with a sell rating, eleven have assigned a hold rating and five have issued a buy rating on the company. The average 1 year price objective among brokers that have issued ratings on the stock in the last year is $13.40.

LSPD has been the topic of a number of research reports. Barclays reduced their price objective on Lightspeed Commerce from $15.00 to $14.00 and set an “equal weight” rating on the stock in a research report on Monday, January 12th. Royal Bank Of Canada cut their price target on Lightspeed Commerce from $15.00 to $13.00 and set an “outperform” rating on the stock in a research note on Friday. Zacks Research downgraded Lightspeed Commerce from a “strong-buy” rating to a “hold” rating in a research note on Monday, January 19th. Weiss Ratings reiterated a “sell (d-)” rating on shares of Lightspeed Commerce in a report on Thursday, January 22nd. Finally, TD Securities raised shares of Lightspeed Commerce to a “hold” rating in a report on Thursday, January 15th.

Key Stories Impacting Lightspeed Commerce

Here are the key news stories impacting Lightspeed Commerce this week:

• Positive Sentiment: Q3 beat and revenue growth — Lightspeed reported $0.15 EPS (above consensus) and revenue of $312.3M, up ~11% Y/Y, driven by transaction growth and payments adoption; this demonstrates ongoing top-line momentum. Article Title
• Positive Sentiment: Profitability and cash-flow improvements — Management reported gross margin expansion to ~43%, positive operating cash flow of $28.9M and adjusted free cash flow of $14.9M, which support a path to improved unit economics. Article Title
• Positive Sentiment: Customer and GTV traction — Lightspeed added ~2,600 net customer locations and saw double-digit growth in key segments (retail NA, hospitality EU), supporting future recurring revenue and payment volume. Article Title
• Neutral Sentiment: Analyst price-target adjustments — BTIG and RBC lowered price targets (BTIG to $15; RBC to $13) but retained buy/outperform stances, leaving meaningful upside implied but at reduced valuations. Article Title Article Title
• Negative Sentiment: Mixed market reception and continued net losses — Coverage and press noted a “cool” investor reception despite the beat; the company still shows a negative net margin and reported a quarterly loss in headline coverage, which keeps sentiment cautious. Article Title
• Negative Sentiment: Analyst consensus is mixed — MarketBeat/aggregators show an average “Hold” from analysts (majority hold or neutral ratings), indicating limited near-term conviction from the street. Article Title

Institutional Trading of Lightspeed Commerce

A number of institutional investors and hedge funds have recently bought and sold shares of LSPD. Louisbourg Investments Inc. increased its position in Lightspeed Commerce by 18.0% during the 3rd quarter. Louisbourg Investments Inc. now owns 652,062 shares of the company’s stock valued at $7,527,000 after purchasing an additional 99,357 shares during the period. ANTIPODES PARTNERS Ltd boosted its stake in shares of Lightspeed Commerce by 3,784.7% in the 2nd quarter. ANTIPODES PARTNERS Ltd now owns 1,150,227 shares of the company’s stock valued at $13,472,000 after purchasing an additional 1,120,618 shares during the last quarter. Arrowstreet Capital Limited Partnership increased its position in shares of Lightspeed Commerce by 29.1% during the second quarter. Arrowstreet Capital Limited Partnership now owns 2,468,872 shares of the company’s stock worth $28,948,000 after buying an additional 556,724 shares during the period. Connor Clark & Lunn Investment Management Ltd. raised its stake in Lightspeed Commerce by 43.7% during the second quarter. Connor Clark & Lunn Investment Management Ltd. now owns 2,139,300 shares of the company’s stock worth $25,121,000 after buying an additional 650,200 shares during the last quarter. Finally, AMH Equity Ltd bought a new position in Lightspeed Commerce during the third quarter worth $693,000. 68.68% of the stock is currently owned by institutional investors and hedge funds.

Lightspeed Commerce Trading Down 0.5%

LSPD opened at $9.26 on Thursday. The company’s 50 day moving average is $11.60 and its 200-day moving average is $11.91. Lightspeed Commerce has a 1-year low of $7.34 and a 1-year high of $14.34. The company has a current ratio of 4.66, a quick ratio of 4.58 and a debt-to-equity ratio of 0.01. The company has a market cap of $1.26 billion, a P/E ratio of -2.00, a PEG ratio of 12.47 and a beta of 2.07.

Lightspeed Commerce (NYSE:LSPD) last released its quarterly earnings data on Thursday, February 5th. The company reported $0.15 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $0.13 by $0.02. Lightspeed Commerce had a negative net margin of 58.15% and a positive return on equity of 0.37%. The business had revenue of $312.35 million during the quarter, compared to analysts’ expectations of $311.28 million. During the same period in the prior year, the company earned $0.12 EPS. The firm’s quarterly revenue was up 11.5% compared to the same quarter last year. Equities research analysts predict that Lightspeed Commerce will post 0.08 earnings per share for the current fiscal year.

About Lightspeed Commerce

Lightspeed Commerce Inc is a Canadian technology company that develops cloud-based point-of-sale (POS) and e-commerce software for small and medium-sized businesses across the retail and hospitality sectors. Its integrated platform enables merchants to manage sales, inventory, customer relationships and analytics through a single interface. By combining in-store and online channels, Lightspeed helps businesses streamline operations and improve customer engagement in an increasingly omnichannel marketplace.

The company’s product suite includes POS terminals, payment processing services, inventory management tools, customer loyalty programs and data reporting dashboards.