Lightspeed Commerce Inc. (NYSE:LSPD) Receives $13.40 Average PT from Analysts

Lightspeed Commerce Inc. (NYSE:LSPD) has been assigned a consensus recommendation of “Hold” from the fourteen analysts that are covering the stock, Marketbeat Ratings reports. Two analysts have rated the stock with a sell rating, nine have given a hold rating and three have given a buy rating to the company. The average 1 year price objective among brokers that have issued ratings on the stock in the last year is $11.6250.

A number of analysts have recently issued reports on the company. Barclays cut their price objective on Lightspeed Commerce from $12.00 to $11.00 and set an “equal weight” rating for the company in a research report on Tuesday, April 21st. Stifel Nicolaus cut their price target on Lightspeed Commerce from $12.00 to $10.00 and set a “hold” rating for the company in a report on Friday. Morgan Stanley decreased their price objective on shares of Lightspeed Commerce from $13.50 to $11.50 and set an “equal weight” rating on the stock in a report on Friday. BTIG Research cut their target price on shares of Lightspeed Commerce from $15.00 to $12.00 and set a “buy” rating for the company in a research note on Thursday. Finally, Weiss Ratings reaffirmed a “sell (d-)” rating on shares of Lightspeed Commerce in a report on Tuesday, April 21st.

Institutional Investors Weigh In On Lightspeed Commerce

A number of institutional investors have recently made changes to their positions in LSPD. Plato Investment Management Ltd grew its position in shares of Lightspeed Commerce by 880.0% in the fourth quarter. Plato Investment Management Ltd now owns 5,292 shares of the company’s stock valued at $64,000 after purchasing an additional 4,752 shares during the last quarter. Headlands Technologies LLC acquired a new stake in Lightspeed Commerce during the 2nd quarter worth approximately $92,000. Aigen Investment Management LP bought a new stake in Lightspeed Commerce in the 4th quarter valued at $125,000. Russell Investments Group Ltd. boosted its stake in Lightspeed Commerce by 106.4% in the 2nd quarter. Russell Investments Group Ltd. now owns 10,386 shares of the company’s stock valued at $122,000 after purchasing an additional 5,354 shares during the period. Finally, Brooklyn Investment Group acquired a new position in Lightspeed Commerce in the 4th quarter valued at $132,000. Institutional investors own 68.68% of the company’s stock.

Trending Headlines about Lightspeed Commerce

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

• Positive Sentiment: Fourth-quarter revenue rose 14.8% year over year to $290.8 million, beating estimates, and gross profit increased 15.4%, showing the business is still growing. Lightspeed Announces Fourth Quarter and Full Year 2026 Financial Results and Provides Outlook for Fiscal 2027
• Positive Sentiment: The company also said cash flow from operating activities and adjusted free cash flow improved over the year, while the board renewed its share repurchase program, which can support the stock. Lightspeed Announces Fourth Quarter and Full Year 2026 Financial Results and Provides Outlook for Fiscal 2027
• Neutral Sentiment: Several firms lowered price targets but mostly kept neutral-to-bullish ratings: UBS cut its target to $10 from $11, Stifel to $10 from $12, RBC to $10 from $13, Morgan Stanley to $11.50 from $13.50, and Benchmark to $16 from $18. Analyst price target changes
• Negative Sentiment: Despite revenue growth, Lightspeed missed earnings expectations and reported a quarterly loss, reinforcing investor concern that profitability remains weak. Lightspeed Commerce shares decline after quarterly earnings miss despite revenue growth (LSPD)
• Negative Sentiment: Guidance for fiscal 2027 revenue was also viewed as only modestly below/around expectations, which may have disappointed investors looking for a stronger outlook. Lightspeed Announces Fourth Quarter and Full Year 2026 Financial Results and Provides Outlook for Fiscal 2027

Lightspeed Commerce Stock Up 2.2%

Lightspeed Commerce stock opened at $8.56 on Friday. The company has a debt-to-equity ratio of 0.01, a current ratio of 4.52 and a quick ratio of 4.44. The company’s 50-day moving average is $9.06 and its 200-day moving average is $10.36. The firm has a market capitalization of $1.17 billion, a PE ratio of -8.31, a P/E/G ratio of 1.84 and a beta of 1.92. Lightspeed Commerce has a fifty-two week low of $7.83 and a fifty-two week high of $14.34.

Lightspeed Commerce (NYSE:LSPD) last issued its earnings results on Thursday, May 21st. The company reported $0.08 earnings per share (EPS) for the quarter, missing the consensus estimate of $0.10 by ($0.02). Lightspeed Commerce had a negative net margin of 11.77% and a positive return on equity of 0.32%. The firm had revenue of $290.80 million during the quarter, compared to analyst estimates of $282.87 million. The company’s quarterly revenue was up 14.8% on a year-over-year basis. Sell-side analysts anticipate that Lightspeed Commerce will post 0.26 earnings per share for the current 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.