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Lightspeed POS Inc (TSE:LSPD)
TSX:LSPD
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Lightspeed POS Inc (LSPD) Price & Analysis

1,752 Followers

LSPD Stock Chart & Stats

C$13.97
C$0.56(4.01%)
At close: 4:00 PM EDT
C$13.97
C$0.56(4.01%)

Bulls Say, Bears Say

Bulls Say
Payments & Recurring Revenue MixA rising share of transaction revenue and higher ARPU reflect durable monetization of the installed base. Payments penetration increases sticky, high-frequency revenue and cross-sell potential, supporting scalable gross-profit growth and recurring cash generation over multiple quarters.
Cash Flow Turnaround & Low LeveragePositive FCF after a multi-year drag, coupled with minimal leverage, gives the company financial flexibility to invest in product, scale payments/financial services, and weather macro shocks. This durable capital strength reduces refinancing and stress risks over the medium term.
Clear Multi‑Year Targets & Growth Engine MomentumManagement’s reiterated multi-year targets and evidence of growth-engine traction (location adds, GTV growth) provide operational visibility. Concrete KPIs and allocation toward high-growth segments support durable execution and prioritization of higher-margin revenue streams.
Bears Say
Inconsistent GAAP ProfitabilityDespite margin improvement and positive adjusted metrics, persistent GAAP losses and negative ROE indicate earnings quality is not yet established. Continued reliance on adjusted measures and incremental margin recovery leaves sustainable net-profitability uncertain over the next several quarters.
Hardware Margin CompressionSustained heavy discounting to drive payments adoption materially erodes hardware unit economics and compresses consolidated gross margins. Reversing subsidy-led acquisition tactics requires time and disciplined pricing changes, creating a medium‑term headwind to margin sustainability.
Divestiture Reduces Reported ScaleThe Upserve divestiture is a structural change that lowers consolidated gross-profit and FCF targets, complicating growth comparables and temporarily reducing diversification. Management must offset lost scale through organic growth or redeployment, which may take multiple quarters.

Lightspeed POS Inc News

LSPD FAQ

What was Lightspeed POS Inc’s price range in the past 12 months?
Lightspeed POS Inc lowest stock price was C$10.80 and its highest was C$19.89 in the past 12 months.
    What is Lightspeed POS Inc’s market cap?
    Lightspeed POS Inc’s market cap is C$2.13B.
      When is Lightspeed POS Inc’s upcoming earnings report date?
      Lightspeed POS Inc’s upcoming earnings report date is Oct 29, 2026 which is in 90 days.
        How were Lightspeed POS Inc’s earnings last quarter?
        Lightspeed POS Inc released its earnings results on Jul 30, 2026. The company reported C$0.182 earnings per share for the quarter, beating the consensus estimate of C$0.174 by C$0.008.
          Is Lightspeed POS Inc overvalued?
          According to Wall Street analysts Lightspeed POS Inc’s price is currently Undervalued. Get more investment ideas with TipRanks Premium
            Does Lightspeed POS Inc pay dividends?
            Lightspeed POS Inc does not currently pay dividends.
            What is Lightspeed POS Inc’s EPS estimate?
            Lightspeed POS Inc’s EPS estimate is 0.23.
              How many shares outstanding does Lightspeed POS Inc have?
              Lightspeed POS Inc has 137,774,860 shares outstanding.
                What happened to Lightspeed POS Inc’s price movement after its last earnings report?
                Lightspeed POS Inc reported an EPS of C$0.182 in its last earnings report, beating expectations of C$0.174. Following the earnings report the stock price went down -12.799%.
                  Which hedge fund is a major shareholder of Lightspeed POS Inc?
                  Currently, no hedge funds are holding shares in TSE:LSPD
                  What is the TipRanks Smart Score and how is it calculated?
                  Smart Score combines eight research factors - such as analyst recommendations, hedge fund trends, and technical indicators - to measure a stock’s outlook. These signals are unified into a single score that reflects bullish or bearish momentum. See detailed methodology

                    Company Description

                    Lightspeed POS Inc

                    Lightspeed Commerce Inc. delivers a cloud-based Software as a Service (SaaS) platform designed for small and medium-sized businesses, including retailers, restaurants, and golf course operators, with services extending across Canada, the United States, Australia, the Netherlands, and other international regions. This comprehensive platform enables clients to effectively interact with their customers, streamline business operations, and efficiently process transactions. Lightspeed's integrated cloud solutions offer an interconnected suite of features, providing a seamless omni-channel consumer experience, a powerful back-office management system for improved efficiency and insight, and simplified payment processing. Its extensive functionalities encompass full omni-channel support, point-of-sale (POS) systems, product and menu management, employee and inventory control, advanced analytics and reporting, multi-location integration, order-ahead and curbside pickup options, as well as loyalty and customer management tools. Beyond its primary platform, Lightspeed offers specialized financial services, including Lightspeed Analytics for data insights, Lightspeed Payments for transaction processing, and Lightspeed Capital, a merchant cash advance program. The company also supplies essential POS peripheral hardware such as tablets, customer-facing displays, receipt printers, networking equipment, cash drawers, payment terminals, servers, stands, and barcode scanners, along with various accessories, and provides vital installation and implementation services. Originally incorporated in 2005 in Montréal, Canada, the company operated as Lightspeed POS Inc. until it rebranded to Lightspeed Commerce Inc. in August 2021.

                    Lightspeed POS Inc (LSPD) Earnings & Revenues

                    LSPD Stock 12 Month Forecast

                    Average Price Target

                    C$16.97
                    ▲(21.49% Upside)
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9,\t&nbsp; </span>\n              <span  style=\"color:#828080\">Hold 13, \t&nbsp;</span>\n              <span  style=\"color:#912767\">Sell 1</span>\n      ","marker":{"lineColor":"#199ca5","enabled":true,"symbol":"circle"}},{"y":15.73,"date":1764547200000,"info":" <span style=\"color:#199ca5\" class=\"mb3 mt2 fonth8_semibold\"> Strong Buy</span>\n            <div class=\"flexrcb px3 displayflex fonth9_semibold\"><span  style=\"color:#199ca5\">Buy 8,\t&nbsp; </span>\n              <span  style=\"color:#828080\">Hold 13, \t&nbsp;</span>\n              <span  style=\"color:#912767\">Sell 2</span>\n      ","marker":{"lineColor":"#199ca5","enabled":true,"symbol":"circle"}},{"y":16.56,"date":1767225600000,"info":" <span style=\"color:#199ca5\" class=\"mb3 mt2 fonth8_semibold\"> Strong Buy</span>\n            <div class=\"flexrcb px3 displayflex fonth9_semibold\"><span  style=\"color:#199ca5\">Buy 8,\t&nbsp; </span>\n              <span  style=\"color:#828080\">Hold 10, \t&nbsp;</span>\n    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