Brokerages Set Lightspeed Commerce Inc. (NYSE:LSPD) Price Target at $11.27

Shares of Lightspeed Commerce Inc. (NYSE:LSPD) have earned a consensus recommendation of “Hold” from the sixteen brokerages that are currently covering the stock, Marketbeat Ratings reports. Three investment analysts have rated the stock with a sell rating, nine have given a hold rating and four have issued a buy rating on the company. The average 1 year price objective among brokers that have updated their coverage on the stock in the last year is $11.3214.

Several brokerages have recently issued reports on LSPD. Bank of America assumed coverage on shares of Lightspeed Commerce in a research report on Tuesday, May 19th. They issued an “underperform” rating and a $10.00 target price on the stock. Weiss Ratings restated a “sell (d-)” rating on shares of Lightspeed Commerce in a report on Friday, July 17th. Stifel Nicolaus cut their price target on shares of Lightspeed Commerce from $12.00 to $10.00 and set a “hold” rating for the company in a report on Friday, May 22nd. Scotiabank cut their price objective on Lightspeed Commerce from $12.00 to $10.00 and set a “sector perform” rating for the company in a research report on Monday, May 25th. Finally, Morgan Stanley cut their target price on Lightspeed Commerce from $13.50 to $11.50 and set an “equal weight” rating on the stock in a research report on Friday, May 22nd.

Institutional Trading of Lightspeed Commerce

A number of large investors have recently modified their holdings of LSPD. Pale Fire Capital SE purchased a new stake in Lightspeed Commerce during the 1st quarter worth about $49,500,000. Artisan Partners Limited Partnership raised its holdings in Lightspeed Commerce by 17.5% during the fourth quarter. Artisan Partners Limited Partnership now owns 3,900,930 shares of the company’s stock worth $47,066,000 after purchasing an additional 581,900 shares in the last quarter. Royal Bank of Canada lifted its position in Lightspeed Commerce by 64.4% in the first quarter. Royal Bank of Canada now owns 2,226,453 shares of the company’s stock valued at $19,950,000 after acquiring an additional 872,131 shares during the last quarter. Goldman Sachs Group Inc. lifted its holdings in shares of Lightspeed Commerce by 151.8% in the 1st quarter. Goldman Sachs Group Inc. now owns 2,148,959 shares of the company’s stock valued at $18,803,000 after purchasing an additional 1,295,469 shares during the last quarter. Finally, Bank of America Corp DE lifted its stake in Lightspeed Commerce by 5.2% in the third quarter. Bank of America Corp DE now owns 1,971,125 shares of the company’s stock valued at $22,766,000 after buying an additional 97,183 shares during the last quarter. Hedge funds and other 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: Lightspeed reported fiscal first-quarter 2027 revenue of $322.7 million, above the $310.6 million consensus, while adjusted EPS of $0.13 exceeded estimates of $0.11 and doubled from $0.06 a year earlier. Revenue increased 5.8% year over year. Lightspeed Announces First Quarter 2027 Financial Results
• Positive Sentiment: Management highlighted 17% organic revenue growth, 12% organic gross-profit growth, approximately 1,300 net new customer locations, and 20% revenue growth across North American retail and European hospitality. Lightspeed also repurchased $86 million of stock during the quarter, potentially supporting per-share value. Quarterly Financial Results
• Neutral Sentiment: JPMorgan raised its Lightspeed price target from $11 to $12, implying additional upside based on the referenced price, but maintained an “underweight” rating. The target increase is constructive, although the rating signals ongoing concerns about the company’s outlook. JPMorgan Price Target Update
• Negative Sentiment: Fiscal 2027 revenue guidance of $1.2 billion to $1.3 billion is below the roughly $1.3 billion analyst consensus, overshadowing the quarterly beat. Second-quarter revenue guidance of $316 million to $326 million is broadly near expectations, suggesting that investors remain focused on the slower full-year outlook. Fiscal 2027 Guidance

Lightspeed Commerce Stock Performance

Shares of NYSE LSPD opened at $10.10 on Thursday. Lightspeed Commerce has a 1 year low of $7.83 and a 1 year high of $14.34. The company has a debt-to-equity ratio of 0.01, a quick ratio of 4.18 and a current ratio of 4.28. The company has a market capitalization of $1.39 billion, a PE ratio of -14.42, a price-to-earnings-growth ratio of 1.77 and a beta of 1.88. The company’s fifty day moving average price is $9.88 and its 200 day moving average price is $9.66.

Lightspeed Commerce (NYSE:LSPD) last announced its quarterly earnings results on Thursday, July 30th. The company reported $0.13 earnings per share for the quarter, beating the consensus estimate of $0.11 by $0.02. Lightspeed Commerce had a positive return on equity of 1.04% and a negative net margin of 7.81%.The firm had revenue of $322.70 million during the quarter, compared to analyst estimates of $310.58 million. During the same quarter in the previous year, the business earned $0.06 EPS. Lightspeed Commerce’s revenue for the quarter was up 5.8% compared to the same quarter last year. On average, research analysts predict that Lightspeed Commerce will post 0.26 earnings per share for the current year.

Lightspeed Commerce Company Profile

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.