
LSPD Stock Forecast & Price Target
LSPD Analyst Ratings
Bulls say
Lightspeed Commerce is expected to experience accelerating revenue growth driven by market share gains through its flagship platforms and the adoption of Lightspeed Payments in new regions and verticals. The company’s transition towards higher-margin transaction-based businesses is also projected to enhance overall profitability, with adjusted EBITDA margins expected to expand to 6.6% in fiscal 2026. Additionally, signs of improvement in previously challenged retail verticals, alongside an increase in software growth and GTV trends, further bolster a favorable outlook for the company's financial performance.
Bears say
Lightspeed Commerce's stock outlook is negatively influenced by several fundamental challenges, including a revised growth forecast indicating an 11% compound annual growth rate compared to prior expectations. The company's gross payment volume has remained flat at $8.8 billion, coupled with factors such as heightened competition, reduced customer spending due to macroeconomic conditions, and a failure to achieve targeted payment attach rates. Additionally, ongoing delays in achieving profitability and a significant drop in valuation metrics further exacerbate investor concerns, as indicated by a decrease in shares and a terminal EV/GP multiple now adjusted to 3x.
This aggregate rating is based on analysts' research of Lightspeed Commerce Inc and is not a guaranteed prediction by Public.com or investment advice.
LSPD Analyst Forecast & Price Prediction
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