LSPD
Lightspeed Commerce Inc.
LSPD
9.67USD
+0.83%
Sep 25, 2026
Price
Loading price history…
Price Action
Price trend is broken
Longer-term context reads early recovery, with a near-term setup of failed reclaim.
The tactical setup reads failed reclaim, but the weekly structure is broken.
EntryWeak / unconfirmed recovery
The daily chart may be improving, but the weekly fast averages have not been reclaimed — the recovery is not yet confirmed on the higher timeframe.
Key Financials
- Market Cap
- $1.2B
- Avg Volume (60D)
- 715.9K
- Revenue Growth YoY
- +11.6%
- Gross Margin
- +43.1%
- Operating Margin
- -8.6%
- Free Cash Flow Yield
- +3.6%
- Distance from 200DMA
- -3.8%
- Next Earnings
- 2026-11-05
- EV / Sales
- 0.7x
60 sessions
Trailing twelve months
Trailing twelve months
Market metrics as of Sep 24, 2026
Fundamentals & Valuation
The available comparisons disagreed; the intrinsic comparison is the more reliable method for this business and the others are published as dissent.
Lightspeed Commerce Inc. has a Fair valuation stance because the price broadly reflects how much growth and cash flow it delivers per turn of revenue multiple, with upside and risk reasonably balanced.
Company Research
Thesis
Lightspeed is a focused cloud commerce and payments platform provider to higher-complexity retail, hospitality, and golf merchants, with direct monetization from subscriptions and payment processing. LSPD has a real, direct exposure to unified cloud commerce and embedded payments rather than merely generic software spending.
Opportunity
Moderate opportunity
Retailers, restaurants, and hospitality operators are consolidating point-of-sale, e-commerce, inventory, customer engagement, and payment acceptance into integrated cloud operating platforms, increasing recurring software and payment monetization.
Key risk
Competition from larger cloud commerce and payment providers.
Narrative & Theme
SMB Commerce Digitization and Embedded Payments
Part of Unified Commerce and Embedded Payments for Retail and Hospitality SMBs, with moderate fit.
LSPD has a real, direct exposure to unified cloud commerce and embedded payments rather than merely generic software spending.
Narrative HeatCooling4.4 / 10
Theme HeatNeutral6.2 / 10
This is the company’s own research reading. The canonical heat measurement for this story has not run.
Business & Markets
Technology · Software - Application
What they do
Lightspeed Commerce Inc. provides cloud-based software subscriptions and payments solutions that enable retailers, restaurants, and other businesses to manage operations, engage consumers, and facilitate omnichannel commerce.
How it earns
The company generates revenue primarily through subscription fees for its cloud-based software and transactional fees from payment processing.
Products & services
Cloud-based commerce platform
Payments solutions
Customers & end markets
Single and multi-location retailers
Restaurants
Golf course operators
Other small to medium-sized businesses
Market position
Lightspeed is a challenger in the cloud commerce software market, competing with larger and more established providers.
Demand drivers
Medium cyclicality
Demand for retail and restaurant software is somewhat sensitive to economic cycles affecting discretionary spending.