Stifel Nicolaus Lowers Lightspeed Commerce (NYSE:LSPD) Price Target to $10.00

Lightspeed Commerce (NYSE:LSPD) had its price target lowered by stock analysts at Stifel Nicolaus from $12.00 to $10.00 in a research note issued on Friday,BayStreet.CA reports. The firm presently has a “hold” rating on the stock. Stifel Nicolaus’ price objective would suggest a potential upside of 16.21% from the company’s current price.

LSPD has been the topic of several other reports. Barclays reduced their price target on Lightspeed Commerce from $12.00 to $11.00 and set an “equal weight” rating on the stock in a research report on Tuesday, April 21st. Bank of America initiated coverage on Lightspeed Commerce in a report on Tuesday. They set an “underperform” rating and a $10.00 target price on the stock. BTIG Research reduced their target price on Lightspeed Commerce from $15.00 to $12.00 and set a “buy” rating on the stock in a report on Thursday. Benchmark reduced their target price on Lightspeed Commerce from $18.00 to $16.00 and set a “buy” rating on the stock in a report on Friday. Finally, Weiss Ratings reiterated a “sell (d-)” rating on shares of Lightspeed Commerce in a report on Tuesday, April 21st. Three investment analysts have rated the stock with a Buy rating, eight have issued a Hold rating and two have issued a Sell rating to the stock. Based on data from MarketBeat.com, the company presently has an average rating of “Hold” and a consensus target price of $11.77.

Lightspeed Commerce Trading Up 2.8%

Shares of NYSE:LSPD traded up $0.24 during midday trading on Friday, hitting $8.61. The company had a trading volume of 781,439 shares, compared to its average volume of 952,987. Lightspeed Commerce has a 12 month low of $7.83 and a 12 month high of $14.34. The company has a current ratio of 4.52, a quick ratio of 4.44 and a debt-to-equity ratio of 0.01. The stock has a market cap of $1.18 billion, a price-to-earnings ratio of -1.86, a PEG ratio of 1.97 and a beta of 1.92. The firm has a fifty day simple moving average of $9.07 and a 200 day simple moving average of $10.37.

Lightspeed Commerce (NYSE:LSPD) last posted its quarterly earnings results on Thursday, May 21st. The company reported $0.08 earnings per share (EPS) for the quarter, missing the consensus estimate of $0.09 by ($0.01). Lightspeed Commerce had a positive return on equity of 0.37% and a negative net margin of 58.15%.The company had revenue of $290.80 million during the quarter, compared to the consensus estimate of $282.87 million. The business’s quarterly revenue was up 14.8% on a year-over-year basis. On average, analysts predict that Lightspeed Commerce will post 0.03 EPS for the current year.

Institutional Trading of Lightspeed Commerce

Several hedge funds and other institutional investors have recently modified their holdings of LSPD. Pale Fire Capital SE acquired a new stake in shares of Lightspeed Commerce in the 1st quarter valued at about $49,500,000. Bank of America Corp DE raised its stake in shares of Lightspeed Commerce by 846.0% in the 2nd quarter. Bank of America Corp DE now owns 1,873,942 shares of the company’s stock valued at $21,944,000 after purchasing an additional 1,675,853 shares during the period. Goldman Sachs Group Inc. raised its stake 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 period. Royal Bank of Canada raised its stake in shares of Lightspeed Commerce by 64.4% in the 1st quarter. Royal Bank of Canada now owns 2,226,453 shares of the company’s stock valued at $19,950,000 after purchasing an additional 872,131 shares during the period. Finally, Connor Clark & Lunn Investment Management Ltd. raised its stake in shares of Lightspeed Commerce by 28.7% in the 3rd quarter. Connor Clark & Lunn Investment Management Ltd. now owns 2,752,669 shares of the company’s stock valued at $31,778,000 after purchasing an additional 613,369 shares during the period. Institutional investors and hedge funds own 68.68% of the company’s stock.

Key Stories Impacting Lightspeed Commerce

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

• Positive Sentiment: Lightspeed reported revenue of $290.8 million, up 14.8% year over year, with gross profit rising 15.4% to $129.1 million, showing continued top-line growth. The company also said it generated $55.5 million in cash from operating activities for fiscal 2026 and authorized a renewal of its share repurchase program. Article Title
• Positive Sentiment: Several analysts still see upside from current levels, even after trimming targets. Benchmark lowered its target to $16 from $18 and BTIG cut its target to $12 from $15, both while maintaining bullish ratings; Morgan Stanley also sees the stock below its target but kept an “equal weight” stance with a lowered target of $11.50. Article Title
• Neutral Sentiment: Management guided first-quarter fiscal 2027 revenue to $305 million-$315 million and full-year fiscal 2027 revenue to $1.2 billion-$1.3 billion, which was roughly in line with Wall Street expectations. Article Title
• Neutral Sentiment: The company also announced a fourth-quarter EPS beat on a revenue basis but missed on earnings per share, reporting $0.08 EPS versus consensus near $0.09-$0.10, which kept investor sentiment cautious. Article Title
• Negative Sentiment: Investors remain focused on losses and profitability concerns: Lightspeed posted a $28.6 million net loss in the quarter, and a bearish Seeking Alpha view argued that mounting losses, dilution, and competition from Shopify and Toast are limiting the stock’s appeal. Article Title

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.