BTIG Research Has Lowered Expectations for Lightspeed Commerce (NYSE:LSPD) Stock Price

Lightspeed Commerce (NYSE:LSPD) had its target price cut by BTIG Research from $16.00 to $15.00 in a research note issued to investors on Thursday,Benzinga reports. The firm presently has a “buy” rating on the stock. BTIG Research’s price target would indicate a potential upside of 61.99% from the stock’s previous close.

Several other equities research analysts also recently commented on the company. Weiss Ratings reaffirmed a “sell (d-)” rating on shares of Lightspeed Commerce in a report on Thursday, January 22nd. Barclays cut their price objective on Lightspeed Commerce from $15.00 to $14.00 and set an “equal weight” rating on the stock in a report on Monday, January 12th. TD Securities upgraded shares of Lightspeed Commerce to a “hold” rating in a report on Thursday, January 15th. National Bankshares dropped their target price on shares of Lightspeed Commerce from $15.00 to $13.00 and set a “sector perform” rating on the stock in a research report on Thursday, October 23rd. Finally, Zacks Research downgraded shares of Lightspeed Commerce from a “strong-buy” rating to a “hold” rating in a research report on Monday, January 19th. Five analysts have rated the stock with a Buy rating, eleven have given a Hold rating and two have assigned a Sell rating to the company. According to MarketBeat, the company presently has an average rating of “Hold” and a consensus price target of $13.40.

Lightspeed Commerce Stock Down 0.5%

NYSE LSPD opened at $9.26 on Thursday. Lightspeed Commerce has a 12 month low of $7.34 and a 12 month high of $14.34. The company has a market capitalization of $1.26 billion, a P/E ratio of -2.00, a PEG ratio of 12.54 and a beta of 2.07. The company’s 50 day simple moving average is $11.60 and its 200 day simple moving average is $11.92. The company has a debt-to-equity ratio of 0.01, a current ratio of 4.66 and a quick ratio of 4.58.

Lightspeed Commerce (NYSE:LSPD) last issued its earnings results on Thursday, February 5th. The company reported $0.15 earnings per share for the quarter, topping analysts’ consensus estimates of $0.13 by $0.02. The firm had revenue of $312.35 million during the quarter, compared to analysts’ expectations of $311.28 million. Lightspeed Commerce had a negative net margin of 58.15% and a positive return on equity of 0.37%. The firm’s revenue for the quarter was up 11.5% compared to the same quarter last year. During the same period last year, the firm posted $0.12 earnings per share. Equities research analysts expect that Lightspeed Commerce will post 0.08 earnings per share for the current fiscal year.

Hedge Funds Weigh In On Lightspeed Commerce

Several hedge funds and other institutional investors have recently added to or reduced their stakes in LSPD. Bank of America Corp DE lifted its stake in shares of Lightspeed Commerce by 846.0% in the second quarter. Bank of America Corp DE now owns 1,873,942 shares of the company’s stock worth $21,944,000 after buying an additional 1,675,853 shares during the last quarter. Goldman Sachs Group Inc. raised its holdings in Lightspeed Commerce by 151.8% in the 1st quarter. Goldman Sachs Group Inc. now owns 2,148,959 shares of the company’s stock worth $18,803,000 after acquiring an additional 1,295,469 shares during the period. ANTIPODES PARTNERS Ltd lifted its position in Lightspeed Commerce by 3,784.7% during the 2nd quarter. ANTIPODES PARTNERS Ltd now owns 1,150,227 shares of the company’s stock worth $13,472,000 after acquiring an additional 1,120,618 shares during the last quarter. Connor Clark & Lunn Investment Management Ltd. boosted its holdings in Lightspeed Commerce by 43.7% during the second quarter. Connor Clark & Lunn Investment Management Ltd. now owns 2,139,300 shares of the company’s stock valued at $25,121,000 after acquiring an additional 650,200 shares during the period. Finally, Arrowstreet Capital Limited Partnership grew its position in shares of Lightspeed Commerce by 29.1% in the second quarter. Arrowstreet Capital Limited Partnership now owns 2,468,872 shares of the company’s stock valued at $28,948,000 after purchasing an additional 556,724 shares during the last quarter. Institutional investors and hedge funds own 68.68% of the company’s stock.

Key Lightspeed Commerce News

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

• Positive Sentiment: Q3 beat and revenue growth — Lightspeed reported $0.15 EPS (above consensus) and revenue of $312.3M, up ~11% Y/Y, driven by transaction growth and payments adoption; this demonstrates ongoing top-line momentum. Article Title
• Positive Sentiment: Profitability and cash-flow improvements — Management reported gross margin expansion to ~43%, positive operating cash flow of $28.9M and adjusted free cash flow of $14.9M, which support a path to improved unit economics. Article Title
• Positive Sentiment: Customer and GTV traction — Lightspeed added ~2,600 net customer locations and saw double-digit growth in key segments (retail NA, hospitality EU), supporting future recurring revenue and payment volume. Article Title
• Neutral Sentiment: Analyst price-target adjustments — BTIG and RBC lowered price targets (BTIG to $15; RBC to $13) but retained buy/outperform stances, leaving meaningful upside implied but at reduced valuations. Article Title Article Title
• Negative Sentiment: Mixed market reception and continued net losses — Coverage and press noted a “cool” investor reception despite the beat; the company still shows a negative net margin and reported a quarterly loss in headline coverage, which keeps sentiment cautious. Article Title
• Negative Sentiment: Analyst consensus is mixed — MarketBeat/aggregators show an average “Hold” from analysts (majority hold or neutral ratings), indicating limited near-term conviction from the street. Article Title

About Lightspeed Commerce

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.