Lightspeed Commerce Inc. logo

Lightspeed Commerce Inc.

LSPD

NYSETechnologySoftware - Application

Previous close

$10.61

+$0.22 · +2.12%

Aug 21, 4:00 PM ET

LSPD company overview

Regular session · ET · Market data may be delayed.

GoAI snapshot

AI-powered factor overview

Jul 10, 2026

GoAI score

Hold

Wait — insufficient conviction to act

Valuation

75

Undervalued

Momentum

42

Neutral

Sentiment

60

Mixed

Risk resilience

47

Elevated Risk

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Company profile

Company website

Lightspeed Commerce Inc. offers an extensive cloud-based Software-as-a-Service (SaaS) platform engineered to empower a wide array of businesses. This includes small and mid-sized enterprises, retailers, hospitality establishments like restaurants, and even golf course facilities, operating in diverse regions such as Canada, the United States, Australia, the Netherlands, and numerous international territories. The core purpose of this platform is to enable its clients to seamlessly interact with consumers, efficiently manage their daily operations, and securely process payments. Designed as an integrated cloud ecosystem, the platform unifies critical functions like a unified omnichannel customer experience, a comprehensive suite of back-office management tools that enhance efficiency and deliver actionable insights, and integrated payment facilitation. Its robust capabilities span a full spectrum of omnichannel features, point-of-sale (POS) systems, detailed product and menu management, employee and inventory control, advanced analytics and reporting, multi-location connectivity, functionality for order-ahead and curbside pickup, as well as integrated loyalty and customer relationship management solutions. Beyond its software, Lightspeed provides tailored financial offerings, including Lightspeed Analytics for business intelligence, Lightspeed Payments for transaction processing, and Lightspeed Capital, a program designed for merchant cash advances. The company also supplies various essential POS peripheral hardware, such as tablets, customer-facing displays, receipt printers, networking equipment, cash drawers, payment terminals, servers, stands, barcode scanners, and a range of accessories. Additionally, it offers crucial installation and implementation support services. Founded in 2005 and based in Montréal, Canada, the company was formerly known as Lightspeed POS Inc. before officially changing its name to Lightspeed Commerce Inc. in August 2021.

Industry
Software - Application
Sector
Technology
Headquarters
CA
CEO
Dax Dasilva
Listed since
Sep 11, 2020
Employees
3,400

Market position

Day range

Current $10.61

52-week range

Current $10.61

Open
$10.41
Previous close
$10.39
Volume
773.78K
0.72× average
Average volume
1.08M
Average daily volume
Market cap
1.46B USD
Beta
1.8
Market reference 1
50-day average
$10.1938
+4.08% above average
200-day average
$10.229
+3.72% above average

Financials

Financial snapshot

Latest / TTM

Valuation & yield

P/E (TTM)
-15.16×
P/B (TTM)
1.06×
P/S (TTM)
1.17×
Dividend yield
0.00%

Profitability & efficiency

Gross margin
43.09%
Operating margin
-8.65%
Net margin
-7.81%

Financial health

Debt / equity
0.01×
Altman Z-score
3.11
Piotroski F-score
5 of 9

Financial statements

Margin trends

Profitability as a percentage of reported revenue.

Gross marginOperating marginNet margin
Gross, operating, and net margin trends69%-11%-90%-170%Gross margin, FY2022: 49.45%Gross margin, FY2023: 45.44%Gross margin, FY2024: 42.37%Gross margin, FY2025: 41.81%Gross margin, FY2026: 42.94%Operating margin, FY2022: -58.05%Operating margin, FY2023: -150.45%Operating margin, FY2024: -22.33%Operating margin, FY2025: -64.64%Operating margin, FY2026: -12.03%Net margin, FY2022: -52.60%Net margin, FY2023: -146.48%Net margin, FY2024: -18.03%Net margin, FY2025: -61.96%Net margin, FY2026: -11.77%FY2022FY2023FY2024FY2025FY2026
Gross margin FY2022 49.45%. Gross margin FY2023 45.44%. Gross margin FY2024 42.37%. Gross margin FY2025 41.81%. Gross margin FY2026 42.94%. Operating margin FY2022 -58.05%. Operating margin FY2023 -150.45%. Operating margin FY2024 -22.33%. Operating margin FY2025 -64.64%. Operating margin FY2026 -12.03%. Net margin FY2022 -52.60%. Net margin FY2023 -146.48%. Net margin FY2024 -18.03%. Net margin FY2025 -61.96%. Net margin FY2026 -11.77%.

Income trends

Revenue

1.23B USD+13.95%

Operating income

−147.59M USD+78.80%

Net income

−144.41M USD+78.36%
Income trends across reported periods1.46B USD529.22M USD−401.21M USD−1.33B USDRevenue, FY2022: 548.37M USDRevenue, FY2023: 730.51M USDRevenue, FY2024: 909.27M USDRevenue, FY2025: 1.08B USDRevenue, FY2026: 1.23B USDOperating income, FY2022: −318.34M USDOperating income, FY2023: −1.1B USDOperating income, FY2024: −203.02M USDOperating income, FY2025: −696.01M USDOperating income, FY2026: −147.59M USDNet income, FY2022: −288.43M USDNet income, FY2023: −1.07B USDNet income, FY2024: −163.96M USDNet income, FY2025: −667.2M USDNet income, FY2026: −144.41M USDFY2022FY2023FY2024FY2025FY2026
Revenue FY2022 548.37M USD. Revenue FY2023 730.51M USD. Revenue FY2024 909.27M USD. Revenue FY2025 1.08B USD. Revenue FY2026 1.23B USD. Operating income FY2022 −318.34M USD. Operating income FY2023 −1.1B USD. Operating income FY2024 −203.02M USD. Operating income FY2025 −696.01M USD. Operating income FY2026 −147.59M USD. Net income FY2022 −288.43M USD. Net income FY2023 −1.07B USD. Net income FY2024 −163.96M USD. Net income FY2025 −667.2M USD. Net income FY2026 −144.41M USD.
Metric (USD)FY2026FY2025FY2024FY2023FY2022
Revenue1.23B USD1.08B USD909.27M USD730.51M USD548.37M USD
Cost of goods sold700.12M USD626.62M USD524.02M USD398.55M USD277.2M USD
Gross profit526.92M USD450.21M USD385.25M USD331.96M USD271.17M USD
Research and development126.33M USD151.95M USD129.42M USD140.44M USD121.15M USD
Selling, general, and administrative397.42M USD332.76M USD338.03M USD356.31M USD311.91M USD
Operating expenses674.51M USD1.15B USD588.27M USD1.43B USD589.52M USD
Interest income21.32M USD37.98M USD43.77M USD26.87M USD5.86M USD
Interest expense1.27M USD1.48M USD1.24M USD2.05M USD2.87M USD
Depreciation and amortization150.76M USD100.99M USD109.63M USD115.26M USD104.55M USD
Operating income−147.59M USD−696.01M USD−203.02M USD−1.1B USD−318.34M USD
Net income−144.41M USD−667.2M USD−163.96M USD−1.07B USD−288.43M USD

Company facts updated Aug 24, 2026.

Earnings

EPS beat rate
73%
8 beats, 2 misses, 1 met estimate
Average EPS surprise
+29.68%
11 comparable reports
Latest EPS result
0.13
Estimate 0.11 · Beat by 18.18%

EPS: actual versus estimate

Recent quarterly results

ActualEstimate
Quarterly EPS actual values compared with estimates0.20.150.10.05Q1 '25BeatQ2 '25MetQ3 '25MissQ4 '25BeatQ1 '26BeatQ2 '26MissQ3 '26BeatQ4 '26Estimate
Q1 2025, reported Feb 6, 2025: actual 0.12, estimate 0.1, surprise +20.00%, Beat. Q2 2025, reported May 22, 2025: actual 0.1, estimate 0.1, surprise 0.00%, Met estimate. Q3 2025, reported Jul 31, 2025: actual 0.06, estimate 0.11, surprise -45.45%, Miss. Q4 2025, reported Nov 6, 2025: actual 0.16, estimate 0.11, surprise +45.45%, Beat. Q1 2026, reported Feb 5, 2026: actual 0.15, estimate 0.12, surprise +25.00%, Beat. Q2 2026, reported May 21, 2026: actual 0.08, estimate 0.1, surprise -20.00%, Miss. Q3 2026, reported Jul 30, 2026: actual 0.13, estimate 0.11, surprise +18.18%, Beat. Q4 2026, reported Nov 5, 2026: actual —, estimate 0.15, surprise —, Comparison unavailable.

Revenue: actual versus estimate

Recent quarterly results

ActualEstimate
Quarterly Revenue actual values compared with estimates335.61M303.18M270.75M238.32MQ1 '25MissQ2 '25BeatQ3 '25BeatQ4 '25BeatQ1 '26BeatQ2 '26BeatQ3 '26BeatQ4 '26Estimate
Q1 2025, reported Feb 6, 2025: actual 280.13M USD, estimate 282.77M USD, surprise -0.93%, Miss. Q2 2025, reported May 22, 2025: actual 253.42M USD, estimate 251.23M USD, surprise +0.87%, Beat. Q3 2025, reported Jul 31, 2025: actual 304.94M USD, estimate 287.25M USD, surprise +6.16%, Beat. Q4 2025, reported Nov 6, 2025: actual 318.96M USD, estimate 308.32M USD, surprise +3.45%, Beat. Q1 2026, reported Feb 5, 2026: actual 312.35M USD, estimate 311.31M USD, surprise +0.33%, Beat. Q2 2026, reported May 21, 2026: actual 290.8M USD, estimate 282.87M USD, surprise +2.80%, Beat. Q3 2026, reported Jul 30, 2026: actual 322.7M USD, estimate 310.58M USD, surprise +3.90%, Beat. Q4 2026, reported Nov 5, 2026: actual —, estimate 320.91M USD, surprise —, Comparison unavailable.

Analyst ratings

Third-party consensus; not a GoAI recommendation.

Rating distribution

15 ratings
Strong buy00%
Buy747%
Hold747%
Sell17%
Strong sell00%

Recent analyst actions

12 institutions

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