Lightspeed Commerce (NYSE:LSPD) Announces Earnings Results

by · The Cerbat Gem

Lightspeed Commerce (NYSE:LSPD – Get Free Report) issued its earnings results on Thursday. The company reported $0.17 earnings per share (EPS) for the quarter, topping the consensus estimate of $0.16 by $0.01, Briefing.com reports. The business had revenue of $323.79 million during the quarter, compared to analysts’ expectations of $321.09 million. Lightspeed Commerce had a negative net margin of 5.51% and a positive return on equity of 1.28%. The business’s revenue for the quarter was up 1.5% compared to the same quarter last year. During the same period in the previous year, the company earned $0.16 earnings per share.

Here are the key takeaways from Lightspeed Commerce’s conference call:

  • Revenue rose 15% year over year to $323.8 million, at the high end of guidance, while Adjusted EBITDA increased to $22.7 million. Lightspeed kept its fiscal 2027 outlook unchanged, forecasting 12%–15% organic revenue growth.
  • Lightspeed is prioritizing larger, higher-value customers, even as net location adds softened. In its growth markets, locations grew 8%, while software revenue and GTV each grew 14%; new customer locations generated 27% more software revenue on average than a year ago.
  • Software gross margin improved to 84% from 82% a year ago, and hardware gross margin improved sequentially to negative 59% from negative 74%. Adjusted free cash flow was $4 million, and management expects significant growth in adjusted free cash flow this fiscal year; it also said post-quarter cost reductions should support profitability, with some savings reinvested in growth.
  • Payments penetration rose to 45% from 40% a year ago, while high-margin Lightspeed Capital revenue grew 42%. The company ended the quarter with about $343 million in cash, though cash declined as it funded share repurchases and expanded its merchant cash advance business.

Lightspeed Commerce Stock Performance

Shares of LSPD stock traded down $0.15 during trading hours on Friday, reaching $10.29. The company had a trading volume of 930,179 shares, compared to its average volume of 807,815. The business has a fifty day moving average price of $10.34 and a 200-day moving average price of $9.84. Lightspeed Commerce has a one year low of $7.83 and a one year high of $13.72. The firm has a market cap of $1.33 billion, a PE ratio of 73.50, a price-to-earnings-growth ratio of 1.60 and a beta of 1.85. The company has a debt-to-equity ratio of 0.01, a quick ratio of 3.45 and a current ratio of 3.55.

Wall Street Analyst Weigh In

A number of research firms have recently commented on LSPD. Truist Financial increased their price target on shares of Lightspeed Commerce from $10.00 to $11.00 and gave the company a “hold” rating in a report on Friday, October 23rd. JPMorgan Chase & Co. boosted their price objective on shares of Lightspeed Commerce from $11.00 to $12.00 and gave the stock an “underweight” rating in a report on Friday, July 31st. Morgan Stanley lowered their price objective on Lightspeed Commerce from $11.50 to $9.50 and set an “equal weight” rating on the stock in a research report on Monday, September 28th. Weiss Ratings reaffirmed a “sell (d-)” rating on shares of Lightspeed Commerce in a research report on Thursday, October 15th. Finally, Royal Bank Of Canada increased their target price on Lightspeed Commerce from $10.00 to $13.00 and gave the company an “outperform” rating in a research note on Monday, August 31st. Four investment analysts have rated the stock with a Buy rating, nine have issued a Hold rating and three have assigned a Sell rating to the company’s stock. According to MarketBeat.com, the company currently has an average rating of “Hold” and an average target price of $11.35.

Read Our Latest Stock Report on LSPD

Lightspeed Commerce Company Profile

(Get Free Report)

Lightspeed Commerce Inc is a cloud-based commerce technology company that provides point-of-sale and business management software for small and midsized businesses. Its platform is designed for retailers, restaurants, hospitality operators and golf businesses, helping them manage sales, payments, inventory, customer relationships and day-to-day operations through integrated digital tools.

Lightspeed’s products include point-of-sale systems, payment processing, e-commerce capabilities, inventory and order management, analytics, accounting integrations, customer loyalty features and tools for managing restaurants and golf courses.

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