Lightspeed Commerce (NYSE:LSPD) Price Target Lowered to $10.00 at UBS Group

Lightspeed Commerce (NYSE:LSPD) had its price objective reduced by stock analysts at UBS Group from $11.00 to $10.00 in a note issued to investors on Friday,Benzinga reports. The firm presently has a “neutral” rating on the stock. UBS Group’s price target would suggest a potential upside of 16.75% from the stock’s previous close.

A number of other analysts also recently commented on the stock. Stifel Nicolaus cut their price objective on shares of Lightspeed Commerce from $12.00 to $10.00 and set a “hold” rating for the company in a report on Friday. Morgan Stanley cut their price target on shares of Lightspeed Commerce from $13.50 to $11.50 and set an “equal weight” rating for the company in a report on Friday. Truist Financial cut their price target on shares of Lightspeed Commerce from $13.00 to $11.00 and set a “hold” rating for the company in a report on Wednesday, February 11th. Benchmark cut their price target on shares of Lightspeed Commerce from $18.00 to $16.00 and set a “buy” rating for the company in a report on Friday. Finally, Barclays cut their price target on shares of Lightspeed Commerce from $12.00 to $11.00 and set an “equal weight” rating for the company in a report on Tuesday, April 21st. Three research analysts have rated the stock with a Buy rating, nine have assigned a Hold rating and two have assigned a Sell rating to the company’s stock. Based on data from MarketBeat, the company has a consensus rating of “Hold” and an average price target of $11.63.

Lightspeed Commerce Price Performance

LSPD stock traded up $0.20 during mid-day trading on Friday, reaching $8.57. The company’s stock had a trading volume of 939,850 shares, compared to its average volume of 953,770. The stock has a market cap of $1.18 billion, a PE ratio of -1.85, a P/E/G ratio of 1.97 and a beta of 1.92. The company has a current ratio of 4.52, a quick ratio of 4.44 and a debt-to-equity ratio of 0.01. Lightspeed Commerce has a fifty-two week low of $7.83 and a fifty-two week high of $14.34. The company’s 50 day moving average is $9.07 and its two-hundred day moving average is $10.37.

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

Institutional Trading of Lightspeed Commerce

A number of hedge funds and other institutional investors have recently made changes to their positions in the company. Connor Clark & Lunn Investment Management Ltd. boosted its position in shares of Lightspeed Commerce by 28.7% during the 3rd quarter. Connor Clark & Lunn Investment Management Ltd. now owns 2,752,669 shares of the company’s stock worth $31,778,000 after purchasing an additional 613,369 shares during the period. Aviso Financial Inc. purchased a new position in shares of Lightspeed Commerce during the 3rd quarter worth approximately $784,000. Spark Investment Management LLC purchased a new position in shares of Lightspeed Commerce during the 3rd quarter worth approximately $900,000. Quantbot Technologies LP purchased a new position in shares of Lightspeed Commerce during the 3rd quarter worth approximately $350,000. Finally, Intact Investment Management Inc. boosted its position in shares of Lightspeed Commerce by 5.8% during the 3rd quarter. Intact Investment Management Inc. now owns 363,600 shares of the company’s stock worth $4,199,000 after purchasing an additional 20,000 shares during the period. Institutional investors and hedge funds own 68.68% of the company’s stock.

More Lightspeed Commerce News

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

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.