Core Viewpoint - Morgan Stanley analyst Josh Baer has lowered the price target for Lightspeed (LSPD) to $13.50 from $15 while maintaining an Equal Weight rating on the shares, indicating a cautious outlook on the stock's performance [1]. Financial Performance - The Q3 results for Lightspeed showed evidence of yield on transition and investments towards growth engine markets, suggesting potential for future growth despite the lowered price target [1].

Key Takeaways LSPD's transaction-based revenues rose 15% Y/Y to $209.4M, making up 67.1% of total revenues.Lightspeed Commerce saw total ARPU climb 11% Y/Y to about $660 on higher payment adoption.LSPD generated $28.9M in operating cash flow, sharply up from $2.7M a year earlier.Lightspeed Commerce (LSPD) reported fiscal third-quarter earnings of 15 cents per share, beating the Zacks Consensus Estimate by 21.66%. The bottom line increased 25% year over year.In the third quarter, LSPD reported revenues of $3 ...

Core Viewpoint - Lightspeed Commerce Inc. is experiencing strong financial performance, with a positive outlook from BTIG suggesting significant potential upside for investors. Financial Performance - For the quarter ending December 2025, Lightspeed reported revenue of $312.35 million, reflecting an 11.5% year-over-year increase, surpassing Wall Street's expectations with a positive surprise of 0.37% [2][6] - The company's earnings per share (EPS) improved to $0.15 from $0.12 in the previous year, exceeding the consensus estimate of $0.12 and delivering a significant surprise of 21.66% [3][6] Stock Performance - Currently, Lightspeed's stock (LSPD) is trading at $9.65, down approximately 4.50% or $0.46, with a trading range today between $9.31 and $10.36 [4] - Over the past year, the stock has fluctuated between a high of $14.34 and a low of $7.34, indicating market volatility [4] Market Position - Lightspeed has a market capitalization of approximately $1.31 billion and a trading volume of 1,630,954 shares, maintaining its status as a significant player in the commerce technology sector [5]

Lightspeed Commerce Inc. (LSPD) came out with quarterly earnings of $0.15 per share, beating the Zacks Consensus Estimate of $0.12 per share. This compares to earnings of $0.12 per share a year ago. These figures are adjusted for non-recurring items.This quarterly report represents an earnings surprise of +21.66%. A quarter ago, it was expected that this company would post earnings of $0.11 per share when it actually produced earnings of $0.16, delivering a surprise of +45.45%.Over the last four quarters, t ...

Lightspeed Commerce (NYSE:LSPD) Q3 2026 Earnings call February 05, 2026 08:00 AM ET Company ParticipantsAndrew Harte - DirectorAsha Bakshani - CFODan Perlin - Managing DirectorDax Dasilva - Founder and CEODominic Ball - VP of Equity ResearchGus Papageorgiou - Head of Investor RelationsKoji Ikeda - Director of Enterprise Software Equity ResearchMartin Toner - Managing Director of Institutional Research, Growth, and InnovationRaimo Lenschow - Managing DirectorThanos Moschopoulos - Managing Director of Equity ...

Lightspeed Commerce (NYSE:LSPD) Q3 2026 Earnings call February 05, 2026 08:00 AM ET Company ParticipantsAndrew Harte - DirectorAsha Bakshani - CFODan Perlin - Managing DirectorDax Dasilva - Founder and CEODominic Ball - VP of Equity ResearchGus Papageorgiou - Head of Investor RelationsKoji Ikeda - Director of Enterprise Software Equity ResearchMartin Toner - Managing Director of Institutional Research, Growth, and InnovationRaimo Lenschow - Managing DirectorThanos Moschopoulos - Managing Director of Equity ...

Lightspeed Commerce (NYSE:LSPD) Q3 2026 Earnings call February 05, 2026 08:00 AM ET Speaker10Good morning, ladies and gentlemen, and thank you for standing by. My name is Kelvin, and I will be your conference operator today. At this time, I would like to welcome everyone to Lightspeed's third quarter 2026 earnings call. All lines have been placed on mute to prevent any background noise. After the speaker's remarks, there will be a question and answer session. If you would like to ask a question during this ...

Third Quarter FY2026 Results February 5, 2026 Disclaimer General All references in this presentation to the "Company", "Lightspeed", "us" or "we" are to Lightspeed Commerce Inc. All references in this presentation to dollars, "$" or "US$" are to United States dollars, and all references to Canadian dollars and "C$" are to Canadian dollars. Cautionary Note Regarding Forward-Looking Information This presentation contains "forward-looking information" and "forward-looking statements" (collectively, "forward-lo ...

Revenue of $312.3 million exceeded outlook Gross profit margins improved to 43% with gross profit increasing 15% year-over-year 1 Positive cash flow from operating activities of $28.9 million, and Adjusted Free Cash Flow of $14.9 million Across retail in North America and hospitality in Europe: Revenue grew 21% year-over year, GTV grew 16% year-over-year and ~2,600 net Customer Locations were added in the quarter Lightspeed reports in US dollars and in accordance with IFRS Accounting Standards. MONTREAL, Fe ...

Key Takeaways LSPD's Q3 performance is expected to benefit from sales execution and continued customer mix improvements.LSPD is expected to see payments penetration gains, partly offset by seasonal softness in Europe.The Zacks Consensus Estimate pegs LSPD's Q3 EPS at 12 cents, unchanged over the past 30 days.Lightspeed Commerce (LSPD) is scheduled to release its third-quarter fiscal 2026 results on Feb. 5.The Zacks Consensus Estimate for fiscal third-quarter earnings is pegged at 12 cents per share, unchang ...