Shares of Lightspeed Commerce Inc. (LSPD) have gained 8.1% over the past four weeks to close the last trading session at $14.61, but there could still be a solid upside left in the stock if short-term price targets of Wall Street analysts are any indication. Going by the price targets, the mean estimate of $18.75 indicates a potential upside of 28.3%. The mean estimate comprises 21 short-term price targets with a standard deviation of $3.04. While the lowest estimate of $13.51 indicates a 7.5% decline from ...

Core Viewpoint - Lightspeed Commerce Inc. (LSPD) has shown strong stock performance recently, with an 8.1% return over the past month, outperforming the S&P 500 composite's 7.3% and the Zacks Technology Services industry's 13.4% [1] Earnings Estimate Revisions - The current quarter's earnings estimate for Lightspeed POS is projected at $0.05 per share, reflecting a significant increase of 600% year-over-year, with a recent change of 18.7% in the Zacks Consensus Estimate over the last 30 days [4] - For the current fiscal year, the consensus earnings estimate is $0.22, indicating a 37.5% increase from the previous year, with a 16.5% change in the last 30 days [4] - The next fiscal year's consensus earnings estimate is $0.34, showing a 52.7% increase year-over-year, with a 36% change over the past month [5] - The Zacks Rank for Lightspeed POS is 2 (Buy), indicating a positive outlook based on earnings estimate revisions [6] Revenue Growth Forecast - The consensus sales estimate for the current quarter is $258.44 million, representing a year-over-year increase of 23.6% [9] - For the current fiscal year, the revenue estimate is $1.1 billion, indicating a 20.6% increase, while the next fiscal year's estimate is $1.34 billion, reflecting a 21.9% increase [9] Last Reported Results and Surprise History - In the last reported quarter, Lightspeed POS achieved revenues of $230.22 million, a 25% increase year-over-year, and an EPS of $0.06 compared to $0 a year ago [10] - The company exceeded the Zacks Consensus Estimate for revenues by 2.74% and had an EPS surprise of 20% [10] - Lightspeed POS has consistently beaten consensus EPS and revenue estimates over the last four quarters [11] Valuation - Lightspeed POS has a Zacks Value Style Score of D, indicating it is trading at a premium compared to its peers [15]

Lightspeed Commerce Inc. (LSPD) could be a solid choice for investors given the company's remarkably improving earnings outlook. While the stock has been a strong performer lately, this trend might continue since analysts are still raising their earnings estimates for the company. Analysts' growing optimism on the earnings prospects of this company is driving estimates higher, which should get reflected in its stock price. After all, empirical research shows a strong correlation between trends in earnings e ...

Group 1 - Lightspeed Commerce Inc. (LSPD) has recently reached a key level of support and overtook the 200-day moving average, indicating a long-term bullish trend [1] - LSPD shares have increased by 19.3% over the past four weeks, and the company holds a Zacks Rank 2 (Buy), suggesting potential for continued growth [2] - Positive earnings estimate revisions have been noted, with no estimates decreasing in the past two months and two estimates increasing, indicating a favorable outlook for the company [3] Group 2 - The 200-day simple moving average is a significant indicator for establishing market trends and serves as a support or resistance level for LSPD [2] - The combination of positive earnings estimate revisions and technical indicators positions LSPD as a stock to watch for potential gains in the near future [3]

Blanchard's quip highlights the fact that to successfully navigate marketplace challenges and capture new opportunities, businesses increasingly need to focus on creating scalable solutions for their customers' top needs. And against the current dynamic operating backdrop, businesses need to not just provide the best product or solution possible, but also to do it extremely efficiently. That's why PYMNTS CEO Karen Webster sat down with Dax Dasilva, CEO at point-of-sale (POS) system company Lightspeed, to di ...

Given this move in earnings estimate revisions and the positive technical factor, investors may want to keep their eye on LSPD for more gains in the near future. Like other SMAs, if a stock's price is moving above the 20-day, the trend is considered positive. When the price falls below the moving average, it can signal a downward trend. Over the past four weeks, LSPD has gained 16.2%. The company is currently ranked a Zacks Rank #2 (Buy), another strong indication the stock could move even higher. Once inve ...

Group 1 - Lightspeed Commerce Inc. (LSPD) has recently reached a key level of support and overtaken the 50-day moving average, indicating a potential short-term bullish trend [1] - LSPD shares have increased by 16.2% over the past four weeks, and the company holds a Zacks Rank 2 (Buy), suggesting a likelihood of continued upward movement [2] - There have been positive earnings estimate revisions for LSPD, with one higher estimate compared to none lower for the current fiscal year, further supporting the bullish outlook [2] Group 2 - The combination of the technical indicator and positive earnings revisions makes LSPD a candidate for investors' watchlists [3]

Lightspeed Commerce Inc. (LSPD) came out with quarterly earnings of $0.06 per share, beating the Zacks Consensus Estimate of $0.05 per share. This compares to break-even earnings per share a year ago. These figures are adjusted for non-recurring items. This quarterly report represents an earnings surprise of 20%. A quarter ago, it was expected that this company would post earnings of $0.03 per share when it actually produced earnings of $0.08, delivering a surprise of 166.67%. Over the last four quarters, t ...

Financial Data and Key Metrics Changes - The company reported revenue of $230.2 million for Q4 2024, a 25% year-over-year increase, and for the full fiscal year, revenue grew by 24% to $909.3 million [17][41] - Adjusted EBITDA for Q4 was $4.4 million, improving from an adjusted EBITDA loss of $4.3 million in the same quarter last year [47] - The company achieved a net retention rate of approximately 110% and gross payments volume as a proportion of GTV ended the year at 32%, up from 19% the previous year [41][53] Business Line Data and Key Metrics Changes - Subscription revenue increased by 7% year-over-year to $81.3 million, while transaction-based revenue grew by 40% to $139 million [43][45] - The gross margins on subscription revenue improved to 77%, up from 75% in the same quarter last year [43] - Lightspeed Capital revenue grew by 135%, indicating strong demand for this service among customers [45] Market Data and Key Metrics Changes - Total GTV for the quarter was $20.7 billion, up 2% year-over-year, with flagship products showing a 29% increase in GTV [50][94] - Customer locations with GTV exceeding $1 million a year grew by 6%, while those with GTV under $200,000 a year continued to decline [51] - The company expects payments penetration to reach 40% to 45% by the end of fiscal 2025 [76] Company Strategy and Development Direction - The company is focused on three key operational objectives for fiscal 2025: accelerating software revenue growth, advancing adoption of financial services, and controlling costs [6][34] - There is a strong emphasis on improving the customer journey and increasing outbound sales efforts to attract higher-GDP customers [31][32] - The company plans to continue investing in product innovation, particularly leveraging AI to enhance customer experiences and operational efficiencies [26][33] Management's Comments on Operating Environment and Future Outlook - Management expressed confidence in achieving long-term profitable growth, with expectations of at least 20% revenue growth and adjusted EBITDA of no less than $40 million in fiscal 2025 [66] - The macroeconomic environment remains challenging, particularly in certain retail verticals, but management believes that growth will accelerate once these verticals recover [88][89] - The restructuring efforts are expected to yield benefits throughout fiscal 2025, with a focus on operational efficiencies and cost reductions [37][56] Other Important Information - The company announced a share repurchase program allowing for the buyback of up to 10% of its public float, valued at approximately $140 million [64] - The company closed the quarter with over $722 million in cash and cash equivalents, down from approximately $749 million in the previous quarter [60] Q&A Session Summary Question: Impact of sales force pivot on subscription revenue - Management indicated that the account management team, which typically accounts for about 50% of software bookings, will return to a balanced approach of cross-selling payments and upselling software, which is expected to improve subscription revenue [74] Question: Transaction gross margins outlook - Management expects transaction gross margins to remain stable or increase due to the growth of the capital business and international expansion of Lightspeed Payments [81] Question: Macro environment impact on growth - Management noted that certain retail verticals have not returned to pre-COVID levels, but they remain confident in achieving at least 20% top-line growth [89] Question: GTV growth components - Management highlighted that GTV growth in flagship products has been strong, and they expect GTV to grow as they focus on increasing customer locations and software revenue [94] Question: Lightspeed Capital growth potential - Management sees significant growth potential for Lightspeed Capital, with plans to grow cautiously and explore partnerships for funding [114]

& lightspeed Fourth Quarter FY2024 Results 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. This forward-looking information and other forward-looking information are based on our opinions, estimates and assumptions in light of our experience and perception of historical trends, curr ...