Core Insights - The article emphasizes the importance of identifying high-growth equities that not only promise profits but also demonstrate creativity, market leadership, and strategic planning for long-term wealth accumulation [1] Company Summaries Nextracker - Nextracker specializes in solar energy solutions, achieving a significant increase in adjusted EBITDA, which doubled year-over-year to $160 million in Q4 and increased by 150% to $521 million for fiscal 2024 [3] - The company's gross margins improved to 30% in Q4, up from 28% the previous fiscal year, indicating enhanced operational efficiency [3] - Nextracker holds a record backlog of over $4 billion, more than 50% greater than the previous year's $2.6 billion, demonstrating strong market demand and potential revenue growth [15] Lightspeed Commerce - Lightspeed Commerce offers cloud-based commerce platforms, with payment penetration reaching 32% in Q4 fiscal 2024, within the guidance range of 30% to 35% [10] - The gross payment volume (GPV) increased by 75% year-over-year to $6.6 billion, indicating a growing adoption of its payment solutions among merchants [10] StoneCo - StoneCo, a financial technology company in Brazil, reported a 24% year-over-year increase in total payment volume (TPV) for medium-sized and small firms [13] - The active customer base for payments grew by 33% year-over-year to approximately 3.7 million, with a net gain of 205,000 clients [13] - The company's take rate increased by 0.15% year-over-year to 2.54%, and customer deposits rose by 53% year-over-year to R$6 billion, reflecting enhanced client engagement [7]

The investment community will be closely monitoring the performance of Lightspeed Commerce Inc. in its forthcoming earnings report. The company is forecasted to report an EPS of $0.07, showcasing an 800% upward movement from the corresponding quarter of the prior year. Our most recent consensus estimate is calling for quarterly revenue of $258.34 million, up 23.55% from the year-ago period. Our research demonstrates that these adjustments in estimates directly associate with imminent stock price performance ...

Core Insights - The article highlights that Americans are increasingly seeking value when dining out due to rising costs, with 81% dining out at least once a month and 39% doing so weekly [4][16] - Consumers are employing various money-saving strategies, such as using doggy bags (45%), opting for value meals (39%), and taking advantage of happy hour deals (36%) [4][16] - The survey indicates a significant resistance to QR code menus, with 89% preferring physical menus, particularly among older demographics [4][9][18] Consumer Behavior - A majority of diners (58%) feel pressured to tip, with 44% stating that inflation has impacted their tipping ability [4][17] - The trend of 'shrinkflation' is noted, with 69% of diners reporting higher meal prices and 39% observing smaller portion sizes [5][17] - Women (53%) and older Americans (53% aged 55+) are more likely to request doggy bags compared to men (38%) [6] Tipping Practices - The survey reveals that 73% of diners dislike auto-tipping prompts on digital screens, indicating a preference for more traditional tipping methods [7][17] - Despite inflation concerns, many diners remain generous, with 38% preferring to tip between 16-20% [17] Technology and Dining Experience - The article discusses the mixed reception of QR code menus, with 20% appreciating their hygiene benefits but a significant majority preferring physical menus [18][19] - The CEO of Lightspeed emphasizes the need for restaurants to integrate customer preferences with technology to enhance the dining experience [19] Survey Methodology - Lightspeed conducted a survey in May 2024, gathering over 7,500 responses globally, including 1,500 from the U.S. [5][11]

Additionally, investors should keep an eye on any recent revisions to analyst forecasts for Lightspeed Commerce Inc. These revisions help to show the ever-changing nature of near-term business trends. Hence, positive alterations in estimates signify analyst optimism regarding the company's business and profitability. From a valuation perspective, Lightspeed Commerce Inc. is currently exchanging hands at a Forward P/E ratio of 47.17. For comparison, its industry has an average Forward P/E of 21.17, which mea ...

The most recent trading session ended with Lightspeed Commerce Inc. (LSPD) standing at $14.73, reflecting a +0.07% shift from the previouse trading day's closing. The stock's performance was ahead of the S&P 500's daily loss of 0.11%. Meanwhile, the Dow lost 0.22%, and the Nasdaq, a tech-heavy index, lost 0.23%. The company's stock has climbed by 9.52% in the past month, exceeding the Business Services sector's gain of 0.39% and the S&P 500's gain of 3.51%. The investment community will be closely monitorin ...

Here are three stocks with buy rank and strong momentum characteristics for investors to consider today, June 7th: Lightspeed Commerce Inc. (LSPD) : This seller of cloud-based software subscriptions and payments solutions has a Zacks Rank #1 and witnessed the Zacks Consensus Estimate for its current year earnings increasing 45% over the last 60 days. Texas Roadhouse's shares gained 14.7% over the last three months compared with the S&P 500's advance of 5.2%. The company possesses a Momentum Score of A. See ...

Investors might want to bet on Lightspeed Commerce Inc. (LSPD) , as it has been recently upgraded to a Zacks Rank #1 (Strong Buy). This upgrade primarily reflects an upward trend in earnings estimates, which is one of the most powerful forces impacting stock prices. A company's changing earnings picture is at the core of the Zacks rating. The system tracks the Zacks Consensus Estimate -- the consensus measure of EPS estimates from the sell-side analysts covering the stock -- for the current and following ye ...

Core Insights - Lightspeed Commerce Inc. has announced a strategic partnership with Uber to integrate Uber Direct and Uber Eats into its platform, enhancing delivery options for hospitality merchants [1][2][3] - The partnership aims to address challenges in the restaurant industry, such as staffing issues and narrow revenue margins, by providing access to a robust delivery network and cost-saving solutions [3] Company Overview - Lightspeed is a one-stop commerce platform that empowers merchants to deliver exceptional omnichannel experiences, serving various sectors including retail and hospitality [6][8] - The company operates in over 100 countries and is dual-listed on the NYSE and TSX [8] Partnership Details - The integration allows Lightspeed merchants to list their menu on Uber Eats and take orders from their own branded websites, utilizing Uber Direct for delivery [7] - This partnership is expected to enhance customer satisfaction by meeting the growing demand for on-demand delivery, with 75% of consumers expecting express delivery options [3] Market Impact - The collaboration is positioned to help restaurants tap into new markets and reduce overhead costs associated with direct-to-consumer orders [2][3] - The integration is currently available to Lightspeed Restaurant customers in North America, with plans for expansion into additional markets [3]

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]