Core Insights - Lightspeed Commerce Inc. projects a gross profit CAGR of approximately 20-25% and a customer location CAGR of approximately 10-15% over the next three years, focusing on retail in North America and hospitality in Europe [1][4][7] - The consolidated gross profit is expected to grow at a CAGR of approximately 15-18%, reaching around $700 million by Fiscal 2028 [1][7] - Adjusted EBITDA is anticipated to grow to approximately 20% of gross profit in Fiscal 2028, with an expected CAGR of about 35% [1][7] Financial Outlook - The company aims for a free cash flow of approximately $100 million in Fiscal 2028 [1][7] - Lightspeed has completed share repurchases of over $130 million and has authorized an additional repurchase of up to $300 million, totaling $430 million [1][10][11] Strategic Focus - The management emphasizes a renewed strategy targeting investments in sales, marketing, and product development, alongside cost optimization efforts [5][4] - The company is doubling down on its primary growth engines, which are retail in North America and hospitality in Europe, to accelerate growth [4][5] Capital Markets Day - Lightspeed hosted its Capital Markets Day on March 26, 2025, to present its three-year strategy and financial outlook to investors and analysts [2][3]

Group 1 - Proactive provides fast, accessible, informative, and actionable business and finance news content to a global investment audience [2] - The news team covers medium and small-cap markets, as well as blue-chip companies, commodities, and broader investment stories [3] - Proactive's content includes insights across various sectors such as biotech, pharma, mining, natural resources, battery metals, oil and gas, crypto, and emerging technologies [3] Group 2 - Proactive is committed to adopting technology to enhance workflows and content production [4] - The company utilizes automation and software tools, including generative AI, while ensuring all content is edited and authored by humans [5]

Core Insights - Lightspeed Commerce Inc. has revised its Fiscal 2025 revenue outlook to approximately 18% year-over-year growth, down from the previously expected 20% due to macroeconomic challenges impacting transaction-based revenue [2][3] - The company anticipates Adjusted EBITDA of over $53 million for Fiscal 2025, emphasizing a focus on profitable growth and cost management despite economic headwinds [3] Financial Outlook - The updated revenue growth forecast reflects a decline in same-store sales and transaction-based revenue, influenced by inflation, job insecurity, and weakened consumer confidence [2][3] - The company expects subscription revenue growth of approximately 7-8% in the fourth quarter of Fiscal 2025 [6] Strategic Initiatives - Lightspeed plans to present its three-year strategy and transformational journey during its Capital Markets Day on March 26, 2025 [4] - The company is committed to delivering innovative commerce solutions and empowering merchants while navigating the evolving economic landscape [3][9]

Core Viewpoint - Lightspeed Commerce Inc. is experiencing a mixed performance in the market, with a notable decline over the past month, while upcoming financial results are anticipated to show significant growth in earnings and revenue compared to the previous year [1][2][3]. Financial Performance - The company is forecasted to report an EPS of $0.11, reflecting an 83.33% increase from the same quarter last year [2]. - For the entire fiscal year, the Zacks Consensus Estimates predict earnings of $0.45 per share, indicating a growth of 181.25% year-over-year, with projected revenue of $1.09 billion, up 20.24% from the previous year [3]. Analyst Projections - Recent shifts in analyst projections for Lightspeed Commerce Inc. are crucial for investors, as positive changes often indicate optimism regarding the company's business and profitability [4]. - The Zacks Rank system currently rates Lightspeed Commerce Inc. as 2 (Buy), suggesting a favorable outlook based on analyst estimates [6]. Valuation Metrics - Lightspeed Commerce Inc. has a Forward P/E ratio of 23.6, which is higher than the industry average of 21.86, indicating a premium valuation [7]. - The Technology Services industry, part of the Business Services sector, ranks in the top 29% of all industries according to the Zacks Industry Rank [7].

Core Insights - Lightspeed has introduced an AI-powered website builder that allows retailers to create custom web elements without manual coding or third-party developers, streamlining the web design process [1][2] - The tool enables merchants to describe or show their desired website features, resulting in fully integrated and professional-looking online stores created quickly and easily [1][2] - This innovation aims to democratize web building, saving retailers time and money while reducing complexity in creating on-brand websites [1][2] Company Overview - Lightspeed is a cloud commerce platform that supports businesses in simplifying, scaling, and enhancing omnichannel customer experiences [4] - The company serves various sectors, including retail, hospitality, and golf, operating in over 100 countries [5] - Founded in 2005 in Montréal, Canada, Lightspeed is dual-listed on the New York Stock Exchange and Toronto Stock Exchange [5] Product Availability - The AI-powered website builder is currently in beta testing with select Lightspeed merchants, with broader availability anticipated later this year [2]

Core Viewpoint - Lightspeed Commerce Inc. (LSPD) has experienced a significant downtrend with a 9.7% decline over the past four weeks, but it is now in oversold territory, suggesting a potential turnaround as analysts expect better earnings than previously predicted [1]. Group 1: Stock Performance and Technical Indicators - LSPD's stock has been under heavy selling pressure, leading to an RSI reading of 27.05, indicating it is oversold [5]. - The Relative Strength Index (RSI) is a momentum oscillator that helps identify whether a stock is oversold, typically when the RSI falls below 30 [2][3]. Group 2: Earnings Estimates and Analyst Consensus - There is a strong consensus among sell-side analysts regarding LSPD, with earnings estimates for the current year increasing by 500% over the last 30 days [6]. - LSPD holds a Zacks Rank 2 (Buy), placing it in the top 20% of over 4,000 ranked stocks based on earnings estimate revisions and EPS surprises, indicating a potential for price appreciation [7].

Core Points - Lightspeed Commerce Inc. is hosting its Capital Markets Day on March 26, 2025, at the New York Stock Exchange to provide updates on its transformation plan and long-term financial outlook [1][2][3] - The event will include discussions on operational and financial impacts, product developments, and go-to-market strategies [2] Event Details - Date: March 26, 2025 [3] - Time: 8:00 AM - 12:00 PM ET [3] - Location: New York Stock Exchange, 18 Broad St, New York [3] - Registration: Available for both in-person and virtual attendance [2][3] Company Overview - Lightspeed is a unified POS and payments platform aimed at helping entrepreneurs accelerate growth and enhance customer experiences [1][4] - The company provides a cloud commerce solution that integrates online and physical operations, multichannel sales, and global payments [4] - Founded in 2005 in Montréal, Canada, Lightspeed operates in over 100 countries, serving retail, hospitality, and golf businesses [5]

Analyst’s Disclosure: I/we have no stock, option or similar derivative position in any of the companies mentioned, but may initiate a beneficial Long position through a purchase of the stock, or the purchase of call options or similar derivatives in LSPD over the next 72 hours. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article. Seeking ...

Third Quarter FY2025 Results February 6, 2025 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. This presentation makes reference to certain non-IFRS measures and key performance indicators, which do not have a standardized meaning prescribed by IFRS and are therefo ...

Lightspeed Commerce Inc. (NYSE:LSPD) Q3 2025 Earnings Conference Call February 6, 2025 8:00 AM ET Company Participants Dax Dasilva - Founder, Chief Executive Officer Asha Bakshani - Chief Financial Officer J.D. Saint-Martin - President Gus Papageorgiou - Head of Investor Relations Conference Call Participants Dan Perlin - RBC Capital Markets Andrew Bauch - Wells Fargo Securities Raimo Lenschow - Barclays Trevor Williams - Jefferies Josh Baer - Morgan Stanley Thanos Moschopoulos - BMO Capital Markets Dominic ...