Lightspeed(US:LSPD) ZACKSยท2025-07-31 13:16Group 1: Earnings Performance - Lightspeed Commerce Inc. reported quarterly earnings of $0.06 per share, missing the Zacks Consensus Estimate of $0.11 per share, representing an earnings surprise of -45.45% [1] - The company posted revenues of $304.94 million for the quarter ended June 2025, surpassing the Zacks Consensus Estimate by 6.31%, compared to year-ago revenues of $266.09 million [2] - Over the last four quarters, Lightspeed has surpassed consensus EPS estimates two times and topped consensus revenue estimates three times [2] Group 2: Stock Performance and Outlook - Lightspeed POS shares have lost about 13.7% since the beginning of the year, while the S&P 500 has gained 8.2% [3] - The current consensus EPS estimate for the coming quarter is $0.12 on revenues of $299.29 million, and for the current fiscal year, it is $0.51 on revenues of $1.19 billion [7] - The estimate revisions trend for Lightspeed POS was mixed ahead of the earnings release, resulting in a Zacks Rank 3 (Hold) for the stock, indicating expected performance in line with the market [6] Group 3: Industry Context - The Internet - Software industry, to which Lightspeed belongs, is currently in the top 30% of over 250 Zacks industries, suggesting a favorable outlook [8] - Empirical research indicates a strong correlation between near-term stock movements and trends in earnings estimate revisions, which can be tracked by investors [5]