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Upturn AI SWOT - About
LSPD 
Lightspeed Commerce Inc (LSPD)
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Upturn Advisory Summary
08/28/2025: LSPD (1-star) is currently NOT-A-BUY. Pass it for now.
Upturn Star Rating
Not Recommended Performance
These Stocks/ETFs, based on Upturn Advisory, consistently fall short of market performance, signaling caution before investing.
Number of Analysts
20 Analysts rated it
Well-followed company, solid analyst reports, reliable data for confident investing.
1 Year Target Price $13.93
1 Year Target Price $13.93
| 4 | Strong Buy |
| 4 | Buy |
| 11 | Hold |
| 1 | Sell |
| 0 | Strong Sell |
Analysis of Past Performance
Type Stock | Historic Profit 39.57% | Avg. Invested days 44 | Today’s Advisory PASS |
Upturn Star Rating | Upturn Advisory Performance  4.0 | Stock Returns Performance  3.0 |
| Profits based on simulation | Last Close 08/28/2025 |
Key Highlights
Company Size Small-Cap Stock | Market Capitalization 1.68B USD | Price to earnings Ratio - | 1Y Target Price 13.93 |
Price to earnings Ratio - | 1Y Target Price 13.93 | ||
Volume (30-day avg) 20 | Beta 2.77 | 52 Weeks Range 7.34 - 18.96 | Updated Date 08/29/2025 |
52 Weeks Range 7.34 - 18.96 | Updated Date 08/29/2025 | ||
Dividends yield (FY) - | Basic EPS (TTM) -4.46 |
Analyzing Revenue: Products, Geography and Growth
Revenue by Products
Product revenue - Year on Year
Revenue by Geography
Geography revenue - Year on Year
Earnings Date
Report Date 2025-07-30 | When Before Market | Estimate 0.1267 | Actual 0.06 |
Profitability
Profit Margin -61.11% | Operating Margin (TTM) -11.67% |
Management Effectiveness
Return on Assets (TTM) -3.32% | Return on Equity (TTM) -35.11% |
Valuation
Trailing PE - | Forward PE 36.63 | Enterprise Value 1242254417 | Price to Sales(TTM) 1.51 |
Enterprise Value 1242254417 | Price to Sales(TTM) 1.51 | ||
Enterprise Value to Revenue 1.11 | Enterprise Value to EBITDA -14.36 | Shares Outstanding 135244000 | Shares Floating 96777904 |
Shares Outstanding 135244000 | Shares Floating 96777904 | ||
Percent Insiders 10.76 | Percent Institutions 61.75 |
Upturn AI SWOT
Lightspeed Commerce Inc
Company Overview
History and Background
Lightspeed Commerce Inc. was founded in 2005 in Montreal, Canada. It initially focused on providing point-of-sale (POS) solutions for retailers and restaurants. Over time, it expanded its offerings through organic growth and acquisitions, evolving into a comprehensive commerce platform.
Core Business Areas
- Retail: Provides POS and e-commerce solutions tailored for retailers, including inventory management, customer relationship management (CRM), and analytics.
- Hospitality: Offers POS systems designed for restaurants, bars, and cafes, enabling order management, table management, and online ordering.
- eCommerce: Offers solutions for online retail, including website development, marketing tools, and payment processing.
- Payments: Integrated payment processing solutions to streamline transactions and provide insights into payment data.
Leadership and Structure
The company is led by CEO JP Chauvet. The organizational structure includes departments focused on technology, sales, marketing, customer support, and finance.
Top Products and Market Share
Key Offerings
- Lightspeed Retail: A cloud-based POS system for retail businesses, offering inventory management, customer profiles, and reporting. Market share information is fragmented across various POS segments; specific figures for Lightspeed Retail are difficult to obtain directly. Competitors include Shopify POS, Square Retail, and Clover.
- Lightspeed Restaurant: A POS system for restaurants, providing features such as table management, online ordering, and kitchen display systems. Market share figures vary by region. Competitors include Toast, Square for Restaurants, and Revel Systems.
- Lightspeed eCommerce: An e-commerce platform that integrates with Lightspeed's POS systems. Competitors include Shopify, Wix, and Squarespace.
- Lightspeed Payments: Integrated payment processing solution. Competitors include Stripe, Block(SQ), and PayPal.
Market Dynamics
Industry Overview
The commerce platform industry is experiencing rapid growth, driven by the increasing adoption of digital technologies by retailers and restaurants. Key trends include the rise of omnichannel commerce, the growing importance of data analytics, and the increasing demand for integrated payment solutions.
Positioning
Lightspeed positions itself as a provider of comprehensive commerce solutions for small and medium-sized businesses. Its competitive advantages include its integrated platform, its focus on specific industries, and its strong customer support.
Total Addressable Market (TAM)
The total addressable market for commerce platforms is estimated to be in the hundreds of billions of dollars globally. Lightspeed is positioned to capture a share of this market by focusing on specific verticals and offering integrated solutions.
Upturn SWOT Analysis
Strengths
- Integrated platform
- Focus on specific industries (retail, hospitality)
- Cloud-based architecture
- Strong customer support
- Expanding product portfolio through acquisitions
Weaknesses
- Profitability Concerns
- High marketing and sales expenses
- Integration challenges with acquired companies
- Dependence on macroeconomic conditions
Opportunities
- Expansion into new geographies
- Development of new products and services
- Acquisition of complementary businesses
- Increasing adoption of digital technologies by SMBs
Threats
- Intense competition
- Economic downturn
- Changes in consumer behavior
- Security breaches
- Regulatory changes
Competitors and Market Share
Key Competitors
- SHOP
- SQ
- TOST
Competitive Landscape
Lightspeed offers integrated solutions, but is still smaller than SHOP and SQ. TOST is more focused on the restaurant industry. Competitive advantages include industry-specific solutions and customer support.
Major Acquisitions
Ecwid
- Year: 2021
- Acquisition Price (USD millions): 500
- Strategic Rationale: Expanded Lightspeed's e-commerce capabilities and reach to smaller businesses.
ShopKeep
- Year: 2020
- Acquisition Price (USD millions): 440
- Strategic Rationale: Expanded Lightspeed's market share in the US and strengthened its POS offerings for retail.
Growth Trajectory and Initiatives
Historical Growth: Lightspeed has experienced significant revenue growth in recent years, driven by organic growth and acquisitions. Growth has been focused on increasing customer base, average revenue per user, and overall transaction volume.
Future Projections: Future growth projections depend on analyst estimates. Analysts predict continued revenue growth, but profitability remains a key focus.
Recent Initiatives: Recent initiatives include product enhancements, acquisitions of companies to expand functionality, and expansion into new markets.
Summary
Lightspeed Commerce Inc. is a growing company with a comprehensive suite of commerce solutions, although profitability remains a concern. The company is focused on expanding its market share and enhancing its product offerings through acquisitions and organic growth. Intense competition and macroeconomic conditions pose challenges, but there are also opportunities for expansion into new markets and product development. Strategic integrations are a key factor for future success. Revenue growth is strong, but the path to sustainable profitability is a key focus.
Peer Comparison
Sources and Disclaimers
Data Sources:
- Company Website
- SEC Filings (10-K, 10-Q)
- Analyst Reports
- Industry Reports
- Third-Party Market Research
Disclaimers:
This analysis is based on available information and is not financial advice. Market conditions and company performance are subject to change. Market share data is approximate and based on available sources.
AI Summarization is directionally correct and might not be accurate.
Summarized information shown could be a few years old and not current.
Fundamental Rating based on AI could be based on old data.
AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.
About Lightspeed Commerce Inc
Exchange NYSE | Headquaters Montreal, QC, Canada | ||
IPO Launch date 2019-08-13 | Founder, CEO & Director Mr. Dax Dasilva | ||
Sector Technology | Industry Software - Application | Full time employees - | Website https://www.lightspeedhq.com |
Full time employees - | Website https://www.lightspeedhq.com | ||
Lightspeed Commerce Inc. engages in sale of cloud-based software subscriptions and payments solutions for single and multi-location retailers, restaurants, golf course operators, and other businesses in the United States, Canada, the United Kingdom, Australia, and internationally. It offers a cloud-based commerce platform that connects suppliers, merchants, and consumers to enable omnichannel experiences and engage with consumers, manage operations, accept payments, and grow business. The company's cloud platform is designed around interrelated elements, such as omni-channel consumer experience, a comprehensive back-office operations management suite to improve customers' efficiency and insight, and the facilitation of payments. Its platform functionalities include full omni-channel capabilities, point of sale (POS), product and menu management, kitchen display system (KDS), employee and inventory management comprising ordering, analytics and reporting, multi-location connectivity, order anywhere and curbside pickup functionality, loyalty, and customer management solutions. The company also offers tailored financial solutions, such as Lightspeed Payments and Lightspeed Capital; Lightspeed Restaurant, a unified hospitality commerce offering; Lightspeed Retail, a retail commerce offering; Lightspeed eCommerce that allows merchants to enhance omnichannel reach and increase selling flexibility; Lightspeed NuORDER integration to order from various brands; and Tee Sheet Lightspeed Golf for golf course operators to manage tee-time schedules, golf retail POS, and food and beverage POS. In addition, it sells hardware, including tablets, customer facing displays, KDS screens, receipt printers, networking hardware, cash drawers, payment terminals, servers, stands, bar-code scanners, and an assortment of accessories, as well as provides installation and implementation services. The company was formerly known as Lightspeed POS Inc. and changed its name to Lightspeed Commerce Inc. in August 2021. Lightspeed Commerce Inc. was i
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