Early Bird: Stock to Help You Retire in Style

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🏒 Company Overview

Lightspeed Commerce Inc. (TSX: LSPD) is a Montreal-based SaaS company that powers commerce solutions for thousands of small and medium-sized businesses around the world. Through its cloud-based platform, Lightspeed offers a suite of tools enabling merchants to manage point-of-sale operations, payments, inventory, and customer engagement in a single environment.

The platform supports retail, hospitality, and restaurant businesses with omnichannel functionality and advanced analytics. While the company has a strong footprint in North America, it’s also expanding across Europe and Australia. As of 2025, Lightspeed serves over 150,000 customer locations and is leaning heavily into AI-enhanced commerce automation.

πŸ’° What If You Bought In Early?

Once a high-flying tech darling, Lightspeed’s stock is down more than 57% over the past five years. However, savvy investors might now see opportunity in the rubble. With a market cap of just $1.46B, LSPD could be ripe for a comeback. Those who believe in turnaround tech plays may find its current valuation attractive, especially with improving fundamentals and margin efficiency on the horizon.

πŸ“Š Stock Performance Overview

MetricValue
πŸ’΅ Price$14.65
πŸ’Ή 52-Week Range$10.50 – $26.60
πŸ’Ό Market Cap$1.46B USD
πŸ“‰ YTD Return-33.2%
βš–οΈ Beta1.19
πŸ“ˆ Forward P/E20.6
🧾 Net Cash/Share$4.84

Despite volatility, Lightspeed is trading well above its 52-week low, and the business maintains strong liquidity and a debt-free balance sheet.

πŸ“‰ Analyst Forecasts & Sentiment

While no official target price is available, estimates point to EPS growth of 29% next year and revenue growth of 13.4% YoY. Analysts tracking the company project FY26 EPS at $0.71, reflecting expanding margins and a shift toward profitability.

  • EPS FY25 Estimate: $0.55
  • EPS FY26 Estimate: $0.71
  • Revenue FY25 Estimate: $1.19B
  • Revenue FY26 Estimate: $1.35B

Earnings trends are improving, with a 22.3% EPS jump forecasted this year β€” not bad for a former high-burn SaaS name.

πŸ“‰Lightspeed Commerce Inc. (TSX: LSPD) β€” After peaking near $26 in late 2024, the stock has retraced significantly, finding support near $11 before rebounding into mid-2025.

πŸ“Š Valuation Metrics

MetricLSPD Value
Price / Sales1.5
Price / Book0.9
EV / EBITDA-1.6
Forward P/E20.6

Lightspeed is trading below book value, a rare case for a tech growth stock. This could reflect pessimism β€” or it may signal deep value for long-term believers.

🧠 Final Thoughts & πŸš€ Key Takeaways

Lightspeed Commerce (TSX: LSPD) might be far from its former glory, but beneath the volatility lies a leaner, more focused tech player making real strides toward sustainable profitability.

πŸ” Why Investors Might Consider It:

  • Improved EPS trajectory (+29% expected in FY26)
  • 13.4% forecasted revenue growth next year
  • Net cash positive with no long-term debt
  • Now trading below book value β€” deep value potential

⚠️ Risks to Monitor:

  • No dividend, still burning cash on some metrics
  • High short interest and weak price momentum
  • Past M&A integration issues and churn

Bottom Line:

For early birds willing to take on calculated risk, Lightspeed Commerce could be a comeback story in the making. Its pivot to disciplined growth, strong financial positioning, and low valuation offer a rare mix of upside in the beaten-down Canadian tech landscape.

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