Benchmark Issues Pessimistic Forecast for Lightspeed Commerce (NYSE:LSPD) Stock Price

Posted by Danessa Lincoln on May 22nd, 2026

Lightspeed Commerce (NYSE:LSPD – Get Free Report) had its target price cut by equities researchers at Benchmark from $18.00 to $16.00 in a research note issued to investors on Friday,Benzinga reports. The firm currently has a “buy” rating on the stock. Benchmark’s price target indicates a potential upside of 86.63% from the company’s previous close.

Other research analysts have also recently issued research reports about the company. Truist Financial decreased their price target on Lightspeed Commerce from $13.00 to $11.00 and set a “hold” rating for the company in a research note on Wednesday, February 11th. Barclays dropped their price objective on Lightspeed Commerce from $12.00 to $11.00 and set an “equal weight” rating on the stock in a research report on Tuesday, April 21st. BTIG Research decreased their target price on Lightspeed Commerce from $15.00 to $12.00 and set a “buy” rating for the company in a research report on Thursday. Bank of America started coverage on shares of Lightspeed Commerce in a research note on Tuesday. They set an “underperform” rating and a $10.00 target price on the stock. Finally, Royal Bank Of Canada dropped their price target on shares of Lightspeed Commerce from $15.00 to $13.00 and set an “outperform” rating on the stock in a report on Friday, February 6th. Three research analysts have rated the stock with a Buy rating, eight have given a Hold rating and two have assigned a Sell rating to the stock. Based on data from MarketBeat, the stock presently has an average rating of “Hold” and a consensus price target of $12.64.

View Our Latest Stock Analysis on Lightspeed Commerce

Lightspeed Commerce Stock Up 2.4%

Shares of NYSE:LSPD traded up $0.20 during trading on Friday, reaching $8.57. 170,862 shares of the stock traded hands, compared to its average volume of 945,754. The stock has a 50-day moving average of $9.07 and a two-hundred day moving average of $10.37. Lightspeed Commerce has a 52-week low of $7.83 and a 52-week high of $14.34. The company has a debt-to-equity ratio of 0.01, a quick ratio of 4.44 and a current ratio of 4.52. The stock has a market cap of $1.18 billion, a P/E ratio of -1.85, a price-to-earnings-growth ratio of 1.97 and a beta of 1.92.

Lightspeed Commerce (NYSE:LSPD – Get Free Report) last announced its quarterly earnings data on Thursday, May 21st. The company reported $0.08 earnings per share for the quarter, missing analysts’ consensus estimates of $0.09 by ($0.01). The firm had revenue of $290.80 million during the quarter, compared to analysts’ expectations of $282.87 million. Lightspeed Commerce had a positive return on equity of 0.37% and a negative net margin of 58.15%.The business’s quarterly revenue was up 14.8% on a year-over-year basis. As a group, sell-side analysts expect that Lightspeed Commerce will post 0.03 earnings per share for the current fiscal year.

Hedge Funds Weigh In On Lightspeed Commerce

Institutional investors and hedge funds have recently modified their holdings of the company. Pale Fire Capital SE bought a new stake in shares of Lightspeed Commerce in the first quarter worth $49,500,000. Bank of America Corp DE lifted its holdings in Lightspeed Commerce by 846.0% in the second quarter. Bank of America Corp DE now owns 1,873,942 shares of the company’s stock valued at $21,944,000 after acquiring an additional 1,675,853 shares during the period. Goldman Sachs Group Inc. boosted its position in Lightspeed Commerce by 151.8% in the first quarter. Goldman Sachs Group Inc. now owns 2,148,959 shares of the company’s stock worth $18,803,000 after purchasing an additional 1,295,469 shares during the last quarter. Royal Bank of Canada boosted its position in Lightspeed Commerce by 64.4% in the first quarter. Royal Bank of Canada now owns 2,226,453 shares of the company’s stock worth $19,950,000 after purchasing an additional 872,131 shares during the last quarter. Finally, Connor Clark & Lunn Investment Management Ltd. grew its stake in shares of Lightspeed Commerce by 28.7% during the 3rd quarter. Connor Clark & Lunn Investment Management Ltd. now owns 2,752,669 shares of the company’s stock valued at $31,778,000 after purchasing an additional 613,369 shares during the period. 68.68% of the stock is currently owned by hedge funds and other institutional investors.

Lightspeed Commerce News Summary

Here are the key news stories impacting Lightspeed Commerce this week:

Positive Sentiment: Revenue rose 14.8% year over year to $290.8 million, topping Wall Street estimates and showing continued growth across the business. Lightspeed Announces Fourth Quarter and Full Year 2026 Financial Results and Provides Outlook for Fiscal 2027
Positive Sentiment: The company also highlighted stronger gross profit, improved cash generation, and added about 3,200 net customer locations, which supports the long-term growth story. Lightspeed Announces Fourth Quarter and Full Year 2026 Financial Results and Provides Outlook for Fiscal 2027
Neutral Sentiment: Lightspeed’s board authorized a renewal of its share repurchase program, which can provide some support to the stock but does not change the near-term operating outlook. Lightspeed Announces Fourth Quarter and Full Year 2026 Financial Results and Provides Outlook for Fiscal 2027
Negative Sentiment: Adjusted earnings missed expectations, with EPS of $0.08 versus the $0.09 consensus, reinforcing concerns that profitability is still lagging revenue growth. Lightspeed Commerce shares decline after quarterly earnings miss despite revenue growth (LSPD)
Negative Sentiment: The company’s forward guidance for fiscal 2027 revenue was roughly in line to slightly below expectations, which likely disappointed investors looking for a stronger outlook. Lightspeed Announces Fourth Quarter and Full Year 2026 Financial Results and Provides Outlook for Fiscal 2027
Negative Sentiment: Analysts and market coverage also noted the stock decline after the report, with a BTIG price target cut from $15 to $12, adding to pressure on sentiment. Benzinga

Lightspeed Commerce Company Profile

(Get Free Report)

Lightspeed Commerce Inc is a Canadian technology company that develops cloud-based point-of-sale (POS) and e-commerce software for small and medium-sized businesses across the retail and hospitality sectors. Its integrated platform enables merchants to manage sales, inventory, customer relationships and analytics through a single interface. By combining in-store and online channels, Lightspeed helps businesses streamline operations and improve customer engagement in an increasingly omnichannel marketplace.

The company’s product suite includes POS terminals, payment processing services, inventory management tools, customer loyalty programs and data reporting dashboards.