Stifel Canada has lowered its price target on the shares of Lightspeed Commerce (LSPD.TO) by US$2.00 to US$10.00, and maintained its hold rating, after the company reported its fourth-quarter results on Thursday.
Net-new business momentum in growth engine markets (North American retail, European hospitality) is requiring a pull-forward of growth investments, which should support a consistent outlook for double-digit location growth in these core markets and drive more stability in overall location count, writes analyst Suthan Sukumar. Organic growth visibility also appears to be improving.
While overall top-line results will remain noisy given the moving pieces with non-core markets and the divestment of Upserve,, underlying KPIs appear to be trending positively, Sukumar adds.
Price: $11.96, Change: $+0.43, Percent Change: +3.73%