$LSPD

Lightspeed Shares Need Growth or Profitability Gear Shift, Morgan Stanley Says

Lightspeed Commerce (LSPD) delivered plenty of positives and momentum in fiscal Q4, but they have not resulted in higher guidance, Morgan Stanley said in a note Thursday.The note said Q4 beat was driven by growth engine acceleration, but FY27/FY28 targets were unchanged on an organic basis.If this momentum can continue, and growth engine locations can grow 10% to 15% in the next several years, estimates would move higher, the report said."If this location growth is coupled with a rebound in software adoption/AI monetization/software growth and payments attach,shares would clearly re-rate," the note said.Still, the market is requiring not only durability in growth, but also that its investments are translating to stronger earnings and free cash flows, the note said."Until then, shares likely remain range-bound," it said. Morgan Stanley cut its price target to $11.50 from $13.50 while keeping its equalweight rating.Price: $8.61, Change: $+0.24, Percent Change: +2.87%

GUIDANCE: (LSPD) Lightspeed Commerce Inc. Expects Q1 Revenue Range US$305.0M to $315.0M

Earnings Flash (LSPD) Lightspeed Posts Q4 Adjusted EPS US$0.08 per Share, vs. FactSet Est of $0.11

Earnings Flash (LSPD) Lightspeed Reports Q4 Revenue US$290.8M, vs. FactSet Est of $282.9M

Lightspeed Commerce Shares Fall After BofA Securities Downgrade

Lightspeed Commerce (LSPD) shares fell 3.3% in afternoon trading Tuesday after BofA Securities downgraded the stock to underperform from neutral.Trading volume stood at nearly 1.1 million shares, compared with a daily average of about 874,000.Price: $8.66, Change: $-0.30, Percent Change: -3.30%

BofA Securities Downgrades Lightspeed Commerce to Underperform From Neutral

Lightspeed Commerce (LSPD) has an average rating of hold and mean price target of $13.56, according to analysts polled by FactSet.(covers equity, commodity and economic research from major banks and research firms in North America, Asia and Europe. Research providers may contact us here: https://www..com/contact-us)

Lightspeed Commerce Selling Upserve US Hospitality Product Line to Skyview Equity for up to $81 million

Lightspeed Commerce (LSPD) agreed to sell its non-core Upserve US hospitality product line to Skyview Equity forup to $81 million, Lightspeed said WednesdayThe sale, which is structured as a cash payment of up to $44 million, plus up to $37 million in earnout payments, is in line with Lightspeed's strategy to streamline its portfolio and focus on retail in North America and hospitality in Europe, the company said.Lightspeed expects the divestiture to impact the three-year financial outlook it announced in 2025, and said its Q4 and 2026 revenue are set to exceed its previously issued guidance. In February, the company said it expects Q4 revenue of approximately $280 million to $284 million and 2026 revenue of about $1.22 billion.Price: $9.01, Change: $-0.03, Percent Change: -0.39%