Lightspeed Commerce (LSPD) News Today

Lightspeed Commerce Inc. (NYSE/TSX: LSPD) is trading higher as investors weigh a quarterly earnings and revenue beat against disappointing full-year guidance. The company’s share repurchase activity and strong growth in key markets provide additional support, while JPMorgan’s continued “underweight” rating limits the bullish signal.

• Positive Sentiment: Lightspeed reported fiscal first-quarter 2027 revenue of $322.7 million, above the $310.6 million consensus, while adjusted EPS of $0.13 exceeded estimates of $0.11 and doubled from $0.06 a year earlier. Revenue increased 5.8% year over year. Lightspeed Announces First Quarter 2027 Financial Results
• Positive Sentiment: Management highlighted 17% organic revenue growth, 12% organic gross-profit growth, approximately 1,300 net new customer locations, and 20% revenue growth across North American retail and European hospitality. Lightspeed also repurchased $86 million of stock during the quarter, potentially supporting per-share value. Quarterly Financial Results
• Neutral Sentiment: JPMorgan raised its Lightspeed price target from $11 to $12, implying additional upside based on the referenced price, but maintained an “underweight” rating. The target increase is constructive, although the rating signals ongoing concerns about the company’s outlook. JPMorgan Price Target Update
• Negative Sentiment: Fiscal 2027 revenue guidance of $1.2 billion to $1.3 billion is below the roughly $1.3 billion analyst consensus, overshadowing the quarterly beat. Second-quarter revenue guidance of $316 million to $326 million is broadly near expectations, suggesting that investors remain focused on the slower full-year outlook. Fiscal 2027 Guidance