Lightspeed Commerce
Unifies point-of-sale and payments for retail, hospitality, and golf businesses.
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Profile
Provides a unified POS-and-payments platform for retail, hospitality, and golf businesses. The founder-led company serves merchants internationally and has refocused its portfolio on core verticals after an acquisition wave.
Combines point-of-sale software and payments in a commerce platform for retail, hospitality, and golf businesses. Its named retail and restaurant products are Lightspeed Retail and Lightspeed Restaurant, while the broader offering grew from the company’s point-of-sale roots for single- and multi-location businesses.
Merchants use the platform across locations and channels, and the company serves them internationally. The portfolio expanded through acquisitions and was later refocused on core verticals.
The refocus concentrates activities on retail in North America and hospitality in Europe after the sale of the Upserve U.S. hospitality product line.
Company facts
Categories
Key statistics
Year to date −9.7% · Average volume (30d) 779.0K
Analysts
Ratings
Target range
Latest analyst notes
| Date | Firm | Action | Rating | Prior target | Target |
|---|---|---|---|---|---|
| May 28, 2026 | Truist Financial | Target | $11 | $10 | |
| May 25, 2026 | BMO Capital | Target | $12 | ||
| May 22, 2026 | RBC Capital | Target | $20 | $10 | |
| May 22, 2026 | Morgan Stanley | Reiterate | Equal Weight | $13.50 | $11.50 |
| May 22, 2026 | UBS | Reiterate | Neutral | $11 | $10 |
Earnings
EPS
Revenue
History
| Report date | EPS est | EPS | Surprise | Revenue est | Revenue | Surprise | Next session |
|---|---|---|---|---|---|---|---|
| Jul 30, 2026Q1 FY27 | $0.11 | $0.13 | +18.2% | $310.6M | $322.7M | +3.9% | −12.26% |
| May 21, 2026Q4 FY26 | $0.10 | $0.08 | −20.0% | $282.9M | $290.8M | +2.8% | +2.27% |
| Feb 5, 2026Q3 FY26 | $0.12 | $0.15 | +25.0% | $311.3M | $312.3M | +0.3% | −0.54% |
| Nov 6, 2025Q2 FY26 | $0.11 | $0.16 | +45.5% | $310.5M | $319.0M | +2.7% | −2.60% |
Financial highlights
| 12 quarters | Q4 FY25 | Q1 FY26 | Q2 FY26 | Q3 FY26 | Q4 FY26 | Q1 FY27 | |
|---|---|---|---|---|---|---|---|
| Revenue | $253.4M | $304.9M | $319.0M | $312.3M | $290.8M | $322.7M | |
| Gross profit | $111.8M | $129.1M | $135.2M | $133.6M | $129.1M | $138.6M | |
| Operating income | −$580.1M | −$43.4M | −$34.6M | −$35.5M | −$34.0M | −$3.5M | |
| Net income | −$575.9M | −$49.6M | −$32.7M | −$33.6M | −$28.6M | −$2.4M | |
| Diluted EPS | −$3.77 | −$0.35 | −$0.24 | −$0.24 | −$0.20 | −$0.02 | |
| Gross margin | 44.1% | 42.3% | 42.4% | 42.8% | 44.4% | 42.9% | |
| Operating margin | -228.9% | -14.2% | -10.9% | -11.4% | -11.7% | -1.1% |
Fiscal years (4-quarter sums)FY22 $548.4M · FY23 $730.5M · FY24 $909.3M · FY25 $1.08B · FY26 $1.23B
Revenue by product · FY26
Revenue by geography · FY26
Balance sheet, Jun 30, 2026Cash & short-term investments $373.2M · Total debt $19.9M · Total assets $1.59B · Shareholders' equity $1.39B
Dividends
No dividends on record.
Ownership
Shares outstanding 137.78M · Float 117.73M · 85.5% free float
Top shareholders13F · 13D/G · Form 4
| Holder | Shares | % outstanding | Form | Filed |
|---|---|---|---|---|
| Caisse de Depot et Placement du Quebec | 24.29M | 17.63% | 13F | May 14, 2026 |
| FIL Ltd | 16.02M | 11.63% | 13F | May 15, 2026 |
| DHIDasilva Holdings Inc. | 14.58M | 10.60% | 13G | Aug 11, 2025 |
| Pale Fire Capital SE | 5.52M | 4.01% | 13F | May 14, 2026 |
| Artisan Partners Limited Partnership | 3.95M | 2.86% | 13F | May 13, 2026 |
Insider tradesForm 4
Nothing filed in the last 12 months.
View detailsPeers
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