Shares of Lightspeed Commerce Inc. (LSPD) have gained 8.1% over the past four weeks to close the last trading session at $14.61, but there could still be a solid upside left in the stock if short-term price targets of Wall Street analysts are any indication. Going by the price targets, the mean estimate of $18.75 indicates a potential upside of 28.3%. The mean estimate comprises 21 short-term price targets with a standard deviation of $3.04. While the lowest estimate of $13.51 indicates a 7.5% decline from ...

Lightspeed Commerce Inc. (LSPD) is one of the stocks most watched by Zacks.com visitors lately. So, it might be a good idea to review some of the factors that might affect the near-term performance of the stock. Shares of this company have returned +8.1% over the past month versus the Zacks S&P 500 composite's +7.3% change. The Zacks Technology Services industry, to which Lightspeed POS belongs, has gained 13.4% over this period. Now the key question is: Where could the stock be headed in the near term? Alt ...

Lightspeed Commerce Inc. (LSPD) could be a solid choice for investors given the company's remarkably improving earnings outlook. While the stock has been a strong performer lately, this trend might continue since analysts are still raising their earnings estimates for the company. Analysts' growing optimism on the earnings prospects of this company is driving estimates higher, which should get reflected in its stock price. After all, empirical research shows a strong correlation between trends in earnings e ...

From a technical perspective, Lightspeed Commerce Inc. (LSPD) is looking like an interesting pick, as it just reached a key level of support. LSPD recently overtook the 200-day moving average, and this suggests a long- term bullish trend. The 200-day simple moving average is a useful tool for traders and analysts, establishing market trends for stocks, commodities, indexes, and other financial instruments over the long term. The marker moves higher or lower along with longer-term price moves, and serves as ...

Profit is the applause a business gets from its customers. So the saying, originally from business author Ken Blanchard, goes. Blanchard’s quip highlights the fact that to successfully navigate marketplace challenges and capture new opportunities, businesses increasingly need to focus on creating scalable solutions for their customers’ top needs. And against the current dynamic operating backdrop, businesses need to not just provide the best product or solution possible, but also to do it extremely efficien ...

Lightspeed Commerce Inc. (LSPD) reached a significant support level, and could be a good pick for investors from a technical perspective. Recently, LSPD broke through the 20-day moving average, which suggests a short-term bullish trend. The 20-day simple moving average is a popular investing tool. Traders like this SMA because it offers a look back at a stock's price over a shorter period and helps smooth out price fluctuations. The 20-day can also show more trend reversal signals than longer-term moving av ...

From a technical perspective, Lightspeed Commerce Inc. (LSPD) is looking like an interesting pick, as it just reached a key level of support. LSPD recently overtook the 50-day moving average, and this suggests a short- term bullish trend. The 50-day simple moving average is a widely used technical indicator that helps determine support or resistance levels for different types of securities. It's one of three major moving averages, but takes precedent because it's the first sign of an up or down trend. Share ...

Lightspeed Commerce Inc. (LSPD) came out with quarterly earnings of $0.06 per share, beating the Zacks Consensus Estimate of $0.05 per share. This compares to break-even earnings per share a year ago. These figures are adjusted for non-recurring items. This quarterly report represents an earnings surprise of 20%. A quarter ago, it was expected that this company would post earnings of $0.03 per share when it actually produced earnings of $0.08, delivering a surprise of 166.67%. Over the last four quarters, t ...

财务数据和关键指标变化 - 2024财年全年收入为9.093亿美元,同比增长24% [37] - 2024财年Q4收入为2.302亿美元,同比增长25%,超出之前的指引 [12] - 2024财年Q4调整后EBITDA为440万美元 [12] - 2024财年实现调整后EBITDA盈亏平衡或更好 [12] - 2024财年Q4支付渗透率达到32%,实现了30%-35%的目标 [13] 各条业务线数据和关键指标变化 - 2024财年Q4订阅收入为8.13亿美元,同比增长7% [39] - 2024财年Q4交易收入为1.39亿美元,同比增长40% [41] - 2024财年Q4Lightspeed Capital收入增长135% [41] - 交易收入毛利率为29%,略有下降,但总体毛利率为44% [42] 各个市场数据和关键指标变化 - 2024财年Q4旗舰产品GTV同比增长29%,表现良好 [47] - 2024财年Q4整体GTV同比增长2%,受到一些零售行业的宏观压力影响 [47] - 高GTV客户(年GTV超100万美元)数量增长6%,年GTV超50万美元的客户增长5% [49] - 2024财年Q4ARPU为431美元,同比增长29% [50] 公司战略和发展方向及行业竞争 - 公司将专注于三大目标:加速软件收入增长并增加市场份额、继续推进金融服务的采用、控制成本并提高运营效率 [23] - 在软件收入增长方面,将改善客户旅程、调整定价、增加外部销售力度 [24][27] - 在金融服务方面,支付渗透率有望继续提升至40%-45% [28][74] - 在成本控制方面,已经进行了280人的裁员,并将继续寻找其他成本优化机会 [32][55] - 公司将继续投资产品创新,包括利用AI技术为客户提供更多价值 [19][20][27] 管理层对经营环境和未来前景的评论 - 2024财年Q4受到一些宏观因素的影响,如1月份的天气问题 [47] - 但公司旗舰产品的GTV增长29%,表明公司正在成功瞄准目标客户群 [47][48] - 公司有信心在2025财年实现至少20%的收入增长和不低于4000万美元的调整后EBITDA [61][62] 问答环节重要的提问和回答 问题1 **Dan Perlin提问** 如何看待销售团队从支付转回软件销售对支付渗透率的影响 [69] **JD Saint-Martin回答** 支付渗透率仍将继续提升,因为软件和支付已经统一销售,新增GTV大部分都会通过支付渠道 [70][74] 问题2 **Andrew Bauch提问** 对宏观环境的看法,哪些行业受压较大 [87] **Asha Bakshani回答** 公司已经在指引中考虑了一些零售行业如自行车和家居园艺的同店销售下滑,但相信公司仍能实现至少20%的收入增长 [87][88] 问题3 **Trevor Williams提问** GTV增长2%的原因分析,以及未来GTV增长的预期 [91][94] **Asha Bakshani回答** 旗舰产品GTV增长29%,但整体受到一些非旗舰产品和1月天气因素的拖累,未来随着销售和产品创新的推进,GTV增长有望加速 [92][94]

Fourth Quarter FY2024 Results May 16, 2024 Disclaimer General All references in this presentation to the “Company”, “Lightspeed”, “us” or “we” are to Lightspeed Commerce Inc. All references in this presentation to dollars, “$” or “US$” are to United States dollars, and all references to Canadian dollars and “C$” are to Canadian dollars. Cautionary Note Regarding Forward-Looking Information This presentation contains “forward-looking information” and “forward-looking statements” (collectively, “forward looki ...