Lightspeed Commerce (NYSE:LSPD) Price Target Cut to $11.50 by Analysts at Morgan Stanley

Lightspeed Commerce (NYSE:LSPD) had its target price trimmed by Morgan Stanley from $13.50 to $11.50 in a report published on Friday,Benzinga reports. The firm currently has an equal weight rating on the stock.

Other equities research analysts have also recently issued reports about the stock. Royal Bank Of Canada dropped their price target on shares of Lightspeed Commerce from $15.00 to $13.00 and set an “outperform” rating on the stock in a research report on Friday, February 6th. Benchmark decreased their price target on shares of Lightspeed Commerce from $18.00 to $16.00 and set a “buy” rating on the stock in a research report on Friday. BTIG Research decreased their price target on shares of Lightspeed Commerce from $15.00 to $12.00 and set a “buy” rating on the stock in a research report on Thursday. Barclays decreased their price target on shares of Lightspeed Commerce from $12.00 to $11.00 and set an “equal weight” rating on the stock in a research report on Tuesday, April 21st. Finally, Weiss Ratings restated a “sell (d-)” rating on shares of Lightspeed Commerce in a report on Tuesday, April 21st. Three research analysts have rated the stock with a Buy rating, nine have assigned a Hold rating and two have assigned a Sell rating to the company. Based on data from MarketBeat, Lightspeed Commerce presently has a consensus rating of “Hold” and an average price target of $11.63.

Lightspeed Commerce Price Performance

Shares of NYSE LSPD opened at $8.56 on Friday. Lightspeed Commerce has a 52 week low of $7.83 and a 52 week high of $14.34. The stock has a market cap of $1.17 billion, a price-to-earnings ratio of -8.31, a PEG ratio of 1.84 and a beta of 1.92. The company’s 50-day moving average price is $9.06 and its 200 day moving average price is $10.36. The company has a current ratio of 4.52, a quick ratio of 4.44 and a debt-to-equity ratio of 0.01.

Lightspeed Commerce (NYSE:LSPD) last announced its quarterly earnings data on Thursday, May 21st. The company reported $0.08 earnings per share for the quarter, missing the consensus estimate of $0.10 by ($0.02). The company had revenue of $290.80 million for the quarter, compared to analysts’ expectations of $282.87 million. Lightspeed Commerce had a positive return on equity of 0.32% and a negative net margin of 11.77%.The company’s quarterly revenue was up 14.8% on a year-over-year basis. As a group, research analysts forecast that Lightspeed Commerce will post 0.26 earnings per share for the current fiscal year.

Institutional Inflows and Outflows

Large investors have recently modified their holdings of the stock. Plato Investment Management Ltd boosted its holdings in shares of Lightspeed Commerce by 880.0% in the fourth quarter. Plato Investment Management Ltd now owns 5,292 shares of the company’s stock worth $64,000 after acquiring an additional 4,752 shares during the period. Headlands Technologies LLC purchased a new position in Lightspeed Commerce during the 2nd quarter valued at about $92,000. Amundi purchased a new position in shares of Lightspeed Commerce during the 1st quarter worth approximately $121,000. Russell Investments Group Ltd. grew its stake in shares of Lightspeed Commerce by 106.4% in the 2nd quarter. Russell Investments Group Ltd. now owns 10,386 shares of the company’s stock worth $122,000 after buying an additional 5,354 shares during the last quarter. Finally, Aigen Investment Management LP purchased a new stake in shares of Lightspeed Commerce in the 4th quarter worth approximately $125,000. Institutional investors own 68.68% of the company’s stock.

Lightspeed Commerce News Roundup

Here are the key news stories impacting Lightspeed Commerce this week:

• Positive Sentiment: Fourth-quarter revenue rose 14.8% year over year to $290.8 million, beating estimates, and gross profit increased 15.4%, showing the business is still growing. Lightspeed Announces Fourth Quarter and Full Year 2026 Financial Results and Provides Outlook for Fiscal 2027
• Positive Sentiment: The company also said cash flow from operating activities and adjusted free cash flow improved over the year, while the board renewed its share repurchase program, which can support the stock. Lightspeed Announces Fourth Quarter and Full Year 2026 Financial Results and Provides Outlook for Fiscal 2027
• Neutral Sentiment: Several firms lowered price targets but mostly kept neutral-to-bullish ratings: UBS cut its target to $10 from $11, Stifel to $10 from $12, RBC to $10 from $13, Morgan Stanley to $11.50 from $13.50, and Benchmark to $16 from $18. Analyst price target changes
• Negative Sentiment: Despite revenue growth, Lightspeed missed earnings expectations and reported a quarterly loss, reinforcing investor concern that profitability remains weak. Lightspeed Commerce shares decline after quarterly earnings miss despite revenue growth (LSPD)
• Negative Sentiment: Guidance for fiscal 2027 revenue was also viewed as only modestly below/around expectations, which may have disappointed investors looking for a stronger outlook. Lightspeed Announces Fourth Quarter and Full Year 2026 Financial Results and Provides Outlook for Fiscal 2027

About Lightspeed Commerce

Lightspeed Commerce Inc is a Canadian technology company that develops cloud-based point-of-sale (POS) and e-commerce software for small and medium-sized businesses across the retail and hospitality sectors. Its integrated platform enables merchants to manage sales, inventory, customer relationships and analytics through a single interface. By combining in-store and online channels, Lightspeed helps businesses streamline operations and improve customer engagement in an increasingly omnichannel marketplace.

The company’s product suite includes POS terminals, payment processing services, inventory management tools, customer loyalty programs and data reporting dashboards.