Summer Sale

50% off Premium Yearly

00days
00hrs
00mins
00secs

TSE:LSPD

Lightspeed Commerce Inc (LSPD.TO)

13.29
+0.04 (0.30%)
as of Jun 19, 2026, 8:00:00 pm Market Open.
417 watching
0
BUY ON WEAKNESS
Stock is extended, so there could be a pullback. Enormous growth path, and bring efficiencies to their customers. Long-term hold.
PAST TOP PICK

(A Top Pick Jan 23/20, Up 14%) It's been a crazy ride, bouncing up and down sharply since its IPO then during Covid. It delivered a stunning second quarter in the middle of the pandemic, growing 70% which stunned the markets. They shifted business online. They put in a U.S. IPO which investors gobbled up and are calling it the next Shopify. Sitting on a lot of cash, they just did a nice acquisition in the U.S. to bulk up their revenue. Management knows what they're doing.

BUY ON WEAKNESS

Good stock. Models 45% revenue growth, similar to Shopify but at half the multiple. Better opportunities to buy tech as value plays are starting to work. Wouldn't buy it today, but try to buy under $50, say $48.

DON'T BUY
Great company, but not a great stock as it's too expensive at 23x sales. Growing quickly, but they don't make any money. Too rich for his blood.
HOLD
Tremendous company with lots of growth potential for years to come. He doesn't think it will be impacted by restaurant bankruptcies. Expensive, though high quality, at 15x sales.
DON'T BUY
Any smaller tech company could always be integrated into a larger company. As long as they continue to grow and meet and beat estimates, the stock should do fine. Many of their customers were shut down for a few months earlier this year. It has a lot of heavy lifting to do, but a lot of this is priced in.
PARTIAL BUY

Has done very well, considering their business is retail business payments. Recent earnings beat the street. They just did a listing in the U.S. which will likely raise valuations, but that valuation is as bad as, say, Shopify. It's not without its risks. The sector has very high valuations.

HOLD
Doesn't meet his criteria in its ROE history. The US listing may offer a short-term boost, but what really matters is whether they grew customers and revenues. It's too unpredictable for him, but they are doing the right things. He has a small holding that he's happy with.
BUY

Billy Kawasaki’s Insights - Picks from 5i Research. The company has client size and vertical focus advantage compared to others in the field. They can charge a higher price point from their large medium sized businesses. Although in-store purchases remain a headwind, they adapted well on the e-commerce size. Unlock Premium - Try 5i Free

BUY

Billy Kawasaki’s Insights - Picks from 5i Research. The company started trading in the US today. There may be some volatility as it is a small company by US standards, but investors in the states might be willing to pay more for the valuation potential. Some investors might buy it just in case it is the next Shopify. Unlock Premium - Try 5i Free

COMMENT
The average analyst target is $46/share. Most signals are a buy. He does not know enough about its valuation.
TOP PICK
Before the pandemic, this was gaining traction, but COVID scared investors over restaurants closing. So, LSPD sold off, but now restaurants are coming back online with many boasting busy take-out and patio business. Those that survive must be effecient, and LSPD can help that. LSPD should pick up business in the future. (Analysts’ price target is $46.13)
TOP PICK

Billy Kawasaki’s Insights - Billy’s most-liked answers from 5i Research. The stock reached its 52-week high recently. E-commerce providers have been gaining attention due to the pandemic. Last quarter results were positive considering the lockdown and other headwinds. The long-term outlook is positive with a mix of organic and acquisition growth. Unlock Premium - Try 5i Free

PARTIAL BUY
This company has really peaked his interest and he took a position recently. He thinks they will achieve profitability soon. You can build a position on weakness. He took a half position, while he continues to learn about the company. Their customers are in the industries that have been hit the hardest. He is impressed by management.
DON'T BUY
It is growing quite quickly right now. It does not really have any profit, so the challenge is on valuation. You are bidding on the growth, or ultimately an acquisition. One of the challenges of buying high priced stocks after a run is whether you will be the one left holding the bag at the end of the day. He thinks it is being pushed up because people want to buy Canadian.
Showing 91 to 105 of 165 entries