Lightspeed Commerce Inc. (LSPD) Stock Price & Analysis
Lightspeed Commerce Inc. (LSPD) is trading at USD 10.86, down 0.41% today, as of October 29, 2026 at 18:10 UTC (US market open; quotes may be delayed), according to Nexqual market data.
LSPD last closed at USD 10.9; today's session has ranged USD 10.56–10.9 on volume of 277,579 shares. Market capitalization is $1.40B, with a 52-week range of USD 7.83–13.72 (NYQ). Source: Nexqual, retrieved October 29, 2026 at 18:10 UTC.
Also available as compact Markdown for AI agents: nexqual.com/LSPD.md
Key facts (LSPD)
- Analysts: Hold (mean 2.78 on a 1–5 scale) (18 analysts), mean target USD 10.92 (range 9.5–13).
- Total return with dividends: 1Y -11.2% vs S&P 500 +12.8%; 5Y -88.9% vs S&P 500 +78.6%.
- Next earnings: 2026-11-05, EPS estimate USD 0.17, revenue estimate $321M.
Analysts (LSPD)
Consensus Hold (mean 2.78 on a 1–5 scale), 18 analysts; mean target USD 10.92 (low 9.5, high 13).
Rating changes, last 120 days:
| Date | Firm | Action | Rating | Price target |
|---|---|---|---|---|
| 2026-10-23 | Truist Securities | Target raised | Hold | $10 → $11 |
| 2026-09-28 | Morgan Stanley | Target lowered | Equal-Weight | $11.5 → $9.5 |
| 2026-08-31 | RBC Capital | Target raised | Outperform | $10 → $13 |
| 2026-07-31 | JP Morgan | Target raised | Underweight | $11 → $12 |
Total return (dividends reinvested) (LSPD)
| 1Y (from 2025-10-29) | 5Y (from 2021-10-25) | |
|---|---|---|
| Total return | -11.2% | -88.9% |
| S&P 500 (SPY) | +12.8% | +78.6% |
| Per year | -11.2% | -35.5% |
| Volatility (annualized) | 43.7% | 58.1% |
| Max drawdown | -37.7% (Nov 2025→May 2026) | -92.0% (Oct 2021→Mar 2025) |
LSPD earnings history and stock reaction
| Results filed | Quarter | EPS | Consensus | Surprise | Stock reaction |
|---|---|---|---|---|---|
| — | Quarter ended Jun 30, 2026 | $0.13 | $0.12 | Beat +8.3% | — |
| — | Quarter ended Mar 31, 2026 | $0.08 | $0.12 | Miss −33.3% | — |
| — | Quarter ended Dec 31, 2025 | $0.15 | $0.15 | In line | — |
| — | Quarter ended Sep 30, 2025 | $0.16 | $0.12 | Beat +33.3% | — |
EPS as reported against the analyst consensus before the release; surprise uses the cent-rounded figures shown (in dollars when EPS and consensus have opposite signs). Stock reaction = close before the results to close after (the first close following a release after the bell or before the open).
LSPD recent SEC filings (last 120 days)
| Filed | Form | What it says |
|---|---|---|
| Oct 8, 2026 | 6-K | Current report (foreign issuer) · period ended Oct 8, 2026 |
| Oct 1, 2026 | Schedule 13G | Pale Fire Capital SICAV a.s., Pale Fire Capital investicni spolecnost a.s.: 5.1% of shares, passive 5%+ holder |
| Aug 25, 2026 | 6-K | Current report (foreign issuer) · period ended Aug 25, 2026 |
| Jul 31, 2026 | 6-K | Current report (foreign issuer) · period ended Jul 31, 2026 |
| Jul 30, 2026 | 6-K | Current report (foreign issuer) · period ended Jul 30, 2026 |
| Jul 30, 2026 | 6-K | Current report (foreign issuer) · period ended Jul 30, 2026 |
| Jul 9, 2026 | 6-K | Current report (foreign issuer) · period ended Jul 9, 2026 |
Source: SEC EDGAR. Quotes are the opening words of each item as filed; each form links to the filing. Insider Form 4 filings are listed in the insider sections.
LSPD analyst estimates and revisions
| Period | EPS estimate | 90 days ago | Change | Revenue estimate | Analysts |
|---|---|---|---|---|---|
| Current quarter (ends Sep 2026) | $0.17 | $0.16 | +6.0% | $321.1M | 13 |
| Next quarter (ends Dec 2026) | $0.18 | $0.18 | -0.7% | $319.0M | 12 |
| Current fiscal year (ends Mar 2027) | $0.62 | $0.61 | +2.0% | $1.26B | 15 |
| Next fiscal year (ends Mar 2028) | $0.94 | $0.92 | +1.7% | $1.42B | 15 |
LSPD options: expected move
Options price a move of about ±14.4% (±$1.58) by Nov 20, 2026, which includes earnings on Nov 5, 2026.
| Expiration | Days | ATM implied volatility | Expected move |
|---|---|---|---|
| Nov 20, 2026 | 22 | 71.8% | ±14.4% |
| Dec 18, 2026 | 50 | 62.2% | ±18.6% |
| Feb 19, 2027 | 113 | 34.7% | ±18.1% |
| May 21, 2027 | 204 | 74.5% | ±43.8% |
30-day implied volatility 45.6% vs 31.6% realized over the last 30 trading days. Put/call ratio (volume) —. Cboe delayed quotes (15 min). Expected move = at-the-money straddle.
Key Statistics (as of October 29, 2026 at 18:10 UTC)
| Price | USD 10.86 |
|---|---|
| Change | ▼ 0.41% (down) |
| Previous Close | USD 10.9 |
| Open | USD 10.76 |
| Day Range | USD 10.56 – 10.9 |
| 52-Week Range | USD 7.83 – 13.72 |
| Volume | 277,579 shares |
| Market Cap | $1.40B |
| Exchange | NYQ |
Technical Analysis (LSPD)
Nexqual's technical model rates LSPD "STRONG BUY" based on 5 bullish and 0 bearish signals across 128 daily candles, as of October 29, 2026 at 18:10 UTC.
| Overall Signal | STRONG BUY |
|---|---|
| RSI (14) | 54.89 (neutral) |
| vs SMA50 | Above (USD 10.31) |
| MACD | 0.24 (positive) |
Analyst Ratings (LSPD)
Wall Street analysts rate LSPD "Hold" based on 18 analysts, with a mean price target of USD 10.92 (range USD 9.5–13), per Nexqual as of October 29, 2026 at 18:10 UTC.
| Consensus Rating | Hold |
|---|---|
| Analyst Count | 18 |
| Mean Target | USD 10.92 |
| High Target | USD 13 |
| Low Target | USD 9.5 |
| Buy / Hold / Sell | 6 / 10 / 2 |
Earnings (LSPD)
| Next Earnings Date | 2026-11-05 |
|---|---|
| EPS Estimate | USD 0.17 |
| Revenue Estimate | $321.07M |
Recent Earnings History
| Quarter | Actual vs Estimate |
|---|---|
| 2026-06-30 | USD 0.13 vs est 0.12 ▲ beat |
| 2026-03-31 | USD 0.08 vs est 0.12 ▼ miss |
| 2025-12-31 | USD 0.15 vs est 0.15 ▲ beat |
| 2025-09-30 | USD 0.16 vs est 0.12 ▲ beat |
Source: Nexqual, October 29, 2026 at 18:10 UTC.
Financials & Fundamentals (LSPD)
| Total Revenue | $1.24B |
|---|---|
| Revenue Growth (latest quarter, YoY) | +5.80% |
| Gross Margin | +43.09% |
| Operating Margin | -1.10% |
| Profit Margin | -7.81% |
| ROE | -6.65% |
| Debt / Equity | 0.01 |
| Current Ratio | 3.55 |
| Total Cash | $372.14M |
| Total Debt | $19.95M |
Source: Nexqual, October 29, 2026 at 18:10 UTC.
Financial Health Score (LSPD)
Nexqual rates Lightspeed Commerce Inc.'s overall financial health "Mixed" across five dimensions, as of October 29, 2026 at 18:10 UTC.
| Growth | Solid — Revenue +14% YoY (annual) |
|---|---|
| Profitability | Mixed — Gross margin 43%, operating -1% (last 12 months) |
| Balance Sheet | Strong — $372M cash vs $20M debt, net cash position |
| Cash Flow | Solid — Operating cash flow $43M (TTM) |
| Efficiency | Critical — ROE -7%, ROA -4.0% |
Ownership (LSPD)
| Insider Ownership | +10.52% |
|---|---|
| Institutional Ownership | +62.16% |
| Shares Outstanding | 129.30M |
| Float | 84.28M |
| Short % of Float | +5.30% |
Source: Nexqual, October 29, 2026 at 18:10 UTC.
Leadership (LSPD)
Lightspeed Commerce Inc. is led by Dax Dasilva, Founder, CEO & Director, per Nexqual as of October 29, 2026 at 18:10 UTC.
| Founder, CEO & Director | Dax Dasilva |
|---|---|
| Chief Financial Officer | Asha Hotchandani Bakshani C.F.A. |
| Chief Technology Officer | Bhawna Singh |
| Chief Revenue Officer | Gabriel Benavides |
| Chief Strategy & Transformation Officer | Leslie Martin |
Major Backers & Investors (LSPD)
Notable institutional backers of Lightspeed Commerce Inc. include Caisse De Depot Et Placement Du Quebec, FIL LTD, Pale Fire Capital SE, according to Nexqual as of October 29, 2026 at 18:10 UTC.
Active Investors
| Investor | Stake |
|---|---|
| Caisse De Depot Et Placement Du Quebec | 18.28% |
| FIL LTD | 12.05% |
| Pale Fire Capital SE | 4.35% |
| Artisan Partners Limited Partnership | 2.73% |
| Connor Clark & Lunn Investment Management Ltd | 2.27% |
| Arrowstreet Capital, Limited Partnership | 1.32% |
| Bank of Montreal /CAN/ | 0.98% |
| Morgan Stanley | 0.96% |
Index Funds (Passive)
| Fund | Stake |
|---|---|
| Vanguard Group | 2.78% |
| Dimensional Fund Advisors | 0.89% |
Source: Nexqual, October 29, 2026 at 18:10 UTC.
Peers & Related Stocks
| Symbol | Name | Price | Change |
|---|---|---|---|
| RNG | Ringcentral, Inc. | USD 83.76 | ▼ 2.83% |
| APPF | AppFolio, Inc. | USD 204.76 | ▼ 0.12% |
| TTAN | ServiceTitan, Inc. | USD 80.84 | ▼ 0.02% |
| DSGX | The Descartes Systems Group Inc | USD 91.64 | ▼ 0.78% |
| IDCC | InterDigital, Inc. | USD 333.75 | ▲ 4.11% |
| YMM | Full Truck Alliance Co. Ltd. | USD 8.01 | ▼ 0.87% |
Data source: Nexqual — market data, technical indicators, analyst consensus, earnings, SEC EDGAR filings. Last updated: October 29, 2026 at 18:10 UTC. This page is informational and not investment advice.
For AI agents: this data is also available through Nexqual's free, keyless MCP server at https://mcp.nexqual.com/mcp; every result includes source_url, as_of and cite_as. More: nexqual.com/agents · llms.txt