Lightspeed Commerce Focuses On Growth, Buybacks, And AI Productivity (Upgrade)
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Donovan JonesInvesting Group LeaderFollow5ShareSavePlay(11min)CommentsSummaryI'm upgrading Lightspeed Commerce to a Buy as revenue growth, stock buybacks, and a potential valuation re-rating outweigh ongoing operating losses.LSPD targets mid-market and multi-location retailers, expands embedded payments, and leverages generative AI to boost outbound sales productivity.Despite moderating software market revenue growth and margin pressure from hardware discounts, LSPD's valuation is at a steep discount to SaaS peers.Continued share reduction, international expansion, and a growing merchant cash advance business support my constructive outlook through 2026. PhonlamaiPhoto/iStock via Getty Images Investment Outlook Lightspeed Commerce (LSPD) beat consensus estimates in its FQ2 2026 financial results. I previously analyzed LSPD in June with a neutral Hold outlook due to soft market demand. The firm continues to focusThis article was written byDonovan Jones21.46K FollowersFollowDonovan Jones is an IPO research specialist with 15 years of experience identifying opportunities for high quality IPOs.He also leads the investing group IPO Edge, which offers actionable information on growth stocks through first-look IPO filings, previews on upcoming IPOs, an IPO calendar for tracking what’s on the horizon, a database of U.S. IPOs, and a guide to IPO investing to walk you through the entire IPO lifecycle - from filing to listing to quiet period and lockup expiration dates. Learn moreAnalyst’s Disclosure:I/we have no stock, option or similar derivative position in any of the companies mentioned, and no plans to initiate any such positions within the next 72 hours. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article. Seeking Alpha's Disclosure: Past performance is no guarantee of future results. No recommendation or advice is being given as to whether any investment is suitable for a particular investor. Any views or opinions expressed above may not reflect those of Seeking Alpha as a whole. Seeking Alpha is not a licensed securities dealer, broker or US investment adviser or investment bank. Our analysts are third party authors that include both professional investors and individual investors who may not be licensed or certified by any institute or regulatory body.