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Lightspeed Commerce Inc Stock Price, News & Analysis

LSPD NYSE

Welcome to our dedicated page for Lightspeed Commerce news (Ticker: LSPD), a resource for investors and traders seeking the latest updates and insights on Lightspeed Commerce stock.

Lightspeed Commerce Inc. (NYSE: LSPD, TSX: LSPD) generates a steady flow of news as a POS and payments platform serving retail, golf, and hospitality businesses in over 100 countries. News about Lightspeed often highlights product innovation, AI capabilities, wholesale marketplace developments, financial results, and corporate milestones, giving investors and industry observers insight into how the company is evolving its omnichannel SaaS platform.

Recent announcements have focused on new offerings such as Lightspeed AI, an intelligence layer that introduces conversational assistants within Lightspeed Retail, Lightspeed Restaurant, and NuORDER to help merchants and buying teams access data-driven insights. Lightspeed has also unveiled Lightspeed Tempo, a pacing intelligence built into Lightspeed Restaurant, and a new NuORDER Marketplace experience that centralizes multi-brand wholesale shopping and ordering with POS integration.

In addition to product updates, Lightspeed news includes financial results and outlook updates, conference call announcements, and strategic leadership changes, such as the appointment of a Chief Revenue Officer and board appointments. Coverage also extends to recognition in programs like Deloitte's Technology Fast 50, as well as partnerships and wholesale initiatives through NuORDER by Lightspeed.

This news page for LSPD brings together these types of updates so readers can follow developments in Lightspeed's platform, AI initiatives, wholesale ecosystem, and financial reporting. For investors, merchants, and analysts tracking the company, it offers a central view of how Lightspeed is positioning its POS, payments, and commerce tools across retail, hospitality, and golf.

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Lightspeed (NYSE: LSPD) reported Q3 FY2026 revenue of $312.3M, up 11% YoY, gross profit of $133.6M (+15% YoY) and gross margin of 43%. Adjusted EBITDA rose to $20.2M, operating cash flow was $28.9M, and cash totaled $479.0M. The company raised its FY2026 revenue outlook to $1,216M–$1,220M with Adjusted EBITDA guidance of $72M.

Operationally, Customer Locations reached ~148,000, total GTV was $25.3B (+8% YoY), GPV was $10.5B (+19% YoY), and ARPU rose ~11% to ~$660.

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Lightspeed (NYSE: LSPD) unveiled a broad suite of Q3 product innovations on January 22, 2026 focused on retail and hospitality workflow automation, insights, and payments. Key launches include Lightspeed AI (an AI assistant across Retail, Restaurant, and NuORDER by Lightspeed, launched January 2026), hospitality tools Tempo, Tasks, and Reservations, Marketplace multi-brand shopping, a curated themes store, customer-facing displays on Smart Terminals, Mobile Tap expansion to France, Germany and Switzerland, and general availability of Selling on Scanner for Android in January 2026.

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Lightspeed (NYSE: LSPD) launched a centralized, multi-brand Marketplace shopping and ordering experience inside NuORDER and integrated with Lightspeed POS, announced Jan 12, 2026. The Marketplace enables retailers to browse, compare, and order from thousands of brands in one place, with POS sync that flows orders into Lightspeed Retail and reduces manual entry. The product is in Beta with general availability planned for early 2026. Lightspeed says the integration links wholesale ordering to retail inventory planning, offers AI-driven insights, and gives brands control over pricing and curated expansion.

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Lightspeed (NYSE: LSPD) launched Lightspeed AI on January 9, 2026, an AI-powered intelligence layer embedded across Lightspeed Retail, Lightspeed Restaurant and NuORDER to provide conversational assistants that surface contextual, actionable insights from merchants' data.

The rollout introduces natural-language Q&A, follow-up conversational refinement, product photo enhancements in the Retail back office, and NuORDER assortment insights for enterprise buyers; Lightspeed plans continued expansion of autonomous capabilities and additional AI features throughout 2026. Lightspeed will highlight Lightspeed AI at Lightspeed Edge and at NRF (booth #6651).

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Lightspeed (NYSE: LSPD) will report its third quarter 2026 financial results before market open on Thursday, February 5, 2026. Management will host a conference call and webcast at 8:00 am ET the same day to discuss results.

Investors can register for the live telephonic call in advance via the provided registration link and will receive dial‑in instructions, a unique passcode, and registrant ID by email. A replay will be available approximately two hours after the live call until 11:59 pm ET on February 12, 2026, via toll‑free and international numbers; the webcast will be on the company's investor website.

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Lightspeed (NYSE: LSPD) on Nov 24, 2025 launched Tempo, a pacing intelligence built into Lightspeed Restaurant that uses real-time dining flow data to guide servers and managers through service moments.

Tempo aims to make pacing measurable and coachable to improve guest experience, increase table turns, and boost staff performance. The product is available to Lightspeed Restaurant customers and will expand connectivity with Lightspeed systems such as Kitchen Display and Pulse.

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Millennium Systems International appointed Adam Schneider as Chief Financial Officer effective November 13, 2025.

Schneider brings more than 15 years of SaaS and Fintech experience, most recently leading global FP&A at Lightspeed Commerce (NYSE:LSPD). His background includes serving as COO and CFO at NuORDER, scaling businesses through funding rounds, and supporting successful exits. At MSI he will oversee finance, accounting, and operational performance, partner with Product, Sales, and Marketing, and lead financial planning for potential M&A initiatives as the company seeks to accelerate growth for its Meevo salon and spa software platform.

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Lightspeed (NYSE: LSPD) appointed Gabriel Benavides as Chief Revenue Officer effective Nov 13, 2025 to lead global revenue, sales, customer success, marketing, and channel partnerships as the company pursues a focused, high-efficiency growth strategy.

Lightspeed said the move supports accelerating software and payments ARPU growth worldwide and follows two consecutive quarters of exceeding revenue and gross profit outlook. Benavides brings 20+ years of go-to-market leadership, including roles as CRO at Contentsquare and Medallia, where he helped scale revenue roughly 10× and reach a $6 billion valuation. President JD Saint-Martin will step down and remain through March 31, 2026 to support transition.

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Lightspeed (NYSE: LSPD) reported Q2 FY2026 results for the quarter ended Sept 30, 2025, raising its full‑year outlook after stronger first‑half performance. Revenue was $319.0M (+15% YoY) and gross profit was $135.2M (+18% YoY) with overall gross margin at 42%. The company generated $25.5M cash from operations and Adjusted Free Cash Flow $18.0M (vs $1.6M year‑ago). Adjusted EBITDA was $21.3M, and cash and equivalents totaled $462.5M. Customer Locations increased year‑over‑year to ~146,000, with ARPU up ~15% to ~$685. Lightspeed raised FY2026 guidance to at least 12% revenue growth, gross profit ≥15% growth, and ≥$70M Adjusted EBITDA.

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FAQ

What is the current stock price of Lightspeed Commerce (LSPD)?

The current stock price of Lightspeed Commerce (LSPD) is $9.25 as of February 10, 2026.

What is the market cap of Lightspeed Commerce (LSPD)?

The market cap of Lightspeed Commerce (LSPD) is approximately 1.3B.
Lightspeed Commerce Inc

NYSE:LSPD

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LSPD Stock Data

1.25B
123.01M
10.76%
61.31%
4.04%
Software - Application
Technology
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