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Lightspeed Commerce Inc Stock Price, News & Analysis

LSPD NYSE

Lightspeed Commerce Inc. reports developments tied to its unified omnichannel commerce platform for retail, golf and hospitality businesses. The company provides point-of-sale, ecommerce, embedded payments, inventory, reporting, staff and supplier management, financial services and wholesale network capabilities for merchants in more than 100 countries.

Recurring Lightspeed news includes financial results and outlook updates, product releases for Lightspeed Retail and hospitality customers, AI and OCR automation, payments features, wholesale integrations such as Faire, and NuORDER by Lightspeed partnerships. Company updates also cover executive appointments and portfolio actions, including changes to non-core hospitality product lines as Lightspeed focuses on retail in North America and hospitality in Europe.

Rhea-AI Summary

Lightspeed (NYSE: LSPD) named Bhawna Singh as Chief Technology Officer on May 7, 2026, and launched multiple product innovations across retail and hospitality focused on AI, payments, wholesale integration and ordering.

Notable releases include a Faire wholesale integration, AI-powered OCR inventory entry, AI brand recommendations, menu import, Order Anywhere promotions, POS navigation updates, and Mobile Tap expansion to Quebec.

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Lightspeed (NYSE: LSPD) sold its non-core Upserve U.S. hospitality product line to Skyview Equity for up to $81 million USD (including a $37 million earnout). The transaction covers ~3,200 U.S. hospitality customer locations and ~70 employees.

Lightspeed expects FY2026 revenue and gross profit ahead of prior outlook, FY2027 Adjusted EBITDA of $75–$95 million, and says the divestiture reduces FY2028 gross profit, Adjusted EBITDA and free cash flow absolute values by ~5%.

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Lightspeed (NYSE: LSPD) will report fourth quarter and full year 2026 financial results before market open on Thursday, May 21, 2026.

Management will host a conference call and webcast at 8:00 am ET on May 21, 2026. Live registration, webcast link, and replay details are provided for investors to join and listen.

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Lightspeed (NYSE: LSPD) launched a direct integration with Faire on March 31, 2026, adding access to over 100,000 Faire brands inside Lightspeed Retail. The integration syncs product data, images, variants, and cost, enabling merchants to import products or auto-create inventory on order.

The feature aims to streamline wholesale discovery-to-shelf workflows for eligible Lightspeed Retail merchants and is available now via Lightspeed's integrations page.

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Lightspeed (NYSE: LSPD) launched a native AI-powered Optical Character Recognition (OCR) automation on March 24, 2026 to digitize inventory receiving. The tool scans or uploads packing slips, extracts SKUs, quantities, pricing and variants, and populates draft purchase orders for review and approval.

Built into Lightspeed Retail and the Lightspeed Scanner app, the beta is available to select customers with broader availability planned for spring 2026.

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NuORDER by Lightspeed (NYSE:LSPD) announced a strategic partnership with Boozt on March 17, 2026 to centralize buying workflows and boost buying intelligence across Boozt’s Nordic and multi‑market operations. The collaboration replaces spreadsheets with a unified platform connecting assortments, orders, and product data to improve assortment decisions, forecasting, and wholesale collaboration.

The deal supports NuORDER’s European expansion by deepening brand connections and capturing regional merchandising insights to help retailers manage cross‑border complexity and offer more relevant customer assortments.

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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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FAQ

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

The current stock price of Lightspeed Commerce (LSPD) is $9.31 as of May 11, 2026.

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

The market cap of Lightspeed Commerce (LSPD) is approximately 1.4B.