Lightspeed Commerce Inc Stock Price, News & Analysis

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).

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.

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.

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.

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.

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.

NuORDER by Lightspeed (NASDAQ: LSPD) announced on October 29, 2025 that Nordstrom is expanding its partnership to make NuORDER a larger part of Nordstrom’s end-to-end data and integration program.

NuORDER will create a universal catalog of product, category, sizing data, and imagery to reduce manual processes and accelerate buying cycles. NuORDER currently collects over 50 data points per item and plans to increase data capture to support Nordstrom’s AI-powered forecasting, product recommendations, and personalization.

The move aims to improve merchandise assortment, customer experience, and operational efficiency by enabling richer, more complete product data across Nordstrom’s business.

Lightspeed (NYSE: LSPD) on Oct 28, 2025 announced a broad Q2 product release of AI and platform features across retail, hospitality and golf to help merchants streamline operations and boost sales.

Key launches include AI Showroom for physical retailers, a generative AI web builder now available to all retail customers, AI-generated product descriptions, the NuORDER Marketplace (beta), a Lightspeed Restaurant Integration Hub with 200+ third-party tools, hospitality payout upgrades in Australia (Instant and Same-day), Lightspeed Capital availability in Switzerland, Timed Menus, Google Business Profile sync for Order Anywhere, and a 12-dashboard Golf BI tool.

Lightspeed (NYSE: LSPD) was named an Enterprise—Industry Leaders winner in Deloitte's 2025 Technology Fast 50 on October 23, 2025. The company recorded a 318% revenue growth over the prior four years, qualifying under the category's revenue thresholds (minimum $10M in 2021 and $50M in 2024) and ranking 6th overall. This marks Lightspeed's fourth consecutive year receiving recognition from the program for revenue growth. The award highlights sustained growth and innovation across Lightspeed's omnichannel POS and payments platform serving retail, golf and hospitality businesses in over 100 countries.