Lightspeed Commerce Inc Stock Price, News & Analysis

Lightspeed Commerce Inc. (NYSE: LSPD) (TSX: LSPD) has scheduled its fourth quarter and full year 2025 financial results announcement for Thursday, May 22, 2025, before market open. The company will host a conference call and webcast at 8:00 am ET on the same day to discuss the results.

Interested participants can register for the telephonic version of the call in advance through the provided registration link. A replay of the call will be available until May 29, 2025, accessible via toll-free numbers for US/Canada (800-770-2030) and international callers (647-362-9199) using Conference ID 74316. The webcast will be accessible through the company's investor relations website.

Lightspeed Commerce (NYSE: LSPD) has launched new retail features in Lightspeed Insights, including Seasonality Forecasting, which provides order recommendations for seasonal products based on historical sales trends directly within the POS platform.

Key highlights from the announcement include:

• Merchants using Lightspeed Insights have achieved ~$13,000 higher gross profit
• The platform reduces stockout days for top-selling items by ~26%
• ~39% of merchants seek better ordering quantity insights
• Merchants spend average 22 hours weekly on inventory tasks

The update includes new Sales Visualizations for tracking performance trends and enhanced NuORDER Order Trends feature for U.S. customers, providing visibility into top-performing products, categories, sizes, and colors. The features are now available to Lightspeed Retail merchants across North America, Europe, and beyond.

Lightspeed Commerce Inc. (NYSE: LSPD) has unveiled a groundbreaking enhancement to its wholesale network through PO Sync, a new feature integrated into Lightspeed Retail POS. This innovation allows merchants to automate inventory replenishment ordering within the Lightspeed NuORDER ecosystem.

The platform connects over 4,000 brands with 100,000+ retailers, streamlining wholesale commerce through automated ordering and data-driven insights. Retailers using Order Recommendations have experienced a 26% reduction in days out of stock. PO Sync enables merchants to sync orders directly between NuORDER brands and POS, while also introducing two new brand partner types - Connect and Catalog.

Early adopters like Treadz Shoes report significant efficiency gains, with approximately 50% of their suppliers on Lightspeed NuORDER, resulting in reduced human error and streamlined operations.

Lightspeed Commerce (TSX: LSPD) (NYSE: LSPD) unveiled its three-year strategic outlook at its 2025 Capital Markets Day. The company projects consolidated gross profit CAGR of ~15-18% through Fiscal 2028, targeting ~$700 million in gross profit. Within its primary growth engines - retail in North America and hospitality in Europe - Lightspeed expects gross profit CAGR of ~20-25% and Customer Location CAGR of ~10-15%.

Key financial targets for Fiscal 2028 include:

• Adjusted EBITDA reaching ~20% of gross profit
• Free Cash Flow of ~$100 million

The company completed its share repurchase program of over $130 million and announced an additional repurchase authorization of up to ~$300 million, totaling $430 million. The new NCIB allows for repurchase of up to 9,013,953 shares over twelve months starting April 5, 2025.

Lightspeed Commerce Inc. (TSX: LSPD) (NYSE: LSPD) has revised its fiscal 2025 financial outlook due to deteriorating macroeconomic conditions. The company now projects revenue growth of approximately 18%, down from the previously expected 20%, primarily impacted by transaction-based revenue pressure.

The revision comes as a result of:

• Heightened inflationary pressures
• Increased job insecurity
• Weakened consumer confidence affecting discretionary spending
• Declining small business optimism impacting new business formation

Despite these headwinds, Lightspeed maintains its Fiscal 2025 Adjusted EBITDA target of over $53 million. The company plans to present its three-year strategy and transformational journey at its upcoming Capital Markets Day at the New York Stock Exchange on March 26.

Lightspeed Commerce Inc. (NYSE: LSPD) has unveiled a groundbreaking AI-powered website builder that transforms screenshots into fully functional websites for retailers. The innovative tool eliminates the need for manual coding or third-party developers, allowing merchants to create custom web elements by simply providing screen captures or descriptions.

The AI-driven technology, currently in beta with select merchants, analyzes examples and generates production-ready code, enabling retailers to build professional-looking online stores quickly and efficiently. The solution aims to democratize web development by reducing complexity and costs while delivering on-brand websites in minutes.

According to Dax Dasilva, Founder and CEO, the tool addresses common challenges merchants face with website design, removing friction and enabling faster iteration. Ryan Pratt, a Colorado-based shoe store owner, praised the solution's ability to create custom sections without external assistance. Broader availability of the website builder is expected later in 2025.

Lightspeed Commerce (NYSE: LSPD) has appointed Manon Brouillette as Executive Chair of its Board of Directors, effective April 1, 2025. Brouillette, who currently chairs Hydro-Québec's board and previously served as CEO of Verizon Consumer Group, brings significant experience in omnichannel and company transformation.

The appointment coincides with Lightspeed's strategic transformation phase, with Brouillette having played a key role in developing the company's recent transformation strategy since rejoining the board in October 2023. Patrick Pichette, who served as interim Chair, will continue as a Director, while Dale Murray has been appointed as Lead Independent Director.

The announcement comes ahead of Lightspeed's Capital Markets Day on March 26, 2025, at the NYSE, where management will present updates on the transformation plan, operational and financial impacts, products, and long-term financial outlook.

Lightspeed Commerce (NYSE: LSPD) has secured a significant legal victory as the United States District Court for the Eastern District of New York fully dismissed the securities class action lawsuit against the company and its executives. The lawsuit, which originated from a September 2021 short-seller report by Spruce Point Capital Management, was found to lack merit and adequate legal basis.

The Court ruled that the plaintiff failed to allege any actionable claims, validating Lightspeed's position on its integrity and transparency. The announcement comes before the company's Capital Markets Day, scheduled for March 26, 2025, at the New York Stock Exchange, where management will present updates on their transformation plan, operations, and long-term financial outlook.

Lightspeed Commerce (NYSE: LSPD) (TSX: LSPD), the one-stop commerce platform for merchants, has announced its participation in the upcoming Morgan Stanley Technology, Media & Telecom Conference.

The company's Founder and CEO, Dax Dasilva, will be speaking at the event on Wednesday, March 5, 2025 at 6:20 pm ET. The conference will take place at the Palace Hotel in San Francisco.

Investors and interested parties can access the webcast of Lightspeed's presentation through the company's investor relations website at investors.lightspeedhq.com or directly via the provided link. The presentation will remain available on-demand for 180 days following the event.

This participation offers an opportunity for investors to gain insights into Lightspeed's business strategy and market position as a platform empowering merchants to provide omnichannel experiences.