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Investing.com - Freedom Capital Markets initiated coverage on Lightspeed POS Inc. (NYSE:LSPD) with a Hold rating and a $12.00 price target on Monday, close to the current trading price of $12.13. According to InvestingPro data, the stock appears undervalued based on its Fair Value analysis.
The research firm noted that Lightspeed has transformed into a unified commerce platform over recent years, diversifying its offerings and strengthening product capabilities while achieving double-digit revenue growth. The company has maintained strong revenue growth of 15.5% over the last twelve months, with a robust balance sheet showing more cash than debt.
Freedom Capital Markets highlighted Lightspeed’s success in increasing software average revenue per user and deepening payments adoption across its customer base.
Despite these positive developments, the firm pointed out that gross transaction volume (GTV) and software growth reacceleration remains elusive, with management recently shifting strategy to focus on North American retail and EMEA hospitality markets.
The $12 price target is based on 14 times Freedom Capital Markets’ calendar year 2026 estimated adjusted EBITDA of $89 million, or 2 times its estimated 2026 gross profit of $570 million.
In other recent news, Lightspeed POS Inc. reported its Q1 2025 financial results, showing a mixed performance. The company missed its earnings per share forecast, reporting $0.06 compared to the expected $0.13, marking a 53.85% shortfall. However, revenue surpassed expectations, reaching $304.9 million against the forecasted $287.22 million, a 6.16% positive surprise. RBC Capital reiterated its Outperform rating for Lightspeed, highlighting growth and early signs of transformation, with approximately 5% year-over-year location growth in its growth engine markets. TD Cowen resumed coverage of Lightspeed with a Hold rating, noting progress on the company’s strategy to increase customer locations. Additionally, Lightspeed announced the appointment of Sameer Samat from Google and fintech executive Odilon Almeida to its board, effective October 1, 2025, as part of its focus on profitable growth. These developments reflect ongoing strategic efforts and investor interest in the company’s future.
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