Lightspeed Commerce Analyst Raises Price Target to $18.00, Maintaining 'Buy' Rating

Benchmark analyst Mark Palmer has raised the price target for Lightspeed Commerce (LSPD) to $18.00 from $16.00, a 12.50% increase. The analyst maintains a "Buy" rating for the stock. Historically, analysts have adjusted their price targets for LSPD over the past few months. The average target price for LSPD is $13.81, with a high estimate of $20.53 and a low estimate of $10.00, indicating a potential upside of 14.32% from the current price.

Title: Barclays Raises Price Target for Lightspeed Commerce, Maintaining "Buy" Rating

In a recent report, Barclays analyst Mark Palmer has increased the price target for Lightspeed Commerce (LSPD) to $18.00, a 12.50% rise from the previous target of $16.00. This adjustment comes alongside a "Buy" rating, reflecting the analyst's positive outlook on the company's future prospects [1].

Lightspeed Commerce provides an omni-channel commerce-enabling SaaS platform, selling its software through a direct sales force in various countries, with a significant portion of its revenue coming from the United States. The company's software platform helps businesses engage with consumers, manage operations, process payments, and grow their businesses [2].

Historically, analysts have shown varying actions on Lightspeed Commerce's stock. In July 2025, Scotiabank raised its price target from $10.00 to $12.00, indicating a 20% increase. In the same month, Truist Securities raised its target from $11.00 to $12.00, reflecting a 9.09% increase. In June 2025, Truist Securities initiated coverage with a price target of $11.00. However, in May 2025, Scotiabank lowered its target from $11.00 to $10.00, indicating a 9.09% decrease [1].

Based on the one-year price targets offered by 13 analysts, the average target price for Lightspeed Commerce Inc is $13.81, with a high estimate of $20.53 and a low estimate of $10.00. This average target implies a potential upside of 11.01% from the current price of $12.44. The average brokerage recommendation from 13 firms is 2.8, indicating a "Hold" status [1].

Lightspeed Commerce's financial health and performance metrics show mixed signals. The company exhibits strong revenue growth trends, with 1-year and 5-year growth rates of 25.7% and 40.1%, respectively. However, profitability remains a challenge, as evidenced by negative operating and net margins. The company's gross margin stands at 41.83%, but it has shown a concerning long-term decline at an average annual rate of -8.6% [2].

Despite these challenges, Lightspeed Commerce demonstrates improving operational metrics, with expanding operating margins and robust revenue growth across various timeframes. The company's return metrics, however, present areas for improvement, with negative returns on equity, assets, and invested capital. These figures reflect the company's current unprofitability but should be viewed in the context of its growth stage and the significant investments required to expand its SaaS platform [2].

The stock trades at 1.78 times sales, near the lower end of its historical price-to-sales range, and has a price-to-book ratio of 1.06, suggesting the market isn't assigning a significant premium to its book value. Analyst consensus shows a $13.43 average price target with a 2.8 recommendation score, indicating neutral to slightly positive sentiment. Technical indicators show mixed signals, with the 14-day RSI at 50.66 suggesting neutral momentum and the 5-day RSI at 30.3 indicating potential oversold conditions [2].

In conclusion, Lightspeed Commerce continues to show promise despite ongoing challenges in profitability. The recent increase in the price target by Barclays, along with the positive outlook from analysts, suggests that investors may find value in the company's growth potential. However, potential investors should be aware of the risks associated with the company's financial health and the competitive nature of the SaaS industry [2].

References:
[1] https://www.gurufocus.com/news/3027109/barclays-raises-price-target-for-lspd-to-1500-maintains-equalweight-rating-lspd-stock-news
[2] https://www.gurufocus.com/news/3026193/lightspeed-lspd-price-target-raised-by-barclays-after-earnings
[3] https://finance.yahoo.com/news/expect-lightspeed-commerce-inc-tsx-134050174.html