National Bank commentsKey Takeaways: As far as we’re concerned, Lightspeed’s fiscal Q2 results were solid. No doubt, the action in the stock price suggests otherwise. But given the prominence of a vocal short casting doubt, we can’t say the pullback is entirely surprising. The reality is that we’ve seen similar situations before over our many years covering the sector and know all too well these situations can leave an overhang, even in the face of strong results. Yet, with Lightspeed’s results and outlook reinforcing our investment thesis, we think investors who can look through the short overhang have the potential to benefit meaningfully looking ahead. Bottom line, if you missed the run in this name in recent years, you’re getting a chance to own it on the pullback. Outperform.