Lightspeed Commerce Inc T.LSPD

Growth

[equityresearch]

US$750 million in cash. Fully support aggressive growth plans including further strategic acquisitions. Investing now for the future makes sense.

[equityresearch]

The market seems to have overreacted to the statements from the earnings call. The company is still on track with their profitability targets but is now focusing also on top-line growth. That is a win-win to me for a company with substantial cash reserves and can afford to invest now for their future.

[equityresearch]

Lightspeed went public in 2019 with an annual revenue of $77.5 million. The company will end this fiscal year with around $900 million in annual revenue however the stock price is about the same. Truly undervalued stock especially with all the growth that has occurred in the past few years.

[Form001]

Growth yes but not enough profit. Customers are too small.

[sunshine7]

Only relevant if you include share count.

[equityresearch]

The rule of 40 seems to still be in sights. Fully support cost cutting measures to drive greater profitability. Top line growth appears solid as the unified payments strategy continues.

[equityresearch]

Still optimistic that the narrative will change for Lightspeed. Increased payments adoption will result in higher ARPU which will result in higher overall revenue (already growing at 27%). Add in a greater focus on operational efficiency should result in accelerating profitability.

[equityresearch]

The best is yet to come. The company continues to have strong revenue growth and steady profitability appears to be right around the corner. The solid balance sheet with a large cash position provides opportunities which can lead to tremendous rewards.

[equityresearch]

Not giving up on this stock. Its time will come. The solid rise in transactional revenue shows the potential of this company. Operational efficiencies are required which is Dax’s main focus at the moment and should lead to margin expansion and profitability. Expecting the market to see the upside once the company releases its 3-year plan.

[equityresearch]

The company should benefit from the anticipated rate cuts as consumers get relief. Their spending should increase with more disposable income which benefits transactional revenue. Subscription revenue should increase as more companies adopt their products to simplify their operations.

[equityresearch]

Great news by management and the Board. The focus on profitable growth is key. The company should continue its strong revenue growth given the large TAM. The significant cost reductions makes the path to margin expansion and profitability clear. This is what the street wanted. The best is ahead for the company.

[equityresearch]

Patience is required. The strategy to grow transactional revenue through unified payments seems to be working. Add in Dax’s focus on growing subscription revenue and reducing costs should turn this stock around.

[equityresearch]

The focus on growing transactional revenue through payments should translate to consistent profitability soon. Growing ARPU and the stickiness of their omnichannel platform is key to maintaining a predictable revenue stream. Applauding management’s cost reduction efforts as well which should expand margins.

[equityresearch]

The focus on profitable growth should be a catalyst. Really good read. https://seekingalpha.com/article/4694927-lightspeed-commerce-stock-q4-earnings-on-track-profitable-growth-upgrade-buy

[BullBuy]

Thanks for the share! Will be buying more if it can break out past $21.50, leaving behind the last few months of messy charting.

[equityresearch]

Undervalued and consistently underappreciated. The company is growing at a rapid pace. The adoption of payments by a large portion of their customers should continue to drive higher ARPU and transactional revenue. The company’s renewed focus on software sales should drive higher subscription revenue. All this combined should translate to higher than expected top line growth and ultimately adjusted

[equityresearch]

Lightspeed is well capitalized with over US$700 million in cash. This provides opportunities to make strategic acquisitions, buyback shares or fuel further revenue growth through human capital investments.

[equityresearch]

As a leading omnichannel commerce platform, Lightspeed’s customer base is only expected to grow. The company has already proven steady and consistent growth and is well-capitalized to execute on strategic initiatives. Projected strong revenue growth along with their cost-cutting measures should demonstrate to the market that they can be consistently profitable in the near future.

[HOURGLASSCANADA]

When?

[equityresearch]

The company’s long-term growth potential looks healthy. The expansion of gross payment volume and a focus on growing the customer base with a higher GTV should pay off in the end. The margin expansion from the headcount reductions and other cost cutting initiatives should be reflected starting in the coming earnings release.

[equityresearch]

Lightspeed has a price to sales of 2.21 and a price to book of 0.83. The company is quite underappreciated especially when looking at Shopify’s price to sales of 10.48 and price to book of 8.70.

[equityresearch]

Very underappreciated stock. Lots of green flags: high institutional ownership, solid revenue growth rate, cost-cutting measures in progress, profitability in sights, supplier network potential still to be unlocked, global interest rates are declining, consumer is still resilient.

[equityresearch]

Dax’s return gives me hope that the company’s results will far exceed market expectations. Being such a large shareholder, it is in the best interests of the CEO and Founder to take Lightspeed to the next level.