Review of Lightspeed Commerce Inc.

MAR 26, 2024 - The company has been focusing on higher Gross Transaction Volume (GTV) customers to improve its top-line growth and reduce customer churn. The most recent quarterly results were better than expected, however, we feel the company needs to make more progress on achieving profitability. Following our downgrade from our latest report, we are maintaining our rating at ‘B-‘.

Download Report

Q: A recent article in the Globe postulated that M & A activity in the Canadian tech sector could increase in 2025. Some of the reasons given were the delayed implementation of the increase in capital gains taxation, the low Canadian dollar and tariffs.

Are there tech companies you would view as potential take-over targets in 2025?

Thanks for the great service!

Ian

Read Answer Asked by Ian on March 03, 2025

Q: Trane has fallen a bit from the peak what are your thoughts on growth outlook moving forward? I’m up about 100% should I be moving on.

What is the outlook for LSPD? I’m taking a loss on this one and have held on for a few years, is there a chance this will gain any growth or should I cut my losses

Thanks!!

Read Answer Asked by Mark on February 18, 2025

Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD)

Q: Hi 5i
How were Lspd earnings?
What were the results of the completed strategic review? Sounds like the search for a buyer was unsuccessful….
How does 5i view the future prospects going forward for lightspeed … currently hold small position… would 5i sell or continue to hold .
If sell what would you recommend in similar space.
Thx

Read Answer Asked by jim on February 06, 2025