SecBot SecBot

LSPD

Lightspeed Commerce Inc.
NYSE· Services-Prepackaged Software· Inc. Z4· CIK 0001823306 Software & IT
$11.09 −0.04 (−0.36%)
Oct 26 4:00 PM ET · prev $11.13
Market cap
$1.5B
Small cap
Consensus
Buy
59% Buy or better · 17 analysts
Median target
$11.00
−1% · range $9.50–13.00
1 year
−12.3%
from $12.65 · Oct 27
30 days
+14.4%
from $9.69
52-week range
$8.37–13.44
−17% from high · low May 21
Avg volume 20D
816.2K
Oct 5 spike 2.57M
Short interest
🔒 Subscribers only
New fund stakes
1
Q2 2026 13F · 1 exit
Filing reports
10
analyzed by SecBot
SecBot read BULLISH 5 reports · 90 days
Balance 0 bearish · 1 bullish · 1 mixed · 3 neutral oldest → newest, height = score
Avg score ·High conf. 5/5
Strongest BULLISH Lightspeed Commerce reported FQ1 2027 revenue of $322.7M (organic growth +17% YoY, exceeding outlook), a net…
All reports →

Price

Daily candles with volume. Pins mark insider trades, rating changes, 13F stakes, reports, catalysts and short-interest jumps.

Signal stack

Where each data set points today.

  • InstitutionsBEARISH

    Q2 2026: 8 added (1 new), 13 trimmed or exited. Largest new: Arrowstreet Capital, Limited Partnership $18.3M.

  • AnalystsBULLISH

    10 of 17 rate it Buy or better. Median target $11.00 (−1%).

  • TrendUPTREND

    8% above its 50-day average.

Who's buying

13F· Q2 2026
1
new positions
1
exit
$18.3M
in new stakes
FundMoveSharesValue
ARROWSTREET CAPITAL, LIMITED PARTNERSHIPNEW1,748,156$18.3M
MORGAN STANLEYTRIM1,269,049$13.3M
ROYAL BANK OF CANADATRIM1,120,738$11.8M
GOLDMAN SACHS GROUP INCADD661,852$6.9M
BANK OF AMERICA CORP /DE/TRIM636,038$6.7M
CITADEL ADVISORS LLCTRIM463,900$4.9M
JANE STREET GROUP, LLCTRIM198,627$2.1M
BRITISH COLUMBIA INVESTMENT MANAGEMENT CorpADD155,119$1.6M

Quarterly 13F filings are due 45 days after each quarter ends.

The Street

17 analysts
Buy 59% rate it Buy or better
Strong Buy3Buy7Hold6Sell1Strong Sell0
12-month targets · 13 analysts

Price is inside the target range. Median implies −1%.Targets as of Oct 27, 2026.

Recent actions
DateFirmActionRating
Oct 23, 2026Truist Securities
MAINTAIN
MAINTAINHold
Sep 28, 2026Morgan Stanley
MAINTAIN
MAINTAINEqual-Weight
Aug 31, 2026RBC Capital
MAINTAIN
MAINTAINOutperform
Jul 31, 2026JP Morgan
MAINTAIN
MAINTAINUnderweight
May 28, 2026Truist Securities
MAINTAIN
MAINTAINHold
May 22, 2026UBS
MAINTAIN
MAINTAINNeutral

Earnings setup

Estimates

Revision history: 🔒 Fresh data, subscribers only

PeriodEPS est.Range30D rev.Revenue
Current Q🔒 Fresh data, subscribers only
Next Q$0.18$0.15–$0.22+0.5%$319.0M
Current FY🔒 Fresh data, subscribers only
Next FY🔒 Fresh data, subscribers only
Catalysts
Scheduled dates and disclosed events: earnings, FDA and trial readouts, halts, press releases. Colored dot = impact.
Recent
Oct 22, 2026
Press release
Lightspeed Advances Its Connected Commerce Platform to Help Merchants Run Smarter and Capture More Demand
New Retail, Hospitality and Golf capabilities connect customer acquisition to transactions, simplify complex operations and use AI to turn commerce…
Jul 17, 2026
Press release
Lightspeed Commerce Advances Unified Commerce Vision with New AI, Payments, Fulfillment and Operations Innovations
New capabilities across retail and hospitality help high-volume businesses simplify operations, move faster and deliver more seamless customer…
Jul 15, 2026
Short interest
Short Interest: LSPD down 24% to 5.2M shares
Settlement 2026-07-15 | Days to cover: 7.58 | ≈3.94% of shares outstanding (est.)
Mar 27, 2026
Short interest
FTD: LSPD — 113,177 shares ($1.0M) failed to deliver
Settlement: 20260327, Price: $8.72, FTD Value: $986,903.44, LIGHTSPEED COMM INC SUB VTG SH

Short side

FINRA· Oct 15, 2026
🔒 Subscribers only
shares short
Recent activity
The latest filings, insider trades, analyst actions, press and options flow — newest first.
Oct 22, 2026 Other
Lightspeed Advances Its Connected Commerce Platform to Help Merchants Run Smarter and Capture More Demand
New Retail, Hospitality and Golf capabilities connect customer acquisition to transactions, simplify
Oct 8, 2026 SEC
Lightspeed Commerce Inc. filed a 6-K announcing the date for its fiscal second quarter 2027 financial results…
6-K — Impact 2/10
Aug 25, 2026 SEC
Lightspeed Commerce announced the appointment of Rupal Hollenbeck to its Board of Directors, effective October 1…
6-K — Impact 2/10
Jul 31, 2026 SEC
Lightspeed Commerce Inc. filed a 6-K reporting voting results from its July 30, 2026 annual and special shareholders…
6-K — Impact 2/10
Jun 30, 2026 Inst.
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP — NEW
1,748,156 shares ($18.3M)
Jun 30, 2026 Inst.
MORGAN STANLEY — TRIM
1,269,049 shares ($13.3M)

SecBot reports

10 filings · 3 bullish · 0 bearish · 1 mixed · 6 neutral
All LSPD filing & press-release reports (10)