Lightspeed Commerce Inc Dossier
Outlook & Key Dates
Estimates, guidance, catalysts, and upcoming events
Analyst Estimates Learn more →
5-Yr Fwd EPS Growth
38.4%projected annual EPS growth
Analyst Coverage
13analysts covering
FY Revenue (est.)
$1.3Bnext fiscal year
FY EPS (est.)
$0.62next fiscal year
Reporting Calendar
| Event | Expected Date |
|---|---|
| Fiscal Q2 2027 Earnings Release | 5 Nov 2026 |
Monitoring Framework
Key Performance Indicators
Average Revenue Per User (ARPU) Quarterly602.0Target: Continued expansion driven by unified POS and payments adoption
Gross Payment Volume (GPV) Penetration Rate Quarterly4,200.0%Target: Increasing conversion of GTV to processed payments
Customer Locations (Growth Engines) Quarterly148KTarget: 10%-15% 3-year CAGR (Fiscal 2025 - Fiscal 2028)
Watch Items
- SaaS Sector Valuation Pressures and AI Disruption FearsTrigger: Further multiple contraction below 1.0x Price-to-BookAction: Monitor private equity take-private interest and execution of the $400M share repurchase program
- SMB Customer Churn and Macroeconomic HeadwindsTrigger: Flat or negative net location additions in North American retail and European hospitalityAction: Re-evaluate outbound sales team expansion efficiency and GTM investments
Research as of 20 Jun 2026