Earnings Preview: Lightspeed Commerce

Lightspeed Commerce (NYSE:LSPD) will release its quarterly earnings report on Thursday, 2026-02-05. Here's a brief overview for investors ahead of the announcement.

Analysts anticipate Lightspeed Commerce to report an earnings per share (EPS) of $0.10.

Lightspeed Commerce bulls will hope to hear the company announce they've not only beaten that estimate, but also to provide positive guidance, or forecasted growth, for the next quarter.

New investors should note that it is sometimes not an earnings beat or miss that most affects the price of a stock, but the guidance (or forecast).

Performance in Previous Earnings

During the last quarter, the company reported an EPS beat by $0.04, leading to a 2.6% drop in the share price on the subsequent day.

Here's a look at Lightspeed Commerce's past performance and the resulting price change:

Quarter	Q2 2026	Q1 2026	Q4 2025	Q3 2025
EPS Estimate	0.12	0.09	0.11	0.10
EPS Actual	0.16	0.06	0.10	0.12
Price Change %	-3.00	-1.00	7.00	4.00

Stock Performance

Shares of Lightspeed Commerce were trading at $9.85 as of February 03. Over the last 52-week period, shares are down 20.08%. Given that these returns are generally negative, long-term shareholders are likely upset going into this earnings release.

Analyst Insights on Lightspeed Commerce

For investors, staying informed about market sentiments and expectations in the industry is paramount. This analysis provides an exploration of the latest insights on Lightspeed Commerce.

The consensus rating for Lightspeed Commerce is Buy, derived from 2 analyst ratings. An average one-year price target of $15.0 implies a potential 52.28% upside.

Peer Ratings Overview

The analysis below examines the analyst ratings and average 1-year price targets of Bitfarms, LiveRamp Holdings and Five9, three significant industry players, providing valuable insights into their relative performance expectations and market positioning.

• Analysts currently favor an Buy trajectory for Bitfarms, with an average 1-year price target of $4.0, suggesting a potential 59.39% downside.
• Analysts currently favor an Neutral trajectory for LiveRamp Holdings, with an average 1-year price target of $35.0, suggesting a potential 255.33% upside.
• Analysts currently favor an Outperform trajectory for Five9, with an average 1-year price target of $25.86, suggesting a potential 162.54% upside.

Peer Metrics Summary

The peer analysis summary provides a snapshot of key metrics for Bitfarms, LiveRamp Holdings and Five9, illuminating their respective standings within the industry. These metrics offer valuable insights into their market positions and comparative performance.

Company	Consensus	Revenue Growth	Gross Profit	Return on Equity
Lightspeed Commerce	Buy	15.07%	$135.16M	-2.14%
Bitfarms	Buy	155.78%	$-2.88M	-12.68%
LiveRamp Holdings	Neutral	7.73%	$140.24M	2.90%
Five9	Outperform	8.20%	$157.28M	2.41%

Key Takeaway:

Lightspeed Commerce ranks at the top for Revenue Growth among its peers. It is at the bottom for Gross Profit and Return on Equity.

All You Need to Know About Lightspeed Commerce

Lightspeed Commerce Inc provides an omni-channel commerce-enabling SaaS platform. Its software platform provides customers with the functionality it needs to engage with consumers, manage their operations, accept payments, and grow their businesses. The company sells its platform through a direct sales force in the United States, Canada, United Kingdom, Australia, and other countries. It derives a majority of its revenue from the United States.

Financial Insights: Lightspeed Commerce

Market Capitalization Analysis: Positioned below industry benchmarks, the company's market capitalization faces constraints in size. This could be influenced by factors such as growth expectations or operational capacity.

Revenue Growth: Lightspeed Commerce displayed positive results in 3 months. As of 30 September, 2025, the company achieved a solid revenue growth rate of approximately 15.07%. This indicates a notable increase in the company's top-line earnings. In comparison to its industry peers, the company trails behind with a growth rate lower than the average among peers in the Information Technology sector.

Net Margin: Lightspeed Commerce's net margin falls below industry averages, indicating challenges in achieving strong profitability. With a net margin of -10.25%, the company may face hurdles in effective cost management.

Return on Equity (ROE): Lightspeed Commerce's ROE is below industry standards, pointing towards difficulties in efficiently utilizing equity capital. With an ROE of -2.14%, the company may encounter challenges in delivering satisfactory returns for shareholders.

Return on Assets (ROA): The company's ROA is below industry benchmarks, signaling potential difficulties in efficiently utilizing assets. With an ROA of -1.94%, the company may need to address challenges in generating satisfactory returns from its assets.

Debt Management: Lightspeed Commerce's debt-to-equity ratio is below industry norms, indicating a sound financial structure with a ratio of 0.01.

To track all earnings releases for Lightspeed Commerce visit their earnings calendar on our site.

This article was generated by Benzinga's automated content engine and reviewed by an editor.