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    Lightspeed Commerce (TSX:LSPD) Adds New Partnerships, Is More Upside Still On The Table?

    Simply Wall St·09/12/2026 03:30:57
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    Lightspeed Commerce (TSX:LSPD) has been back in focus after two pieces of operational news: a new golf partnership in Quebec and a ShipStation integration, coincided with a 1.84% daily share price gain.

    For context, Lightspeed Commerce shares have given investors a 2.68% 90 day share price return. However, the year to date share price return is down 14.5% and the 1 year total shareholder return is down 16%, signalling that recent momentum is only starting to improve after a much longer stretch of weak performance.

    Compare Lightspeed Commerce's recent momentum shift with other hand picked opportunities by scanning 9 high quality undiscovered gems that may still be flying under most investors' radar.

    After that short bounce in Lightspeed Commerce, the real issue now is simple. Is most of the repricing already in the rearview mirror, or is there still clear upside left on the table once you run the numbers?

    Most Popular Narrative: 21.5% Undervalued

    Against a last close of CA$13.80, the most followed narrative for Lightspeed Commerce pegs fair value much higher at CA$17.57. This sets up a very punchy long term story built around execution and profitability targets rather than short term share price swings.

    Accelerating adoption of digital payments and cloud-based platforms in retail and hospitality core to Lightspeed's growth strategy continues to boost subscription and transaction-based revenue, supporting an expanding total addressable market and steady revenue growth.

    Read the complete narrative. Read the complete narrative.

    Want to see what underpins that fair value gap? The narrative leans on steady top line expansion, rising margins and a future earnings profile that applies a very rich profit multiple. Curious how those moving parts combine into one target price path? The full breakdown lays out the exact revenue, profitability and discount rate assumptions that result in the CA$17.57 figure.

    Result: Fair Value of CA$17.57 (UNDERVALUED)

    Have a read of the narrative in full and understand what's behind the forecasts.

    Still, the bullish Lightspeed Commerce story relies heavily on a young outbound sales force hitting productivity targets, as well as on customers accepting further price increases without pushback.

    Find out about the key risks to this Lightspeed Commerce narrative.

    Next Steps

    If the bullish tone around Lightspeed Commerce feels persuasive, use that as a prompt to review the data yourself and stress test the assumptions behind it. For a concise summary of what the current optimism is built on, start with the 4 key rewards.

    Looking for more investment ideas beyond Lightspeed Commerce?

    Do not stop at one story. Broaden your watchlist with a few focused screens that surface different types of opportunities before the wider market pays attention.

    This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.