0.00Open0.05Pre Close0 Volume201 Open Interest20.00Strike Price0.00Turnover2145.95%IV45.92%PremiumJul 19, 2024Expiry Date0.00Intrinsic Value100Multiplier-3DDays to Expiry0.05Extrinsic Value100Contract SizeAmericanOptions Type0.0449Delta0.0324Gamma274.80Leverage Ratio-3.5305Theta0.0000Rho12.35Eff Leverage0.0001Vega
Lightspeed POS Stock Discussion
Evercore ISI upgraded Shopify to outperform. Analyst Mark Mahaney says the stock is 20 percent below its year-to-date high and at 24 times forward EV/ sales, is at pre-pandemic levels. Mahaney and the team also consider SHOP to be one of the top quality assets, noting that the 34% cagR of revenue from 2021-2023 is the fastest of all Mega and Large Cap coverage. It also cited growth opportunities and option values.
Royal Bank of Canada ranks LSPD as one of the top five investments in payment processing and IT services in 2022.
The investment bank explained that several factors that contributed to the sector's poor performance this year are unlikely to be repeated in 2022 and could even act as a catalyst for a global economic comeback. RBC said Lightspeed and four other U.S.-listed companies can provide upside data through 2022 and have the ability to increase monetization and/or gain share in their addressable markets, as well as attractive risk/reward ratios.
Lightspeed announced today that it has entered into a multi-year agreement to provide Lightspeed Golf software services to the Canadian Golf Association. Representing more than 1,400 member clubs across the country, the National Sports Federation allows participating golf courses and golfers to share certified Canadian golf data on two platforms.
From the long point of view, do not like this fall too fast or fall without resistance stocks. Of course, it doesn't mean that it can't fall, nor does it mean that it can't fall someday. On the other hand, shorting is smooth and comfortable.
Credit Suisse reiterates its market outperform rating and $105 price target on Lightspeed Commerce.
Lightspeed held its first capital markets Day since going public in 2019, reviewing its history and acquisition integration, highlighting the strength of its commercial platform, and Posting a multi-year organic revenue growth outlook of approximately 35-40%.
There are two main reasons for the decline. First, the guidance for next year is lower than expected, which is nothing to say. It is unrealistic to maintain 200%/60% growth every year. Second, the growth of customer locations is only 3k in this quarter, which is relatively small, which really causes my concern. But on the other hand, if only increasing the number of customers by 3k can bring organic growth of 58%, if better marketing can increase the number of customers, then the revenue growth will be more explosive. This point depends on the executive power of management.
The result depends on how much of it is added by the reports of merger and acquisition companies. LSPD has been buying and buying for the past two years, which is misleading to its performance growth. The reasons for the growth, the reasons for the widening loss will be detailed in the financial statement. The market will not pay for the "growth" generated by consolidated statements
No comment yet