Financial PerformanceLightspeed reported good F2Q25 results with revenue of $277.2mn above the $274.4mn Street and adj. EBITDA of $14.0mn above the $12.0mn consensus.
Potential AcquisitionLSPD has hired an investment bank 'to solicit interest from potential buyers, which could include private equity firms', suggesting a takeout could considerably increase the stock's value.
Strategic GrowthThe strategic update focuses on directing the majority of investments in North American retail and EMEA hospitality, which represent over 60% of total revenues and deliver growth rates exceeding the overall business.