Lightspeed Commerce is experiencing revenue growth and improved market presence due to its unified offerings and focus on high GTV customers. The company is reorganizing and implementing a share repurchase program to enhance profitability and valuation, supported by a strong cash balance and no long-term debt. Despite conservative analyst targets, Lightspeed's growing adjusted EBITDA and attractive EV/Sales multiples suggest long-term growth potential, particularly in North American retail and EMEA hospitality markets.