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Lightspeed Commerce (TSX:LSPD) shares have quietly climbed about 10% in the past month, even as the company continues to operate in a competitive environment. The stock’s steady performance may catch the attention of investors looking for value in the tech sector.

See our latest analysis for Lightspeed Commerce.

Despite Lightspeed’s 1-month share price return of almost 10%, longer-term momentum is still muted. The total shareholder return over the past year is down 22%. Recent price action suggests a modest uptick in sentiment, but shares remain well below levels seen a few years ago. It appears the market is weighing signs of potential growth against lingering caution following a difficult period.

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With the share price down sharply over the past several years but recent signs of momentum, investors now face a crucial question: is Lightspeed undervalued at these levels, or is the market already factoring in any future growth ahead?

The most widely followed narrative suggests that Lightspeed Commerce’s fair value is considerably above the last closing price, hinting at meaningful upside if projections hold. This fair value is anchored on assumptions about growth, margin improvement, and a rebound in valuation multiples rather than current market sentiment.

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. Consistent product innovation, including AI-powered insights and deeper e-commerce integration, drives higher software ARPU, increases upsell opportunities, and reinforces customer retention, positively impacting future revenue and gross margin.

Read the complete narrative.

What’s really driving this valuation call? The narrative is built on ambitious growth targets, margin expansion, and a future profit outlook that could surprise many. Analysts are baking in a financial acceleration. Interested in who’s betting big on Lightspeed’s rebound, and why their assumptions matter so much? Unlock the logic behind this bold fair value calculation.

Result: Fair Value of $21.28 (UNDERVALUED)

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

However, persistent competition or a failure to grow customer locations could easily shift sentiment and undermine this upbeat forecast.

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

If you see things differently or want to test your own ideas, you can dive into the numbers yourself and build a personal thesis in just minutes, then Do it your way

A great starting point for your Lightspeed Commerce research is our analysis highlighting 2 key rewards and 1 important warning sign that could impact your investment decision.

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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.

Companies discussed in this article include LSPD.TO.

Have feedback on this article? Concerned about the content? Get in touch with us directly. Alternatively, email editorial-team@simplywallst.com

Taiwan Semiconductor Manufacturing (NYSE:TSM) shares have seen modest pressure recently, closing at $286.50 and posting a 6% dip over the past month. Investors may be watching closely for catalysts, as the company’s longer-term gains remain strong.

See our latest analysis for Taiwan Semiconductor Manufacturing.

This latest dip comes after a strong run for Taiwan Semiconductor Manufacturing, with momentum fading slightly in recent weeks. Even so, the company’s year-to-date share price return remains an impressive 42%, and its one-year total shareholder return of nearly 44% highlights the broader growth story at play.

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With shares pulling back despite robust performance metrics, the debate is on: is Taiwan Semiconductor Manufacturing trading below its true value, or are investors already factoring in all the future growth potential at current prices?

With a fair value set at $310 and the stock closing at $286.50, Taiwan Semiconductor Manufacturing is seen as having more room to run, according to oscargarcia’s widely followed narrative. The gap between the current price and narrative fair value reflects bullish expectations for strong growth and relentless execution.

TSMC is the central pillar of the global semiconductor ecosystem, powering the AI revolution with unmatched scale, cutting-edge process technology, and disciplined execution. With record profits, dominant client base, and massive expansion underway, both in Taiwan and abroad, it stands as a low-risk way to own the AI infrastructure wave. Although geopolitical and trade risks loom, its moat, margins, and market position offer a rare combination of growth, profitability, and stability.

Read the complete narrative.

What powers this valuation premium? Dive into the details to see which blockbuster earnings figures, surging revenue projections, and ironclad margins shape this bold target. One key assumption could surprise you. Find out what drives this number behind the scenes.

Result: Fair Value of $310 (UNDERVALUED)

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

However, challenges such as rising costs from global expansion and heightened geopolitical tensions could quickly shift sentiment away from the current bullish view.

Find out about the key risks to this Taiwan Semiconductor Manufacturing narrative.

Looking at Taiwan Semiconductor Manufacturing through the lens of our SWS DCF model provides a different perspective. The DCF estimate of fair value is $247.94, which is noticeably below the current price. This suggests the market might be leaning optimistic, or that growth may already be fully reflected in the price.

Look into how the SWS DCF model arrives at its fair value.

Simply Wall St performs a discounted cash flow (DCF) on every stock in the world every day (check out Taiwan Semiconductor Manufacturing for example). We show the entire calculation in full. You can track the result in your watchlist or portfolio and be alerted when this changes, or use our stock screener to discover 869 undervalued stocks based on their cash flows. If you save a screener we even alert you when new companies match – so you never miss a potential opportunity.

If you see the story differently or want to dig deeper into the numbers yourself, you can craft your own investment view in just a few minutes. Do it your way.

A great starting point for your Taiwan Semiconductor Manufacturing research is our analysis highlighting 4 key rewards and 1 important warning sign that could impact your investment decision.

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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.

Companies discussed in this article include TSM.

Have feedback on this article? Concerned about the content? Get in touch with us directly. Alternatively, email editorial-team@simplywallst.com