LSPD down 80%

So if we follow the same methodology as my comments above and we make two assumptions:

1. The tech market recovers enough to assign LSPD a premium valuation to industry averages (again, lets go 10x EV/Revenue, the industry average is currently 7.8)
2. Lightspeed hits its 40% growth target for Fiscal 2022.

This would be revenue of $849.36M. If we go to a 10x multiple, we're talking an enterprise value of $8.49B and a market cap of $11.1B. This gives us a share price of $74.79.

It is tough to value a non-profitable company like LSPD in any other way than this really. So, I'd imagine these are kind of the numbers they're running as well.

The only key thing here is even if LSPD hits its growth targets, if the sentiment in the tech industry doesn't turn around, the growth won't matter much in the short term. For example, if LSPD maintains that growth but the market still values it at the current 5.3x EV/Revenues, we have a share price of $40.08.

I own Lightspeed, and have no intentions to sell for the next 5+ years unless something changes significantly.

Thanks for the Question JJ. (it was on my mind)
Also thank you for summarizing Dan.

I also Purchased Below $20 during the Pandemic and sold in the $50's (small amounts)
After witnessing the run-up last year, I moved a considerable amount of cash in at $95 - $117 (this hurts quite a bit considering today's values)

I do have a question for you though:

Assuming they hit their growth numbers this year, do you think all the analysts are correct in saying LSPD's 1 Year Target is between $64 and $75 ?
I feel like all the numbers and metrics are pointing to a Strong bounce back.. But I constantly ask myself when will this be reflected in the stock price?

(FYI Last week I fought with myself, and doubled my position in LSPD ( partially to lower my average cost, but also because I believe in the fundamentals.. Am I Foolish? I plan to hold at least for another year +)