Lyft, Inc.

Lyft, Inc.

LYFTยทNASDAQ

$14.09

-5.2%
TechnologySoftware - Application

Lyft, Inc. operates a peer-to-peer marketplace for on-demand ridesharing in the United States and Canada. The company operates multimodal transportation networks that offer riders personalized and on-demand access to various mobility options. It provides Ridesharing Marketplace, which connects drivers with riders; Express Drive, a flexible car rentals program for drivers; Lyft Rentals that provides vehicles for long-distance trips; and a network of shared bikes and scooters in various cities to address the needs of riders for short trips. The company also integrates third-party public transit data into the Lyft app to offer riders various transportation options. In addition, it offers access to autonomous vehicles; centralized tools and enterprise transportation solutions, such as concierge transportation solutions for organizations; Lyft Pink subscription plans; Lyft Pass commuter programs; first-mile and last-mile services; and university safe rides programs. The company was formerly known as Zimride, Inc. and changed its name to Lyft, Inc. in April 2013. Lyft, Inc. was incorporated in 2007 and is headquartered in San Francisco, California.

At a Glance

Live Snapshot
Market Cap$5.35B
EPS6.9200
P/E Ratio2.04
Earnings Date08/05/2026
lyft

Lyft, Inc. Street Expectations Map

LYFT ยท NASDAQ

Wall Street analysts project that LYFT stock may rise significantly over the coming 12 months. The consensus 1-year price target stands at 18.23, with estimates ranging from a low of 13.00 to a high of 26.00.

Lowest Target
13.00
-7.74%
Consensus Target
18.23
29.38%
Highest Target
26.00
84.53%

The consensus 1-year price target stands at 18.23, with estimates ranging from a low of 13.00 to a high of 26.00.

Analyst Consensus Analysis

Upside Potential

+29.4%

Substantial upside potential. Analysts see significant value gap, suggesting the stock may be materially undervalued at current levels.

Analyst Agreement

71.3% spread

High uncertainty. Very wide target spread indicates significant disagreement among analystsโ€”major valuation uncertainty or transformation underway.

Risk-Reward Profile

10.93x

Favorable risk-reward. Potential upside significantly exceeds downside risk, offering asymmetric return profile attractive for risk-tolerant investors.

Analyst Conviction

Low

High uncertainty: Wide dispersion indicates analysts struggle to agree on valuationโ€”proceed with caution and independent analysis.

Market Sentiment Insight

High risk, high reward: Substantial upside potential exists, but wide analyst disagreement signals execution risk or unclear catalysts. Thorough due diligence essential before committing capital.

lyft

Lyft, Inc. Forward Estimates of Revenue

LYFT ยท NASDAQ
Latest Revenue
6.32B
FY 2025
Avg Estimate
7.42B
FY 2026
Estimate Range
7.29B - 7.65B
Analyst Spread

Forward Growth Analysis

Projected Growth+17.4%

Solid growth trajectory indicates healthy business performance and competitive positioning.

Analyst Coverage30 Analysts

Extensive analyst coverage provides high-quality consensus estimates and market transparency.

Estimate Spread5%

Narrow estimate range signals strong analyst consensus and predictable business outlook.

OutlookStrong

Positive analyst consensus with strong growth expectations and forecast confidence.

Key Insight

Well-supported growth expectations: Strong analyst coverage combined with positive growth projections provides confidence in forward outlook.

lyft

Lyft, Inc. Forward Estimates of Net Income

LYFT ยท NASDAQ
Latest Net Income
2.84B
FY 2025
Avg Estimate
258.70M
FY 2026
Estimate Range
219.19M - 315.19M
Analyst Spread

Forward Growth Analysis

Projected Growth-90.9%

Significant contraction projectedโ€”major business challenges or industry disruption likely.

Analyst Coverage30 Analysts

Extensive analyst coverage provides high-quality consensus estimates and market transparency.

Estimate Spread37%

Wide estimate range reveals significant forecast uncertainty and potential volatility.

OutlookNeutral

Mixed signalsโ€”some positive indicators offset by concerns about growth or uncertainty.

Key Insight

Declining estimates with wide disagreement: Analysts projecting contraction without consensus signals significant business uncertaintyโ€”exercise caution.

lyft

Lyft, Inc. Forward Estimates of EPS

LYFT ยท NASDAQ
Latest EPS
6.92
FY 2025
Avg Estimate
$0.66
FY 2026
Estimate Range
$0.53 - $0.76
Analyst Spread

Forward Growth Analysis

Projected Growth-90.5%

Significant contraction projectedโ€”major business challenges or industry disruption likely.

Analyst Coverage26 Analysts

Extensive analyst coverage provides high-quality consensus estimates and market transparency.

Estimate Spread35%

Wide estimate range reveals significant forecast uncertainty and potential volatility.

OutlookNeutral

Mixed signalsโ€”some positive indicators offset by concerns about growth or uncertainty.

Key Insight

Declining estimates with wide disagreement: Analysts projecting contraction without consensus signals significant business uncertaintyโ€”exercise caution.

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Lyft, Inc. Forward Estimates of EBIT

LYFT ยท NASDAQ
Latest EBIT
-32.49M
FY 2025
Avg Estimate
-2.22B
FY 2026
Estimate Range
-2.29B - -2.18B
Analyst Spread

Forward Growth Analysis

Projected Growth-6740.1%

Significant contraction projectedโ€”major business challenges or industry disruption likely.

Analyst Coverage30 Analysts

Extensive analyst coverage provides high-quality consensus estimates and market transparency.

Estimate Spread5%

Narrow estimate range signals strong analyst consensus and predictable business outlook.

OutlookPositive

Generally favorable outlook with reasonable growth prospects and analyst support.

lyft

Lyft, Inc. Forward Estimates of EBITDA

LYFT ยท NASDAQ
Latest EBITDA
102.73M
FY 2025
Avg Estimate
-1.93B
FY 2026
Estimate Range
-1.99B - -1.89B
Analyst Spread

Forward Growth Analysis

Projected Growth-1974.6%

Significant contraction projectedโ€”major business challenges or industry disruption likely.

Analyst Coverage30 Analysts

Extensive analyst coverage provides high-quality consensus estimates and market transparency.

Estimate Spread5%

Narrow estimate range signals strong analyst consensus and predictable business outlook.

OutlookPositive

Generally favorable outlook with reasonable growth prospects and analyst support.

lyft

Lyft, Inc. Forward Estimates of SG&A Expense

LYFT ยท NASDAQ
Latest SG&A Expense
1.88B
FY 2025
Avg Estimate
3.02B
FY 2026
Estimate Range
2.97B - 3.12B
Analyst Spread

Forward Growth Analysis

Projected Growth+61.1%

Strong growth expectations signal robust business momentum and market opportunity expansion.

Analyst Coverage30 Analysts

Extensive analyst coverage provides high-quality consensus estimates and market transparency.

Estimate Spread5%

Narrow estimate range signals strong analyst consensus and predictable business outlook.

OutlookStrong

Positive analyst consensus with strong growth expectations and forecast confidence.

Key Insight

Compelling growth story with analyst consensus: Strong projected growth combined with narrow estimate spread suggests high-conviction opportunity.

lyft

Lyft, Inc. Insider Positioning

LYFT ยท NASDAQ

During the last 12 months, insiders have purchased $300K and sold $4.48M worth of LYFT shares, resulting in $4.18M of net selling activity.

3 Months

Bought

0

0.00

Sold

42.7K

616.20K

Net Activity

-616K

-$616K

3-6 Months

Bought

12.5K

199.79K

Sold

31.0K

416.92K

Net Activity

-217K

-$217K

6-9 Months

Bought

0

0.00

Sold

124.3K

2.74M

Net Activity

-2.7M

-$2.74M

9-12 Months

Bought

5.9K

100.00K

Sold

45.2K

709.01K

Net Activity

-609K

-$609K

Top Buyers

1
RJD

Risher John David

Director, Officer: Chief Executive Officer

18.4K sharesโ€ข3 transactions

$300K

Top Sellers

1
AP

Aggarwal Prashant

Director

96.9K sharesโ€ข1 transactions

$2.16M

2
LLC

Llewellyn Lindsay Catherine

Officer: See Remarks

101.8K sharesโ€ข5 transactions

$1.57M

3
HSW

Hope Stephen W.

Officer: Chief Accounting Officer

15.5K sharesโ€ข3 transactions

$255K

4
BE

Brewer Erin

Officer: Chief Financial Officer

15.4K sharesโ€ข2 transactions

$236K

5
LD

Lawee David

Director

6.6K sharesโ€ข1 transactions

$148K

Insider Activity Analysis

Net Insider Sentiment

Bearish

Strong bearish signal with $4.18M net selling. Heavy insider selling may indicate concerns about valuation or near-term prospects.

Buy/Sell Ratio

0.07:1

Very poor ratio. Heavy selling with minimal buying suggests insiders may be concerned about valuation or outlook.

Recent Trend (3 Months)

$616K

Heavy recent selling activity. Recent insider sales notably exceed purchasesโ€”may warrant investigation into company developments.

Insider Participation

High Selling

5 insider sellers vs. 1 buyers. Widespread selling across multiple insiders may signal concerns.

Insider Activity Insight

Multiple red flags: Heavy selling, numerous sellers, and continued recent selling create a concerning pattern. Investigate fundamental drivers and consider whether company guidance or industry conditions have deteriorated.