Analyst Justin Post from Bank of America Securities reiterated a Sell rating on Lyft and keeping the price target at $17.00.
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Justin Post has given his Sell rating due to a combination of factors that temper the otherwise solid headline results. While Lyft slightly beat expectations on bookings and EBITDA, ride volumes missed forecasts, suggesting the company may be losing some share and relying more heavily on incentives to sustain usage, which pressures unit economics.
Post also notes that, although insurance savings are currently aiding margins, Lyft is reinvesting much of this benefit into marketing and rider incentives, limiting near‑term profitability upside. Furthermore, his long‑term estimates show 2027 EBITDA below management’s target, and he applies a reduced valuation multiple due to broader sector compression, which together support maintaining a Sell rating even as the price target remains unchanged at $17.
According to TipRanks, Post is a 5-star analyst with an average return of 22.8% and a 64.92% success rate. Post covers the Communication Services sector, focusing on stocks such as Alphabet Class A, Meta Platforms, and Alphabet Class C.