Lyft (LYFT) AI Stock Analysis

• Market Cap: $8.49B
• Dividend Yield: N/A
• Average Volume (3M): 16.70M
• Price to Earnings (P/E): 61.1
• Beta (1Y): 1.54
• Revenue Growth: 14.90%
• EPS Growth: N/A
• Country: US
• Employees: 2,934
• Sector: Technology
• Sector Strength: 88
• Industry: Software - Application
• EPS (TTM): 0.11
• Shares Outstanding: 399,353,400
• 10 Day Avg. Volume: 19,241,746
• 30 Day Avg. Volume: 16,702,882
• PEG Ratio: -2.18
• Price to Book (P/B): 6.88
• Price to Sales (P/S): 0.91
• P/FCF Ratio: 6.89
• Enterprise Value/Market Cap: 0.99
• Enterprise Value/Revenue: 1.34
• Enterprise Value/Gross Profit: 3.15
• Enterprise Value/Ebitda: 27.19
• 1Y Price Target: $23.46
• Price Target Upside: 6.44% Upside
• Rating Consensus: Hold
• Number of Analyst Covering: 31
• EPS Forecast (FY): 0.74
• Revenue Forecast (FY): $6.48B

• Rating: 67 Neutral
• Price Target: $23.00 ▲(4.36% Upside)

Lyft's overall stock score is driven by strong earnings call performance and positive technical indicators. Financial performance shows improvement, but valuation concerns due to a high P/E ratio and lack of dividend yield weigh on the score. The company's strategic partnerships and growth in active riders are significant positives.

Positive Factors

Revenue Growth

The growth in active riders indicates strong user engagement and market penetration, which is crucial for sustained revenue growth and market leadership.

Cash Flow Generation

Strong cash flow generation enhances financial flexibility, enabling Lyft to invest in growth initiatives and withstand economic fluctuations.

Strategic Partnerships

This partnership enhances customer loyalty and expands Lyft's ecosystem, potentially increasing ride frequency and customer retention.

Negative Factors

Rising Insurance Costs

Increasing insurance costs can pressure margins, impacting profitability and potentially leading to higher ride prices, affecting demand.

Net Profit Margin

A low net profit margin indicates limited profitability, which can constrain reinvestment in growth and innovation, affecting long-term competitiveness.

Equity Position

A low equity ratio implies financial vulnerability, as reliance on debt can increase risk during economic downturns and limit strategic flexibility.

Lyft Business Overview & Revenue Model

Company Description

Lyft, Inc. is a leading transportation network company based in San Francisco, California. Founded in 2012, Lyft operates in the ride-hailing sector, offering a platform that connects passengers with drivers through a mobile app. The company primarily provides ride-sharing services, including standard rides, shared rides, and premium options, as well as other transportation services like bike and scooter rentals. Lyft aims to be a comprehensive mobility solution, focusing on reducing reliance on personal vehicles and enhancing urban transportation efficiency.

How the Company Makes Money

Lyft generates revenue primarily through its ride-hailing services, which involve taking a commission from each ride booked through its platform. The company typically charges drivers a percentage of the fare, which varies based on factors such as ride type, distance, and surge pricing during peak demand times. In addition to ride-sharing, Lyft also earns revenue from its partnerships with public transportation systems and other mobility services, offering integrated transit solutions. The company has explored additional revenue streams, including bike and scooter rentals, as well as potential ventures in autonomous vehicle technology. Lyft's financial performance is influenced by user growth, driver supply, and market competition, as well as regulatory factors in different regions.

Lyft Financial Statement Overview

Summary

Lyft's financial performance shows a positive trajectory with improvements in revenue growth, profitability, and cash flow generation. The company has reduced its leverage, enhancing financial stability. However, challenges remain in achieving higher net profit margins and maintaining a strong equity position.

Income Statement

Lyft has shown a positive trend in revenue growth with a TTM growth rate of 2.66%. The gross profit margin is strong at 42.61%, indicating efficient cost management. However, the net profit margin is relatively low at 2.40%, suggesting limited profitability. The EBIT and EBITDA margins have improved over time, reflecting better operational efficiency.

Balance Sheet

The debt-to-equity ratio has significantly improved to 0.31 in the TTM, indicating reduced leverage and financial risk. Return on equity has increased to 20.71%, showing enhanced profitability for shareholders. However, the equity ratio remains low, suggesting a higher reliance on debt financing.

Cash Flow

Lyft's free cash flow growth rate is positive at 3.52%, indicating strong cash generation capabilities. The operating cash flow to net income ratio is healthy, suggesting efficient cash management. The free cash flow to net income ratio is high at 95.64%, reflecting robust cash flow relative to earnings.

Breakdown	TTM	Dec 2024	Dec 2023	Dec 2022	Dec 2021	Dec 2020
Income Statement
Total Revenue	6.27B	5.79B	4.40B	4.10B	3.21B	2.36B
Gross Profit	2.67B	2.45B	1.86B	1.66B	1.51B	917.16M
EBITDA	309.24M	203.16M	-188.97M	-1.40B	-859.94M	-1.61B
Net Income	150.69M	22.78M	-340.32M	-1.58B	-1.06B	-1.75B
Balance Sheet
Total Assets	5.94B	5.44B	4.56B	4.56B	4.77B	4.68B
Cash, Cash Equivalents and Short-Term Investments	2.36B	1.98B	1.69B	1.80B	2.25B	2.25B
Total Debt	178.31M	1.26B	1.04B	1.06B	975.43M	995.09M
Total Liabilities	5.37B	4.67B	4.02B	4.17B	3.43B	3.00B
Stockholders Equity	573.03M	767.02M	541.52M	388.67M	1.34B	1.68B
Cash Flow
Free Cash Flow	1.03B	766.27M	-248.06M	-352.25M	-180.90M	-1.47B
Operating Cash Flow	1.08B	849.74M	-98.24M	-237.28M	-101.72M	-1.38B
Investing Cash Flow	122.36M	-517.98M	599.75M	186.04M	267.01M	740.43M
Financing Cash Flow	-590.69M	-155.87M	-122.08M	-87.50M	-72.47M	512.57M

Lyft Technical Analysis

• Technical Analysis Sentiment: Positive
• Last Price: 22.04
• 50DMA: Positive
• 100DMA: Positive
• 200DMA: Positive
• MACD: Negative
• RSI: Neutral
• STOCH: Neutral

Evaluating momentum and price trends is crucial in stock analysis to make informed investment decisions. For LYFT, the sentiment is Positive. The current price of 22.04 is above the 20-day moving average (MA) of 20.32, above the 50-day MA of 20.29, and above the 200-day MA of 15.53, indicating a bullish trend. The MACD of 0.19 indicates Negative momentum. The RSI at 60.75 is Neutral, neither overbought nor oversold. The STOCH value of 67.50 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Positive sentiment for LYFT.

Lyft Peers Comparison

Name	Overall Rating	Market Cap	P/E Ratio	ROE	Dividend Yield	Revenue Growth	EPS Growth
KARO	82 Outperform	$1.36B	24.71	34.42%	2.88%	18.30%	22.19%
LYFT	67 Neutral	$8.49B	61.10	24.53%	―	14.90%	―
Sector *	61 Neutral	$37.18B	12.37	-10.20%	1.83%	8.50%	-7.62%
SPT	61 Neutral	$581.17M	―	-26.69%	―	13.09%	32.34%
ALKT	60 Neutral	$2.00B	―	-12.74%	―	30.72%	9.70%
DSP	59 Neutral	$541.38M	255.95	5.20%	―	30.92%	―
ONTF	51 Neutral	$212.80M	―	-22.60%	―	-6.88%	15.83%

Lyft Corporate Events

Lyft’s Earnings Call Highlights Growth and Strategic Partnerships

Lyft’s recent earnings call painted a picture of robust financial health and strategic progress, with a strong emphasis on growth and partnerships. The overall sentiment was positive, underscoring significant achievements in financial metrics and customer engagement, despite some challenges related to insurance costs and the economics of autonomous vehicles (AVs). The positive aspects of the call clearly outweighed the negatives, providing a buoyant outlook for the company.

Lyft Inc. Reports Record Q3 2025 Financial Results

Lyft Inc., a leading player in the global mobility sector, offers a diverse range of transportation services including rideshare, taxis, and luxury chauffeuring across multiple continents.

Lyft Reports Record-Breaking Q3 2025 Financial Results

On November 5, 2025, Lyft announced its record-breaking financial results for the third quarter of 2025, highlighting a significant increase in gross bookings, revenue, and net income compared to the previous year. The company reported $4.8 billion in gross bookings and $1.7 billion in revenue, with a net income of $46.1 million. Lyft’s strategy includes partnerships with autonomous vehicle companies and the acquisition of a luxury chauffeuring company, positioning it for accelerated growth through the end of 2025 and into 2026. These developments suggest a strong operational performance and a positive outlook for stakeholders.

The most recent analyst rating on (LYFT) stock is a Buy with a $25.00 price target. To see the full list of analyst forecasts on Lyft stock, see the LYFT Stock Forecast page.

Lyft Announces $450M Convertible Senior Notes Offering

On September 2, 2025, Lyft announced a private offering of $450 million in Convertible Senior Notes due 2030, with an additional $50 million option exercised by initial purchasers on September 3, 2025. The proceeds, totaling approximately $487.7 million, are intended for capped call transactions, repurchasing Class A common stock, and general corporate purposes. The notes, issued under an Indenture with U.S. Bank Trust Company, are senior unsecured obligations, convertible under specific conditions, and expected to impact Lyft’s financial strategy by potentially reducing stock dilution and supporting future acquisitions.

The most recent analyst rating on (LYFT) stock is a Hold with a $16.00 price target. To see the full list of analyst forecasts on Lyft stock, see the LYFT Stock Forecast page.

Lyft Co-Founders Resign, Sean Aggarwal Becomes Chair

On August 14, 2025, Lyft announced the resignation of its co-founders, Logan Green and John Zimmer, from the Board of Directors, completing a two-year transition plan. They converted all Class B shares to Class A shares, establishing a one-share, one-vote standard, which enhances governance and reflects confidence in Lyft’s future. Sean Aggarwal was elected as the new Chair of the Board, maintaining board leadership and independence. These changes are expected to strengthen Lyft’s market position and governance structure, with the company poised for continued growth under CEO David Risher’s leadership.

The most recent analyst rating on (LYFT) stock is a Hold with a $13.00 price target. To see the full list of analyst forecasts on Lyft stock, see the LYFT Stock Forecast page.

Lyft’s Earnings Call Highlights Record Growth and Strategic Expansion

Lyft’s Latest Earnings Call: A Positive Outlook Amidst Challenges

Lyft Inc. Achieves Record Q2 2025 Financial Results

Lyft Inc., a prominent player in the transportation sector, offers a global mobility platform encompassing rideshare, taxis, private hire vehicles, car sharing, bikes, and scooters across four continents and nearly 1,000 cities.