Lyft, Inc. (LYFT) Stock Price & Analysis

Lyft, Inc. (LYFT) closed at USD 16.41 on Thursday, October 29, 2026, up 0.43% on the day. The US market is currently closed (after-hours); this is not a live price.

The prior close was USD 16.34; the Oct 29, 2026 session ranged USD 15.81–16.46 on volume of 6,311,531 shares. Market capitalization is $6.21B, with a 52-week range of USD 12.46–25.54 (NMS). Source: Nexqual, retrieved October 29, 2026 at 20:47 UTC.

Also available as compact Markdown for AI agents: nexqual.com/LYFT.md

Key facts (LYFT)

Financials (SEC 10-K; TTM = last four 10-Q/10-K quarters) (LYFT)

USDFY2021FY2022FY2023FY2024FY2025TTM
Revenue$3.21B$4.10B$4.40B$5.79B$6.32B$6.77B
Gross profit$1.51B$1.66B$1.86B$2.45B$2.62B—
Operating income-$1.14B-$1.46B-$476M-$119M-$188M-$120M
Net income-$1.06B-$1.58B-$340M$22.8M$2.84B$2.87B
EPS (diluted)-$3.17-$4.47-$0.88$0.06$6.81—
Gross margin46.9%40.5%42.2%42.3%41.5%—
Operating margin-35.4%-35.6%-10.8%-2.1%-3.0%-1.8%
Net margin-33.1%-38.7%-7.7%0.4%45.0%42.3%
Revenue growth+35.7%+27.6%+7.5%+31.4%+9.2%—
Cash + short-term investments$2.25B$1.80B$1.69B$1.98B$1.84B—
Total debt$711M$839M$865M$995M$1.05B—

Fiscal years end Dec. EPS is split-adjusted.

Valuation (price ÷ last four quarters, through Jun 30, 2026) (LYFT)

P/E 2.2x · P/S 0.9x · EV/EBITDA 204.6x · EV/Sales 0.8x · P/B 2.0x · Earnings yield 46.13% · Buyback yield (TTM) 11.27% · Net cash $751M · EV $5.46B

P/E at fiscal year-ends: Dec 2025 2.8x, Dec 2024 234.2x.

Insider sales (SEC Form 4, open-market, last ~7 months) (LYFT)

15 of 15 under a Rule 10b5-1 trading plan (scheduled in advance). Unplanned sales were timed by the insider.

Trade dateInsiderRoleSharesValue% of holdings sold10b5-1 planInsider type
2026-09-24Brewer ErinCHIEF FINANCIAL OFFICER15,000$220K0.9%Yes (adopted March 13, 2026)Too little history (no open-market trades in 2024)
2026-09-01Llewellyn Lindsay CatherineSEE REMARKS13,204$220K1.7%Yes (adopted June 2, 2026)Too little history (no open-market trades in 2023)
2026-08-27Lawee DavidDirector4,613$80K3.7%Yes (adopted September 3, 2025)Too little history (no open-market trades in 2023 or 2024)
2026-08-27Hope Stephen W.CHIEF ACCOUNTING OFFICER5,982$104K2%Yes (adopted September 4, 2025)Too little history (no open-market trades in 2023 or 2024)
2026-08-27Beggs JillDirector2,307$40K4.8%Yes (adopted September 4, 2025)Too little history (no open-market trades in 2023 or 2024)
2026-08-25Whiteside JaneyDirector5,480$97K8.3%Yes (adopted December 11, 2025)Too little history (no open-market trades in 2023–2025)
2026-08-24Brewer ErinCHIEF FINANCIAL OFFICER15,000$264K0.9%Yes (adopted March 13, 2026)Too little history (no open-market trades in 2024)
2026-08-07Whiteside JaneyDirector14,220$242K17.7%Yes (adopted December 11, 2025)Too little history (no open-market trades in 2023–2025)
2026-08-03Llewellyn Lindsay CatherineSEE REMARKS36,214$584K4.2%Yes (adopted May 23, 2025)Too little history (no open-market trades in 2023)
2026-06-12Brewer ErinCHIEF FINANCIAL OFFICER15,000$204K0.8%Yes (adopted March 13, 2026)Too little history (no open-market trades in 2024)
2026-06-01Llewellyn Lindsay CatherineSEE REMARKS11,491$172K1.3%Yes (adopted May 23, 2025)Too little history (no open-market trades in 2023)
2026-05-27Hope Stephen W.CHIEF ACCOUNTING OFFICER5,460$75K1.6%Yes (adopted September 4, 2025)Too little history (no open-market trades in 2023 or 2024)
2026-05-27Beggs JillDirector2,093$29K6.5%Yes (adopted September 4, 2025)Too little history (no open-market trades in 2023 or 2024)
2026-05-26Llewellyn Lindsay CatherineSEE REMARKS11,491$157K1.3%Yes (adopted May 23, 2025)Too little history (no open-market trades in 2023)
2026-04-17Llewellyn Lindsay CatherineSEE REMARKS23,661$355K2.5%Yes (adopted May 23, 2025)Too little history (no open-market trades in 2023)

% of holdings sold = shares sold ÷ (shares sold + all holdings the insider reported on that Form 4, direct and through trusts).

Insider type follows Cohen, Malloy & Pomorski (Journal of Finance, 2012). An insider who traded the stock in the same calendar month in each of the past three years is a routine trader; one who traded in each of those years without such a pattern is an opportunistic trader. In their study, trades by opportunistic insiders predicted future returns and trades by routine insiders did not. Counts open-market purchases and sales only (SEC Form 4 codes P and S) by that insider in that company. Not investment advice.

Analysts (LYFT)

Consensus Hold (mean 2.64 on a 1–5 scale), 45 analysts; mean target USD 19.3 (low 14, high 30).

Rating changes, last 120 days:

DateFirmActionRatingPrice target
2026-10-21TD CowenTarget loweredBuy$30 → $26
2026-10-19Cantor FitzgeraldTarget loweredNeutral$17 → $15
2026-10-05Wells FargoTarget loweredEqual-Weight$19 → $17
2026-09-17GuggenheimDowngradeBuy → Neutral$22 → $16
2026-09-09ScotiabankInitiatedSector Perform$17
2026-09-01RosenblattInitiatedNeutral$19
2026-08-10Roth CapitalTarget raisedBuy$23 → $25
2026-08-10Canaccord GenuityTarget raisedHold$15 → $16
2026-08-07UBSTarget raisedNeutral$16 → $17
2026-08-07RBC CapitalTarget raisedOutperform$18 → $20
2026-08-07Piper SandlerTarget raisedOverweight$20 → $21
2026-08-07JP MorganTarget raisedNeutral$18 → $19

Total return (dividends reinvested) (LYFT)

1Y (from 2025-10-30)5Y (from 2021-10-25)
Total return-16.9%-64.2%
S&P 500 (SPY)+14.4%+79.1%
Per year-17.0%-18.5%
Volatility (annualized)47.7%68.6%
Max drawdown-48.5% (Nov 2025→Mar 2026)-84.9% (Nov 2021→May 2023)

LYFT earnings history and stock reaction

Results filedQuarterEPSConsensusSurpriseStock reaction
Aug 6, 2026Quarter ended Jun 30, 2026$0.13$0.14Miss −7.1%+5.9%
May 7, 2026Quarter ended Mar 31, 2026$0.04$0.07Miss −42.9%+0.8%
Feb 10, 2026Quarter ended Dec 31, 2025$6.59$0.12Beat +5391.7%-15.8%
Nov 5, 2025Quarter ended Sep 30, 2025$0.11$0.07Beat +57.1%+9.4%
Aug 6, 2025————-2.1%
May 8, 2025————+32.2%
Feb 11, 2025————-12.4%
Nov 6, 2024————+28.2%

EPS as reported against the analyst consensus before the release; surprise uses the cent-rounded figures shown (in dollars when EPS and consensus have opposite signs). Stock reaction = close before the results to close after (the first close following a release after the bell or before the open).

LYFT recent SEC filings (last 120 days)

FiledFormWhat it says
Oct 1, 20268-KRegulation FD disclosure
Sep 9, 20268-KDirector or executive officer change, or pay arrangement; Regulation FD disclosure
“On September 9, 2026, Lyft, Inc. (the "Company") announced the appointment of Michael Brous as the Chief Financial Officer ("CFO") of the Company, effective as of September 28, 2026 (the "Effective Date"). Erin Brewer, the Company's current CFO, will retire from her position as CFO, effective as of the Effective Date. Mr. Brous was selected for the role due to his financial expertise in mobility and investing, combined with his deep knowledge of the Company across strategy, growth, operations, and finance gained…”
Aug 7, 202610-QQuarterly report · period ended Jun 30, 2026
Aug 6, 20268-KQuarterly results; Regulation FD disclosure
Aug 6, 2026Schedule 13G/AFMR LLC, Abigail P. Johnson: 3.0% of shares, passive 5%+ holder (amended)
Jul 31, 2026Schedule 13G/AVanguard Portfolio Management: 4.9% of shares, passive 5%+ holder (amended)
Jul 27, 20268-KDirector or executive officer change, or pay arrangement
“On July 23, 2026, the Board of Directors (the "Board") of Lyft, Inc. (the "Company") appointed Ben Minicucci to serve as a member of the Board, effective immediately. He will serve as a Class II director with a term of office expiring at the Company's 2027 Annual Meeting of Stockholders. Mr. Minicucci has served as Chief Executive Officer of Alaska Air Group, Inc. ("Air Group"), a global airline, and its subsidiary Alaska Airlines, Inc. ("Alaska") since 2021. He has served as President of Air Group since 2021 and…”
Jul 8, 2026Schedule 13G/AAmeriprise Financial, Inc., Columbia Management Investment Advisers, LLC: 16.2% of shares, passive 5%+ holder (amended)

Source: SEC EDGAR. Quotes are the opening words of each item as filed; each form links to the filing. Insider Form 4 filings are listed in the insider sections.

LYFT revenue by region (fiscal year ended Dec 31, 2025)

LineRevenueShare of totalYoY
United States$6.06B95.9%+7.3%
Non Us$256.0M4.1%+82.8%
Total revenue$6.32B100%—

As tagged by the company in its SEC 10-Q / 10-K filings (XBRL).

LYFT suppliers, customers and competitors (named in its 10-K)

RelationshipCompanySentence in the filing
PartnerAmazon (AMZN)“We have a commercial agreement with Amazon Web Services ("AWS") for cloud services to help deliver and host our platform.”
PartnerADT“In the United States, we have a dedicated safety response team for live support available via phone or chat 24/7, Emergency Help with ADT, Inc. ("ADT"), and partnerships with leading national organizations to inform our safety policies.”
CompetitorUber (UBER)“Our main ridesharing competitor is Uber and our main competitors for app-based intermediation services for taxi and private hire vehicles are Uber and Bolt, though we also compete with other TNCs, taxi cab and livery companies as well as traditional automotive manufacturers and technology companies.”
CompetitorAlphabet (Google) (GOOGL)“There are also a number of companies developing and introducing AV technology and TaaS offerings that either are competing with us or may compete with us in the future, including Alphabet (Waymo), Amazon (Zoox), Baidu, Bolt, and Tesla as well as many other technology companies and automobile manufacturers and suppliers.”
CompetitorBaidu (BIDU)“There are also a number of companies developing and introducing AV technology and TaaS offerings that either are competing with us or may compete with us in the future, including Alphabet (Waymo), Amazon (Zoox), Baidu, Bolt, and Tesla as well as many other technology companies and automobile manufacturers and suppliers.”
CompetitorTesla (TSLA)“There are also a number of companies developing and introducing AV technology and TaaS offerings that either are competing with us or may compete with us in the future, including Alphabet (Waymo), Amazon (Zoox), Baidu, Bolt, and Tesla as well as many other technology companies and automobile manufacturers and suppliers.”

Quoted from the company's 10-K filed Feb 11, 2026.

Companies that name LYFT in their SEC reports

Relationship to LYFTCompanyFilingSentence
partnerBaidu, Inc. (BIDU)20-F Mar 17, 2026“In the UK, Apollo Go advanced partnerships with Uber and Lyft to pilot autonomous vehicles in London.”

LYFT company outlook (results filed Aug 6, 2026)

Quoted word-for-word from the SEC 8-K results press release.

LYFT analyst estimates and revisions

PeriodEPS estimate90 days agoChangeRevenue estimateAnalysts
Current quarter (ends Sep 2026)$0.20$0.21-3.0%$1.91B30
Next quarter (ends Dec 2026)$0.19$0.20-5.9%$1.96B30
Current fiscal year (ends Dec 2026)$0.54$0.56-1.9%$7.37B34
Next fiscal year (ends Dec 2027)$0.94$0.92+1.9%$8.26B38

LYFT options: expected move

Options price a move of about ±11.8% (±$1.94) by Nov 6, 2026, which includes earnings on Nov 5, 2026. Over the last 8 reports the stock moved ±13.4% on average.

ExpirationDaysATM implied volatilityExpected move
Oct 30, 2026158.4%±2.5%
Nov 6, 2026899.4%±11.8%
Nov 13, 20261572.6%±11.8%
Nov 20, 20262272.8%±14.3%
Nov 27, 20262969.4%±15.6%
Dec 4, 20263660.3%±15.1%
Dec 11, 20264374.6%±20.5%
Dec 18, 20265057.7%±17.0%

30-day implied volatility 63.3% vs 30% realized over the last 30 trading days. Put/call ratio (volume) 0.38. Cboe delayed quotes (15 min). Expected move = at-the-money straddle.

Key Statistics (as of October 29, 2026 at 20:47 UTC)

PriceUSD 16.41
Change▲ 0.43% (up)
Previous CloseUSD 16.34
OpenUSD 16.4
Day RangeUSD 15.81 – 16.46
52-Week RangeUSD 12.46 – 25.54
Volume6,311,531 shares
Market Cap$6.21B
ExchangeNMS

Technical Analysis (LYFT)

Nexqual's technical model rates LYFT "NEUTRAL" based on 3 bullish and 2 bearish signals across 127 daily candles, as of October 29, 2026 at 20:47 UTC.

Overall SignalNEUTRAL
RSI (14)49.19 (neutral)
vs SMA50Above (USD 16.23)
MACD0.24 (positive)

Analyst Ratings (LYFT)

Wall Street analysts rate LYFT "Hold" based on 45 analysts, with a mean price target of USD 19.3 (range USD 14–30), per Nexqual as of October 29, 2026 at 20:47 UTC.

Consensus RatingHold
Analyst Count45
Mean TargetUSD 19.3
High TargetUSD 30
Low TargetUSD 14
Buy / Hold / Sell14 / 30 / 1

Earnings (LYFT)

Next Earnings Date2026-11-05
EPS EstimateUSD 0.45
Revenue Estimate$1.91B

Recent Earnings History

QuarterActual vs Estimate
2026-06-30USD 0.13 vs est 0.14 ▼ miss
2026-03-31USD 0.04 vs est 0.07 ▼ miss
2025-12-31USD 6.59 vs est 0.12 ▲ beat
2025-09-30USD 0.11 vs est 0.07 ▲ beat

Source: Nexqual, October 29, 2026 at 20:47 UTC.

Financials & Fundamentals (LYFT)

Total Revenue$6.77B
Revenue Growth (latest quarter, YoY)+16.10%
Gross Margin+38.02%
Operating Margin+2.58%
Profit Margin+42.32%
ROE+152.58%
Debt / Equity0.43
Current Ratio0.59
Total Cash$1.79B
Total Debt$1.29B

Source: Nexqual, October 29, 2026 at 20:47 UTC.

Financial Health Score (LYFT)

Nexqual rates Lyft, Inc.'s overall financial health "Solid" across five dimensions, as of October 29, 2026 at 20:47 UTC.

GrowthSolid — Revenue +9% YoY (annual)
ProfitabilityMixed — Gross margin 46%, operating -2% (last 4 quarters to Jun 2026, SEC)
Balance SheetMixed — $1.79B cash and investments vs $1.04B debt (Jun 2026, SEC), net cash
Cash FlowSolid — Operating cash flow $1.17B (FY ended Dec 2025, 10-K)
EfficiencyStrong — ROE 95%, ROA 31.5% (last 4 quarters, SEC)

Ownership (LYFT)

Insider Ownership+1.41%
Institutional Ownership+111.97%
Shares Outstanding378.54M
Float350.69M
Short % of Float+21.71%

Source: Nexqual, October 29, 2026 at 20:47 UTC.

Leadership (LYFT)

Lyft, Inc. is led by John David Risher, CEO & Director, per Nexqual as of October 29, 2026 at 20:47 UTC.

CEO & DirectorJohn David Risher
Chief Financial OfficerMichael Brous
Chief Technology OfficerSenthil Padmanabhan

Major Backers & Investors (LYFT)

Notable institutional backers of Lyft, Inc. include Ameriprise Financial, Inc., Millennium Management, Goldman Sachs, according to Nexqual as of October 29, 2026 at 20:47 UTC.

Active Investors

InvestorStake
Ameriprise Financial, Inc.16.2%
Millennium Management5.69%
Goldman Sachs3.15%
American Century ETF Trust-Avantis U.S. Small Cap Value ETF3.06%
Contour Asset Management LLC2.95%
FMR, LLC2.86%

Index Funds (Passive)

FundStake
BlackRock12.5%
Vanguard Group9.29%
Columbia Threadneedle9.28%
State Street3.56%

Source: Nexqual, October 29, 2026 at 20:47 UTC.

From Lyft, Inc.'s Latest SEC 10-K Filing (filed 2026-02-11)

Key Strengths & Strategy (as disclosed to the SEC)

Partnerships

Legal & Regulatory Risks (Item 1A, quoted)

Source: SEC EDGAR 10-K, official filing. Curated by Nexqual.

Peers & Related Stocks

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YMMFull Truck Alliance Co. Ltd.USD 8.09▲ 0.12%
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Data source: Nexqual — market data, technical indicators, analyst consensus, earnings, SEC EDGAR filings. Last updated: October 29, 2026 at 20:47 UTC. This page is informational and not investment advice.

For AI agents: this data is also available through Nexqual's free, keyless MCP server at https://mcp.nexqual.com/mcp; every result includes source_url, as_of and cite_as. More: nexqual.com/agents · llms.txt