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)
- Last four reported quarters (through Jun 30, 2026): revenue $6.77B, net income $2.87B (42.3% margin) (SEC filings).
- Valuation: P/E 2.2x (avg 118.5x at the last 2 fiscal year-ends), EV/EBITDA 204.6x, net cash $751M.
- Insider open-market sales, last ~7 months: 15 Form 4 filings, $2.8M; 0 not under a Rule 10b5-1 plan ($0K); 0 by opportunistic insiders, 0 by routine insiders (three-year test, Cohen, Malloy & Pomorski 2012).
- Analysts: Hold (mean 2.64 on a 1–5 scale) (45 analysts), mean target USD 19.3 (range 14–30).
- Total return with dividends: 1Y -16.9% vs S&P 500 +14.4%; 5Y -64.2% vs S&P 500 +79.1%.
- Next earnings: 2026-11-05, EPS estimate USD 0.2, revenue estimate $1.91B.
Financials (SEC 10-K; TTM = last four 10-Q/10-K quarters) (LYFT)
| USD | FY2021 | FY2022 | FY2023 | FY2024 | FY2025 | TTM |
|---|---|---|---|---|---|---|
| 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 margin | 46.9% | 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 date | Insider | Role | Shares | Value | % of holdings sold | 10b5-1 plan | Insider type |
|---|---|---|---|---|---|---|---|
| 2026-09-24 | Brewer Erin | CHIEF FINANCIAL OFFICER | 15,000 | $220K | 0.9% | Yes (adopted March 13, 2026) | Too little history (no open-market trades in 2024) |
| 2026-09-01 | Llewellyn Lindsay Catherine | SEE REMARKS | 13,204 | $220K | 1.7% | Yes (adopted June 2, 2026) | Too little history (no open-market trades in 2023) |
| 2026-08-27 | Lawee David | Director | 4,613 | $80K | 3.7% | Yes (adopted September 3, 2025) | Too little history (no open-market trades in 2023 or 2024) |
| 2026-08-27 | Hope Stephen W. | CHIEF ACCOUNTING OFFICER | 5,982 | $104K | 2% | Yes (adopted September 4, 2025) | Too little history (no open-market trades in 2023 or 2024) |
| 2026-08-27 | Beggs Jill | Director | 2,307 | $40K | 4.8% | Yes (adopted September 4, 2025) | Too little history (no open-market trades in 2023 or 2024) |
| 2026-08-25 | Whiteside Janey | Director | 5,480 | $97K | 8.3% | Yes (adopted December 11, 2025) | Too little history (no open-market trades in 2023–2025) |
| 2026-08-24 | Brewer Erin | CHIEF FINANCIAL OFFICER | 15,000 | $264K | 0.9% | Yes (adopted March 13, 2026) | Too little history (no open-market trades in 2024) |
| 2026-08-07 | Whiteside Janey | Director | 14,220 | $242K | 17.7% | Yes (adopted December 11, 2025) | Too little history (no open-market trades in 2023–2025) |
| 2026-08-03 | Llewellyn Lindsay Catherine | SEE REMARKS | 36,214 | $584K | 4.2% | Yes (adopted May 23, 2025) | Too little history (no open-market trades in 2023) |
| 2026-06-12 | Brewer Erin | CHIEF FINANCIAL OFFICER | 15,000 | $204K | 0.8% | Yes (adopted March 13, 2026) | Too little history (no open-market trades in 2024) |
| 2026-06-01 | Llewellyn Lindsay Catherine | SEE REMARKS | 11,491 | $172K | 1.3% | Yes (adopted May 23, 2025) | Too little history (no open-market trades in 2023) |
| 2026-05-27 | Hope Stephen W. | CHIEF ACCOUNTING OFFICER | 5,460 | $75K | 1.6% | Yes (adopted September 4, 2025) | Too little history (no open-market trades in 2023 or 2024) |
| 2026-05-27 | Beggs Jill | Director | 2,093 | $29K | 6.5% | Yes (adopted September 4, 2025) | Too little history (no open-market trades in 2023 or 2024) |
| 2026-05-26 | Llewellyn Lindsay Catherine | SEE REMARKS | 11,491 | $157K | 1.3% | Yes (adopted May 23, 2025) | Too little history (no open-market trades in 2023) |
| 2026-04-17 | Llewellyn Lindsay Catherine | SEE REMARKS | 23,661 | $355K | 2.5% | 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:
| Date | Firm | Action | Rating | Price target |
|---|---|---|---|---|
| 2026-10-21 | TD Cowen | Target lowered | Buy | $30 → $26 |
| 2026-10-19 | Cantor Fitzgerald | Target lowered | Neutral | $17 → $15 |
| 2026-10-05 | Wells Fargo | Target lowered | Equal-Weight | $19 → $17 |
| 2026-09-17 | Guggenheim | Downgrade | Buy → Neutral | $22 → $16 |
| 2026-09-09 | Scotiabank | Initiated | Sector Perform | $17 |
| 2026-09-01 | Rosenblatt | Initiated | Neutral | $19 |
| 2026-08-10 | Roth Capital | Target raised | Buy | $23 → $25 |
| 2026-08-10 | Canaccord Genuity | Target raised | Hold | $15 → $16 |
| 2026-08-07 | UBS | Target raised | Neutral | $16 → $17 |
| 2026-08-07 | RBC Capital | Target raised | Outperform | $18 → $20 |
| 2026-08-07 | Piper Sandler | Target raised | Overweight | $20 → $21 |
| 2026-08-07 | JP Morgan | Target raised | Neutral | $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 filed | Quarter | EPS | Consensus | Surprise | Stock reaction |
|---|---|---|---|---|---|
| Aug 6, 2026 | Quarter ended Jun 30, 2026 | $0.13 | $0.14 | Miss −7.1% | +5.9% |
| May 7, 2026 | Quarter ended Mar 31, 2026 | $0.04 | $0.07 | Miss −42.9% | +0.8% |
| Feb 10, 2026 | Quarter ended Dec 31, 2025 | $6.59 | $0.12 | Beat +5391.7% | -15.8% |
| Nov 5, 2025 | Quarter ended Sep 30, 2025 | $0.11 | $0.07 | Beat +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)
| Filed | Form | What it says |
|---|---|---|
| Oct 1, 2026 | 8-K | Regulation FD disclosure |
| Sep 9, 2026 | 8-K | Director 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, 2026 | 10-Q | Quarterly report · period ended Jun 30, 2026 |
| Aug 6, 2026 | 8-K | Quarterly results; Regulation FD disclosure |
| Aug 6, 2026 | Schedule 13G/A | FMR LLC, Abigail P. Johnson: 3.0% of shares, passive 5%+ holder (amended) |
| Jul 31, 2026 | Schedule 13G/A | Vanguard Portfolio Management: 4.9% of shares, passive 5%+ holder (amended) |
| Jul 27, 2026 | 8-K | Director 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, 2026 | Schedule 13G/A | Ameriprise 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)
| Line | Revenue | Share of total | YoY |
|---|---|---|---|
| United States | $6.06B | 95.9% | +7.3% |
| Non Us | $256.0M | 4.1% | +82.8% |
| Total revenue | $6.32B | 100% | — |
As tagged by the company in its SEC 10-Q / 10-K filings (XBRL).
LYFT suppliers, customers and competitors (named in its 10-K)
| Relationship | Company | Sentence in the filing |
|---|---|---|
| Partner | Amazon (AMZN) | “We have a commercial agreement with Amazon Web Services ("AWS") for cloud services to help deliver and host our platform.” |
| Partner | ADT | “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.” |
| Competitor | Uber (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.” |
| Competitor | Alphabet (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.” |
| Competitor | Baidu (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.” |
| Competitor | Tesla (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 LYFT | Company | Filing | Sentence |
|---|---|---|---|
| partner | Baidu, 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)
- “Outlook • Gross Bookings of approximately $5.50 billion to $5.67 billion, up approximately 15% to 19% year over year. • Adjusted EBITDA of approximately $183 million to $203 million ◦ Adjusted EBITDA margin (calculated as a percentage of Gross Bookings) of approximately 3.3% to 3.6%.”
Quoted word-for-word from the SEC 8-K results press release.
LYFT analyst estimates and revisions
| Period | EPS estimate | 90 days ago | Change | Revenue estimate | Analysts |
|---|---|---|---|---|---|
| Current quarter (ends Sep 2026) | $0.20 | $0.21 | -3.0% | $1.91B | 30 |
| Next quarter (ends Dec 2026) | $0.19 | $0.20 | -5.9% | $1.96B | 30 |
| Current fiscal year (ends Dec 2026) | $0.54 | $0.56 | -1.9% | $7.37B | 34 |
| Next fiscal year (ends Dec 2027) | $0.94 | $0.92 | +1.9% | $8.26B | 38 |
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.
| Expiration | Days | ATM implied volatility | Expected move |
|---|---|---|---|
| Oct 30, 2026 | 1 | 58.4% | ±2.5% |
| Nov 6, 2026 | 8 | 99.4% | ±11.8% |
| Nov 13, 2026 | 15 | 72.6% | ±11.8% |
| Nov 20, 2026 | 22 | 72.8% | ±14.3% |
| Nov 27, 2026 | 29 | 69.4% | ±15.6% |
| Dec 4, 2026 | 36 | 60.3% | ±15.1% |
| Dec 11, 2026 | 43 | 74.6% | ±20.5% |
| Dec 18, 2026 | 50 | 57.7% | ±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)
| Price | USD 16.41 |
|---|---|
| Change | ▲ 0.43% (up) |
| Previous Close | USD 16.34 |
| Open | USD 16.4 |
| Day Range | USD 15.81 – 16.46 |
| 52-Week Range | USD 12.46 – 25.54 |
| Volume | 6,311,531 shares |
| Market Cap | $6.21B |
| Exchange | NMS |
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 Signal | NEUTRAL |
|---|---|
| RSI (14) | 49.19 (neutral) |
| vs SMA50 | Above (USD 16.23) |
| MACD | 0.24 (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 Rating | Hold |
|---|---|
| Analyst Count | 45 |
| Mean Target | USD 19.3 |
| High Target | USD 30 |
| Low Target | USD 14 |
| Buy / Hold / Sell | 14 / 30 / 1 |
Earnings (LYFT)
| Next Earnings Date | 2026-11-05 |
|---|---|
| EPS Estimate | USD 0.45 |
| Revenue Estimate | $1.91B |
Recent Earnings History
| Quarter | Actual vs Estimate |
|---|---|
| 2026-06-30 | USD 0.13 vs est 0.14 ▼ miss |
| 2026-03-31 | USD 0.04 vs est 0.07 ▼ miss |
| 2025-12-31 | USD 6.59 vs est 0.12 ▲ beat |
| 2025-09-30 | USD 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 / Equity | 0.43 |
| Current Ratio | 0.59 |
| 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.
| Growth | Solid — Revenue +9% YoY (annual) |
|---|---|
| Profitability | Mixed — Gross margin 46%, operating -2% (last 4 quarters to Jun 2026, SEC) |
| Balance Sheet | Mixed — $1.79B cash and investments vs $1.04B debt (Jun 2026, SEC), net cash |
| Cash Flow | Solid — Operating cash flow $1.17B (FY ended Dec 2025, 10-K) |
| Efficiency | Strong — ROE 95%, ROA 31.5% (last 4 quarters, SEC) |
Ownership (LYFT)
| Insider Ownership | +1.41% |
|---|---|
| Institutional Ownership | +111.97% |
| Shares Outstanding | 378.54M |
| Float | 350.69M |
| 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 & Director | John David Risher |
|---|---|
| Chief Financial Officer | Michael Brous |
| Chief Technology Officer | Senthil 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
| Investor | Stake |
|---|---|
| Ameriprise Financial, Inc. | 16.2% |
| Millennium Management | 5.69% |
| Goldman Sachs | 3.15% |
| American Century ETF Trust-Avantis U.S. Small Cap Value ETF | 3.06% |
| Contour Asset Management LLC | 2.95% |
| FMR, LLC | 2.86% |
Index Funds (Passive)
| Fund | Stake |
|---|---|
| BlackRock | 12.5% |
| Vanguard Group | 9.29% |
| Columbia Threadneedle | 9.28% |
| State Street | 3.56% |
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)
- Our proprietary technology efficiently matches riders with drivers through advanced dispatching algorithms providing faster arrival times, localized pricing and maximum availability.
- We leverage our proprietary dispatch platform and data to help drivers and riders connect efficiently and reduce wait times.
- We rely on trademarks, patents, copyrights, trade secrets, license agreements, intellectual property assignment agreements, confidentiality procedures, non-disclosure agreements and employee non-disclosure and invention assignment agreements to establish and protect our proprietary rights.
- The scale of our network enables us to predict demand and proactively incentivize drivers to be available for rides in the right place at the right time.
Partnerships
- We have a commercial agreement with Amazon Web Services ("AWS") for cloud services to help deliver and host our platform.
- If a ride is more than ten minutes late for a scheduled pick-up to the airport, we will offer up to $100 in Lyft credits to make up for it.
Legal & Regulatory Risks (Item 1A, quoted)
- Our business is subject to a wide range of laws and regulations, many of which are evolving, and failure to comply with such laws and regulations could harm our business, financial condition and results of operations.
- Our success, or perceived success, and increased visibility has driven, and may continue to drive, some businesses that perceive our business model negatively to raise their concerns to local policymakers and regulators.
- Any of the foregoing risks could harm our business, financial condition and results of operations.
- We continue to maintain that drivers on our platform are not employees in such legal and administrative proceedings and intend to continue to defend ourselves vigorously in these matters, as applicable, but our arguments may ultimately be unsuccessful.
Source: SEC EDGAR 10-K, official filing. Curated by Nexqual.
Peers & Related Stocks
| Symbol | Name | Price | Change |
|---|---|---|---|
| APPF | AppFolio, Inc. | USD 207.05 | ▲ 1% |
| TTAN | ServiceTitan, Inc. | USD 80.73 | ▼ 0.16% |
| DSGX | The Descartes Systems Group Inc | USD 92.03 | ▼ 0.36% |
| YMM | Full Truck Alliance Co. Ltd. | USD 8.09 | ▲ 0.12% |
| IDCC | InterDigital, Inc. | USD 334.27 | ▲ 4.28% |
| PCTY | Paylocity Holding Corporation | USD 168.4 | ▼ 0.06% |
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