LYFT · NASDAQ · Software - Application

Lyft (LYFT)

Connects riders and drivers across rideshare and multimodal ground transportation.

$14.99
vs last close−0.28 (−1.83%)
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Lyft, Inc.LYFT
Information Technology

Connects riders and drivers through a rideshare marketplace while offering taxis, private-hire vehicles, car sharing, bikes, scooters, and chauffeur services. Recent acquisitions extended the platform into European taxi-led mobility and global premium chauffeuring.

Connects riders with drivers through a marketplace that began with on-demand rideshare and now includes taxis, private-hire vehicles, executive chauffeur services, car sharing, bikes, and scooters. The app is the common entry point for several forms of ground transportation.

The platform is rooted in North America, while the Freenow acquisition added a European multimodal app centered on taxis and TBR added premium global chauffeuring. Express Drive rents vehicles to prospective drivers; Concierge and Lyft Pass serve organizations.

Marketplace growth and driver relationships depend on federal, state, and local ride-hailing rules.

Company facts

CEODavid Risher
ListedMar 29, 2019
ExchangeNASDAQ
HeadquartersSan Francisco, CA
CountryUnited States
Employees3,913
CIK0001759509
ISINUS55087P1049

Market cap$5.80B
EPS (ttm)$6.88
P/E (ttm)2.22
ROE115.8%
P/B1.92
P/S0.8561
Dividend yieldDiv yield
Beta1.44vs XLK −0.35

Price target$17.50+14.6%Average of 60 analysts
ConsensusHold35 of 60 analysts
Ratings

Target rangeAs of Sep 21, 2026

Latest analyst notes

DateFirmActionPriorCurrent
Sep 17, 2026GuggenheimDowngrade
Rating: BuyTarget: $22
Rating: NeutralTarget: $16
Sep 9, 2026ScotiabankInitiate
Rating: Target:
Rating: Sector PerformTarget: $17
Aug 18, 2026RBC CapitalReiterate
Rating: Target: $18
Rating: OutperformTarget: $20
Aug 10, 2026Deutsche BankReiterate
Rating: Target: $21
Rating: HoldTarget: $17
Aug 10, 2026SusquehannaReiterate
Rating: Target: $15
Rating: NeutralTarget: $18

Next report
Nov 4, 26
in 43 days
EPS estimate
$0.45
Revenue estimate
$1.92B
Fiscal quarter
Q3 FY26

EPSReportedEstimate

Feb '25May '25Aug '25Nov '25Feb '26May '26Aug '26Nov '26
Reported$0.30$0.19$0.25$0.11$0.20$0.04$0.13Pending
Estimate$0.20$0.19$0.27$0.25$0.12$0.05$0.14$0.45
Surprise+50.0%+0.2%−7.4%−55.1%+67.1%−22.5%−9.7%

RevenueReportedEstimate

Feb '25May '25Aug '25Nov '25Feb '26May '26Aug '26Nov '26
Reported$1.55B$1.45B$1.59B$1.69B$1.59B$1.65B$1.84BPending
Estimate$1.54B$1.47B$1.69B$1.70B$1.75B$1.63B$1.81B$1.92B
Surprise+0.5%−1.2%−5.9%−0.8%−8.9%+1.2%+2.1%
Estimate$0.45
ReportedDue Nov 4, 2026
Estimate$1.92B
ReportedDue Nov 4, 2026
View details

Debt to equity38.90%
Current ratio58.60%

ProfitabilityRevenueNet incomeNet margin

Q3 FY24Q4 FY24Q1 FY25Q2 FY25Q3 FY25Q4 FY25Q1 FY26Q2 FY26
Revenue$1.52B$1.55B$1.45B$1.59B$1.69B$1.59B$1.65B$1.84B
Net income−$12.4M$61.7M$2.6M$40.3M$46.1M$2.76B$14.3M$50.3M
Net margin0.0%4.0%0.2%2.5%2.7%173.0%0.9%2.7%

GrowthOperating income

Q3 FY24Q4 FY24Q1 FY25Q2 FY25Q3 FY25Q4 FY25Q1 FY26Q2 FY26
Operating income−$56.7M$28.0M−$28.8M$2.4M$23.1M−$185.0M−$5.3M$47.6M
YoY growthLoss widenedTurned profitLoss narrowedTurned profitTurned profitTurned lossLoss narrowed+1,857.4%

Balance sheet, Jun 30, 2026Cash & short-term investments $1.79B · Total debt $1.18B · Total assets $9.11B · Shareholders' equity $3.02B

Revenue
$1.84B
Operating income
$47.6M
Net income
$50.3M
View details

No dividends on record.

Institutions111.29%422.55M shares
586 holders · as of Jun 30, 2026
Insiders6.97%26.47M shares
17 holders · as of Sep 3, 2026
Strategic holders12.22%46.38M shares
2 holders · as of Feb 19, 2026
Adds to130.48%

379.68M company shares as of Sep 22, 2026 · institutions as of Jun 30, 2026 · holders as of their latest filing

These groups come from separate filings that can overlap, so they add to 130.48%; nothing is left for Other.

Top shareholders13F · 13D/G · Form 4

HolderStakeSharesDate
Ameriprise Financial IncInstitution
16.15%61.32Mas of Jun 30, 2026
BlackRock, Inc.Institution
12.46%47.32Mas of Jun 30, 2026
JPMorgan Chase & Co.Strategic
6.90%26.19Mfiled Oct 23, 2024
Millennium Management LLCInstitution
5.67%21.54Mas of Jun 30, 2026
Integrated Core Strategies (US) LLCStrategic
5.32%20.19Mfiled Feb 19, 2026

Insider tradesForm 4

DateInsiderRoleSharesAvg price
Sep 1, 2026Lindsay Catherine Llewellynofficer: SEE REMARKS−13,204$16.64
Aug 27, 2026Stephen W. Hopeofficer: CHIEF ACCOUNTING OFFICER−5,982$17.34
Aug 27, 2026David Laweedirector−4,613$17.33
Aug 27, 2026Jill Beggsdirector−2,307$17.34
Aug 25, 2026Janey Whitesidedirector−5,480$17.68
View details

  • Uber

    Broad direct overlap across rides, taxi dispatch, and multimodal mobility

  • Alphabet Class A

    Waymo robotaxi service overlaps in autonomous ride-hailing

  • Amazon

    Zoox robotaxi service overlaps in autonomous urban transportation

  • Tesla

    Robotaxi service creates autonomous ride-hailing overlap

Compare

CompanyPriceChange
Lyft$14.99−1.83%$5.80B2.213.80.9+16.1%
Uber$70.27−0.80%$144.20B15.618.22.6+12.2%
Alphabet Class A$358.41+0.97%$4.30T17.826.79.6+24.2%
Amazon$255.42−1.17%$2.78T20.827.43.6+19.6%
Tesla$376.40+0.29%$1.48T347.5182.614.3+25.5%
Median19.327.06.6+21.9%