In the latest trading session, Lyft (LYFT - Free Report) closed at $14.02, marking a -4.37% move from the previous day. The stock trailed the S&P 500, which registered a daily loss of 1.21%. On the other hand, the Dow registered a loss of 0.97%, and the technology-centric Nasdaq decreased by 2.15%.
The stock of ride-hailing company has risen by 1.81% in the past month, leading the Computer and Technology sector's loss of 4.58% and the S&P 500's gain of 0.42%.
Analysts and investors alike will be keeping a close eye on the performance of Lyft in its upcoming earnings disclosure. The company's earnings report is set to go public on August 6, 2026. The company's upcoming EPS is projected at $0.39, signifying a 56.00% increase compared to the same quarter of the previous year. At the same time, our most recent consensus estimate is projecting a revenue of $1.81 billion, reflecting a 13.68% rise from the equivalent quarter last year.
For the full year, the Zacks Consensus Estimates are projecting earnings of $1.57 per share and revenue of $7.3 billion, which would represent changes of +227.08% and +15.51%, respectively, from the prior year.
Investors might also notice recent changes to analyst estimates for Lyft. Recent revisions tend to reflect the latest near-term business trends. Hence, positive alterations in estimates signify analyst optimism regarding the business and profitability.
Based on our research, we believe these estimate revisions are directly related to near-term stock moves. To exploit this, we've formed the Zacks Rank, a quantitative model that includes these estimate changes and presents a viable rating system.
The Zacks Rank system, which ranges from #1 (Strong Buy) to #5 (Strong Sell), has an impressive outside-audited track record of outperformance, with #1 stocks generating an average annual return of +25% since 1988. Over the past month, there's been no change in the Zacks Consensus EPS estimate. Lyft is holding a Zacks Rank of #5 (Strong Sell) right now.
Investors should also note Lyft's current valuation metrics, including its Forward P/E ratio of 9.34. This indicates a discount in contrast to its industry's Forward P/E of 16.56.
Investors should also note that LYFT has a PEG ratio of 0.38 right now. Comparable to the widely accepted P/E ratio, the PEG ratio also accounts for the company's projected earnings growth. The Internet - Services industry currently had an average PEG ratio of 1.83 as of yesterday's close.
The Internet - Services industry is part of the Computer and Technology sector. Currently, this industry holds a Zacks Industry Rank of 95, positioning it in the top 39% of all 250+ industries.
The Zacks Industry Rank evaluates the power of our distinct industry groups by determining the average Zacks Rank of the individual stocks forming the groups. Our research shows that the top 50% rated industries outperform the bottom half by a factor of 2 to 1.
Be sure to use Zacks.com to monitor all these stock-influencing metrics, and more, throughout the forthcoming trading sessions.
Uber logo is seen in this illustration taken July 16, 2026. REUTERS/Dado Ruvic/Illustration Purchase Licensing Rights, opens new tab
CompaniesJuly 22 (Reuters) - A federal judge has ruled that New York City cannot prohibit Uber Technologies (UBER.N), opens new tab and Lyft (LYFT.O), opens new tab from deactivating drivers from their apps without advance notice, ruling that the novel law is unconstitutional.
U.S. District Judge Gregory Woods in Manhattan said in a written ruling on Tuesday that the city's law adopted earlier this year benefits a small fraction of drivers while interfering with the ride-hailing companies' right to police the safety of their platforms.
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"Uber and Lyft are likely to succeed in showing that the law protects a narrow class of drivers and does not advance the broader social or economic interest which the U.S. Constitution requires to permit the severe impairment of their contracts," Woods wrote.
The judge issued a preliminary injunction blocking the city from enforcing the law, which was set to take effect July 28, pending the outcome of consolidated lawsuits filed by the companies last month.
Lyft said in a statement provided by a spokesperson that "we're pleased the court recognized the serious safety concerns at the heart of this challenge."
Separately, Uber spokesman Josh Gold said: "The opinion underscores that driver fairness and rider safety can and must go hand in hand.”
The New York City Law Department did not immediately respond to requests for comment.
The law, one of the first of its kind inthe U.S., was passed in January after the New York City Council overwhelmingly overrode a veto by former Mayor Eric Adams, a Democrat. Adams had said, opens new tab that the law would create an expensive and unwieldy new bureaucracy to handle wrongful deactivation claims.
The law requires that ride-hailing services give drivers 14 days' notice before deactivating them from apps, with an exception for "egregious misconduct," and potentially rehire drivers deactivated since 2019 solely because they did not receive such notice.
Uber and Lyft in lawsuits filed a day apart in June said that the law violated their due process and free speech rights under the U.S. Constitution. They said the law threatened to undermine their reputation and goodwill while keeping unsafe drivers, including those accused of sexual misconduct, on the road.
Reporting by Daniel Wiessner in Albany, New York; Editing by Alexia Garamfalvi and Mark Porter
Our Standards: The Thomson Reuters Trust Principles., opens new tab
Dan Wiessner (@danwiessner) reports on labor and employment and immigration law, including litigation and policy making. He can be reached at [email protected].
Jim Cramer’s Lightning Round on CNBC’s Mad Money delivered mixed verdicts on growth and speculative names, endorsing Lyft at current levels, calling for consolidation in fintech, and dismissing First Solar on technicals. He also saw value in shipping stocks such as ZIM.
Here are some of Jim Cramer’s most recent takes:
First Solar Has One of the “Worst Charts” Cramer Has Ever Seen Cramer’s rejection of First Solar (NASDAQ:FSLR | FSLR Price Prediction) was blunt. “Man, that thing has just been crushed. You’re buying it at a very inexpensive price. But… I hate to default to being a technician. It has one of the worst charts I’ve ever seen,“ he said, adding that the company is profitable but faces a lawsuit.
The paradox is real. First Solar posted Q1 2026 EPS of $3.22, beating consensus of $2.98 by 8.02%, with revenue of $1.044 billion and net income up 65% year over year to $346.62 million. CEO Mark Widmar credited “differentiated technology, a domestic manufacturing footprint, and independence from Chinese crystalline silicon supply chains.”
Yet the price action tells the darker story: shares are down 21.41% year to date and off 20.33% in the past month, closing recently at $206.54. Backlog slipped from a Q3 2025 peak of 53.7 GW to 47.9 GW, and the Section 45X tax credit phases out between 2030 and 2033.
Cramer Says Lyft Is a Buy Around $15 A caller asked Jim Cramer whether he thought Lyft (NASDAQ:LYFT) was a buy today, and Cramer sided with the caller: “I think David Risher’s doing a good job. It’s been trading back and forth and back and forth. The $15 is a good level to start. I agree with you.” He also flagged that Lyft has generated over $1 billion in free cash flow.
Shares last traded at $15.43, in the strike zone Cramer identified. Q1 2026 delivered gross bookings of $4.95 billion, up 19% year over year, 28.3 million active riders, and adjusted EBITDA of $132.80 million, up 25%. CEO David Risher said, “Our customer-obsessed comeback continues… Lyft is performing while transforming.” The company repurchased $300 million of stock in the quarter, on top of a $1 billion authorization. See the full Q1 release.
Act now: the analyst who called NVIDIA in 2010 just named his top 10 AI stocks — and First Solar didn't make the cut. Grab the names FREE today.
Cramer Predicts “Massive Consolidation” Across Fintech On Fiserv (NYSE:FI), Cramer noted the stock is down 70% with new management in place, then pivoted to a sector call: “I think that they have to merge with someone… I’m calling for, like as I did this weekend in a piece I wrote for the club, massive consolidation in the fintech area. We have way too many companies in that area.“
The stock trades near $51.68, down 68.82% over the past year. Q1 2026 adjusted EPS came in at $1.79, but organic revenue fell 4%. CEO Mike Lyons is executing the One Fiserv Action Plan targeting EPS above $12.00 by 2029.
AST SpaceMobile Could Fall Another 30% Before Cramer Would Buy Cramer was direct on AST SpaceMobile (NASDAQ:ASTS): “Look, you gotta be worried. The company’s losing a fortune… that kind of stock is now out of favor. I think at $40, you can wait till it gets to $40 before you have to pull the trigger. I am not kidding.”
Shares last traded at $57.17, still above Cramer’s wait level, though down 28.81% over the past month. Q1 2026 revenue of $14.7 million missed the $36.6 million estimate, and the GAAP loss was $191 million. Reddit’s r/wallstreetbets reflects the pain, with one viral post titled “Down $240k in less than a month at 23 thanks to ASTS” drawing thousands of upvotes.
ZIM’s $35 Takeover Offer Creates a Different Kind of Value Play Cramer acknowledged there was value in shipping stocks like ZIM. ZIM Integrated Shipping Services (NYSE:ZIM) trades at $24.36, up 65.71% over the past year. ZIM is being acquired by Hapag-Lloyd at $35.00 per share in cash, and the deal is expected to close in Q4 2026. Reddit sentiment is bullish, with one post titled “ZIM: 40% to 300% Gain Potential on Merger Arbitrage.”
Key Takeaways Act now: the analyst who called NVIDIA in 2010 just named his top 10 AI stocks — and First Solar didn't make the cut. Grab the names FREE today.
I was a loyal Lyft rider until I noticed it charged me more than my partner for the same trips By You're currently following this author! Want to unfollow? Unsubscribe via the link in your email.
After noticing price differences between her and her partner on Lyft, one customer decided to take public transit more often. : Jeffrey Greenberg/Universal Images Group via Getty Images This as-told-to essay is based on a conversation with Cynthia Everett, a ride-hailing customer in New York. Business Insider verified the price differences that she described with screenshots. The interview has been edited for length and clarity.
I work in group homes and provide care to people with disabilities. That involves a lot of commuting to visit the people I work with.
For a long time, I took Lyft rides, especially coming home from work at night as a safety precaution. The rides were generally 10 to 15 minutes each way and cost up to $20. I also took rides around Brooklyn to see my boyfriend, which are 15 to 20 minutes.
Then, this spring, I went to visit my boyfriend, and he requested a ride home for me. That's when I started noticing that Lyft was quoting him lower prices than what I was getting. One recent ride I requested would have been $45 for me on Lyft, but when he requested it, is was about $24.
I started comparing rideshare prices with him more regularly. We'll be in the same place. I'll be at his house, which is just a few miles from where I live. It's always better for me to let him get the Lyft home.
It doesn't make sense to me. I request rides more often, and I have so many rides racked up over the years. I also have a 4.9-star rating on Lyft. I also have my Lyft account connected to my DoorDash account, which gets me discounts on rides.
If anything, I figured that being a frequent rider would make me the one with lower fares. I feel like I'm being penalized for being a frequent user.
I've heard that similar things happen when you book plane tickets. Your spending habits, travel habits, or other factors can determine how much you pay at a given moment.
Is something similar going on with the rideshare apps?
Ever since I started comparing prices for rideshare, I've been using the apps less. I don't like to take the subway at night, but I've been using public transportation to commute more. It's not ideal, but I know that the apps will charge me too much.
I saw a report recently about an effort here in New York to keep supermarket prices from fluctuating like this. If they can put a stop to that, I feel like they should be able to put a stop to it on rideshare, too.
Lyft did not respond to a request for comment. Uber and Lyft challenged the findings of an investigation last month from Consumer Reports, which found wide variation in prices for the exact same ride. The companies said that it wasn't possible to compare rides requested by different users on their platforms.
Have a tip? Contact this reporter at [email protected] or via encrypted messaging app Signal at 808-854-4501. Use a personal email address, a nonwork WiFi network, and a nonwork device; here's our guide to sharing information securely.
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Alex Bitter You're currently following this author! Want to unfollow? Unsubscribe via the link in your email.
Alex Bitter is a senior retail reporter covering the gig economy, food, and retail. His work focuses major gig delivery and ride-hailing apps, including Uber, Lyft, DoorDash, Instacart, and Walmart's Spark. He is interested in everything from what it's like to work on the apps to the companies' business strategies.Some of his recent stories feature gig workers who have been deactivated on the apps, DoorDash hiring traditional employees to make deliveries, gig workers' use of bots, and gig work expanding into new professions, such as nursing.Alex has also written about Aldi's US expansion, Starbucks' turnaround efforts, and the fallout from Kraft-Heinz's budget cutting. Convenience store chain Sheetz ended its "smile policy" after his reporting.Before joining Insider in September 2020, he wrote about consumer and retail companies for S&P Global Market Intelligence. He's a graduate of the University of Hawai'i at Mānoa and grew up on the Big Island.Alex lives in the Washington, DC, area, where you can find him studying ancient coins or searching for Civil War artifacts with his metal detector in his free time.Got a tip? Reach out at [email protected] or via encrypted messaging app Signal at +1 (808) 854-4501.
In the latest trading session, Lyft (LYFT - Free Report) closed at $15.52, marking a -2.88% move from the previous day. The stock fell short of the S&P 500, which registered a loss of 1.01% for the day. Meanwhile, the Dow lost 0.77%, and the Nasdaq, a tech-heavy index, lost 1.4%.
Prior to today's trading, shares of the ride-hailing company had gained 11.9% outpaced the Computer and Technology sector's loss of 3.73% and the S&P 500's gain of 0.32%.
Investors will be eagerly watching for the performance of Lyft in its upcoming earnings disclosure. The company's earnings report is set to be unveiled on August 6, 2026. The company's earnings per share (EPS) are projected to be $0.39, reflecting a 56% increase from the same quarter last year. Meanwhile, the Zacks Consensus Estimate for revenue is projecting net sales of $1.81 billion, up 13.68% from the year-ago period.
Looking at the full year, the Zacks Consensus Estimates suggest analysts are expecting earnings of $1.57 per share and revenue of $7.3 billion. These totals would mark changes of +227.08% and +15.51%, respectively, from last year.
Any recent changes to analyst estimates for Lyft should also be noted by investors. These revisions typically reflect the latest short-term business trends, which can change frequently. Hence, positive alterations in estimates signify analyst optimism regarding the business and profitability.
Our research demonstrates that these adjustments in estimates directly associate with imminent stock price performance. To utilize this, we have created the Zacks Rank, a proprietary model that integrates these estimate changes and provides a functional rating system.
The Zacks Rank system, stretching from #1 (Strong Buy) to #5 (Strong Sell), has a noteworthy track record of outperforming, validated by third-party audits, with stocks rated #1 producing an average annual return of +25% since the year 1988. Over the last 30 days, the Zacks Consensus EPS estimate has remained unchanged. At present, Lyft boasts a Zacks Rank of #5 (Strong Sell).
Looking at its valuation, Lyft is holding a Forward P/E ratio of 10.18. Its industry sports an average Forward P/E of 17.63, so one might conclude that Lyft is trading at a discount comparatively.
It's also important to note that LYFT currently trades at a PEG ratio of 0.42. The PEG ratio is akin to the commonly utilized P/E ratio, but this measure also incorporates the company's anticipated earnings growth rate. As the market closed yesterday, the Internet - Services industry was having an average PEG ratio of 1.72.
The Internet - Services industry is part of the Computer and Technology sector. This industry currently has a Zacks Industry Rank of 93, which puts it in the top 38% of all 250+ industries.
The strength of our individual industry groups is measured by the Zacks Industry Rank, which is calculated based on the average Zacks Rank of the individual stocks within these groups. Our research shows that the top 50% rated industries outperform the bottom half by a factor of 2 to 1.
Make sure to utilize Zacks.com to follow all of these stock-moving metrics, and more, in the coming trading sessions.
SAN FRANCISCO--(BUSINESS WIRE)--Lyft, Inc. (Nasdaq: LYFT) (the “Company” or “Lyft”) will release financial results for the second quarter of 2026 after the close of the market on Thursday, August 6, 2026.
On the same day, Lyft will host a conference call at 2:00 p.m. Pacific Time (5:00 p.m. Eastern Time) to discuss these financial results and business highlights. To listen to the live audio webcast, please visit the Company’s Investor Relations page at https://investor.lyft.com.
The archived webcast will be available on the Company’s Investor Relations page shortly after the call.
Lyft announces material information to the public about the Company, its products and services and other matters through a variety of means, including filings with the Securities and Exchange Commission, press releases, public conference calls, webcasts, the investor relations section of its website (investor.lyft.com), its X accounts (including: @lyft, @davidrisher), its Chief Executive Officer’s LinkedIn account (linkedin.com/in/jdavidrisher), and its blogs (including: lyft.com/blog, lyft.com/hub, and eng.lyft.com) in order to achieve broad, non-exclusionary distribution of information to the public and to comply with its disclosure obligations under Regulation FD.
About Lyft
Whether it’s an everyday commute or a journey that changes everything, Lyft is driven by our purpose: to serve and connect. Founded in 2012, Lyft has grown into a global mobility platform offering a mix of rideshare, taxis, private hire vehicles, executive chauffeur services, car sharing, bikes, and scooters across six continents and thousands of cities. Millions of drivers have chosen to earn on billions of rides - helping to create a more connected world, with transportation options for everyone.
NEW YORK--(BUSINESS WIRE)--Lyft (NASDAQ: LYFT) and Curb, the leading ride-hailing platform for licensed taxis, today announced the expansion of their strategic partnership to New York City, the largest taxi market in the United States. Eligible Lyft riders in New York City can now be matched with a licensed taxi through Curb Flow, Curb's open API that aggregates ride demand into a single network, directly through the Lyft app they already use.The New York City expansion follows launches in Los A.
Lyft, Inc. (LYFT demonstrates sustained revenue growth, improved profitability, and robust liquidity, supporting a buy rating. LYFT's valuation is attractive, trading at only 0.98x sales and a low P/E of 2.22x, offering a 28% margin of safety. Expansion into Europe, AV partnerships, and flexible revenue streams enhance growth prospects and operational leverage.
SAN FRANCISCO--(BUSINESS WIRE)--Lyft, Inc. (Nasdaq: LYFT) is welcoming Senthil Padmanabhan as Chief Technology Officer, joining July 20, 2026, reporting to CEO David Risher. With decades of experience, Senthil is the rare technical leader who operates at every altitude: going deep on the most complex problems, driving company-wide change at a global scale, and bringing the team with him every step of the way. Most recently as VP of Engineering at eBay, where he first earned recognition as a Tec.
Lyft (LYFT - Free Report) closed the most recent trading day at $14.83, moving +1.51% from the previous trading session. The stock's performance was ahead of the S&P 500's daily loss of 0.22%. Elsewhere, the Dow saw a downswing of 0.03%, while the tech-heavy Nasdaq depreciated by 0.66%.
Coming into today, shares of the ride-hailing company had gained 3.54% in the past month. In that same time, the Computer and Technology sector lost 2.58%, while the S&P 500 lost 1.21%.
The upcoming earnings release of Lyft will be of great interest to investors. The company is expected to report EPS of $0.39, up 56% from the prior-year quarter. Meanwhile, the latest consensus estimate predicts the revenue to be $1.81 billion, indicating a 13.68% increase compared to the same quarter of the previous year.
For the full year, the Zacks Consensus Estimates are projecting earnings of $1.57 per share and revenue of $7.3 billion, which would represent changes of +227.08% and +15.51%, respectively, from the prior year.
Investors should also take note of any recent adjustments to analyst estimates for Lyft. These revisions help to show the ever-changing nature of near-term business trends. As a result, we can interpret positive estimate revisions as a good sign for the business outlook.
Research indicates that these estimate revisions are directly correlated with near-term share price momentum. Investors can capitalize on this by using the Zacks Rank. This model considers these estimate changes and provides a simple, actionable rating system.
The Zacks Rank system, which varies between #1 (Strong Buy) and #5 (Strong Sell), carries an impressive track record of exceeding expectations, confirmed by external audits, with stocks at #1 delivering an average annual return of +25% since 1988. Over the past month, there's been a 4.94% rise in the Zacks Consensus EPS estimate. Currently, Lyft is carrying a Zacks Rank of #3 (Hold).
Investors should also note Lyft's current valuation metrics, including its Forward P/E ratio of 9.31. Its industry sports an average Forward P/E of 14.8, so one might conclude that Lyft is trading at a discount comparatively.
We can additionally observe that LYFT currently boasts a PEG ratio of 0.38. Comparable to the widely accepted P/E ratio, the PEG ratio also accounts for the company's projected earnings growth. As the market closed yesterday, the Internet - Services industry was having an average PEG ratio of 1.61.
The Internet - Services industry is part of the Computer and Technology sector. Currently, this industry holds a Zacks Industry Rank of 159, positioning it in the bottom 36% of all 250+ industries.
The strength of our individual industry groups is measured by the Zacks Industry Rank, which is calculated based on the average Zacks Rank of the individual stocks within these groups. Our research shows that the top 50% rated industries outperform the bottom half by a factor of 2 to 1.
Don't forget to use Zacks.com to keep track of all these stock-moving metrics, and others, in the upcoming trading sessions.
In the latest close session, Lyft (LYFT - Free Report) was down 2.22% at $14.08. The stock's change was less than the S&P 500's daily loss of 0.01%. Meanwhile, the Dow gained 0.14%, and the Nasdaq, a tech-heavy index, lost 0.46%.
The ride-hailing company's stock has climbed by 5.11% in the past month, exceeding the Computer and Technology sector's loss of 2.57% and the S&P 500's loss of 1.4%.
The investment community will be paying close attention to the earnings performance of Lyft in its upcoming release. It is anticipated that the company will report an EPS of $0.39, marking a 56% rise compared to the same quarter of the previous year. Our most recent consensus estimate is calling for quarterly revenue of $1.81 billion, up 13.68% from the year-ago period.
LYFT's full-year Zacks Consensus Estimates are calling for earnings of $1.57 per share and revenue of $7.3 billion. These results would represent year-over-year changes of +227.08% and +15.51%, respectively.
Investors should also pay attention to any latest changes in analyst estimates for Lyft. Such recent modifications usually signify the changing landscape of near-term business trends. Therefore, positive revisions in estimates convey analysts' confidence in the business performance and profit potential.
Empirical research indicates that these revisions in estimates have a direct correlation with impending stock price performance. Investors can capitalize on this by using the Zacks Rank. This model considers these estimate changes and provides a simple, actionable rating system.
The Zacks Rank system, spanning from #1 (Strong Buy) to #5 (Strong Sell), boasts an impressive track record of outperformance, audited externally, with #1 ranked stocks yielding an average annual return of +25% since 1988. Within the past 30 days, our consensus EPS projection has moved 4.94% higher. Lyft is currently sporting a Zacks Rank of #3 (Hold).
Valuation is also important, so investors should note that Lyft has a Forward P/E ratio of 9.17 right now. This signifies a discount in comparison to the average Forward P/E of 14.42 for its industry.
We can additionally observe that LYFT currently boasts a PEG ratio of 0.38. The PEG ratio is similar to the widely-used P/E ratio, but this metric also takes the company's expected earnings growth rate into account. The Internet - Services was holding an average PEG ratio of 1.52 at yesterday's closing price.
The Internet - Services industry is part of the Computer and Technology sector. With its current Zacks Industry Rank of 167, this industry ranks in the bottom 32% of all industries, numbering over 250.
The Zacks Industry Rank evaluates the power of our distinct industry groups by determining the average Zacks Rank of the individual stocks forming the groups. Our research shows that the top 50% rated industries outperform the bottom half by a factor of 2 to 1.
Don't forget to use Zacks.com to keep track of all these stock-moving metrics, and others, in the upcoming trading sessions.
As the ride-hailing market continues to mature, choosing between Lyft (LYFT 2.81%) and Uber Technologies (UBER 2.35%) requires analyzing their diverging global paths. Both companies are now chasing sustainable profitability through very different operational strategies.
Lyft has historically focused on its North American roots but recently expanded internationally through strategic acquisitions. Uber operates a massive, diversified ecosystem spanning global ride-sharing, food delivery, and freight services. This comparison examines whether a specialized focus or a massive scale offers the better opportunity for everyday investors.
The case for LyftLyft connects riders with drivers through a multimodal platform, positioning it as a unique player among tech stocks that focus on transportation. The company recently expanded its footprint by acquiring Freenow and TBR, allowing it to serve more than 180 cities across nine new countries with luxury chauffeur services. Loyalty partnerships are a major pillar of its growth, contributing to more than one-quarter of its rides in Q1 2026.
During FY 2025, revenue grew by roughly 9% to reach $6.3 billion. The company reported a net income of approximately $2.8 billion for the year, a substantial rise from the modest profits seen in previous cycles. This result led to a net margin of roughly 45%, which measures the percentage of every dollar of revenue that remains as profit after all expenses.
As of its December 2025 balance sheet, the debt-to-equity ratio is approximately 0.4x, calculated by dividing total debt by equity, while the current ratio is close to 0.5x. Free cash flow reached nearly $1.1 billion, representing the cash a company generates after accounting for capital expenditures. Note that stock-based compensation (SBC) accounted for roughly 28% of operating cash flow, inflating reported cash generation because SBC is a non-cash expense.
The case for Uber TechnologiesUber operates a vast technology platform that connects riders with drivers and eaters with merchants in more than 70 countries. The company is currently expanding its footprint in the autonomous mobility space through partnerships with Lucid Group (LCID +0.58%) and Nuro to launch robotaxis by 2027. It also continues to dominate the delivery market through its proposed acquisition of Delivery Hero, which expands its scale in meal and grocery services.
In FY 2025, revenue reached $52.0 billion, marking an 18% increase over the prior year. Net income for the period was close to $10.1 billion, resulting in a net margin of approximately 19%. This performance demonstrates how the company effectively leverages its global network to maintain profitability while expanding into new regional markets.
Based on the December 2025 balance sheet, the debt-to-equity ratio is roughly 0.4x. The current ratio is approximately 0.5x, indicating the company has more current assets than current liabilities to cover short-term obligations. Free cash flow for the year was nearly $9.8 billion, representing the cash generated after capital investments and providing ample liquidity for strategic growth.
Risk profile comparisonLyft continues to face material liability and reputational risks arising from ongoing federal litigation over driver misconduct. The company also faces persistent legal challenges over whether drivers should be classified as independent contractors or employees. Furthermore, the recent integration of international acquisitions, such as Freenow, and the regulatory monitoring of accessibility policies introduce operational complexities.
Uber faces regulatory friction globally, including new labor legislation in Mexico and ongoing legal battles in California regarding driver status. The company is also navigating a federal lawsuit regarding accessibility compliance and challenges to driver deactivation rules in New York City. Additionally, the proposed acquisition of Delivery Hero carries risks of regulatory rejection, while the company remains exposed to the financial volatility of its minority stakes in Aurora Innovation (AUR 2.13%).
Valuation comparisonUber currently trades at a lower Forward P/E based on future earnings estimates than Lyft, though Lyft maintains a lower P/S ratio relative to its total revenue.
MetricLyftUber TechnologiesSector BenchmarkForward P/E10.7x21.9x37.6xP/S ratio0.9x2.8xSector benchmark uses the SPDR XLK sector ETF.
Valuation metrics sourced from Financial Modeling Prep (FMP) and may differ from other data providers.
Uber and Lyft revolutionized the taxi industry when they rolled out their ride-sharing networks, allowing anyone with a car to earn a side gig. Both the industry and the companies have come a long way.
Uber Technologies is by far the larger of the two in terms of revenue. Wall Street expects Uber’s sales to increase $6 billion from last year to $58 billion this year, bringing with it net income of $ 6.1 billion. But in a sign of the expenses Uber faces in expanding its business model, that would be roughly $4 billion less income than in 2025. In the long run, its global ride-sharing, delivery, and autonomous solutions business will make for a strong business.
Lyft is far smaller, with revenue roughly one-eighth of Uber’s last year. But a smaller base allows for faster growth, as seen in the 16% expected rise in Lyft revenue this year to about $7.3 billion (Uber’s sales growth rate for this year is still respectable at 11.5%). Yet Lyft’s net income is also expected to decline this year, from $2.8 billion to perhaps $230 million. Clearly, each business is spending heavily to expand its offerings.
Weighing each, Uber gets the nod due to its much larger scale, which, as we have seen in tech, is increasingly important. Uber’s scale comes at a premium relative to Lyft, price-to-earnings, and price-to-sales-wise, but for 2026, it appears to be worth it.
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Lyft's Flexdrive is hiring ride-hailing drivers to maintain self-driving Waymos at its Nashville depot. Chad Ziemendorf/Lyft Lyft is hiring ride-hailing drivers to do everything but get behind the wheel.
Flexdrive, Lyft's car rental arm, plans to open a depot in Nashville to service Waymo self-driving cars later this year. Waymo started offering rides in the city in April.
Some of the 70 people Flexdrive plans to employ there are car mechanics, and others with technical skills. About half, however, are current or former Lyft drivers stepping into new roles as car cleaners and depot management, said John Parks, CEO of Flexdrive.
Ride-hailing services like Lyft traditionally outsourced many of the costs and obligations of vehicle maintenance to the gig-worker drivers who own the cars. Now, as companies like Waymo put more driverless cars on the road, they are having to figure out who will take on those responsibilities.
Many of the duties can't be automated — yet. "It actually takes a lot of people," Parks said. "They don't clean themselves."
A chance to 'get skilled up'Flexdrive's 80,000-square-foot facility will be a 20-minute drive from downtown Nashville in an ex-Post Office warehouse near the city's airport.
Once open, it will house Waymo vehicles when they are not needed or when the EVs need to be charged, cleaned, or repaired.
Flexdrive, which rents cars to both consumers and Lyft ride-hailing drivers, already employs former gig drivers for about 35% of its workforce, Parks said.
Hiring Lyft drivers for full-time jobs at Flexdrive, including the company's forthcoming Nashville AV depot, makes sense, he added. Ex-drivers usually bring their experience, including knowledge of peak ride demand in specific cities, to their new jobs.
"They understand a bit more about the business than anyone coming off the street," he said. "They often have this consumer-centric mindset."
Flexdrive's Nashville depot is one of a few partnerships that Waymo has struck to maintain its fleet of self-driving cars. The company also works with Uber to store and maintain its vehicles in Atlanta and Austin and has an agreement with car-rental company Avis Budget Group.
Many drivers say that they are watching to see whether self-driving cars end up displacing them on ride-hailing apps. Uber and Lyft have said they expect to have fleets that use both self-driving and human-driven cars in the near future.
Landing a job at facilities like Flexdrive's in Nashville represents an alternative career path for ride-hailing drivers looking to make a change, Parks said.
"If you want to get skilled up while you're working at one of our depots and then go work somewhere else, great," he said.
Do you have a story to share about Lyft or ride-hailing? Contact this reporter at [email protected] or via encrypted messaging app Signal at 808-854-4501. Use a personal email address, a nonwork WiFi network, and a nonwork device; here's our guide to sharing information securely.
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Alex Bitter You're currently following this author! Want to unfollow? Unsubscribe via the link in your email.
Alex Bitter is a senior retail reporter covering the gig economy, food, and retail. His work focuses major gig delivery and ride-hailing apps, including Uber, Lyft, DoorDash, Instacart, and Walmart's Spark. He is interested in everything from what it's like to work on the apps to the companies' business strategies.Some of his recent stories feature gig workers who have been deactivated on the apps, DoorDash hiring traditional employees to make deliveries, gig workers' use of bots, and gig work expanding into new professions, such as nursing.Alex has also written about Aldi's US expansion, Starbucks' turnaround efforts, and the fallout from Kraft-Heinz's budget cutting. Convenience store chain Sheetz ended its "smile policy" after his reporting.Before joining Insider in September 2020, he wrote about consumer and retail companies for S&P Global Market Intelligence. He's a graduate of the University of Hawai'i at Mānoa and grew up on the Big Island.Alex lives in the Washington, DC, area, where you can find him studying ancient coins or searching for Civil War artifacts with his metal detector in his free time.Got a tip? Reach out at [email protected] or via encrypted messaging app Signal at +1 (808) 854-4501.
Lyft ride-hailing self-driving cars More Transportation
Uber and Lyft have been using black-box, AI-driven pricing tactics to sell virtually identical rides at vastly different price points – and even offer fake discounts to entice customers, a stunning new investigation revealed.
In tests conducted for select routes across 17 states in March and April 2026, the median price difference between the lowest and highest fares for rides ordered at nearly the exact same time was a whopping 50%, according to a Consumer Reports investigation published Tuesday.
The two most popular ride-hailing apps in the US also frequently woo customers with promotions – but nearly 11% of all discounts on Uber and Lyft appear to be fake, because they’re based on falsely inflated prices, according to the nonprofit research and advocacy group.
Uber and Lyft leverage black-box, AI-driven pricing tactics to sell virtually identical rides at vastly different price points, according to a new investigation. eqroy – stock.adobe.com The rise of dynamic pricing – when companies adjust prices in real time to reflect supply and demand – has outraged consumers at least since last year’s publication of a bombshell Consumer Reports study on Instacart.
The company faced such heated backlash that it eventually reversed its dynamic-pricing model, which was nickel-and-diming shoppers by charging different prices to different customers on the same grocery items in the same supermarkets based on demand.
Consumer Reports said Tuesday that it appears Uber and Lyft’s methods go beyond dynamic pricing, “because volunteers booked identical rides within a few minutes of one another and, in many cases, within the same minute.”
Volunteers remotely placed orders for the same rides, setting identical starting locations and destinations at around the same time. Some of the tests were also placed by volunteers who waited in-person for the rides.
Uber argued that it is impossible to ensure that volunteers placed their orders at the exact same time, since price changes take place “nearly every second.”
Lyft said that prices might have been artificially inflated during experiments by having so many volunteers place orders at the same time.
Both companies denied using fake discounts, also known as fictitious pricing.
In New York City, fares for a 30-minute Uber ride from Chinatown to Long Island City varied substantially. Consumer Reports In New York City, a 30-minute Uber ride from Manhattan’s Chinatown to Long Island City ordered at the same time showed three customers’ fares as less than $40; seven others’ prices as between $40 and $47; 17 shoppers’ fares ranged from $47.94 to $47.96; and two more prices came to $49 and $50.
Price variations were at times especially painful in the Big Apple – with one NYC route generating a price spread of 152%, far above the 50% median, the report said.
“People expect prices to change when demand spikes,” Consumer Reports CEO Phil Radford said. “What they don’t expect is for two customers taking the same ride at the same time to be charged very different amounts, or to be shown discounts that may not be discounts at all.”
“The solution is straightforward: Companies should be required to clearly explain how prices are set and ensure that advertised discounts are genuine, so people can comparison shop and know they’re being treated fairly.”
Uber said it is impossible to ensure that volunteers placed their orders at the exact same time. Christopher Sadowski Both companies have said they do not use personal information to set prices – except for promotions and discounts.
A volunteer named Tessa saw an UberX ride priced at $65.95, with a higher price of $82.08 crossed out and a banner that read, “Fares lower than usual.”
But when Chuck, another volunteer, opened his app and looked at the same route, he saw a $65.95 fare – with no discount.
Forty other riders saw non-discounted prices ranging from $65.93 to $65.99 – meaning $65.95 was actually the normal starting price, and the discount was fake, according to the report.
Tessa’s $65.95 “discounted” fare appeared to be a fake promotion, according to the investigation. Consumer Reports An Uber spokesperson pushed back on that characterization, saying crossed-out prices with phrases like “Fares lower than usual” aren’t actual discounts, but are merely pointing out “historical comparisons.”
Nearly all of the investigation’s 175 volunteers “were concerned about their personal data being used for discounts,” said Derek Kravitz, the lead investigator on the report.
“They want to know why, they want to know when it’s happening, they want to know the factors that go into it, and they want to know what to do about it – and they don’t have any of that information at their disposal,” Kravitz told The Post.
Both ride-hailing apps have seen their profits explode since pivoting to algorithmic pricing. Roman Tiraspolsky – stock.adobe.com Since pivoting to algorithmic pricing around 2016, both apps have seen their profits explode – while cutting back on the share of fares that go to drivers, according to the investigation.
In September 2022, Uber started increasing passenger prices and lowering driver pay, according to Consumer Reports. By the end of 2024, it was taking 42% of ride fares for itself – up from 32% just two years prior.
From 2019 to 2025, Uber’s profits nearly quadrupled – hitting $7.9 billion, up from almost $2.1 billion, according to the company’s annual reports.
Lyft similarly went from a loss of $679 million in 2019 to a profit of nearly $529 million in 2025.
“A lot of companies have figured out, well, base pricing – we don’t want to personalize that too much,” Kravitz told The Post.
“We don’t want to run afoul of consumer protection laws … so we’re going to personalize promotions and discounts … and the net effect is that people are paying more for rides than they were just a few years ago.”
According to Uber and Lyft, rider demand, supply of available drivers, location, time, estimated trip time and distance, weather, promotional offers and traffic patterns all play a part in prices.
“We do not engage in surveillance pricing. Period. But we recognize our pricing model can be opaque, and I want to add transparency to our process,” Sid Patil, executive vice president of Rideshare at Lyft, said in a statement.
“Our pricing model reflects marketplace dynamics, which includes driver availability, demand, and time of day. This is not an effort to charge individuals differently. Our base marketplace price is consistent across accounts, and our applied discounts are real.”
But it appears it wouldn’t be too difficult for the companies to get their hands on demographic information, according to the investigation.
Uber patents show the company can determine that someone who frequently requests an Uber to a day care center before heading to a workplace or university is likely a single working parent, for example, as well as the rough ages of their children, the investigation said.
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A Consumer Reports study found that Uber and Lyft can charge users different prices, even when they request rides at the same time. ROBYN BECK/AFP via Getty Images Not everyone sees the same prices on Uber and Lyft, according to a new study.
The rideshare apps appear to price trips differently — even when riders request the same route at the same exact minute, a new investigation from Consumer Reports found.
The results, published Tuesday, show "that Uber and Lyft use AI to routinely charge different customers significantly different prices," according to a summary of the report.
While some trip requests only resulted in a few different price offerings, others varied much more. In some cases, the differences between the highest and lowest price groups were 50%.
"One route in Kansas City, Missouri, generated 29 different prices for 55 potential customers for the same ride at the same time," Consumer Reports said.
For the investigation, Consumer Reports virtually requested rides for 30 routes around the US. The publication also recruited volunteers to request rides at the same time in-person in Portland, Oregon.
Another test, conducted in the Phoenix area, saw prices for a ride on Uber range from $41.21 to $56.96 after accounting for discounts — a difference of about 38%. Consumer Reports observed the prices among 18 volunteers, each of whom requested the same ride at the same minute.
Dynamic pricing is becoming more common on purchases from Big Macs for delivery to clothing at Old Navy. Companies, including Uber and Lyft, have said that they change prices for goods and services based on supply and demand, like requesting a ride to the airport on the Wednesday before Thanksgiving, for instance.
Consumer Reports said that its investigation controlled for differences in time and place by requesting rides on Uber and Lyft in the same place and at the same time, and prices still varied widely. That, the report reads, calls into question "whether the price differences observed are based only on market forces."
Consumer Reports did not say what accounted for the differences in fares documented in its investigation. Uber and Lyft said that they use a variety of factors to price rides.
Lyft's privacy policy gives some examples, Consumer Reports said: The company might infer riders' gender based on their name or assume that they're frequent travelers if they often request rides to or from an airport. Lyft said it doesn't "group" customers together, and Uber said it doesn't consider "protected characteristics," such as race or disability.
Uber and Lyft challenged the findings in the report, saying that the tests might have inflated demand, according to Consumer Reports. Prices also change every second, making it "impossible" to compare fares, an Uber spokesperson told Consumer Reports.
"In an open, dynamic marketplace like ours, with nearly 1.7 million mobility and delivery trips per hour, a trip is defined just as much by when it is requested and what's happening nearby as where it is going," the spokesperson said.
Uber and Lyft did not respond to an additional request for comment from Business Insider.
Besides encountering a variety of prices, Consumer Reports also found that, about half of the time, Uber and Lyft offer customers what look like discounted ride fares, complete with lower prices replacing higher, struck-through ones and messages like "Fares lower than usual."
About 11% of those discounts were based on what "appeared to be inflated original prices," Consumer Reports found. Uber and Lyft said that the struck-out amounts weren't discounts but reflected past prices for the rides. An Uber spokesperson called them "historical comparison messaging."
"A reasonable consumer would conclude that those are discounts, regardless of the semantic distinction that Uber and Lyft claim," said Derek Kravitz, an investigative reporter at Consumer Reports who wrote the report.
Do you have a story to share about Uber? Contact this reporter at [email protected] or via encrypted messaging app Signal at 808-854-4501. Use a personal email address, a nonwork WiFi network, and a nonwork device; here's our guide to sharing information securely.
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Alex Bitter You're currently following this author! Want to unfollow? Unsubscribe via the link in your email.
Alex Bitter is a senior retail reporter covering the gig economy, food, and retail. His work focuses major gig delivery and ride-hailing apps, including Uber, Lyft, DoorDash, Instacart, and Walmart's Spark. He is interested in everything from what it's like to work on the apps to the companies' business strategies.Some of his recent stories feature gig workers who have been deactivated on the apps, DoorDash hiring traditional employees to make deliveries, gig workers' use of bots, and gig work expanding into new professions, such as nursing.Alex has also written about Aldi's US expansion, Starbucks' turnaround efforts, and the fallout from Kraft-Heinz's budget cutting. Convenience store chain Sheetz ended its "smile policy" after his reporting.Before joining Insider in September 2020, he wrote about consumer and retail companies for S&P Global Market Intelligence. He's a graduate of the University of Hawai'i at Mānoa and grew up on the Big Island.Alex lives in the Washington, DC, area, where you can find him studying ancient coins or searching for Civil War artifacts with his metal detector in his free time.Got a tip? Reach out at [email protected] or via encrypted messaging app Signal at +1 (808) 854-4501.
Uber Technologies, Inc. and Lyft, Inc. both merit Buy ratings, with Uber favored for its scale, diversification, and AV transition positioning. UBER's global reach, diversified revenue, and robust free cash flow (~$10B TTM) provide significant strategic and financial advantages versus LYFT. LYFT's U.S. concentration (95% of revenue) exposes it to AV disruption risk, but its low valuation (adj. P/FCF ~7.2) reflects this.
Lyft CEO David Risher told CNBC's "Squawk Box" on Friday that consumers are "rewards-maxxing." "That's the sort of thing that I think a lot of people are being really smart about, and saying how can I make my dollar go faster?
The rivalry between Uber Technologies and Lyft has traditionally revolved around the same core questions: Who could grow faster, subsidize rides longer and survive the brutal economics of ridesharing?
But as the most recent quarterly earnings from both mobility platforms reveal, the competitive frame has shifted. The market today is a mature one where profitability matters, and the next frontier is no longer simply moving people from point A to point B. It is about building the operating system for urban mobility, commerce and eventually autonomous transportation.
Both companies are growing. Both are profitable, although Uber posted quarterly results on Wednesday (May 6) that were better received by investors than Lyft’s Thursday (May 7) financials. Both firms, however, are leaning heavily into artificial intelligence (AI) and autonomous vehicles. But their visions of what comes next and how they plan to win could hardly be more different.
See also: Uber Makes Billion-Dollar Bet on Rivian Robotaxis
Uber Wants to Become Everyday Life Infrastructure Layer The contrast emerging from the companies’ latest earnings calls is striking. Uber increasingly resembles a sprawling mobility and logistics infrastructure platform, while Lyft is positioning itself as a more focused transportation company built around customer experience, premium services and strategic partnerships.
Uber CEO Dara Khosrowshahi described the company’s strategy as expanding “everyday utility” across travel, delivery, commerce and mobility. Uber reported 21% year-over-year gross bookings growth, accelerated mobility growth and a delivery business increasingly powered by grocery and retail.
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The company’s leadership also emphasized ecosystem metrics: 50 million Uber One members, 10 million drivers and couriers and rising cross-platform usage among consumers.
Uber no longer wants to own a single transportation moment; it wants to orchestrate the entire journey around it. That includes airport rides, hotel reservations, restaurant delivery, retail shopping and eventually autonomous fleets. The company says three-quarters of Uber rides already involve AI predicting where a customer wants to go before the destination is entered.
Uber also appears increasingly confident about autonomous vehicles. Not as a threat, but as a massive expansion opportunity. Khosrowshahi repeatedly framed autonomous vehicles (Avs) as a “$1 trillion TAM (total addressable market)” and described Uber’s role in this marketplace as the connective tissue between autonomous technology providers and real-world operations.
The launch of “Uber Autonomous Solutions” reflects a belief that the long-term value may not reside solely in the autonomous software itself, but in the surrounding infrastructure: fleet management, charging depots, financing, insurance, and rider demand.
Read also: Lyft Draws Big Spenders With Rewards and Partnerships
Lyft Counters With Rideshare Focus, Partnerships Lyft’s outlook was narrower but disciplined. CEO David Risher has spent the last several quarters emphasizing “customer obsession,” operational consistency and profitable growth.
Unlike Uber, Lyft is not trying to become a super app. It has no delivery business, no grocery ambitions, and no commerce marketplace layered atop transportation. Instead, Lyft is doubling down on mobility itself, and reported double-digit growth in riders, bookings, and EBITDA, while maintaining gains in U.S. rideshare market share.
One pillar of its strategy is partnerships. Lyft increasingly sees external ecosystems and not internal diversification as the path to customer acquisition and engagement. Partnerships with DoorDash, United Airlines, Hilton, Alaska Airlines and others are driving a growing percentage of ride demand. Partnership-tagged ride requests now account for roughly 27% of Lyft rides.
The company’s acquisitions of FREENOW and Gett also signal an international expansion model rooted in taxis, regulated markets and enterprise mobility rather than broad-based global rideshare competition. At the same time, executives repeatedly emphasized higher-value ride modes like Lyft Black, XXL vehicles, chauffeured services and airport-focused demand.
In many ways, Lyft is beginning to resemble a premium mobility network rather than a pure mass-market rideshare platform.
See also: Nvidia’s Automotive Business Emerges With 32% Growth in Q3
The Autonomous Future Could Reshape Competitive Balance The biggest strategic wildcard remains autonomous vehicles. Both companies insist AVs will expand the overall market rather than cannibalize existing rideshare demand. Both also claim early evidence that AV deployment is growing total rideshare usage rather than hurting their businesses.
Uber’s strategy is diversified and infrastructure heavy. It wants to integrate every major AV provider into its marketplace while monetizing the operational ecosystem surrounding them.
Lyft, meanwhile, appears more dependent on a smaller number of strategic AV relationships, particularly Waymo. But Lyft argues its operational intensity and utilization rates could make it an attractive long-term AV operator.
The clearest takeaway from this earnings season is that Uber and Lyft are no longer converging businesses. They are diverging.
Uber believes the future belongs to integrated ecosystems powered by AI, logistics, and cross-platform engagement. Lyft believes there is still substantial value in building a highly trusted, mobility-centric transportation brand.
The next decade will determine which vision proves more durable.
CoreWeave (CRWV) reported first quarter results on Thursday and missed Wall Street's guidance expectations. EMJ Capital founder and president Eric Jackson and Yahoo Finance Senior Business Reporter Ines Ferré chat with Yahoo Finance's Brian Sozzi about the earnings results and the outlook for Nvidia (NVDA) and artificial intelligence (AI) demand.
Lyft stock is showing downward pressure. What’s the outlook for LYFT shares? Lyft’s Mixed Q1 Results: Revenue Beats While EPS Lags Analyst EstimatesAfter Thursday's close, Lyft reported first-quarter EPS of 4 cents versus a 6 cents consensus estimate, while revenue came in at $1.65 billion versus $1.63 billion expected. Management also pointed to Gross Bookings of $4.9 billion (up 19%) and Active Riders of 28.3 million (up 17%), alongside CEO David Risher's comments on continued U.S. share gains and a Flexdrive AV operation in Nashville.
“Our customer-obsessed comeback continues,” said Risher, noting that Lyft met all financial goals and expanded U.S. market share. With double-digit growth in riders and bookings, CFO Erin Brewer highlighted a strong foundation and $1 billion in trailing twelve-month cash flow, setting the stage for accelerated growth in the second-quarter.
Critical Levels To Watch For LYFT StockAt $14.20, Lyft is trading 1.3% below its 20-day SMA ($14.25) but 2.4% above its 50-day SMA ($13.73), which fits a short-term stabilization attempt after the March swing low and the April rebound. The bigger-picture trend is still a headwind, with the stock trading 10.1% below its 100-day SMA ($15.64) and 19.2% below its 200-day SMA ($17.41), and the February death cross (50-day below 200-day) still in place.
Momentum is best read through RSI, which sits at 51.78—neutral and consistent with a stock that's trying to base rather than break out. In plain terms, RSI helps gauge whether buying or selling has become "stretched," and this reading suggests neither side has clear control right now.
Key Resistance: $14.00 — a nearby round-number/pivot area that can cap rebounds, especially with the 20-day SMA sitting just above current price Key Support: $13.00 — a nearby round-number level that lines up with where buyers have tended to step in as the stock holds above the 52-week low zone ($12.30) Is LYFT A Buy, Sell Or Hold? Wall Street Weighs InAnalyst Consensus & Recent Actions: The stock carries a Hold rating with an average price target of $18.17. Recent analyst moves include:
JP Morgan: Neutral (Raises Target to $18.00) (May 8) Truist Securities: Hold (Raises Target to $16.00) (May 8) RBC Capital: Outperform (Lowers Target to $18.00) (May 8) LYFT Stock Price Movement TodayLYFT Stock Price Activity: Lyft shares were flat at $14.09 at the time of publication on Friday, according to Benzinga Pro data.
Image: Shutterstock
This content was partially produced with the help of AI tools and was reviewed and published by Benzinga editors.
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Insider Selling: MarketAxess (NASDAQ:MKTX) General Counsel Sells 100 Shares of StockMarketBeat
MarketAxess Holdings Inc. (NASDAQ:MKTX - Get Free Report) General Counsel Scott Pintoff sold 100 shares of the stock in a transaction dated Wednesday, June 10th. The stock was sold at an average price of $116.03, for a total transaction of $11,603.00. Following the transaction, the general counsel owned 11,786 shares in the company, valued at approximately $1,367,529.58. The trade was a 0.84% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available at this hyperlink.
NASDAQ:MKTX
Read Insider Selling: MarketAxess (NASDAQ:MKTX) General Counsel Sells 100 Shares of Stock
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Lyft remains a compelling value play, trading at just 4.2x trailing and 3.6x forward free cash flow. Strategic partnerships with DoorDash, United Airlines, and others are driving record levels of partner-linked rides and supporting market share gains. Q1 results showed 14% revenue growth and 19% gross bookings growth, with adjusted EBITDA up 25% to $133 million.
Uber Technologies: Pushing for Broader RevenueUber Technologies (UBER 1.25%) develops applications that connect consumers with independent providers for mobility services, meal preparation, and freight logistics.
It announced a multi-year autonomous vehicle partnership with Nvidia, and it reported an approximately 15% EBIT margin for the quarter ended March 31, 2026.
Lyft: Steady Revenue From North American RidesharingLyft (LYFT 1.24%) operates a peer-to-peer marketplace providing on-demand transportation networks across the United States and Canada.
It completed an international acquisition of a black cab business in London, while reporting an approximately 1% net income margin for the quarter ended March 31, 2026.
Why Revenue Matters for Retail InvestorsRevenue shows the total money brought in before expenses are subtracted to help investors gauge raw business scale and growth.
Image source: The Motley Fool.
Quarterly Revenue for Uber Technologies and LyftQuarter (Period End)Uber Technologies RevenueLyft RevenueQ2 2024 (June 2024)$10.7 billion$1.4 billionQ3 2024 (Sept. 2024)$11.2 billion$1.5 billionQ4 2024 (Dec. 2024)$12.0 billion$1.6 billionQ1 2025 (March 2025)$11.5 billion$1.5 billionQ2 2025 (June 2025)$12.7 billion$1.6 billionQ3 2025 (Sept. 2025)$13.5 billion$1.7 billionQ4 2025 (Dec. 2025)$14.4 billion$1.6 billionQ1 2026 (March 2026)$13.2 billion$1.7 billionData source: Company filings. Data as of May 10, 2026.
Foolish TakeBoth Uber and Lyft began as ride-hailing services, but the comparison in their revenues reveals the former dominates its rival in capturing sales. Uber’s business has experienced substantial expansion compared to Lyft, as illustrated by its higher revenue, and its future sales may expand the gap further.
Uber has aggressively expanded internationally since 2011, while Lyft remained more focused on the North American market in its early years. Lyft’s 2026 purchase of Gett, a leading black cab business in London, demonstrates its desire to capture more international sales. However, the disparity in their top lines suggests Lyft has a long way to go to catch up to Uber.
In addition, while the two companies are aggressively pursuing self-driving cars, Uber appears to be in the driver’s seat here. It captured partnerships with a number of autonomous vehicle companies around the world, cementing its global presence in this emerging field.
Moreover, Uber’s deal with AI semiconductor leader Nvidia allows any car manufacturer using Nvidia’s self-driving tech to easily join Uber’s ride-hailing service. Uber expects to have 100,000 autonomous vehicles on the road by 2027. These moves mean Lyft may fall further behind its larger competitor, suggesting Uber is the better long-term stock investment.
Robert Izquierdo has positions in Nvidia and Uber Technologies. The Motley Fool has positions in and recommends Lyft, Nvidia, and Uber Technologies. The Motley Fool has a disclosure policy.
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Lyft has rolled out its AI-based Earnings Assistant tool over the past year. Bloomberg/Getty Images Ride-hailing drivers can spend months or years learning the best ways to make money. Now, there's artificial intelligence for that.
Lyft has been rolling out over the past year Earnings Assistant, a AI tool that gives drivers tips on where and when to drive. It shows how the company hopes to use AI to help drivers earn more in an industry where they're paid per trip.
The tool has two features. One, called plan guidance, gives drivers advice on where to go to increase their chances of claiming rides, especially if they're planning to work on the app for a limited time. The option, available to drivers in the US, is meant to help new drivers find productive areas and times to work, a Lyft senior staff software engineer, Xiaoyi Duan, told Business Insider.
Another feature, called real-time guidance, pinpoints where Lyft customers need rides. Lyft is still testing this feature, which is live in most cities.
Lyft's Earnings Assistant feature shows drivers where they can go to claim rides. Lyft "Drivers want to earn more, and they see various signals in the app, but those signals are not tailored to drivers' personalized needs," Duan said.
Lyft is using AI to synthesize the information — such as where ride requests are coming in or when they tend to spike in certain areas — and make personalized recommendations. That could mean pointing a driver toward a stadium when a concert is about to end or suggesting they pick up their last ride of the day at an airport because it's the busiest time of day for arrivals.
Lyft and rival Uber each have millions of drivers globally, many of whom accept rides on both services, comparing the pay and features. Uber is beta-testing a similar AI feature to help drivers earn more on its app.
Ride-hailing drivers often learn how to maximize earnings on apps like Lyft and Uber as they gain experience. With millions of other people on the apps, though, claiming trips and making money can be competitive. And with no clear bosses or colleagues, figuring out how to make money on the apps is challenging.
Lyft created Earnings Assistant within the past two years, the company said. The company showed early versions of the tool to drivers at events in Dallas, Las Vegas, and Miami last fall. It also tested Earnings Assistant with drivers who offered rides near Santa Clara, California, for February's Super Bowl.
The testing showed that experienced drivers often know to look for patterns that could help them earn more money, so they want more tips about where to go in the moment, Yuko Yamazaki, vice president and head of driver at Lyft, told Business Insider.
Many new Lyft drivers, meanwhile, are initially overwhelmed by the options when they start using the app, Yamazaki told Business Insider. Yamazaki said the app's plan guidance focuses on these drivers and offers suggestions on where to work, such as, "Here is what the next two hours could look like."
"The real-time signals are becoming more of an interest for drivers as they become more mature on our platform," she said.
Duan said Lyft wants to expand the tool, which currently requires drivers to prompt it for suggestions. Future iterations could tell drivers they're near a busy event as they pass it, or indicate how the weather is affecting opportunities to make money, she said.
"We are not trying to build an AI product because we want to use AI," Duan said. "We're trying to find what are the actual driver needs. That's the fundamental thing."
Do you have a story to share about Lyft, Uber, or another ride-hailing service? Contact this reporter at [email protected] or via encrypted messaging app Signal at 808-854-4501. Use a personal email address, a nonwork WiFi network, and a nonwork device; here's our guide to sharing information securely.
Alex Bitter You're currently following this author! Want to unfollow? Unsubscribe via the link in your email.
Alex Bitter is a senior retail reporter covering the gig economy, food, and retail. His work focuses major gig delivery and ride-hailing apps, including Uber, Lyft, DoorDash, Instacart, and Walmart's Spark. He is interested in everything from what it's like to work on the apps to the companies' business strategies.Some of his recent stories feature gig workers who have been deactivated on the apps, DoorDash hiring traditional employees to make deliveries, gig workers' use of bots, and gig work expanding into new professions, such as nursing.Alex has also written about Aldi's US expansion, Starbucks' turnaround efforts, and the fallout from Kraft-Heinz's budget cutting. Convenience store chain Sheetz ended its "smile policy" after his reporting.Before joining Insider in September 2020, he wrote about consumer and retail companies for S&P Global Market Intelligence. He's a graduate of the University of Hawai'i at Mānoa and grew up on the Big Island.Alex lives in the Washington, DC, area, where you can find him studying ancient coins or searching for Civil War artifacts with his metal detector in his free time.Got a tip? Reach out at [email protected] or via encrypted messaging app Signal at +1 (808) 854-4501.
BARCELONA, Spain--(BUSINESS WIRE)--Wallbox (NYSE: WBX), a global provider of electric vehicle charging and energy management solutions, today announced a new partnership with Freenow by Lyft, one of Europe’s leading multi-mobility apps, to support the electrification of taxi operations across key European markets. Through the agreement, Freenow drivers and fleet operators will gain access to exclusive conditions across a selection of Wallbox charging solutions designed for both home and business use.
The program has already launched in Germany, France, the United Kingdom, Ireland and Spain. Through the partnership, Freenow BEV and PHEV taxi drivers and fleet owners will be able to access Wallbox charging solutions tailored to their day-to-day operational needs, whether charging at home or at fleet depots. The offering will include Pulsar Max for individual drivers, as well as Pulsar Pro and eM4 for fleet and shared charging environments.
As taxi and ride-hailing networks across Europe continue to electrify, access to reliable and easy-to-manage charging infrastructure is becoming increasingly important for both independent drivers and fleet operators. Latest data shows that over 60% of vehicles in more than 180 cities in Europe on the Freenow platform are already fully or partially electrified, highlighting the growing momentum behind this transition. By partnering with Freenow, Wallbox is expanding access to charging solutions that can help simplify the shift to electric mobility, while supporting more efficient daily operations for professionals who depend on their vehicles throughout the day.
Ignasi Alastuey, Chief Business Officer at Wallbox, said: “The shift to electric mobility in the taxi sector will depend on making charging simple, accessible and suited to the everyday needs of drivers and fleet operators. At Wallbox, we are focused on helping remove barriers to adoption with charging solutions that are easy to use and designed to support professional mobility. Through this partnership with Freenow, we are making that transition more accessible for drivers across Europe.”
Felix Brand, Chief Strategy Officer at Freenow by Lyft, added: “At Freenow, we are committed to supporting drivers and fleet partners in their transition to electric mobility. Working with Wallbox allows us to offer access to charging solutions that are practical, reliable and adapted to the needs of our driver community, helping make electrification a more viable option across our network.”
Under the agreement, Freenow drivers and fleet operators will benefit from exclusive discounts across the selected Wallbox portfolio. The partnership will also connect them with Wallbox’s local network of certified installation partners, helping ensure a smooth experience from initial interest through installation.
With this collaboration, Wallbox continues to strengthen its position as a partner for the electrification of professional mobility in Europe, supporting a growing range of use cases from individual home charging to more complex fleet charging needs.
About Wallbox
Wallbox is a global technology company, dedicated to changing the way the world uses energy. Wallbox creates advanced electric vehicle charging and energy management systems that redefine the relationship between users and the network. Wallbox goes beyond charging electric vehicles to give users the power to control their consumption, save money and live more sustainably. Wallbox offers a complete portfolio of charging and energy management solutions for residential, semi-public, and public use in more than 100 countries around the world. Founded in 2015 in Barcelona, where the company’s headquarters are located, Wallbox currently has offices across Europe, Asia, and America. For more information, visit www.wallbox.com.
About Freenow by Lyft
Freenow by Lyft is the European taxi app featuring broad multi-mobility options for everyone across 9 European markets and over 180 cities. Millions of passengers can access various mobility services within a single app, including taxis, private hire vehicles, carsharing, car rental, e-scooters, e-bikes, e-mopeds and public transport. With headquarters in Hamburg, Germany, Freenow is led by CEO Thomas Zimmermann.
In July 2025, Freenow was acquired by Lyft, a global mobility platform offering a mix of rideshare, taxis, private hire vehicles, executive chauffeur services, car sharing, bikes, and scooters across 6 continents and thousands of cities. Millions of drivers have chosen to earn on billions of rides. Together, Freenow and Lyft are helping to create a more connected world, with transportation options for everyone.
Visit our website for further information and download the Freenow app.
Forward Looking Statements
This press release contains forward-looking statements within the meaning of the Private Securities Litigation Reform Act of 1995. We intend such forward-looking statements to be covered by the safe harbor provisions for forward-looking statements contained in Section 27A of the Securities Act of 1933, as amended (the “Securities Act”), and Section 21E of the Securities Exchange Act of 1934, as amended. All statements contained in this press release other than statements of historical fact should be considered forward-looking statements, including, without limitation, statements regarding Wallbox’s expected future operating results and financial position, growth, profitability and cost optimization, including expected impact of the commercial agreement regarding Wallbox’s renewed capital structure; industry and company growth, and Wallbox’s business strategy and plans, including expected benefits of the commercial launches of the Quasar 2 and Supernova PowerRing and related reinforcement of Wallbox’s sales and service organization. The words “anticipate,” “believe,” “can,” “continue,” “could,” “estimate,” “expect,” “focus,” “forecast,” “intend,” “likely,” “may,” “might,” “plan,” “possible,” “potential,” “predict,” “project,” “should,” “target,” “will,” “would” and similar expressions are intended to identify forward-looking statements, though not all forward-looking statements use these words or expressions. These statements are neither promises nor guarantees, but involve known and unknown risks, uncertainties and other important factors that may cause our actual results, performance or achievements to be materially different from any future results, performance or achievements expressed or implied by the forward-looking statements, including, but not limited to: Wallbox’s history of operating losses; the adoption and demand for electric vehicles including the success of alternative fuels, changes to rebates, tax credits and the impact of government incentives or reduction thereof; political and economic uncertainty and macroeconomic factors, such as impacts from tariffs and trade barriers, geopolitical conflicts, consumer spending, inflation and foreign exchange rates; the accuracy of Wallbox’s forecasts and projections including those regarding its market opportunity; competition; risks related to losses or disruptions in Wallbox’s supply or manufacturing partners; Wallbox’s reliance on the third-parties outside of its control; risks related to Wallbox’s technology, intellectual property and infrastructure; executive orders and regulatory changes under the U.S. political administration and uncertainty therefrom, as well as the other important factors discussed under the caption “Risk Factors” in Wallbox’s Annual Report on Form 20-F for the fiscal year ended December 31, 2025, as such factors may be updated from time to time in its other filings with the Securities and Exchange Commission (the “SEC”), accessible on the SEC’s website at www.sec.gov and the Investor Relations section of Wallbox’s website at investors.wallbox.com. Any such forward-looking statements represent management’s estimates as of the date of this press release. Any forward-looking statement that Wallbox makes in this press release speaks only as of the date of such statement. Except as required by law, Wallbox disclaims any obligation to update or revise, or to publicly announce any update or revision to, any of the forward-looking statements, whether as a result of new information, future events or otherwise.
The national average for a gallon of regular gasoline hit $4.55 on May 7, 2026 -- up $1.40 from a year ago and at its highest level since the 2022 energy crisis, according to AAA. In California, drivers are paying $6.11 a gallon. 50% of Americans expect prices to keep climbing through 2027, according to a recent Ipsos poll.
Behavior is already shifting. That same survey found 44% of adults have cut back on driving, 34% have changed vacation plans, and where public transit exists, ridership is rising. There was also a 40% jump in carpooling platform rides from February to March alone.
Lyft (LYFT 1.24%) is the direct beneficiary of that shift -- and it's trading like the market hasn't noticed.
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Lyft just reported Q1 2026 gross bookings of $4.9 billion, up 19% year over year, with active riders at a record 28.3 million -- the sixth consecutive quarter of double-digit rider growth. Revenue came in at $1.7 billion, up 14%, and trailing-12-month free cash flow crossed $1.1 billion for the first time in company history. When gas is expensive, people abandon solo car trips. Lyft is where those trips go.
CEO David Risher called Q1 results the continuation of a "customer-obsessed comeback," and the metrics back that up. The platform is also deepening its moat through partnerships: nearly 27% of North American rides now tie to a partner arrangement -- an all-time high -- with programs through JPMorgan Chase, DoorDash, and United Airlines driving bookings that originate outside the Lyft app entirely.
Image source: Getty Images.
The part of Lyft that the market is pricing wrong Despite the momentum, Lyft trades near $14 -- roughly 31% below the Wall Street consensus price target of $19.43, and well off its 52-week high of $26. TD Cowen maintains a Buy rating, and the stock trades at a forward P/E about 13.5 -- cheap for a business generating record free cash flow with visible rider growth.
The deeper optionality is Flexdrive -- Lyft's fleet management arm, which operates 24 depots managing roughly 15,000 vehicles across North America. This fall, Lyft will open an 80,000-square-foot purpose-built facility in Nashville to manage Waymo's autonomous vehicle fleet. That is a physical depot already under construction, with a charged customer and a launch date. If robotaxis scale, Lyft earns fees without bearing vehicle costs -- a fundamentally different margin structure from today's driver-dependent model.
It's important to note that Lyft is nowhere close in size to Uber Technologies. Uber is massive. Lyft lacks global scale, and its EPS missed estimates in Q1. The economics of autonomous vehicle fleets remain unproven at scale. Any stall in the rider's growth trajectory would close the gap between the current price and fair value faster than in the bull case.
But the setup right now is clean: gas is expensive, people are driving less, Lyft's core metrics are at records, free cash flow is real, and the stock is below analyst targets. This is a solid long-term buy.
JPMorgan Chase is an advertising partner of Motley Fool Money. Micah Zimmerman has no position in any of the stocks mentioned. The Motley Fool has positions in and recommends DoorDash, JPMorgan Chase, Lyft, and Uber Technologies. The Motley Fool has a disclosure policy.
*Stock prices used were the afternoon prices of May 14, 2026. The video was published on May 16, 2026.
Parkev Tatevosian, CFA has no position in any of the stocks mentioned. The Motley Fool has positions in and recommends Lyft. The Motley Fool has a disclosure policy. Parkev Tatevosian is an affiliate of The Motley Fool and may be compensated for promoting its services. If you choose to subscribe through his link, he will earn some extra money that supports his channel. His opinions remain his own and are unaffected by The Motley Fool.
Key Takeaways Uber Q1 2026 EPS of 72 cents beat 70 cents estimate; total gross bookings rose 25% to $53.7B.Uber sees Q2 gross bookings $56.25B-$57.75B, up 18-22% Y/Y on constant currency. Lyft Q1 EPS of 21 cents missed the 31-cents consensus; shares slid on the earnings miss. Uber Technologies (UBER - Free Report) , headquartered in San Francisco, CA, has pursued an aggressive global expansion strategy while broadening its business portfolio. While ride-sharing continues to be its core business, the company has established substantial additional revenue sources through Uber Eats, its food delivery platform, and Uber Freight, a logistics marketplace. This diversified approach reflects Uber’s ambition to evolve into a comprehensive transportation and delivery ecosystem rather than remain solely a ride-hailing company.
Lyft (LYFT - Free Report) , also based in San Francisco, has adopted a more concentrated strategy. The company operates primarily within the United States and remains heavily focused on ride-sharing, placing far less emphasis on diversification. This focused business model allows Lyft to channel resources toward strengthening the core services, although it also reduces exposure to higher-growth segments such as delivery services and international expansion.
Earlier this month, both companies announced their first-quarter 2026 results. Given their contrasting strategic approaches, it is worthwhile to assess which stock offers the more attractive investment opportunity following the latest quarterly earnings reports.
The Case for UBEROn May 6, Uber posted better-than-expected earnings per share for the first quarter of 2026. Moreover, management gave a bullish outlook for bookings, noting that demand remains strong despite geopolitical tensions in the Middle East.
Uber’s earnings per share of 72 cents beat the Zacks Consensus Estimate of 70 cents. The reported figure matched the higher end of the company's guided range of 65-72 cents per share.
Total revenues of $13.2 billion missed the Zacks Consensus Estimate of $13.3 billion. The top line jumped 14.4% year over year on a reported basis and 10% on a constant currency basis.
Despite the crisis in the Middle East, UBER’s Mobility business saw impressive demand, with segmental revenues increasing 5% year over year on a reported basis and 1% on a constant currency basis to $8.2 billion.
Gross bookings from the unit were highly impressive, aiding the first-quarter results. From the Mobility segment in the March quarter, gross bookings increased 20% year over year on a constant-currency basis to $26.4 billion.
Uber’s Delivery business also performed well in the quarter, with segmental revenues growing 23% year over year on a constant-currency basis. Gross bookings from the Delivery segment in the first quarter rose 23% year over year on a constant-currency basis to $26 billion. Total gross bookings jumped 25% to $53.7 billion, ahead of the Zacks Consensus Estimate of $52.9 billion.
Uber saw a 17% increase in its monthly active platform consumers to 199 million users in the March quarter. The platform recorded 3.64 billion trips, marking a 20% year-over-year rise, driven by both ride-hailing and delivery services.
The earnings beat by Uber in the March quarter meant that its impressive earnings surprise record continued. Uber has reported a positive earnings surprise in three of the past four quarters (and the metric was negative in the other quarter). The average beat is 89.6%.
More than the first-quarter numbers, it was the second-quarter gross bookings forecast that pleased investors. Shares of the ride-hailing giant have gained 3% so far post the earnings release.
Despite the ongoing tensions in the Middle East and the resultant fuel price spike, gross bookings are projected in the range of $56.25-$57.75 billion, highlighting growth of 18% to 22% year over year on a constant-currency basis. The outlook assumes a roughly 2 percentage-point currency tailwind to total reported year-over-year growth.
Adding to the bullishness, management expects June quarter earnings to grow in the 31-38% band year over year. As a result, second-quarter earnings per share are expected in the 78-82 cents band.
Despite the uptick, following the first-quarter earnings beat, Uber’s price performance is disappointing so far this year, lagging the Zacks Internet-Services industry. Uber’s shares have dropped primarily on concerns regarding competition in the robotaxi and autonomous driving space.
The Case for LYFTOn May 7, Lyft released its first-quarter 2026 earnings report. Quarterly earnings per share of 21 cents missed the Zacks Consensus Estimate of 31 cents but increased 10.5% year over year. Revenues of $1.65 billion beat the Zacks Consensus Estimate by 1.8% and grew 13.8% year over year.
The miss by Lyft in the March quarter meant that its unimpressive earnings surprise record continued. Lyft has reported a negative earnings surprise in each of the past four quarters. The average miss is 53.3%.
In the March quarter, gross bookings increased 19% year over year to $4.9 billion. This was the 20th consecutive quarter where Lyft demonstrated double-digit year-on-year growth in the key metric, demonstrating the resilience and momentum of its customer-friendly strategy. Active Riders increased 17% year over year to 28.3 million.
For the second quarter of 2026, Lyft anticipates gross bookings to grow 18-21% year over year, reaching $5.3-$5.43 billion. The company expects adjusted EBITDA to be in the band of $160 million and $180 million. Adjusted EBITDA margin (calculated as a percentage of Gross Bookings) for the June quarter is anticipated to be in the range of 3-3.3%.
The loss, however, reported in the quarter seems to have disappointed investors, resulting in the stock declining sharply since the first-quarter earnings release. In fact, Lyft’s shares have performed worse than Uber so far this year.
YTD Price Comparison
Image Source: Zacks Investment Research
Lyft More Attractive Than Uber on Valuation FrontLyft is trading at a forward sales multiple of 0.65X, comparing favorably to Uber’s 2.5X. LYFT has a Value Score of B, compared with UBER’s C.
Image Source: Zacks Investment Research
End NoteUber’s strong focus on strategic diversification and shareholder-friendly initiatives remains a key advantage. Supported by a solid market capitalization of $152.85 billion, the company appears well-equipped to withstand the current macroeconomic uncertainty. Uber’s diversification efforts — including acquisitions, global expansion and innovative service offerings — have been instrumental in mitigating risks and strengthening its competitive position.
It is true that Lyft, like Uber, continues to benefit from healthy gross bookings. However, Lyft’s weaker earnings surprise and relatively subdued stock performance compared with Uber place it at a disadvantage. Based on our analysis, Uber clearly stands out as the stronger contender in this comparison with Lyft. Therefore, it is reasonable to conclude that Uber is better positioned than Lyft following their respective first-quarter 2026 earnings releases.
Lyft currently carries a Zacks Rank #5 (Strong Sell) and Uber has a Zacks Rank #3 (Hold).
You can see the complete list of today’s Zacks #1 Rank (Strong Buy) stocks here.
Lyft appears deeply undervalued, with a reverse DCF implying negative 26% free cash flow growth needed to justify current prices. LYFT's fundamentals show a non-GAAP P/E of 10.55, a GAAP P/E of 1.87, 10.55% revenue growth, and a strong ~44% net income margin. Autonomous vehicles pose a long-term threat, but the transition is expected to be gradual, and LYFT could become an acquisition target.
On May 22, 2026, Lyft Inc LYFT shares rose 3.1% today, currently priced at $13.90. The stock has seen a 52-week range between $12.46 and $25.54, reflecting significant volatility in the market.
GF Value™ verdict: Current price is $13.90, with a GF Value™ of $17.14, indicating an 18.9% undervaluation. GF Score™ of 77/100 suggests the stock is rated as above average. Notable signal: Insiders sold $0.8M worth of shares in the last 3 months, with no buying activity reported. Is LYFT Overvalued or Undervalued? Currently, Lyft Inc's shares are trading at $13.90, compared to the GF Value™ estimate of $17.14. This indicates that the stock is undervalued by approximately 18.9%, providing a margin of safety for potential investors. The GF Valuation label classifies LYFT as modestly undervalued, suggesting that there may be an opportunity for growth if market conditions improve.
GF Value™ is GuruFocus' proprietary measure of intrinsic value, calculated from historical trading multiples, past business growth, and future performance estimates. While the undervaluation presents a potential opportunity, investors should be cautious considering the company's financial strength and recent insider selling activity, which may indicate some underlying concerns.
How Does LYFT's Valuation Compare to Its History? Metric Current Historical P/E (TTM) 2.0x 60.9x Forward P/E N/A 23.0x The current P/E (TTM) of 2.0x is significantly below its 5-year median P/E of 60.9x, indicating that the stock is trading well below its historical valuation metrics. This analysis aligns with the GF Value™ verdict, reinforcing the notion that LYFT is undervalued based on its historical performance.
What Does LYFT's GF Score™ Tell Us? Metric Rating GF Score™ 77/100 Financial Strength 5/10 Profitability 4/10 Growth 8/10 Valuation 8/10 Momentum 5/10 The GF Score™ of 77/100 indicates that Lyft is rated above average, with strong growth and valuation ranks of 8/10. However, the financial strength and profitability ranks are relatively weaker at 5/10 and 4/10, respectively, suggesting that while the potential for growth is robust, the company's current financial health may present challenges.
What Are Insiders Doing with LYFT Stock? In the past three months, insiders have sold $0.8 million worth of LYFT shares, with no buying activity reported. This trend of selling may suggest that insiders lack confidence in the company's short-term prospects, which could be a point of concern for potential investors.
What This Means for Investors Based on the assessment of LYFT's current price in relation to its GF Value™, the stock is considered undervalued. However, investors should remain cautious due to insider selling and the company's moderate financial strength. It is essential to conduct thorough research before making any investment decisions.
For the complete analysis, visit the Lyft Inc LYFT stock page. You can also explore the GF Value™ page for detailed valuation methodology, or use the GuruFocus Stock Screener to find similar opportunities.
Frequently Asked Questions What is LYFT's GF Score™?
LYFT's GF Score™ is 77/100, indicating that the stock is ranked above average based on key financial metrics.
Is LYFT overvalued or undervalued?
LYFT is currently undervalued, with a GF Value™ of $17.14 compared to its current price of $13.90, suggesting potential for growth.
What is LYFT's P/E ratio?
LYFT's P/E ratio is 2.0x, which is significantly lower than its 5-year median P/E of 60.9x, indicating that it is trading well below its historical valuation.
This stock alert was generated using automated technology and GuruFocus financial data to provide readers with timely and accurate market reporting. This content was reviewed by GuruFocus editorial team prior to publication. Please send any questions or comments about this story to [email protected].
Item 1 of 2 A traveler walks into the Uber pickup zone at the Los Angeles International Airport's LAX-it pick up terminal in Los Angeles, California, U.S., March 10, 2026. REUTERS/Caroline Brehman
[1/2]A traveler walks into the Uber pickup zone at the Los Angeles International Airport's LAX-it pick up terminal in Los Angeles, California, U.S., March 10, 2026. REUTERS/Caroline Brehman Purchase Licensing Rights, opens new tab
SummaryCompaniesApp Drivers Union certified to represent 70,000 Massachusetts ride-share driversUnionization follows 2024 ballot measure allowing bargaining for gig workersSimilar unionization efforts under way in other statesBOSTON, May 26 (Reuters) - Ride-share drivers for app-based companies such as Uber (UBER.N), opens new tab and Lyft (LYFT.O), opens new tab have unionized in Massachusetts, forming what state officials and labor leaders said was the first officially recognized organization in the U.S. to represent such gig workers.
The newly formed App Drivers Union received certification, opens new tab from the Massachusetts Department of Labor Relations on Friday to represent nearly 70,000 ride-share drivers operating as independent contractors in the state.
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"It changes the game for ride-share workers across this country," Massachusetts Governor Maura Healey, a Democrat, said at a rally with drivers and labor activists in Boston on Tuesday.
The certification occurred after voters in November 2024 approved a ballot measure that created a novel framework to allow drivers for companies like Uber and Lyft to organize and bargain collectively over pay and benefits.
That vote followed a years-long, nationwide battle over whether ride-share drivers should be considered independent contractors or employees entitled to benefits and wage protections.
Drivers for Uber and Lyft do not have the right to organize under the National Labor Relations Act, a federal law that covers only traditional employees.
But under the state law, drivers could form a union after collecting signatures from at least 25% of active drivers in Massachusetts - a condition that was met by union supporters. The union is backed by 32BJ SEIU, an affiliate of the Service Employees International Union, and the International Association of Machinists and Aerospace Workers.
"The workers who built these billion-dollar corporations deserve a union contract and a seat at the table," IAM President Brian Bryant said at Tuesday's rally.
He and other union leaders held up Massachusetts as a key labor victory as unionization efforts mount in other states.
In California, ride-share drivers gained the right to unionize under legislation signed into law in October by Democratic Governor Gavin Newsom. Similar legislation is pending in Illinois.
Lyft and Uber did not campaign against the Massachusetts ballot measure. Lyft said on Tuesday it was committed to engaging in good faith as the Massachusetts process moves forward.
"Lyft does well when drivers do well, and we'll stay focused on helping drivers succeed while keeping rideshare affordable and dependable for everyone who counts on it," Lyft said in a statement.
Uber did not respond to a request for comment.
In the months before the 2024 vote, Massachusetts Attorney General Andrea Joy Campbell secured a settlement with Uber and Lyft requiring them to adopt a $32.50 hourly minimum pay standard for Massachusetts drivers and pay $175 million to resolve claims they had improperly treated drivers as independent contractors, rather than employees, under state law.
Reporting by Nate Raymond in Boston; Editing by Matthew Lewis
Our Standards: The Thomson Reuters Trust Principles., opens new tab
Nate Raymond reports on the federal judiciary and litigation. He can be reached at [email protected].
These ride-sharing leaders are making moves amid massive changes in transportation driven by artificial intelligence (AI) and self-driving technology. Uber Technologies (UBER 1.25%) and Lyft (LYFT 1.24%) are posting strong growth for their services, but the head-to-head comparison of recent growth and revenue size may give investors a big clue as to which company is best positioned to win.
Uber Technologies: Recent Revenue TrendsUber Technologies operates a global technology network that connects consumers with independent providers for ridesharing, restaurant meal delivery, and freight transportation services.
The company announced a 21% year-over-year increase in revenue for the first quarter, along with new initiatives in robotaxis and expansion into hotel bookings. Uber has scaled its ridesharing platform into a profitable business, with operating profit reaching $1.9 billion in the quarter.
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Lyft: Steady GrowthLyft operates a multimodal transportation network that offers riders personalized, on-demand access to ridesharing, flexible car rentals, and shared bikes across the United States and Canada.
The company posted a 14% year-over-year increase in revenue in the first quarter. It recently announced an acquisition of Gett U.K., helping Lyft expand its operations into higher-value segments of the London market. It’s not as profitable as Uber, reporting an operating loss of $5.3 million last quarter.
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Why Revenue Matters for Retail InvestorsRevenue is the most fundamental measure of a company’s performance. Changes over time, particularly when comparing two companies in the same industry, can provide valuable insights about a company’s competitive position and ability to reach new customers.
Foolish TakeThere is a clear contrast between Uber and Lyft. While Uber experiences greater quarterly revenue volatility, it is growing faster off a larger revenue base.
Uber benefits from greater scale and global reach, allowing it to generate over $53 billion in annual revenue, compared to Lyft’s $6.5 billion.
Both companies are pursuing every opportunity to position themselves for more growth through partnerships. The stakes are massive as the future of transportation is in AI-powered self-driving vehicles.
For Lyft, Google’s Waymo is set to integrate with the Lyft app later this year. However, Uber boasts of a large network of 30 partners that will help it expand robotaxi services to 15 cities by the end of 2026.
Lyft expects continued growth this year, with gross bookings expected to accelerate in the near term. Investors will want to keep a close eye on whether it can accelerate its growth and narrow the gap with Uber. Given Lyft’s discounted share price, it may offer more upside from these levels than Uber, but this will heavily depend on execution and its ability to accelerate revenue growth.
Lyft trades at a deep discount, with a ~4x P/FCF multiple, despite double-digit growth and robust cash generation. Fears that autonomous vehicles will disrupt ridesharing are overstated; AVs are more likely to expand the total addressable market than displace platforms. Utilization challenges and customer acquisition costs favor aggregators like LYFT, as AV fleets struggle to match dynamic human-supply networks.
On June 10, 2026, Lyft Inc LYFT shares fell 3.4% to $13.39, continuing a downward trend that has seen the stock decrease by 30.9% year-to-date. The stock has traded within a 52-week range of $12.46 to $25.54, indicating significant volatility over the past year.
GF Value™ verdict: Current price at $13.39 vs GF Value™ of $17.30, representing a 22.6% undervaluation.GF Score™: 76/100, indicating above-average potential for long-term returns.Notable signal: Insiders sold $0.8 million in stock over the last three months with no buying activity. Is LYFT Overvalued or Undervalued? With a current price of $13.39 and a GF Value™ of $17.30, Lyft is estimated to be 22.6% undervalued. This margin of safety may present an attractive opportunity for investors who believe in the company's long-term prospects. However, the GF Valuation label indicates that the stock is considered "Modestly Undervalued," which suggests a cautious approach is warranted. GF Value™ is GuruFocus' proprietary measure of intrinsic value, calculated from historical trading multiples, past business growth, and future performance estimates.
While the undervaluation could imply potential upside, investors should be cautious due to the stock's recent performance and insider selling activity, which may signal a lack of confidence among those closest to the company.
How Does LYFT's Valuation Compare to Its History? Metric Current Historical P/E (TTM) 1.9x 60.0x Forward P/E 23.4x N/A Lyft's current P/E ratio of 1.9x is significantly below its 5-year median P/E of 60.0x and indicates that the stock is trading far below its historical valuation levels. This analysis agrees with the GF Value™ verdict, reinforcing the notion that Lyft may be undervalued in the current market environment.
What Does LYFT's GF Score™ Tell Us? Metric Rating GF Score™ 76 Financial Strength 5/10 Profitability 4/10 Growth 8/10 Valuation 8/10 Momentum 5/10 The GF Score™ of 76/100 suggests that Lyft demonstrates above-average potential for long-term returns. The strongest area is growth, with a ranking of 8/10, indicating robust growth prospects. Conversely, the weakest area is profitability, scored at 4/10, which may raise concerns about the company's ability to sustain its growth amidst current financial challenges.
What Are Insiders Doing with LYFT Stock? In the last three months, insiders sold $0.8 million worth of Lyft stock with no buying activity reported. This trend of selling may indicate a lack of confidence from insiders regarding the future performance of the company. Such actions can often be a red flag for investors, suggesting that those with the most insight into the company are not optimistic about its near-term prospects.
What This Means for Investors Based on the GF Value™ assessment, Lyft Inc is currently undervalued. The substantial difference between its market price and intrinsic value suggests potential for appreciation, but caution is warranted given the recent insider selling and the company's profitability challenges.
For the complete analysis, visit the Lyft Inc LYFT stock page. You can also explore the GF Value™ page for detailed valuation methodology, or use the GuruFocus Stock Screener to find similar opportunities.
Frequently Asked Questions What is LYFT's GF Score™?
LYFT's GF Score™ is 76/100, indicating above-average potential for long-term returns based on key fundamental metrics.
Is LYFT overvalued or undervalued?
LYFT is currently undervalued, with its market price of $13.39 being 22.6% below its GF Value™ of $17.30.
What is LYFT's P/E ratio?
LYFT's P/E ratio is 1.9x, which is significantly lower than its 5-year median P/E of 60.0x, indicating it is trading well below its historical valuation levels.
This stock alert was generated using automated technology and GuruFocus financial data to provide readers with timely and accurate market reporting. This content was reviewed by GuruFocus editorial team prior to publication. Please send any questions or comments about this story to [email protected].
Lyft (LYFT - Free Report) closed the most recent trading day at $13.71, moving +2.39% from the previous trading session. The stock outpaced the S&P 500's daily gain of 1.75%. Meanwhile, the Dow experienced a rise of 1.86%, and the technology-dominated Nasdaq saw an increase of 2.54%.
Coming into today, shares of the ride-hailing company had lost 2.12% in the past month. In that same time, the Computer and Technology sector lost 3.11%, while the S&P 500 lost 1.63%.
Market participants will be closely following the financial results of Lyft in its upcoming release. On that day, Lyft is projected to report earnings of $0.39 per share, which would represent year-over-year growth of 56%. Alongside, our most recent consensus estimate is anticipating revenue of $1.8 billion, indicating a 13.58% upward movement from the same quarter last year.
LYFT's full-year Zacks Consensus Estimates are calling for earnings of $1.57 per share and revenue of $7.28 billion. These results would represent year-over-year changes of +227.08% and +15.3%, respectively.
Investors should also pay attention to any latest changes in analyst estimates for Lyft. Such recent modifications usually signify the changing landscape of near-term business trends. With this in mind, we can consider positive estimate revisions a sign of optimism about the business outlook.
Based on our research, we believe these estimate revisions are directly related to near-term stock moves. We developed the Zacks Rank to capitalize on this phenomenon. Our system takes these estimate changes into account and delivers a clear, actionable rating model.
Ranging from #1 (Strong Buy) to #5 (Strong Sell), the Zacks Rank system has a proven, outside-audited track record of outperformance, with #1 stocks returning an average of +25% annually since 1988. Over the past month, the Zacks Consensus EPS estimate has moved 4.94% higher. At present, Lyft boasts a Zacks Rank of #3 (Hold).
Investors should also note Lyft's current valuation metrics, including its Forward P/E ratio of 8.53. This signifies a discount in comparison to the average Forward P/E of 15.6 for its industry.
Investors should also note that LYFT has a PEG ratio of 0.35 right now. This metric is used similarly to the famous P/E ratio, but the PEG ratio also takes into account the stock's expected earnings growth rate. The Internet - Services industry had an average PEG ratio of 1.7 as trading concluded yesterday.
The Internet - Services industry is part of the Computer and Technology sector. This industry currently has a Zacks Industry Rank of 175, which puts it in the bottom 29% of all 250+ industries.
The Zacks Industry Rank is ordered from best to worst in terms of the average Zacks Rank of the individual companies within each of these sectors. Our research shows that the top 50% rated industries outperform the bottom half by a factor of 2 to 1.
Be sure to use Zacks.com to monitor all these stock-influencing metrics, and more, throughout the forthcoming trading sessions.
