Lyft (NASDAQ:LYFT) stock is already trading well below where it started the year, and Truist just made the bear case more official.
Lyft (LYFT) trades at a compelling 13% free cash flow yield, trading at an asymmetric valuation. Market focus on AV competition overlooks LYFT's international expansion and rapidly growing profits. LYFT's FlexDrive infrastructure and partnerships, such as the imminent Waymo launch in Nashville, position it for the robotaxi future.
The latest trading day saw Lyft (LYFT) settling at $13.16, representing a -1.35% change from its previous close.
Jefferies lowered its price target for Lyft Inc (NASDAQ:LYFT) to $15 from $15.50, citing slowing growth in the company's core US rideshare business. Shares were last at about $13, implying roughly 11% upside to the revised target.
FORA Capital LLC lessened its holdings in Lyft, Inc. (NASDAQ: LYFT) by 34.4% during the undefined quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The firm owned 100,135 shares of the ride-sharing company's stock after selling 52,602 shares during the quarter. FORA Capital LLC's
Lyft (LYFT) reported earnings 30 days ago. What's next for the stock?
Still a giant in the transportation space, Lyft ( NASDAQ:LYFT ) is trading at $13.32 as of March 5, 2026, down 31.2% year-to-date and off sharply from the $20.62 price at the time of Q3 2025 earnings.
Lyft, Inc. (LYFT) Presents at Bernstein Insights: What's next in tech? - 4th Annual Tech, Media, Telecom Forum Transcript
Lyft (LYFT) shares have declined by 25.5% in under a month, from $17.98 on January 26, 2026, to $13.40 at present. Is this a buying opportunity?
Lyft stock saw its worst single-day crash since late 2024 post-Q4 print. The stock is now trading in the $13 neighborhood, well below its estimated fair value of $21 per share. The problem with the Q4 print was a mismatch between Lyft's reality and expectations, and now we see upside from reset expectations, European expansion, and ecosystem partnerships into 2026.
Lyft remains a Strong Buy, given the company's integration of AVs and its significant advantage over others through its fleet management platform. Lyft is establishing a presence in Europe through its acquisition of FREENOW, which should help the firm navigate the strict regulatory environment across the continent when deploying AVs. The company saw strong growth in gross bookings, and FCF topped $1 billion for the first time in the firm's history.
LYFT posts Q4 loss, revenue miss despite record rides and rising bookings, while guiding for up to 20% gross bookings growth in Q1. EBITDA jumps 37%.