Lyft, Inc. (LYFT) AI Stock Analysis

Lyft, Inc. operates a peer-to-peer marketplace facilitating on-demand ridesharing in the United States and Canada. Its multimodal transportation network connects drivers with passengers through its Ridesharing Marketplace. Driver programs include Express Drive rental vehicles and Lyft Rentals for extended trips. In multiple cities, Lyft also provides shared bikes and scooters for short-distance travel. The app integrates third-party public transit data, develops enterprise solutions like concierge transportation, and explores autonomous vehicles. Additional offerings include Lyft Pink subscriptions, commuter options via Lyft Pass, first-mile and last-mile connections, and university safe rides programs. Founded in 2007 as Zimride, Inc., it is headquartered in San Francisco, California.

Annual revenue increased from $3.21B in FY2021 to $6.32B in FY2025, recording a 5-year revenue CAGR of 21.7% from FY2020 to FY2025. After recording operating losses of -$101.7M in FY2021 and -$3.0% in FY2025 operating margin, net income shifted from -$1.06B in FY2021 to $2.84B in FY2025, which reflected a 45.0% net margin. Gross margin was 41.5% in FY2025 compared to 46.9% in FY2021. For the trailing twelve months, revenue reached $6.77B with an operating margin of 2.6% and profit margin of 42.3%. In the latest quarter ended June 30, 2026, quarterly revenue grew 16.1% year-over-year, and quarterly earnings grew 34.5%.

As of June 30, 2026, Lyft held $1.79B in cash and short-term investments against total debt of $1.18B, resulting in net cash of $619.4M. Shareholders' equity was $3.02B and total assets were $9.11B, with a debt-to-equity ratio of 0.39 and a current ratio of 0.59. Cash generation expanded in FY2025, producing $1.17B in operating cash flow and $1.12B in free cash flow. In FY2025, capital expenditures totaled $52.8M, while share buybacks reached $500.0M. The share count increased 14.4% over five years.

At a last close of $16.82, Lyft has a market capitalization of $6.37B and an enterprise value of $5.07B. The stock trades at a trailing P/E of 2.5x, forward P/E of 9.3x, and price-to-sales of 0.9x, compared to medians of 28.1x, 18.8x, and 2.8x, respectively, for its US-listed Technology peers. Its EV-to-EBITDA multiple stands at 31.4x, above the peer median of 16.6x. Over the past year, Lyft returned -15.3%, trailing the S&P 500 (SPY) return of 16.8%, and delivered a 5-year return of -67.4% versus 83.0% for the index.

Wall Street analysts carry 10 Strong Buy, 4 Buy, 30 Hold, 1 Sell, and 0 Strong Sell ratings on LYFT. The mean price target is $19.47, which is 15.7% above the last close of $16.82. For the fiscal year ending December 31, 2026, analysts estimate revenue of $7.37B and EPS of $0.55. For the next fiscal year, 38 analysts project revenue of $8.26B and EPS of $0.95. Over the last four quarters, Lyft beat EPS estimates 2 times. The next earnings date is November 4, 2026.

This page is an AI-written research summary of Lyft, Inc. (LYFT). The text was generated on October 30, 2026 from Quotelinks data as of October 16, 2026 (company profile, annual results, latest balance sheet, valuation, price performance and analyst estimates). An automatic check rejects any draft that contains a figure not found in that data. It is not investment advice; verify figures on the linked tabs before making decisions.

Related: LYFT income statement, LYFT balance sheet, LYFT key metrics, LYFT analyst forecast, LYFT chart. See the LYFT stock overview for the latest quote and news.