LYFT Lyft, Inc. Loading... : Bullish and Bearish Analyst Opinions
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09:12
Aug 26
Aug 26
Lyft is named alongside Uber as being allowed back on Market Street, and the author's argument that car access supports foot traffic and retail implies continued reopening of the corridor benefits rid
Lyft is named alongside Uber as being allowed back on Market Street, and the author's argument that car access supports foot traffic and retail implies continued reopening of the corridor benefits ride-hail operators.
Risk: Policy uncertainty remains, and autonomous competition from Waymo could pressure Lyft's market position over time.
14:26
Aug 22
Aug 22
Author lays out 10 controversial 2025 predictions across crypto, EVs, robotics.
Author lays out 10 controversial 2025 predictions across crypto, EVs, robotics, AI enablers/beneficiaries, and fintech, framing them as high-conviction forecasts but without explicit position language, so all tickers are indexed as watch.
22:22
Aug 16
Aug 16
Author argues Lyft has superior year-over-year financial growth and asymmetric upside versus.
Author argues Lyft has superior year-over-year financial growth and asymmetric upside versus Uber, setting a $30 price target while calling Uber a good but less compelling investment.
LOW
15:01
Aug 13
Aug 13
The author questions whether gig economy workers like Uber and Lyft drivers distort.
The author questions whether gig economy workers like Uber and Lyft drivers distort unemployment claims data, raising a macro labor market concern without taking a directional position.
15:36
Aug 11
Aug 11
Author details a full portfolio framework with long-term and short-term buckets.
Author details a full portfolio framework with long-term and short-term buckets, explicitly stating he
20:48
Aug 08
Aug 08
Jason predicts autonomous ride-sharing demand stays high with premium pricing initially.
Jason predicts autonomous ride-sharing demand stays high with premium pricing initially, costs dropping 50-70% later, driving 30x industry growth in a decade.
16:26
Aug 07
Aug 07
Lyft rides growing, massive market opportunity.
Lyft reported its highest active rider quarter and highest bookings ever, growing above 20%. With 160 billion car rides taken annually in the US versus Lyft's expected 1 billion rides this year, the company sees a massive untapped addressable market and is investing for huge future growth, supporting a bullish outlook.
MED
01:55
Aug 07
Aug 07
Lyft reported second-quarter bookings that beat expectations.
Lyft reported second-quarter bookings that beat expectations, citing strong demand for premium rides and growth in its acquired European business.
23:43
Aug 06
Aug 06
Lyft bookings climb but growth to moderate
Reports Lyft bookings increased but management expects growth to moderate.
LOW
20:33
Aug 06
Aug 06
Airbnb raised its full-year revenue outlook on strong travel demand while Lyft beat bookings.
Airbnb raised its full-year revenue outlook on strong travel demand while Lyft beat bookings expectations, but Sandisk, Western Digital, and Peloton fell on disappointing guidance ahead of the U.S. employment report.
20:10
Aug 06
Aug 06
Lyft reports strong second quarter results with gross bookings up 23 percent and record active.
Lyft reports strong second quarter results with gross bookings up 23 percent and record active riders surpassing 30 million globally.
20:08
Aug 06
Aug 06
Lyft reported Q2 revenue of 1.84 billion dollars beating estimates with adjusted EBITDA.
Lyft reported Q2 revenue of 1.84 billion dollars beating estimates with adjusted EBITDA and gross bookings also exceeding expectations.
20:08
Aug 06
Aug 06
Lyft guides third quarter gross bookings and adjusted EBITDA within ranges that bracket analyst.
Lyft guides third quarter gross bookings and adjusted EBITDA within ranges that bracket analyst consensus estimates.
19:49
Aug 06
Aug 06
LYFT financials outpace UBER, stock hasn't moved
Buy LYFT as gross profit, net income, and total revenue have all grown faster than UBER's on a YoY percentage basis since 2023, yet LYFT's stock has returned 0% vs. UBER's 240% — a valuation disconnect that should close as the market recognizes LYFT's improving profitability path.
MED
13:52
Aug 05
Aug 05
Notes massive growth in marketplace advertising
Notes the massive growth of advertising businesses within marketplace platforms, requesting revenue comparisons across major players.
LOW
18:25
Jul 28
Jul 28
Jason shares a link about Uber and Lyft testing Baidu's RT6 Robotaxi in London.
Jason shares a link about Uber and Lyft testing Baidu's RT6 Robotaxi in London, but provides no personal position or directional view on any ticker.
LOW
15:01
Jul 28
Jul 28
Speaker favors LYFT over UBER at $15, predicting 100%+ upside for both.
Speaker favors LYFT over UBER at $15, predicting 100%+ upside for both; specific prices and relative preference stated, no explicit position language per speaker note.
MED
14:30
Jul 28
Jul 28
Jason notes Baidu and Chinese EV makers have a strong chance to become the top global autonomy.
Jason notes Baidu and Chinese EV makers have a strong chance to become the top global autonomy player, but this is a factual prediction without an explicit position or trade call.
LOW
12:10
Jul 27
Jul 27
Buy LYFT due to revenue/profit growth not reflected in price.
Buy LYFT due to revenue/profit growth not reflected in price, with insider buying by US president as catalyst.
MED
20:38
Jul 24
Jul 24
Watch LYFT alongside UBER; same autonomous compression risk.
Watch LYFT alongside UBER; same autonomous compression risk, short-term negligible but long-term threat from lower-cost AVs.
MED
07:42
Jul 23
Jul 23
Watch LYFT as it faces higher risk from Tesla’s Robotaxi strategy due to narrower.
Watch LYFT as it faces higher risk from Tesla’s Robotaxi strategy due to narrower diversification; negative read-through.
MED
14:43
Jul 22
Jul 22
Implied buy of beaten-down ride-hailing/EV-adjacent LYFT on contrarian thesis.
Implied buy of beaten-down ride-hailing/EV-adjacent LYFT on contrarian thesis, with crowd ignoring positive fundamentals.
MED
23:55
Jul 20
Jul 20
Lyft buy at $15 level
Lyft has turned a corner with growing gross bookings, revenue, and over a billion dollars in free cash flow. CEO David Risher is doing a good job, and $15 is a good level to start a position.
MED
12:02
Jul 16
Jul 16
Lyft and Curb expand their partnership to include service in New York City according.
Lyft and Curb expand their partnership to include service in New York City according to the announcement.
14:40
Jul 13
Jul 13
Author views EV names as massively undervalued due to sector rotation away from EVs toward AI.
Author views EV names as massively undervalued due to sector rotation away from EVs toward AI; expects mean-reversion as investor attention cycles back; recommendation language without confirmed position disclosure per speaker note.
MED
06:11
Jul 13
Jul 13
Regulatory and union pressures will slow autonomous vehicle rollout.
Regulatory and union pressures will slow autonomous vehicle rollout, creating headwinds for ride-hailing and delivery platforms. No explicit trade recommendation.
MED
18:37
Jul 05
Jul 05
Author cites improving financials, management change, cost discipline, AV platform pivot.
Author cites improving financials, management change, cost discipline, AV platform pivot, and a stark valuation/return gap vs. UBER as catalysts for LYFT re-rating; technical bottom also cited.
MED
18:08
Jul 03
Jul 03
Author recommends LYFT based on improving financials, a clear AV strategy.
Author recommends LYFT based on improving financials, a clear AV strategy, and divergence from UBER's price performance despite similar fundamentals.
MED
21:13
Jul 01
Jul 01
Author expresses confidence that Trump's purchased stocks will rise in months and states they.
Author expresses confidence that Trump's purchased stocks will rise in months and states they are already positioned in most, making these long holdings.
00:20
Jun 20
Jun 20
Small speculative basket of "undervalued plays" held within the ~5% crypto/misc allocation.
Small speculative basket of "undervalued plays" held within the ~5% crypto/misc allocation; author characterizes these as undervalued but provides no specific catalyst beyond general sentiment recovery.
MED
About LYFT Analyst Coverage
Buzzberg tracks LYFT (Lyft, Inc.) across 15 sources. 13 bullish vs 1 bearish calls from 23 analysts. Sentiment: predominantly bullish (20%). 60 total trade ideas tracked. Latest voices: Noah Smith, __con_, ces921.