US · Technology · Software - Application
EPS came in at 0.13 against a street estimate of 0.17 — a miss of 23.5%.
Analysts rate LYFT Inc a hold (14 buy, 29 hold, 2 sell out of 45) with an average price target of $19.84.
CONFIDENT Lyft posted record 30M active riders, 262M Q2 rides, and 23% gross bookings growth. Partnerships now drive 30% of rides. Adjusted EBITDA +37% YoY with margin expansion. AV and global integration on track. Q2 2026 North America and Canada leading growth. Europe gaining momentum post-Freenow acquisition. San Francisco AV corridor driving leisure and commute adoption. Analysts pressed on driver supply vs. rides growth and AV unit economics. Management emphasized driver satisfaction (30-point preference, +8% earnings YoY) and noted AV economics immaterial near-term. Partnership deepening prioritized over new deals; massive white space remains in $300M+ private-car market. 2026-08-06…
Full summary in the app.
| Fund | Stake |
|---|---|
| BlackRock Inc | 12.94% |
| Ameriprise Financial Inc | 9.64% |
| Millennium Management LLC | 5.69% |
| Vanguard Portfolio Management, LLC | 5.59% |
| FMR Inc | 4.90% |
| Vanguard Capital Management, LLC | 4.56% |
| State Street Corp | 3.49% |
| Contour Asset Management LLC | 2.95% |
| Document | Date |
|---|---|
| Board / officer change · Q3 2026 LYFT, INC. – FORM 8-K SUMMARY (September 6, 2026) BUSINESS & SEGMENT HIGHLIGHTS • Company reaffirmed third quarter 2026 guidance for Gross Bookings, | 2026-09-09 |
| Quarterly report · Q2 2026 LYFT, INC. - Q2 2026 FORM 10-Q SUMMARY HEADLINE NUMBERS • Revenue (Q2 2026): $1,843,544 thousand ($1.84 billion), up 16% from Q2 2025 ($1,588,183 th | 2026-08-07 |
| Results announced · Q3 2026 LYFT Q2 2026 EARNINGS SUMMARY HEADLINE NUMBERS • Gross Bookings: $5.5 billion, up 23% year-over-year • Revenue: $1.8 billion, up 16% year-over-year | 2026-08-06 |
| Board / officer change · Q3 2026 LYFT, INC. - FORM 8-K SUMMARY (July 23, 2026) BUSINESS & SEGMENT HIGHLIGHTS • Ben Minicucci appointed to Board of Directors as Class II director, ef | 2026-07-27 |
| Charter / bylaws change · Q2 2026 LYFT, INC. – FORM 8-K SUMMARY (JUNE 3, 2026) BUSINESS & SEGMENT HIGHLIGHTS • Lyft held its annual stockholder meeting on June 3, 2026 • Company is i | 2026-06-04 |
| Quarterly report · Q1 2026 LYFT, INC. - Q1 2026 10-Q SUMMARY HEADLINE NUMBERS • Revenue: $1,650.5 million (Q1 2026) vs. $1,450.2 million (Q1 2025) — 13.8% increase year-over-y | 2026-05-08 |
| Results announced · Q2 2026 LYFT Q1 2026 FINANCIAL RESULTS SUMMARY HEADLINE NUMBERS • Gross Bookings: $4.9 billion, up 19% year over year • Revenue: $1.7 billion, up 14% year o | 2026-05-07 |
| Proxy statement · Q4 2025 LYFT, INC. – 2026 PROXY STATEMENT SUMMARY --- WHAT SHAREHOLDERS ARE VOTING ON • Proposal 1 (Director Election): Election of three Class I directors | 2026-04-10 |
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Google PlayApp StoreData updated 2026-09-18.