Lyft (LYFT)

• Market cap: $9.11B
• 1 day: -3.85%
• 5 days: 19.48%
• 1 month: 37.08%
• 3 months: 49.49%
• 6 months: 90.46%
• Year to date: 60.88%
• 1 year: 80.44%
• 5 years: -28.21%
• 10 years: -71.95%
• Sector: Technology
• Industry: Software - Application

About: Lyft is the second-largest ride-sharing service provider in the US and Canada, connecting riders and drivers over the Lyft app. Incorporated in 2013 and public since 2019, Lyft offers a variety of rides via private vehicles, including traditional private rides, shared rides, and luxury ones. Besides ride-share, Lyft has entered the bike- and scooter-share market to bring multimodal transportation options to users.

Employees: 2,934

Fund manager confidence

Based on 2025 Q2 regulatory disclosures by fund managers ($100M+ AUM)

54% more first-time investments, than exits

New positions opened: 111 | Existing positions closed: 72

46% more capital invested

Capital invested by funds: $4.15B [Q1] → $6.08B (+$1.93B) [Q2]

18% more repeat investments, than reductions

Existing positions increased: 164 | Existing positions reduced: 139

8.08% more ownership

Funds ownership: 85.51% [Q1] → 93.58% (+8.08%) [Q2]

7% more funds holding

Funds holding: 456 [Q1] → 490 (+34) [Q2]

2% more call options, than puts

Call options by funds: $440M | Put options by funds: $432M

36% less funds holding in top 10

Funds holding in top 10: 11 [Q1] → 7 (-4) [Q2]

Research analyst outlook

12 Wall Street Analysts provided 1 year price targets over the past 3 months

• Low target: $14
• Avg. target: $18.63
• High target: $24

12 analyst ratings

• positive: 2 17%
• neutral: 9 75%
• negative: 1 8%

BMO Capital Brian Pitz	$20	Market Perform Maintained	18 Sep 2025
Jefferies John Colantuoni	$22	Hold Maintained	18 Sep 2025
Canaccord Genuity George Gianarikas	$18	Hold Maintained	18 Sep 2025
Deutsche Bank Benjamin Black	$21	Hold Maintained	18 Sep 2025
B of A Securities Michael McGovern	$14	Underperform Maintained	18 Sep 2025