LYFT

Lyft, Inc.

Nasdaq · Services-Business Services, NEC · Inc. DE · CIK 0001759509
$13.54 -1.24% $5.1B
Insider Selling Cluster (3 insiders)27 New Institutional Positions23 Institutional Exits
Vol
Market Cap$5.1B
Cap SizeMid Cap
Analyst ConsensusHold (36%)
Inst. Holders50 funds
Inst. Value$3.6B
Inst. Activity27 buys / 23 sells
Insider Activity0B / 7S
Insider Net $-$1.0M
Reddit Sentiment75° Bullish
SEC Reports8
Exchange Nasdaq·Sector Services-Business Services, NEC·Inc. DE·CIK 0001759509·Prev Close $13.71

Recent Activity

Aug 4, 2026 earnings_calendar
LYFT Q2 2026 Earnings After Market Close — 2026-08-04
EPS est: $0.17 | Rev est: $1.8B
Jun 12, 2026 SEC
Lyft CFO Erin Brewer filed a Form 144 notice of intent to sell 30,000 shares of common stock with an estimated value of
144 — Impact 2/10
Jun 9, 2026 Event
Lee v. Lyft Inc.
Court ruling from Appellate Division of the Supreme Court of the State of New York. Docket: Index No
Jun 3, 2026 Insider
Whiteside Janey was granted 18,453 shares
Director
Jun 3, 2026 Insider
Stevenson Betsey was granted 18,453 shares
Director
Jun 3, 2026 Insider
Stephenson Dave was granted 18,453 shares
Director
May 31, 2026 SEC
16 firms acted on LYFT: Wedbush, Arete Research, Guggenheim, Mizuho, Canaccord Genuity, Citigroup, TD Cowen, Benchmark, Benchmark, Cantor Fitzgerald, Nomura, Melius Research, Wolfe Research, Fox Advisors, Loop Capital, B of A Securities
ANALYST-UPGRADE — Impact 2/10
May 1, 2026 SEC
Arete Research upgrades LYFT to Neutral — PT $20 (+41%) as part of 16-firm analyst cluster
ANALYST-UPGRADE — Impact 1/10

Price Targets

$18.64 +37.7% upside Strong Buy
Current $13.54 Low $14.00 Median $17.00 High $30.00 35 analysts
$14.00 $30.00

Analyst Ratings

Sell36% buy · 55 analysts
6Strong Buy
14Buy
33Hold
1Sell
1Strong Sell
Recent Analyst Actions
DateFirmActionRating
May 18, 2026 DA Davidson MAINTAIN Neutral → Neutral
May 11, 2026 Canaccord Genuity MAINTAIN Hold → Hold
May 8, 2026 JP Morgan MAINTAIN Neutral → Neutral
May 8, 2026 Truist Securities MAINTAIN Hold → Hold
May 8, 2026 RBC Capital MAINTAIN Outperform → Outperform

Earnings Estimates

PeriodEPS Est.RangeGrowth#
Current Q $0.15 ▼ -1.8% $0.04 — $0.35 48% YoY 30
Next Q $0.21 ▼ -1.1% $0.06 — $0.35 88% YoY 29
Current FY $0.58 ▼ -0.9% $0.25 — $1.11 -92% YoY 36
Next FY $0.94 $0.45 — $1.77 63% YoY 35

Top Institutional Holders

FundValueMove
Erste Asset Management GmbH
BlackRock, Inc.$651.7MDOUBLED
AMERIPRISE FINANCIAL INC$485.2M
VANGUARD PORTFOLIO MANAGEMENT LLC$281.7M
FMR LLC$246.6M

Recent Insider Trades

DateInsiderTypeValue
Jun 3, 2026Whiteside JaneyA$0.00
Jun 3, 2026Stevenson BetseyA$0.00
Jun 3, 2026Stephenson DaveA$0.00
Jun 3, 2026Hersman DeborahA$0.00
Jun 3, 2026Lawee DavidA$0.00

Reddit Sentiment

75°
Bullish
Bearish Neutral Bullish
4 mentions 4 bullish 0 bearish
50 institutional holders with $3.6B total value (269,619,249 shares) as of 2026-Q1. Top holders: Erste, BlackRock,, AMERIPRISE. Net buying activity: 27 institutions added/increased vs 23 reduced.

Top Institutional Holders — 2026-Q1

#FundSharesValue% of TrackedLast Move
1Erste Asset Management GmbH$0.000.0%
2BlackRock, Inc.49,000,870$651.7M18.2%DOUBLED +118.3%
3AMERIPRISE FINANCIAL INC36,481,128$485.2M13.5%
4VANGUARD PORTFOLIO MANAGEMENT LLC21,178,049$281.7M7.9%
5FMR LLC18,539,761$246.6M6.9%
6VANGUARD CAPITAL MANAGEMENT LLC17,252,787$229.5M6.4%
7STATE STREET CORP13,192,493$175.5M4.9%ADD +88.5%
8JUPITER ASSET MANAGEMENT LTD10,292,006$136.9M3.8%DOUBLED +159.2%
9RENAISSANCE TECHNOLOGIES LLC9,164,632$121.9M3.4%
10MORGAN STANLEY7,212,400$95.9M2.7%
11DIMENSIONAL FUND ADVISORS LP6,720,478$89.4M2.5%ADD +58.0%
12SUSQUEHANNA INTERNATIONAL GROUP, LLP6,202,900$82.5M2.3%
13SUSQUEHANNA INTERNATIONAL GROUP, LLP5,265,300$70.0M2.0%
14GOLDMAN SACHS GROUP INC5,167,906$68.7M1.9%
15CHARLES SCHWAB INVESTMENT MANAGEMENT INC4,164,951$55.4M1.5%
16Swedbank AB4,029,600$53.6M1.5%TRIM -28.0%
17VICTORY CAPITAL MANAGEMENT INC3,955,097$52.6M1.5%
18BANK OF AMERICA CORP /DE/3,601,316$47.9M1.3%
19LOS ANGELES CAPITAL MANAGEMENT LLC3,381,536$45.0M1.3%ADD +66.1%
20CITADEL ADVISORS LLC2,827,700$37.6M1.0%

Recent Position Changes

FundActionPrev SharesCurr SharesChange %ValueQuarter
BlackRock, Inc.DOUBLED22,448,07549,000,870+118.3%$651.7M2026-Q1
STATE STREET CORPADD6,999,67013,192,493+88.5%$175.5M2026-Q1
JUPITER ASSET MANAGEMENT LTDDOUBLED3,970,27910,292,006+159.2%$136.9M2026-Q1
DIMENSIONAL FUND ADVISORS LPADD4,253,4686,720,478+58.0%$89.4M2026-Q1
Swedbank ABTRIM5,600,0004,029,600-28.0%$53.6M2026-Q1
LOS ANGELES CAPITAL MANAGEMENT LLCADD2,035,4603,381,536+66.1%$45.0M2026-Q1
Appaloosa LPTRIM3,800,0002,700,000-28.9%$35.9M2026-Q1
FRANKLIN RESOURCES INCDOUBLED819,6251,964,552+139.7%$26.1M2026-Q1
Invesco Ltd.TRIM2,724,9691,899,384-30.3%$25.3M2026-Q1
FEDERATED HERMES, INC.DOUBLED700,8721,836,166+162.0%$24.4M2026-Q1
PUBLIC SECTOR PENSION INVESTMENT BOARDNEW1,424,300$18.9M2026-Q1
Connor, Clark & Lunn Investment Management Ltd.ADD725,9081,406,884+93.8%$18.7M2026-Q1
Rockefeller Capital Management L.P.DOUBLED83,3411,251,957+1402.2%$16.7M2026-Q1
Nuveen, LLCTRIM1,900,7741,154,966-39.2%$15.4M2026-Q1
HSBC HOLDINGS PLCADD635,5931,078,914+69.7%$14.1M2026-Q1
CAISSE DE DEPOT ET PLACEMENT DU QUEBECDOUBLED25,8141,025,864+3874.1%$13.6M2026-Q1
DEUTSCHE BANK AG\TRIM1,361,8861,002,445-26.4%$13.3M2026-Q1
SEI INVESTMENTS COTRIM1,450,590962,312-33.7%$12.8M2026-Q1
Trexquant Investment LPDOUBLED296,772923,461+211.2%$12.3M2026-Q1
Legal & General Group PlcDOUBLED425,872904,035+112.3%$12.0M2026-Q1
RHUMBLINE ADVISERSDOUBLED395,585878,551+122.1%$11.7M2026-Q1
AmundiNEAR_EXIT2,730,032532,253-80.5%$7.1M2026-Q1
NOMURA ASSET MANAGEMENT INTERNATIONAL INC.ADD278,811508,880+82.5%$6.8M2026-Q1
PRUDENTIAL FINANCIAL INCDOUBLED146,070413,345+183.0%$5.5M2026-Q1
VOYA INVESTMENT MANAGEMENT LLCADD230,399326,962+41.9%$4.3M2026-Q1
10 unique insiders with 26 transactions. Net insider value: -$1.0M ($0.00 bought, $1.0M sold).

Insider Transactions

DateInsiderTitleTypeSharesPriceValue
Jun 3, 2026Whiteside JaneyDirectorAWARD18,453
Jun 3, 2026Stevenson BetseyDirectorAWARD18,453
Jun 3, 2026Stephenson DaveDirectorAWARD18,453
Jun 3, 2026Hersman DeborahDirectorAWARD18,453
Jun 3, 2026Lawee DavidDirectorAWARD18,453
Jun 3, 2026Beggs JillDirectorAWARD18,453
Jun 3, 2026Aggarwal PrashantDirectorAWARD18,453
May 27, 2026Beggs JillDirectorSELL2,093$13.76$28.8K
May 27, 2026Hope Stephen W.CHIEF ACCOUNTING OFFICERSELL5,460$13.76$75.1K
May 26, 2026Llewellyn Lindsay CatherineSEE REMARKSSELL11,491$13.69$157.3K
May 20, 2026Brewer ErinCHIEF FINANCIAL OFFICERTAX W/H64,804$13.18$854.1K
May 20, 2026Brewer ErinCHIEF FINANCIAL OFFICERGIFT55,983
May 20, 2026Hope Stephen W.CHIEF ACCOUNTING OFFICERTAX W/H7,436$13.18$98.0K
May 20, 2026Llewellyn Lindsay CatherineSEE REMARKSTAX W/H40,309$13.18$531.3K
Apr 20, 2026Stephenson DaveDirectorAWARD1,127
Apr 20, 2026Whiteside JaneyDirectorAWARD928
Apr 17, 2026Llewellyn Lindsay CatherineSEE REMARKSSELL23,661$15.00$354.9K
Feb 27, 2026Brewer ErinCHIEF FINANCIAL OFFICERAWARD124,047
Feb 27, 2026Hope Stephen W.CHIEF ACCOUNTING OFFICERSELL5,284$13.83$73.1K
Feb 27, 2026Hope Stephen W.CHIEF ACCOUNTING OFFICERAWARD19,053
Feb 27, 2026Beggs JillDirectorSELL2,093$13.89$29.1K
Feb 27, 2026Llewellyn Lindsay CatherineSEE REMARKSAWARD96,815
Feb 25, 2026Llewellyn Lindsay CatherineSEE REMARKSSELL23,661$13.30$314.8K
Feb 20, 2026Brewer ErinCHIEF FINANCIAL OFFICERTAX W/H88,880$13.90$1.2M
Feb 20, 2026Llewellyn Lindsay CatherineSEE REMARKSTAX W/H51,677$13.90$718.3K
Feb 20, 2026Hope Stephen W.CHIEF ACCOUNTING OFFICERTAX W/H6,055$13.90$84.2K

No press releases analyzed yet. Press releases are collected from GlobeNewsWire and analyzed by the LLM pipeline.

Current analyst consensus: Sell (36% buy). Based on 55 analysts: 6 strong buy, 14 buy, 33 hold, 1 sell, 1 strong sell.

Analyst Price Targets

$18.64 mean target +37.7% upside Strong Buy (2.51)
$14.00 Low $30.00 High
MetricValue
Current Price$13.54
Target Low$14.00
Target Mean$18.64
Target Median$17.00
Target High$30.00
# Analysts35
RecommendationStrong Buy (2.51)

Earnings Estimates & Revisions

PeriodEPS AvgEPS LowEPS HighEPS Growth30d Rev.Up/DownRev. AvgRev. GrowthAnalysts
Current Q
2026-06-30
$0.15 $0.04 $0.35 47.8% -1.8% 12↑ 9↓ $1.8B 13.6% 30
Next Q
2026-09-30
$0.21 $0.06 $0.35 88.2% -1.1% 10↑ 9↓ $1.9B 13.6% 29
Current FY
2026-12-31
$0.58 $0.25 $1.11 -91.5% -0.9% 7↑ 16↓ $7.3B 15.6% 36
Next FY
2027-12-31
$0.94 $0.45 $1.77 62.9% +0.4% 14↑ 10↓ $8.2B 12.3% 35

Current Quarter EPS Revision History

TimepointEPS EstimateChange
Current$0.148
7d ago$0.149-0.001
30d ago$0.151-0.003
60d ago$0.157-0.010
90d ago$0.157-0.009
16 analyst firms have rated this stock: 0 upgrades, 1 downgrades, 0 initiations.

Individual Analyst Actions

DateAnalyst FirmActionPrevious RatingNew Rating
May 18, 2026 DA Davidson MAINTAIN Neutral Neutral
May 11, 2026 Canaccord Genuity MAINTAIN Hold Hold
May 8, 2026 JP Morgan MAINTAIN Neutral Neutral
May 8, 2026 Truist Securities MAINTAIN Hold Hold
May 8, 2026 RBC Capital MAINTAIN Outperform Outperform
Apr 1, 2026 JP Morgan MAINTAIN Neutral Neutral
Apr 1, 2026 Truist Securities MAINTAIN Hold Hold
Mar 3, 2026 Mizuho MAINTAIN Neutral Neutral
Feb 12, 2026 Mizuho MAINTAIN Neutral Neutral
Feb 11, 2026 Canaccord Genuity MAINTAIN Hold Hold
Feb 11, 2026 Jefferies MAINTAIN Hold Hold
Feb 11, 2026 RBC Capital MAINTAIN Outperform Outperform
Feb 11, 2026 Piper Sandler REITERATE Overweight Overweight
Feb 11, 2026 Wedbush MAINTAIN Underperform Underperform
Feb 11, 2026 DA Davidson MAINTAIN Neutral Neutral
Feb 11, 2026 Wells Fargo MAINTAIN Equal-Weight Equal-Weight
Feb 11, 2026 Guggenheim MAINTAIN Buy Buy
Feb 11, 2026 Evercore ISI Group MAINTAIN In-Line In-Line
Feb 11, 2026 Barclays MAINTAIN Equal-Weight Equal-Weight
Feb 11, 2026 Cantor Fitzgerald MAINTAIN Neutral Neutral
Feb 11, 2026 Truist Securities MAINTAIN Hold Hold
Feb 11, 2026 Deutsche Bank MAINTAIN Hold Hold
Feb 11, 2026 Needham REITERATE Hold Hold
Jan 8, 2026 Cantor Fitzgerald MAINTAIN Neutral Neutral
Dec 19, 2025 Wedbush DOWNGRADE Neutral Underperform

Monthly Consensus History

PeriodStrong BuyBuyHoldSellStrong SellBuy %Distribution
Jun 1, 2026614331136%
May 1, 2026614331136%
Apr 1, 2026613341135%
Mar 1, 2026613341135%
Feb 1, 2026613341135%
Jan 1, 2026613331135%
Dec 1, 2025614341036%
Nov 1, 2025614341036%
Strong BuyBuyHoldSellStrong Sell

No congressional trading data available for this ticker. Data is sourced from Senate and House financial disclosure filings.

75°
Bullish
Bearish Neutral Bullish
4 mentions 4 bullish 0 bearish 4 time periods

Reddit Sentiment History

DateMentionsSentimentBullishBearishThreads
May 14, 2026160° Warm101
May 14, 2026160° Warm101
May 6, 2026160° Warm101
May 6, 2026160° Warm101

Recent Reddit Threads

r/wallstreetbets Bullish 29d 17h ago
Lyft will go to top floor
▲ 1 💬 1 ⚡ 0.4
r/wallstreetbets Bullish 1mo ago
Is $LYFT undervalued?
▲ 1 💬 0 ⚡ 0.5
Aug 4, 2026
earnings_calendar
LYFT Q2 2026 Earnings After Market Close — 2026-08-04
EPS est: $0.17 | Rev est: $1.8B
Jun 12, 2026
short_volume
Short Volume: LYFT — 59.8% short (2.0M / 3.4M)
Short: 2,035,907 | Exempt: 6,332 | TRF Vol: 3,406,178 | Short Ratio: 59.8% | Off-exchange volume (dark pool + OTC)
Jun 10, 2026
short_volume
Short Volume: LYFT — 58.1% short (2.0M / 3.5M)
Short: 2,036,474 | Exempt: 506 | TRF Vol: 3,504,427 | Short Ratio: 58.1% | Off-exchange volume (dark pool + OTC)
Jun 9, 2026
Enforcement
Lee v. Lyft Inc.
Court ruling from Appellate Division of the Supreme Court of the State of New York. Docket: Index No. 153716/22|Appeal No. 6834|Case No. 2025-00600|
Jun 1, 2026
short_volume
Short Volume: LYFT — 61.4% short (7.9M / 12.9M)
Short: 7,937,126 | Exempt: 20,947 | TRF Vol: 12,937,090 | Short Ratio: 61.4% | Off-exchange volume (dark pool + OTC)
May 18, 2026
dark_pool
Dark Pool: LYFT — 16.4M shares, 137,931 trades
Week starting 2026-05-18. Total ATS volume: 16,441,714 shares across 137,931 trades.
May 11, 2026
dark_pool
Dark Pool: LYFT — 15.9M shares, 122,606 trades
Week starting 2026-05-11. Total ATS volume: 15,869,186 shares across 122,606 trades.
May 8, 2026
short_volume
Short Volume: LYFT — 55.6% short (6.1M / 11.0M)
Short: 6,086,761 | Exempt: 11,391 | TRF Vol: 10,952,172 | Short Ratio: 55.6% | Off-exchange volume (dark pool + OTC)
May 8, 2026
short_interest
FTD: LYFT — 177,842 shares ($2.5M) failed to deliver
Settlement: 20260508, Price: $14.16, FTD Value: $2,518,242.72, LYFT INC CL A (DE)
May 7, 2026
earnings_calendar
LYFT Q1 2026 Earnings After Market Close — 2026-05-07
May 6, 2026
earnings_calendar
LYFT Q1 2026 Earnings After Market Close — 2026-05-06
EPS est: $0.07 | Rev est: $1.7B
May 6, 2026
short_volume
Short Volume: LYFT — 57.7% short (3.6M / 6.2M)
Short: 3,599,873 | Exempt: 14,719 | TRF Vol: 6,242,976 | Short Ratio: 57.7% | Off-exchange volume (dark pool + OTC)
May 5, 2026
short_volume
Short Volume: LYFT — 58.9% short (3.5M / 6.0M)
Short: 3,504,574 | Exempt: 3,316 | TRF Vol: 5,950,500 | Short Ratio: 58.9% | Off-exchange volume (dark pool + OTC)
May 4, 2026
dark_pool
Dark Pool: LYFT — 19.8M shares, 137,189 trades
Week starting 2026-05-04. Total ATS volume: 19,761,269 shares across 137,189 trades.
May 1, 2026
short_interest
FTD: LYFT — 269,087 shares ($3.8M) failed to deliver
Settlement: 20260501, Price: $14.15, FTD Value: $3,807,581.05, LYFT INC CL A (DE)
May 1, 2026
short_volume
Short Volume: LYFT — 59.7% short (2.9M / 4.8M)
Short: 2,874,411 | Exempt: 1,120 | TRF Vol: 4,816,702 | Short Ratio: 59.7% | Off-exchange volume (dark pool + OTC)