LYFT

Lyft, Inc.

Nasdaq · Services-Business Services, NEC · Inc. DE · CIK 0001759509
$14.02 +2.71% $5.3B
Insider Selling Cluster (3 insiders)5 New Institutional Positions
Vol
Market Cap$5.3B
Cap SizeMid Cap
Analyst ConsensusHold (36%)
Inst. Holders10 funds
Inst. Value$1.8B
Inst. Activity5 buys / 1 sells
Insider Activity0B / 7S
Insider Net $-$1.0M
Reddit Sentiment75° Bullish
SEC Reports7
Exchange Nasdaq·Sector Services-Business Services, NEC·Inc. DE·CIK 0001759509·Prev Close $13.65

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 9, 2026 SEC
The New York Appellate Division, First Department, affirmed the trial court's denial of plaintiffs' motion to amend thei
COURT-RULING — Impact 5/10
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 sold 18,453 shares
Director @ $0.00 ($0.00)
Jun 3, 2026 Insider
Stevenson Betsey sold 18,453 shares
Director @ $0.00 ($0.00)
Jun 3, 2026 Insider
Stephenson Dave sold 18,453 shares
Director @ $0.00 ($0.00)
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 +34.4% upside Strong Buy
Current $13.87 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 ▼ -4.0% $0.04 — $0.35 49% YoY 29
Next Q $0.21 ▼ -5.1% $0.06 — $0.35 88% YoY 28
Current FY $0.58 ▼ -2.0% $0.25 — $1.11 -91% YoY 36
Next FY $0.94 $0.45 — $1.77 63% YoY 35

Top Institutional Holders

FundValueMove
VANGUARD GROUP INC$716.2M
FMR LLC$378.3M
RENAISSANCE TECHNOLOGIES LLC$191.2MADD
MORGAN STANLEY$170.4MADD
NORGES BANK$110.0MNEW

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
10 institutional holders with $1.8B total value (94,993,585 shares) as of 2025-Q4. Top holders: VANGUARD, FMR, RENAISSANCE. Net buying activity: 5 institutions added/increased vs 1 reduced.

Top Institutional Holders — 2025-Q4

#FundSharesValue% of TrackedLast Move
1VANGUARD GROUP INC36,972,672$716.2M38.9%
2FMR LLC19,532,472$378.3M20.6%
3RENAISSANCE TECHNOLOGIES LLC9,873,232$191.2M10.4%ADD +29.8%
4MORGAN STANLEY8,797,523$170.4M9.3%ADD +57.3%
5NORGES BANK5,678,232$110.0M6.0%NEW
6BANK OF AMERICA CORP /DE/4,526,808$87.7M4.8%TRIM -60.4%
7TWO SIGMA INVESTMENTS, LP3,719,731$72.1M3.9%DOUBLED +107.3%
8CHARLES SCHWAB INVESTMENT MANAGEMENT INC3,667,003$71.0M3.9%NEW
9WELLS FARGO & COMPANY/MN1,717,834$33.3M1.8%ADD +41.5%
10Mawer Investment Management Ltd.508,078$9.8M0.5%NEW

Recent Position Changes

FundActionPrev SharesCurr SharesChange %ValueQuarter
MORGAN STANLEYADD5,592,9288,797,523+57.3%$170.4M2025-Q4
NORGES BANKNEW5,678,232$110.0M2025-Q4
BANK OF AMERICA CORP /DE/TRIM11,427,5614,526,808-60.4%$87.7M2025-Q4
TWO SIGMA INVESTMENTS, LPDOUBLED1,794,5013,719,731+107.3%$72.1M2025-Q4
WELLS FARGO & COMPANY/MNADD1,214,4401,717,834+41.5%$33.3M2025-Q4
Mawer Investment Management Ltd.NEW508,078$9.8M2025-Q4
UBS Group AGDOUBLED5,646,74515,645,686+177.1%$344.4M2025-Q3
BANK OF AMERICA CORP /DE/ADD8,931,65611,427,561+27.9%$251.5M2025-Q3
TWO SIGMA INVESTMENTS, LPNEAR_EXIT8,114,2241,794,501-77.9%$39.5M2025-Q3
NORGES BANKEXIT2,805,1160-100.0%$0.002025-Q3
RENAISSANCE TECHNOLOGIES LLCADD8,119,32710,542,027+29.8%$166.1M2025-Q2
BANK OF AMERICA CORP /DE/ADD5,849,9998,931,656+52.7%$140.8M2025-Q2
TWO SIGMA INVESTMENTS, LPDOUBLED3,800,8128,114,224+113.5%$127.9M2025-Q2
UBS Group AGTRIM15,022,4165,646,745-62.4%$89.0M2025-Q2
MORGAN STANLEYADD4,153,5095,544,771+33.5%$87.4M2025-Q2
NORGES BANKNEW2,805,116$44.2M2025-Q2
WELLS FARGO & COMPANY/MNTRIM1,567,5471,111,688-29.1%$17.5M2025-Q2
MORGAN STANLEYTRIM6,219,1254,153,509-33.2%$49.3M2025-Q1
TWO SIGMA INVESTMENTS, LPTRIM8,025,0993,800,812-52.6%$45.1M2025-Q1
WELLS FARGO & COMPANY/MNADD1,184,2511,567,547+32.4%$18.6M2025-Q1
NORGES BANKEXIT3,844,8690-100.0%$0.002025-Q1
UBS Group AGADD9,943,37414,579,354+46.6%$188.1M2024-Q4
CITADEL ADVISORS LLCADD7,450,9319,674,553+29.8%$124.8M2024-Q4
RENAISSANCE TECHNOLOGIES LLCDOUBLED2,257,5008,623,227+282.0%$111.2M2024-Q4
CHARLES SCHWAB INVESTMENT MANAGEMENT INCNEW3,603,720$45.9M2024-Q3
10 unique insiders with 7 transactions. Net insider value: -$1.0M ($0.00 bought, $1.0M sold).

Insider Transactions

DateInsiderTitleTypeSharesPriceValue
Jun 3, 2026Whiteside JaneyDirectorA18,453$0.00$0.00
Jun 3, 2026Stevenson BetseyDirectorA18,453$0.00$0.00
Jun 3, 2026Stephenson DaveDirectorA18,453$0.00$0.00
Jun 3, 2026Hersman DeborahDirectorA18,453$0.00$0.00
Jun 3, 2026Lawee DavidDirectorA18,453$0.00$0.00
Jun 3, 2026Beggs JillDirectorA18,453$0.00$0.00
Jun 3, 2026Aggarwal PrashantDirectorA18,453$0.00$0.00
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 OFFICERF64,804$13.18$854.1K
May 20, 2026Brewer ErinCHIEF FINANCIAL OFFICERG55,983$0.00$0.00
May 20, 2026Hope Stephen W.CHIEF ACCOUNTING OFFICERF7,436$13.18$98.0K
May 20, 2026Llewellyn Lindsay CatherineSEE REMARKSF40,309$13.18$531.3K
Apr 20, 2026Stephenson DaveDirectorA1,127$0.00$0.00
Apr 20, 2026Whiteside JaneyDirectorA928$0.00$0.00
Apr 17, 2026Llewellyn Lindsay CatherineSEE REMARKSSELL23,661$15.00$354.9K
Feb 27, 2026Brewer ErinCHIEF FINANCIAL OFFICERA124,047$0.00$0.00
Feb 27, 2026Hope Stephen W.CHIEF ACCOUNTING OFFICERSELL5,284$13.83$73.1K
Feb 27, 2026Hope Stephen W.CHIEF ACCOUNTING OFFICERA19,053$0.00$0.00
Feb 27, 2026Beggs JillDirectorSELL2,093$13.89$29.1K
Feb 27, 2026Llewellyn Lindsay CatherineSEE REMARKSA96,815$0.00$0.00
Feb 25, 2026Llewellyn Lindsay CatherineSEE REMARKSSELL23,661$13.30$314.8K
Feb 20, 2026Brewer ErinCHIEF FINANCIAL OFFICERF88,880$13.90$1.2M
Feb 20, 2026Llewellyn Lindsay CatherineSEE REMARKSF51,677$13.90$718.3K
Feb 20, 2026Hope Stephen W.CHIEF ACCOUNTING OFFICERF6,055$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 +34.4% upside Strong Buy (2.51)
$14.00 Low $30.00 High
MetricValue
Current Price$13.87
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 49.1% -4.0% 12↑ 9↓ $1.8B 13.6% 29
Next Q
2026-09-30
$0.21 $0.06 $0.35 88.1% -5.1% 10↑ 9↓ $1.9B 13.6% 28
Current FY
2026-12-31
$0.58 $0.25 $1.11 -91.5% -2.0% 7↑ 16↓ $7.3B 15.6% 36
Next FY
2027-12-31
$0.94 $0.45 $1.77 62.8% -0.1% 14↑ 10↓ $8.2B 12.3% 35

Current Quarter EPS Revision History

TimepointEPS EstimateChange
Current$0.149
7d ago$0.152-0.002
30d ago$0.155-0.006
60d ago$0.158-0.009
90d ago$0.157-0.008
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 26d 10h 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 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)
Apr 30, 2026
short_interest
FTD: LYFT — 103,001 shares ($1.5M) failed to deliver
Settlement: 20260430, Price: $14.34, FTD Value: $1,477,034.34, LYFT INC CL A (DE)
Apr 30, 2026
short_volume
Short Volume: LYFT — 59.7% short (3.0M / 5.1M)
Short: 3,030,663 | Exempt: 60,161 | TRF Vol: 5,072,329 | Short Ratio: 59.7% | Off-exchange volume (dark pool + OTC)