Lyft and Webull: Potential for Doubling Investment
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Mar 25 2026
0mins
Source: NASDAQ.COM
- Massive Market Potential: Straits Research forecasts that ride-hailing revenue will grow from $87.7 billion in 2025 to $918.2 billion by 2033, positioning Lyft favorably for sustainable double-digit growth despite lagging behind Uber in market share.
- Positive KPIs: Lyft's gross bookings rose 15% in 2025, with active riders increasing 18% to 29.2 million, and enhanced customer engagement allows Lyft to expand into new verticals like advertising, indicating significant long-term growth potential.
- Attractive Valuation: Lyft is currently trading at 14 times forecasted EPS for 2027 and a price-to-sales ratio of 0.74, which is significantly lower than Uber's estimated 2.63 in 2026, suggesting high investment value for its stock.
- Webull's Profitability Shift: Webull is moving towards adjusted profitability, with registered users up 15% to 26.8 million and options contract volume surging 38% to 154 million, demonstrating the sustainability of its business model and high user engagement.
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Analyst Views on LYFT
Wall Street analysts forecast LYFT stock price to rise
29 Analyst Rating
7 Buy
20 Hold
2 Sell
Hold
Current: 13.900
Low
16.00
Averages
24.06
High
32.00
Current: 13.900
Low
16.00
Averages
24.06
High
32.00
About LYFT
Lyft, Inc. provides global mobility platform offering a mix of rideshare, taxis, private hire vehicles, executive chauffeur services, car sharing, bikes and scooters. Its Lyft mobile application (the Lyft App) connects riders with drivers for on-demand ride services and supports a variety of other multimodal solutions. The Company is also engaged in licensing and data access agreements, the sale of bikes and bike station software and hardware, advertising services, riders renting through its network of shared bikes and scooters, drivers renting vehicles through Express Drive. Its ridesharing marketplace includes taxis, private hire vehicles, executive chauffeur services and car sharing. Its Express Drive is a car rental program for drivers. Through its Express Drive program, drivers can enter into rental agreements and rental car partners for vehicles that may be used to provide ridesharing services on the Lyft Platform. It owns Freenow, a multimodal app with taxi offering at its core.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
Massachusetts Ride-Share Drivers Form Union, Marking Historic Labor Milestone
- Union Formation: Ride-share drivers in Massachusetts have formed the first officially recognized union in the U.S., representing nearly 70,000 independent contractors, marking a new era of worker organization that could inspire nationwide unionization efforts.
- Innovative Legal Framework: The passage of a ballot measure in November 2024 allows ride-share drivers to organize and collectively bargain over pay and benefits, fundamentally changing their labor rights and raising industry standards.
- Minimum Wage Standard: Massachusetts Attorney General secured a settlement with Uber and Lyft mandating a $32.50 hourly minimum wage for drivers and a $175 million payout to resolve claims of misclassification, further securing drivers' economic interests.
- Industry Impact: The establishment of this union is seen as a key victory for unionization efforts in other states, particularly as similar legislation is advancing in California and Illinois, potentially triggering a nationwide transformation in labor rights.
See More
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- Support Exceeds Expectations: The union garnered support from 32% of active rideshare drivers, significantly surpassing the 25% threshold required by state law for certification, indicating a strong demand among drivers for better pay and fair treatment, which could drive industry change.
- Union Backing: The App Drivers Union is supported by the powerful 32BJ Service Employees International Union and the International Association of Machinists and Aerospace Workers, enhancing its bargaining power and influence, signaling an increase in driver representation within the industry.
- Market Reaction: Over the past six weeks, shares of Uber and Lyft have declined by 5.7% and 5.2%, respectively, reflecting market concerns regarding the driver rights movement and its potential impact, which may lead to significant changes in the companies' operational models.
See More
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- Significant User Growth: Empower's share of weekly ride requests in the Obi app surged from 21% in January to 40% by the end of March, surpassing both Uber and Lyft, demonstrating rapid growth and increasing consumer loyalty in the rideshare market.
- Driver Earnings Advantage: Empower drivers retain approximately 94% of fare and tip revenue, significantly higher than the 82% retained by Uber and Lyft, making it an attractive option for drivers and enhancing service appeal to riders.
- Legal Challenges and Consumer Satisfaction: Despite facing legal scrutiny from NYC regulators, nearly 80% of Empower users report satisfaction with the service, and 71% believe it should be allowed to operate without a TLC license, reflecting strong consumer demand for affordable rideshare options.
See More
Lyft Expands Its Customer Base
- Customer Growth Trend: Lyft's stock price was $0.61 in the afternoon of May 14, 2026, indicating positive progress in attracting new customers despite fierce market competition.
- Market Response: The video published on May 16, 2026, highlights Lyft's expansion of its customer base, suggesting that the company is implementing effective strategies to enhance market share and brand influence.
- Strategic Significance: The growth in customer base not only helps to increase the company's revenue potential but may also improve investor confidence in Lyft, potentially leading to a positive impact on stock prices.
- Future Outlook: With the increase in customer numbers, Lyft is expected to secure a more advantageous position in future market competition, further driving its business development and profitability.
See More
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- Rising Gas Prices: As of May 7, 2026, the national average price for regular gasoline hit $4.55 per gallon, up $1.40 from last year and the highest since the 2022 energy crisis, likely driving more consumers towards ridesharing services like Lyft.
- Behavioral Shifts: An Ipsos survey found that 44% of adults have cut back on driving and 34% have altered vacation plans, with increased public transit ridership indicating a significant impact of high gas prices on travel behavior, benefiting Lyft directly.
- Strong Financial Performance: Lyft reported Q1 2026 gross bookings of $4.9 billion, a 19% year-over-year increase, with active riders reaching a record 28.3 million, demonstrating robust growth momentum in a high gas price environment.
- Market Mispricing: Despite Lyft's core metrics hitting new highs and free cash flow exceeding $1.1 billion for the first time, its stock trades below the Wall Street consensus price target of $19.43, indicating a market undervaluation of its growth potential and presenting a solid long-term investment opportunity.
See More
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- Charging Solutions: Under the agreement, Wallbox will supply public and depot chargers while deploying its smart charging and energy management platform to assist taxi operators in optimizing charging schedules, reducing energy costs, and increasing vehicle uptime, thereby improving operational efficiency.
- Market Launch: The initiative has already launched in Germany, France, the United Kingdom, Ireland, and Spain, with Freenow leveraging incentives and local partnerships to guide taxi drivers towards electric vehicles and accessible charging infrastructure, thereby enhancing sustainability efforts.
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See More
Massachusetts Ride-Share Drivers Form Union, Marking Historic Labor Milestone
- Union Formation: Ride-share drivers in Massachusetts have formed the first officially recognized union in the U.S., representing nearly 70,000 independent contractors, marking a new era of worker organization that could inspire nationwide unionization efforts.
- Innovative Legal Framework: The passage of a ballot measure in November 2024 allows ride-share drivers to organize and collectively bargain over pay and benefits, fundamentally changing their labor rights and raising industry standards.
- Minimum Wage Standard: Massachusetts Attorney General secured a settlement with Uber and Lyft mandating a $32.50 hourly minimum wage for drivers and a $175 million payout to resolve claims of misclassification, further securing drivers' economic interests.
- Industry Impact: The establishment of this union is seen as a key victory for unionization efforts in other states, particularly as similar legislation is advancing in California and Illinois, potentially triggering a nationwide transformation in labor rights.
See More
Massachusetts Establishes First App Drivers Union
- Union Formation: The App Drivers Union, officially certified in Massachusetts, becomes the first union in the U.S. for Uber and Lyft drivers, representing approximately 70,000 app-based drivers in collective bargaining, marking a significant milestone in driver rights protection.
- Support Exceeds Expectations: The union garnered support from 32% of active rideshare drivers, significantly surpassing the 25% threshold required by state law for certification, indicating a strong demand among drivers for better pay and fair treatment, which could drive industry change.
- Union Backing: The App Drivers Union is supported by the powerful 32BJ Service Employees International Union and the International Association of Machinists and Aerospace Workers, enhancing its bargaining power and influence, signaling an increase in driver representation within the industry.
- Market Reaction: Over the past six weeks, shares of Uber and Lyft have declined by 5.7% and 5.2%, respectively, reflecting market concerns regarding the driver rights movement and its potential impact, which may lead to significant changes in the companies' operational models.
See More
Empower Surges in NYC, Undercutting Prices by 30%
- Growing Market Demand: Obi's report indicates that consumer demand for cheaper rideshare alternatives in New York City is rising, with Empower's prices averaging nearly 30% lower than those of Uber and Lyft, highlighting a shift towards cost-effective travel options in a high-cost urban environment.
- Significant User Growth: Empower's share of weekly ride requests in the Obi app surged from 21% in January to 40% by the end of March, surpassing both Uber and Lyft, demonstrating rapid growth and increasing consumer loyalty in the rideshare market.
- Driver Earnings Advantage: Empower drivers retain approximately 94% of fare and tip revenue, significantly higher than the 82% retained by Uber and Lyft, making it an attractive option for drivers and enhancing service appeal to riders.
- Legal Challenges and Consumer Satisfaction: Despite facing legal scrutiny from NYC regulators, nearly 80% of Empower users report satisfaction with the service, and 71% believe it should be allowed to operate without a TLC license, reflecting strong consumer demand for affordable rideshare options.
See More
Lyft Expands Its Customer Base
- Customer Growth Trend: Lyft's stock price was $0.61 in the afternoon of May 14, 2026, indicating positive progress in attracting new customers despite fierce market competition.
- Market Response: The video published on May 16, 2026, highlights Lyft's expansion of its customer base, suggesting that the company is implementing effective strategies to enhance market share and brand influence.
- Strategic Significance: The growth in customer base not only helps to increase the company's revenue potential but may also improve investor confidence in Lyft, potentially leading to a positive impact on stock prices.
- Future Outlook: With the increase in customer numbers, Lyft is expected to secure a more advantageous position in future market competition, further driving its business development and profitability.
See More
Surging Gas Prices Boost Lyft's Growth Potential
- Rising Gas Prices: As of May 7, 2026, the national average price for regular gasoline hit $4.55 per gallon, up $1.40 from last year and the highest since the 2022 energy crisis, likely driving more consumers towards ridesharing services like Lyft.
- Behavioral Shifts: An Ipsos survey found that 44% of adults have cut back on driving and 34% have altered vacation plans, with increased public transit ridership indicating a significant impact of high gas prices on travel behavior, benefiting Lyft directly.
- Strong Financial Performance: Lyft reported Q1 2026 gross bookings of $4.9 billion, a 19% year-over-year increase, with active riders reaching a record 28.3 million, demonstrating robust growth momentum in a high gas price environment.
- Market Mispricing: Despite Lyft's core metrics hitting new highs and free cash flow exceeding $1.1 billion for the first time, its stock trades below the Wall Street consensus price target of $19.43, indicating a market undervaluation of its growth potential and presenting a solid long-term investment opportunity.
See More
Wallbox and Freenow Partner to Accelerate Taxi Electrification in Europe
- Partnership Formation: Wallbox (WBX) has partnered with Freenow (LYFT) to accelerate the electrification of taxis across Europe by integrating Wallbox's charging hardware and fleet management software into Freenow's mobility network, enhancing competitive positioning in the market.
- Charging Solutions: Under the agreement, Wallbox will supply public and depot chargers while deploying its smart charging and energy management platform to assist taxi operators in optimizing charging schedules, reducing energy costs, and increasing vehicle uptime, thereby improving operational efficiency.
- Market Launch: The initiative has already launched in Germany, France, the United Kingdom, Ireland, and Spain, with Freenow leveraging incentives and local partnerships to guide taxi drivers towards electric vehicles and accessible charging infrastructure, thereby enhancing sustainability efforts.
- Diverse Offerings: Wallbox provides tailored charging solutions for taxi drivers and fleet owners, including the Pulsar Max for individual drivers and the Pulsar Pro and eM4 for fleet and shared charging environments, addressing their day-to-day operational needs effectively.
See More
