Lyft Reports Q4 Revenue Miss, Shares Decline
Written by Emily J. Thompson, Senior Investment Analyst
Updated: 1h ago
0mins
Should l Buy LYFT?
Source: Benzinga
- Disappointing Earnings: Lyft reported Q4 revenue of $1.59 billion, missing the consensus estimate of $1.75 billion, indicating challenges in revenue growth that could impact investor confidence moving forward.
- Profitability Improvement: Despite the revenue miss, Lyft's adjusted earnings per share of 15 cents exceeded the market expectation of 12 cents, suggesting improvements in cost management that may attract some investor interest.
- User Growth Metrics: Active riders increased by 18% year-over-year to 29.2 million, indicating an expanding user base, although the overall revenue did not reflect this growth, potentially affecting the company's future market positioning.
- Share Buyback Initiative: Lyft's board authorized a new $1 billion share repurchase program aimed at enhancing shareholder value; despite the current stock price decline, this move could bolster market confidence in the long term.
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Analyst Views on LYFT
Wall Street analysts forecast LYFT stock price to rise over the next 12 months. According to Wall Street analysts, the average 1-year price target for LYFT is 24.06 USD with a low forecast of 16.00 USD and a high forecast of 32.00 USD. However, analyst price targets are subjective and often lag stock prices, so investors should focus on the objective reasons behind analyst rating changes, which better reflect the company's fundamentals.
29 Analyst Rating
7 Buy
20 Hold
2 Sell
Hold
Current: 16.850
Low
16.00
Averages
24.06
High
32.00
Current: 16.850
Low
16.00
Averages
24.06
High
32.00
About LYFT
Lyft, Inc. is a global mobility platform offering rideshare, taxis, private hire vehicles, car sharing, bikes, and scooters across North America and Europe. It operates across 11 countries and in nearly 1,000 cities, and Lyft Urban Solutions supports bike sharing in 16 countries and more than 86 cities. Its Lyft mobile application (the Lyft App) connects riders with drivers for on-demand ride services and supports a variety of other multimodal mobility solutions. Its offerings on the Lyft App include an expanded set of transportation modes in select cities, such as access to a network of shared bikes and scooters (Light Vehicles) for shorter rides and first-mile and last-mile legs of multimodal trips. FREENOW by Lyft is the European taxi app featuring broad multi-mobility options. Through FREENOW, passengers can access various mobility services within a single app, including taxis, private hire vehicles, car sharing, car rental, e-scooters, e-bikes, e-mopeds, and public transport.
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.
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- Record Financial Performance: Lyft achieved its most profitable quarter in Q4 2025, generating over $1.1 billion in cash flow, reflecting the company's ongoing commitment to operational excellence and enhancing its competitive position in the market.
- Booking and Active Rider Growth: Lyft's gross bookings rose 19% year-over-year to $5.1 billion, with active riders increasing by 18%, contributing to a 3% revenue growth to $1.6 billion, surpassing Wall Street estimates and indicating strong market performance.
- Significant Profitability Improvement: Adjusted EBITDA surged 37% to $154.1 million, representing 3% of gross bookings compared to 2.6% a year ago, showcasing the company's enhanced profitability and operational efficiency.
- Future Growth Outlook: Lyft anticipates achieving $25 billion in gross bookings and over $1 billion in adjusted EBITDA by 2027, driven by business travel, partnerships, and autonomous vehicle deployments, indicating strong growth potential in the coming years.
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- Vertiv Shares Surge: The company reported a 252% year-over-year increase in organic orders for Q4, along with a 117% sequential rise, highlighting strong momentum in the data center market, which is likely to drive further gains for related stocks.
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See More
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- Disappointing Earnings: Lyft reported Q4 revenue of $1.59 billion, missing the consensus estimate of $1.75 billion, indicating challenges in revenue growth that could impact investor confidence moving forward.
- Profitability Improvement: Despite the revenue miss, Lyft's adjusted earnings per share of 15 cents exceeded the market expectation of 12 cents, suggesting improvements in cost management that may attract some investor interest.
- User Growth Metrics: Active riders increased by 18% year-over-year to 29.2 million, indicating an expanding user base, although the overall revenue did not reflect this growth, potentially affecting the company's future market positioning.
- Share Buyback Initiative: Lyft's board authorized a new $1 billion share repurchase program aimed at enhancing shareholder value; despite the current stock price decline, this move could bolster market confidence in the long term.
See More
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- Stock Market Movement: Stock futures experienced a slight increase on Wednesday.
- Investor Anticipation: Investors are awaiting delayed U.S. jobs data.
- Impact on Federal Reserve: The jobs data is expected to influence the Federal Reserve's decisions regarding interest rate cuts.
- Economic Indicators: The upcoming jobs report is a key economic indicator for market participants.
See More
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- Strong Financial Performance: Lyft achieved record free cash flow (FCF) growth in Q4 2025, indicating significant improvements in profitability and cash flow management, which is expected to further enhance shareholder returns.
- Future Target Setting: The company has outlined a goal to reach $25 billion in gross bookings by 2027, demonstrating confidence in future growth while focusing on margin expansion and global market penetration.
- Quarterly Growth Expectations: Lyft anticipates a bookings growth of 17%-20% in Q1 2026, reflecting robust market demand recovery and potentially boosting investor confidence in Lyft's future performance.
- Strategic Focus: Lyft's growth strategy will concentrate on enhancing operational efficiency and expanding market share, aiming to improve customer experience through continuous technological innovation and service optimization to maintain a competitive edge in the ride-sharing market.
See More
Lyft Achieves Record Profitability in Q4 2025
- Record Financial Performance: Lyft achieved its most profitable quarter in Q4 2025, generating over $1.1 billion in cash flow, reflecting the company's ongoing commitment to operational excellence and enhancing its competitive position in the market.
- Booking and Active Rider Growth: Lyft's gross bookings rose 19% year-over-year to $5.1 billion, with active riders increasing by 18%, contributing to a 3% revenue growth to $1.6 billion, surpassing Wall Street estimates and indicating strong market performance.
- Significant Profitability Improvement: Adjusted EBITDA surged 37% to $154.1 million, representing 3% of gross bookings compared to 2.6% a year ago, showcasing the company's enhanced profitability and operational efficiency.
- Future Growth Outlook: Lyft anticipates achieving $25 billion in gross bookings and over $1 billion in adjusted EBITDA by 2027, driven by business travel, partnerships, and autonomous vehicle deployments, indicating strong growth potential in the coming years.
See More
Lyft Stock Plummets After Mixed Fourth Quarter, But Analyst Sees Potential for Recovery.
- Lyft's Stock Performance: Lyft shares experienced a significant decline, falling by double digits.
- Fourth Quarter Results: The drop in stock price followed the company's disclosure of weaker-than-expected performance for the fourth quarter.
See More
Market Update: Jobs Report and Company Earnings
- Strong Job Data: The U.S. economy added 130,000 jobs in January, significantly exceeding the consensus estimate of 65,000, while the unemployment rate fell to 4.3% from 4.4%, indicating a robust economic recovery that could boost consumer spending and investment.
- Vertiv Shares Surge: The company reported a 252% year-over-year increase in organic orders for Q4, along with a 117% sequential rise, highlighting strong momentum in the data center market, which is likely to drive further gains for related stocks.
- Cloudflare Exceeds Expectations: The company reported better-than-expected Q4 results, with its 2026 revenue forecast surpassing market expectations, leading to a 13% stock price increase and an upgrade to a buy rating from Baird, reflecting strong market confidence in its growth prospects.
- Lyft Shares Decline: Lyft's stock fell over 15% after missing Q4 revenue and active rider targets, coupled with a lower adjusted EBITDA forecast, indicating significant challenges and uncertainty facing the company in a competitive market.
See More
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- Disappointing Earnings: Lyft reported Q4 revenue of $1.59 billion, missing the consensus estimate of $1.75 billion, indicating challenges in revenue growth that could impact investor confidence moving forward.
- Profitability Improvement: Despite the revenue miss, Lyft's adjusted earnings per share of 15 cents exceeded the market expectation of 12 cents, suggesting improvements in cost management that may attract some investor interest.
- User Growth Metrics: Active riders increased by 18% year-over-year to 29.2 million, indicating an expanding user base, although the overall revenue did not reflect this growth, potentially affecting the company's future market positioning.
- Share Buyback Initiative: Lyft's board authorized a new $1 billion share repurchase program aimed at enhancing shareholder value; despite the current stock price decline, this move could bolster market confidence in the long term.
See More
Movers of the Day: Moderna, Robinhood, Cloudflare, Humana, Lyft, Mattel, Beta Tech, Gilead, and Others
- Stock Market Movement: Stock futures experienced a slight increase on Wednesday.
- Investor Anticipation: Investors are awaiting delayed U.S. jobs data.
- Impact on Federal Reserve: The jobs data is expected to influence the Federal Reserve's decisions regarding interest rate cuts.
- Economic Indicators: The upcoming jobs report is a key economic indicator for market participants.
See More
Lyft Reports Record Q4 2025 Earnings with Ambitious Growth Targets
- Strong Financial Performance: Lyft achieved record free cash flow (FCF) growth in Q4 2025, indicating significant improvements in profitability and cash flow management, which is expected to further enhance shareholder returns.
- Future Target Setting: The company has outlined a goal to reach $25 billion in gross bookings by 2027, demonstrating confidence in future growth while focusing on margin expansion and global market penetration.
- Quarterly Growth Expectations: Lyft anticipates a bookings growth of 17%-20% in Q1 2026, reflecting robust market demand recovery and potentially boosting investor confidence in Lyft's future performance.
- Strategic Focus: Lyft's growth strategy will concentrate on enhancing operational efficiency and expanding market share, aiming to improve customer experience through continuous technological innovation and service optimization to maintain a competitive edge in the ride-sharing market.
See More
