Lyft, Inc. (LYFT)
NASDAQIndustrialsSoftware - ApplicationSnapshot 2026-10-30
$16.16-1.52%
Close 2026-10-30 · 1-day change
NASDAQIndustrialsSoftware - ApplicationSnapshot 2026-10-30
Research Workspace
Put LYFT beside peers and holdings, graph the same metric, and keep your notes with the evidence.
Daily closes. Earnings/event dots are placed inline.
Industries move in repeating boom-and-bust cycles. This shows where this stock’s industry sits in that cycle, stage by stage (recovery → expansion → supercycle → steady → deceleration → contraction), from its fundamentals (orders, revenue, capital spending), not the stock’s price.
A booming industry is a tailwind for the names in it; a contracting one is a headwind. Companies in the same industry tend to rise and fall together with the cycle, the way a tide lifts and lowers every boat in the harbor at once, so a large part of a stock’s swing can come from where its industry sits rather than from the company itself. It’s context for reading the company’s results, not a buy/sell call. Full explanation →
Industrials is in expansion. Describes the industry's cycle state, not a call on this stock.
The stage band shows the industry’s cycle over the chart’s timeline (each color a stage); a ▼ marks a quarter its growth inflected down — amber is an unconfirmed watch, red is confirmed the next quarter. Use “Overlay cycle on chart” to tint the price chart by stage. The industry’s fundamentals, not a signal on this stock.
Primary pillar under pressure — Operating loss shrinks toward zero: Operating income: $47.57M.
View ThesisRevenue growth is slowing — up about 11% over the past year and decelerating.
View GrowthMiddle-of-the-pack quality for its industry.
View QualityMiddle-of-the-pack management execution.
View ManagementExpectations look reasonable — what the market is pricing in sits in line with or below what analysts forecast.
View ValuationThis stock is volatile — it swings about 2% on a typical day and fell roughly 49% in its worst 12-month stretch.
View RiskLYFT’s bet is growth from rides, Alcove corporate travel, and autonomous vehicle partnerships. Revenue growth rose from 14% to 16%, yet Q2 FY2026 earnings missed. LYFT trades at 18× P/E versus a 22× peer median; expectations look modest. The next-quarter miss probability is 29%, and operating income remains a pressured pillar. The FTC inquiry adds scrutiny, though it is information gathering, not a finding. Peer multiples imply a price about 37% above where it trades; the thesis is on watch. This read is provisional.
Trailing returns as of 2026-10-30. LYFT is total return (includes dividends); the S&P 500 benchmark is price return (the index excludes dividends).
Based on 46 analysts currently covering LYFT (as of Oct 2026).
Based on 9 Wall Street analysts offering 12-month price targets for LYFT in the last 4 months.
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Compare LYFT with peers and holdings, graph the same reported metric, keep your questions beside the evidence, and return when the facts change.
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| Compare | Company | Living FV | P/E | Revenue % | Quality |
|---|---|---|---|---|---|
| LYFT Selected company | Graph | Compare | Trend | Review | |
| Peer Add a competitor | Graph | Compare | Trend | Review | |
| Holding Compare a holding | Graph | Compare | Trend | Review |
Selected metric trend
Quarterly · checked companies · value or % of revenue
A consensus fair price across 10 valuation methods, at three horizons. As of 2026-10-30. Estimates are diagnostics, not price targets. Short-horizon estimates are close to coin-flips, so confidence is a method-agreement read, not a prediction.
Today's peer multiple on trailing earnings, with no growth credited. This is the headline read.
Adds projected growth, so it leans optimistic by design. Read it as upside context, not a base case.
A price-focused, side-by-side fair-value read versus Industrials (broad) — fair value, gap to price, and forward P/E.
Compare the value case
Put LYFT next to peers and holdings, compare Living FV and multiples, then graph the driver behind the difference.
Privacy settlement creates a limited legal and reputational cost, without materially changing Lyft’s core outlook.
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
End-of-day figures as of 2026-10-30. EPS is implied from price ÷ P/E. Not investment advice.
Current $16.16
The last 12 months of price, then the range of analyst 12-month targets from today’s $16.16.
Analyst ratings and price targets are third-party Wall Street estimates, not QuarterlyIQ’s view. Not investment advice.
A long-thesis check that carries the widest uncertainty of the three horizons.
Top 25% on quality vs scored peers
Direction of the business behind the multiple. Bands are backend reads; trailing-12-month basis.
Advances: Expand autonomous vehicle (AV) deployments and partnerships
Named AV partnership targets London service in 2027, advancing deployment plans.
Advances: Increase revenue growth
Corporate-travel expansion is a credible new avenue for revenue growth.
Advances: Increase revenue growth
Corporate-travel expansion is a credible new avenue for revenue growth.
Threatens: Improve operating income and Adjusted EBITDA
Large wage-claims settlement raises costs and reinforces driver-classification exposure.
Threatens: Improve operating income and Adjusted EBITDA
Large wage-claims settlement raises costs and reinforces driver-classification exposure.
Threatens: Improve operating income and Adjusted EBITDA
Large wage-claims settlement raises costs and reinforces driver-classification exposure.
Increased competition from robotaxis could impact revenue growth.
