Lyft, Inc. (LYFT)
NASDAQIndustrialsSoftware - ApplicationSnapshot 2026-09-15
$15.69-1.32%
Close 2026-09-15 · 1-day change
NASDAQIndustrialsSoftware - ApplicationSnapshot 2026-09-15
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 loss metric not reported.
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 growth depends on increasing revenue through partnerships and active riders. Revenue grew 16% year over year, but the latest quarter missed expectations. It trades at 17× P/E versus a peer median of 23×. This suggests the price reflects modest growth compared to our view. A significant risk is the potential for guidance cuts, with a 28% chance of missing next quarter's estimates. Peer multiples imply a price about 41% above where it trades. Our read remains provisional.
Trailing returns as of 2026-09-15. 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 Sep 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 2026-09-15. 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.
Threatens: Expand autonomous vehicle (AV) deployments and partnerships
Negative perception of AV partnerships could hinder growth.
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 2026-09-15. EPS is implied from price ÷ P/E. Not investment advice.
Current $15.69
The last 12 months of price, then the range of analyst 12-month targets from today’s $15.69.
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.
Threatens: Improve operating income and Adjusted EBITDA
Unionization may increase operating costs for Lyft.
Threatens: Improve operating income and Adjusted EBITDA
Unionization may increase operating costs for Lyft.
Legal issues could impact operating income and growth.
Legal issues could impact operating income and reputation.
Tesla's launch may pressure Lyft's market position and margins.
Unionization may increase operational costs and impact driver availability.
Threatens: Increase revenue growth
Higher promotions impact profitability despite record bookings.
