Lyft (NASDAQ:LYFT) Posts Earnings Results, Beats Estimates By $6.28 EPS

Lyft (NASDAQ:LYFT) posted its quarterly earnings results on Tuesday. The ride-sharing company reported $6.60 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $0.32 by $6.28, FiscalAI reports. Lyft had a net margin of 2.40% and a return on equity of 18.29%. The business had revenue of $1.59 billion during the quarter, compared to analyst estimates of $1.76 billion.

Lyft Stock Performance

Shares of Lyft stock traded up $0.24 during midday trading on Tuesday, hitting $16.85. The company had a trading volume of 30,835,545 shares, compared to its average volume of 13,721,623. The business’s 50 day simple moving average is $19.15 and its two-hundred day simple moving average is $19.06. The stock has a market cap of $6.73 billion, a PE ratio of 44.34, a P/E/G ratio of 1.02 and a beta of 1.93. The company has a debt-to-equity ratio of 1.76, a current ratio of 0.72 and a quick ratio of 0.72. Lyft has a 1-year low of $9.66 and a 1-year high of $25.54.

Insider Activity

In other Lyft news, Director Prashant Aggarwal sold 96,900 shares of the stock in a transaction on Thursday, December 4th. The shares were sold at an average price of $22.30, for a total value of $2,160,870.00. Following the completion of the sale, the director directly owned 874,369 shares of the company’s stock, valued at $19,498,428.70. This represents a 9.98% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available at this link. Also, CEO John David Risher purchased 5,030 shares of the firm’s stock in a transaction on Wednesday, December 10th. The stock was bought at an average price of $19.80 per share, for a total transaction of $99,594.00. Following the completion of the transaction, the chief executive officer directly owned 11,802,296 shares in the company, valued at approximately $233,685,460.80. The trade was a 0.04% increase in their ownership of the stock. The SEC filing for this purchase provides additional information. Over the last quarter, insiders sold 187,443 shares of company stock worth $4,178,618. Corporate insiders own 3.07% of the company’s stock.

Institutional Trading of Lyft

Institutional investors and hedge funds have recently modified their holdings of the company. Empowered Funds LLC boosted its stake in Lyft by 13.7% during the first quarter. Empowered Funds LLC now owns 24,213 shares of the ride-sharing company’s stock worth $287,000 after buying an additional 2,921 shares in the last quarter. Focus Partners Wealth lifted its holdings in shares of Lyft by 44.0% during the 1st quarter. Focus Partners Wealth now owns 51,102 shares of the ride-sharing company’s stock worth $607,000 after acquiring an additional 15,621 shares during the period. Sivia Capital Partners LLC acquired a new stake in shares of Lyft during the 2nd quarter valued at about $470,000. Invesco Ltd. increased its stake in Lyft by 87.5% in the second quarter. Invesco Ltd. now owns 1,064,930 shares of the ride-sharing company’s stock valued at $16,783,000 after acquiring an additional 497,118 shares during the period. Finally, California Public Employees Retirement System raised its position in Lyft by 12.6% in the second quarter. California Public Employees Retirement System now owns 709,188 shares of the ride-sharing company’s stock worth $11,177,000 after purchasing an additional 79,634 shares in the last quarter. 83.07% of the stock is currently owned by institutional investors.

Key Headlines Impacting Lyft

Here are the key news stories impacting Lyft this week:

• Positive Sentiment: Lyft launched “Lyft Teen” accounts nationwide for riders 13–17, a product expansion aimed at growing younger-user adoption and family use cases — a potential long-term revenue and engagement positive. Lyft debuts teen accounts more than two years after Uber
• Neutral Sentiment: Analysts and outlets have published Q4 2025 earnings previews and guides on what to watch (ridership trends, revenue per active rider, margins) ahead of Lyft’s call — these set expectations and increase near-term volatility but don’t add new company-specific catalysts. Lyft Q4 2025 Earnings Preview
• Neutral Sentiment: Coverage roundup flagged Lyft among peers in an earnings-week preview (as with Spotify, Pinterest), keeping LYFT on investors’ radar for macro/sector trends rather than company-specific leaps. What to Expect from Spotify, Lyft and Pinterest Earnings This Week
• Neutral Sentiment: Local promotion partnership (Drive Safe Hampton Roads) offering discounted rides during the Big Game is a small marketing win that may help PR and usage in targeted markets but has limited material financial impact. Drive Safe Hampton Roads partners with Lyft for discounted rides while celebrating the Big Game
• Neutral Sentiment: An investor-compare piece juxtaposed Lyft with a small-cap tech name; these comparisons are informational but unlikely to move LYFT materially. Critical Contrast: Senmiao Technology (NASDAQ:AIHS) and Lyft (NASDAQ:LYFT)
• Negative Sentiment: Analysts with high forecast accuracy have revised estimates ahead of the call and Benzinga says Lyft is likely to report lower Q4 earnings — a near-term negative that can pressure the stock if results or guidance miss expectations. Lyft Likely To Report Lower Q4 Earnings; These Most Accurate Analysts Revise Forecasts Ahead Of Earnings Call

Analysts Set New Price Targets

LYFT has been the subject of a number of research analyst reports. DA Davidson set a $22.00 target price on shares of Lyft in a research report on Thursday, November 6th. Wedbush lowered Lyft from a “neutral” rating to an “underperform” rating and cut their price objective for the stock from $20.00 to $16.00 in a report on Friday, December 19th. Roth Mkm set a $25.00 target price on Lyft and gave the company a “buy” rating in a research note on Wednesday, October 29th. Arete Research set a $20.00 price target on Lyft and gave the stock a “neutral” rating in a research note on Wednesday, December 3rd. Finally, Zephirin Group lifted their price target on Lyft from $15.00 to $18.00 and gave the company a “hold” rating in a report on Thursday, November 6th. Ten investment analysts have rated the stock with a Buy rating, twenty-two have given a Hold rating and two have issued a Sell rating to the stock. Based on data from MarketBeat.com, the stock currently has an average rating of “Hold” and an average target price of $22.76.

Lyft Company Profile

Lyft, Inc (NASDAQ: LYFT) operates a peer-to-peer ridesharing platform that connects passengers with drivers through a mobile application. Since its founding in 2012, the company has expanded beyond traditional ride-hailing to include bike and electric scooter rentals, while also offering rental cars and public transit options in select markets. Lyft’s platform uses GPS mapping and dynamic pricing algorithms to optimize driver-passenger matches and route efficiency.

Headquartered in San Francisco, California, Lyft primarily serves urban and suburban markets across the United States and Canada.