Recent chatter on X about Lyft, Inc. (LYFT) has been buzzing with reactions to the company's announcement of a $450 million convertible senior notes offering due in 2030. Many users are dissecting the implications of this financial move, with some expressing optimism about the potential for capital expenditure and share buybacks to drive future growth. The stock saw a brief spike in trading activity following the news, though discussions note a quick retreat from initial highs.
Additionally, there’s a mix of perspectives on Lyft’s broader market position, with some pointing to strong buying interest and breakout potential on technical charts, while others highlight struggles to maintain momentum against key resistance levels. The debate remains lively as users weigh the company’s strategic expansions and competitive standing in the ride-sharing space against larger industry players. This dynamic conversation reflects a keen interest in Lyft’s next steps.
Note: This discussion summary was generated from an AI condensation of post data.
Lyft, Inc. Insider Trading Activity
Lyft, Inc. insiders have traded $LYFT stock on the open market 10 times in the past 6 months. Of those trades, 2 have been purchases and 8 have been sales.
Here’s a breakdown of recent trading of $LYFT stock by insiders over the last 6 months:
- LINDSAY CATHERINE LLEWELLYN (SEE REMARKS) has made 0 purchases and 2 sales selling 51,092 shares for an estimated $732,470.
- ERIN BREWER (CHIEF FINANCIAL OFFICER) has made 0 purchases and 3 sales selling 30,000 shares for an estimated $487,229.
- JOHN DAVID RISHER (Chief Executive Officer) has made 2 purchases buying 12,464 shares for an estimated $199,996 and 0 sales.
- JILL BEGGS has made 0 purchases and 2 sales selling 3,037 shares for an estimated $49,720.
- JOHN PATRICK ZIMMER sold 2,424 shares for an estimated $38,299
To track insider transactions, check out Quiver Quantitative's insider trading dashboard.
Lyft, Inc. Hedge Fund Activity
We have seen 275 institutional investors add shares of Lyft, Inc. stock to their portfolio, and 273 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- AQR CAPITAL MANAGEMENT LLC added 14,205,143 shares (+144.9%) to their portfolio in Q2 2025, for an estimated $223,873,053
- BALYASNY ASSET MANAGEMENT L.P. removed 7,130,826 shares (-86.5%) from their portfolio in Q2 2025, for an estimated $112,381,817
- CAPITAL WORLD INVESTORS removed 6,775,478 shares (-100.0%) from their portfolio in Q1 2025, for an estimated $80,424,923
- D. E. SHAW & CO., INC. added 6,526,787 shares (+180.0%) to their portfolio in Q2 2025, for an estimated $102,862,163
- ALYESKA INVESTMENT GROUP, L.P. added 5,932,706 shares (+689.9%) to their portfolio in Q2 2025, for an estimated $93,499,446
- QUBE RESEARCH & TECHNOLOGIES LTD added 5,453,915 shares (+579.9%) to their portfolio in Q2 2025, for an estimated $85,953,700
- FMR LLC removed 5,353,851 shares (-22.6%) from their portfolio in Q2 2025, for an estimated $84,376,691
To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard.
Lyft, Inc. Analyst Ratings
Wall Street analysts have issued reports on $LYFT in the last several months. We have seen 5 firms issue buy ratings on the stock, and 0 firms issue sell ratings.
Here are some recent analyst ratings:
- Oppenheimer issued a "Outperform" rating on 08/07/2025
- TD Cowen issued a "Buy" rating on 06/24/2025
- RBC Capital issued a "Outperform" rating on 06/05/2025
- Tigress Financial issued a "Buy" rating on 05/21/2025
- Loop Capital issued a "Buy" rating on 03/18/2025
To track analyst ratings and price targets for Lyft, Inc., check out Quiver Quantitative's $LYFT forecast page.
Lyft, Inc. Price Targets
Multiple analysts have issued price targets for $LYFT recently. We have seen 17 analysts offer price targets for $LYFT in the last 6 months, with a median target of $16.0.
Here are some recent targets:
- Ken Gawrelski from Wells Fargo set a target price of $16.0 on 09/05/2025
- Shyam Patil from Susquehanna set a target price of $14.0 on 08/11/2025
- Brian Pitz from BMO Capital set a target price of $16.0 on 08/07/2025
- George Gianarikas from Canaccord Genuity set a target price of $11.0 on 08/07/2025
- Chad Larkin from Oppenheimer set a target price of $17.0 on 08/07/2025
- Stephen Ju from UBS set a target price of $15.0 on 07/29/2025
- Nikhil Devnani from Bernstein set a target price of $18.0 on 07/21/2025
This article is not financial advice. See Quiver Quantitative's disclaimers for more information. Note that there may be inaccuracies due to mistakes in ticker-mapping, and other anomalies.
