Recent discussions on X about Lyft, Inc. (LYFT) have centered around the company's financial performance and strategic partnerships. Many users have highlighted the ride-sharing firm's strong revenue growth and profitability over the past year, with some pointing to its market cap being closely aligned with annual revenue as a sign of potential. There’s also buzz about new collaborations with major players like Chase, United Airlines, and Baidu, which are seen as bolstering its long-term prospects.
The conversation on X also reflects curiosity about Lyft’s stock trajectory, with several users noting its significant decline from all-time highs and discussing the possibility of a breakout. Comments often compare Lyft to its larger rival in the rideshare market, with mixed views on whether its current trading multiples represent an opportunity. This dynamic has kept the dialogue lively as investors weigh the company’s future in a competitive landscape.
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 11 times in the past 6 months. Of those trades, 1 have been purchases and 10 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) sold 15,000 shares for an estimated $228,565
- LOGAN GREEN has made 0 purchases and 2 sales selling 11,411 shares for an estimated $152,243.
- JOHN DAVID RISHER (Chief Executive Officer) purchased 6,538 shares for an estimated $99,995
- JOHN PATRICK ZIMMER has made 0 purchases and 2 sales selling 4,848 shares for an estimated $68,638.
- JILL BEGGS has made 0 purchases and 3 sales selling 3,144 shares for an estimated $46,773.
To track insider transactions, check out Quiver Quantitative's insider trading dashboard.
Lyft, Inc. Hedge Fund Activity
We have seen 273 institutional investors add shares of Lyft, Inc. stock to their portfolio, and 274 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:
- Shyam Patil from Susquehanna set a target price of $14.0 on 08/11/2025
- Ken Gawrelski from Wells Fargo set a target price of $15.0 on 08/08/2025
- Brian Pitz from BMO Capital set a target price of $16.0 on 08/07/2025
- Chad Larkin from Oppenheimer set a target price of $17.0 on 08/07/2025
- George Gianarikas from Canaccord Genuity set a target price of $11.0 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.
