Added to YB: 2025-09-19
Pitch date: 2025-09-18
LYFT [neutral]
Lyft, Inc.
-37.84%
current return
Author Info
No bio for this author
Company Info
Lyft, Inc. operates multimodal transportation networks that offer access to various transportation options through platform and mobile based applications in the United States and internationally.
Market Cap
$5.3B
Pitch Price
$22.36
Price Target
N/A
Dividend
N/A
EV/EBITDA
394.77
P/E
1.92
EV/Sales
0.76
Sector
Ground Transportation
Category
growth
Is Lyft About to Become the Biggest AV Winner?
LYFT (update): Waymo partnership Sept 2025 de-risks AV disruption fears. AV could drop transport costs 10x ($20→$2-3 rides), expanding market from $60B to ~$1T. Current $6B revenue tiny vs potential. Risk: margins may compress as role shifts from marketplace to app connector, but partnership shows inclusion in AV future.
Read full article (4 min)