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Added to YB: 2025-09-19

Pitch date: 2025-09-18

LYFT [neutral]

Lyft, Inc.

-8.9%

current return

Author Info

No bio for this author

Company Info

Lyft, Inc. operates a peer-to-peer marketplace for on-demand ridesharing in the United States and Canada.

Market Cap

$9.2B

Pitch Price

$22.36

Price Target

N/A

Dividend

N/A

EV/EBITDA

48.34

P/E

63.78

EV/Sales

1.37

Sector

Ground Transportation

Category

growth

Show full summary:
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)