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Barry SchwartzLyftLYFTDON'T BUYMay 01, 2026

Compared to UBER, like no-name brand of Kleenex. Once you use a service, it's very hard to switch off; that's the network effect. 

Needs scale by spending $$ to capture market share. Thinks it's too late. Purely speculative. Stay away.

$14.42

Stock price when the opinion was issued

$14.11

As of May 29, 2026. Market Open.

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DON'T BUY

Is surprised with its weakness. Nobody talks about the costs of operating self-driving cars, like insurance, and the costs could be disastrous for Lyft.

BUY

Is down 28% this year, so it's now cheap enough to buy, and it enjoys a duopoly with Uber. Shares were overheated before, reasonable now.

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TOP PICK

Lyft was founded in 2012 by logan green and john zimmer to improve people’s lives with the world’s best transportation, and is available to approximately 95 percent of the united states population as well as select cities in canada. lyft is committed to effecting positive change for our cities by offsetting carbon emissions from all rides, and by promoting transportation equity through shared rides, bikeshare systems, electric scooters, and public transit partnerships. Social media mentions are up 250% in the past 24h.

DON'T BUY

Lags Uber while Lyft has fallen off. The stock has based around $10 for the past 1.5 years. The company needs to do something: innovate, change CEO. Maybe you can trade this trading range. Otherwise, you need to see a breakout.

WATCH

She also finds Lyft interesting under a new CEO, more interesting that Uber. She's watching Lyft more than Uber.

DON'T BUY

Not a viable competitor to UBER, and the results show it.

WATCH

The new CEO announced layoffs, which signalled that he bit the bullet and made a good move. Give this two quarters and see.

DON'T BUY
Will cut 30% of its workforce

They keep losing money as there's no path to profitability. It's a bad signal that they want to get rid of their founders.

DON'T BUY
Announced layoffs of 30% of workforce

Two years ago you could have owned both. Today, this game has completely changed. It boils down to management.

DON'T BUY
It got downgraded today. It has so many near-term challenges.
DON'T BUY
Uber vs. Lyft Uber has rebounded from its bottom in late-June and has left behind Lyft. Lyft is down 77% in the past year and Uber 42%. Uber is winning in truck brokerage and food delivery businesses, not just ride sharing. Both reported solid sales in early May, but guidance was dour. Lyft reported driver shortages, but oddly enough Uber said it had no such shortages. A private email by Uber's CEO said it would pivot to become a cash machine. Lyft said this a month later. 29 In August, Uber reported a solid beat. So did Lyft, but its free cash flow came in negative and guidance was mixed. So, shares continued to diverge. Uber can execute and has the right strategy. Also, it's taking more market share. A UBS survey says that drivers prefer Uber, hands down.
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Curated by Allan Tong since 2019.
99+ opinions with 4.15 rating.

TOP PICK

Lyft has consistently made up 30% of the U.S. ride-sharing market. Its Q2, released on August 4, boasted an earnings beat with adjusted EPS at $0.13 (on revenue of $991 million) vs. the street's -$0.04 (on revenues of $989 million). Lyft noted that ridership grew 16% over the past year to 19.9 million, the highest level since the pandemic began. Hand-in-hand with that was the number of active drivers also hit a post-Covid high. The company projects Q3 revenues at $1.04-1.06 billion (all figures here in USD).

BUY
As a 5-year hold Yes, because it's a global leader in ride shares. Its compound annual growth rate is probably 25% over the next 5 years. It's doesn't matter if it's down 80% from its highs. Lyft is well-positioned for the future. They're freezing hiring (though still want drivers) for the rest of the year. This doesn't change demand for rides. He added to his holdings today. We've started to see more drivers and rates declining.
BUY
Allan Tong’s Discover Picks Ride-sharing remains unprofitable. Lyft's PE is -11.3x and its profit margin stands at -43.05% despite gross margins of almost 33%. Also, Lyft—like so many tech stocks—doesn't pay a dividend. However, Lyft has navigated the bumpy road of recovery well. It has beaten its last four quarters by wide margins, and Wall Street expects 68% upside in the stock to $71.38. Consider this a spec buy, but a risk worth taking if you are patient in 2022. Read Travel Stocks for 2022 + 1 Low Risk ETF for our full analysis.