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Lyft Community
NasdaqGS:LYFT Community
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Lyft
AN
AnalystConsensusTarget
Consensus Narrative from 36 Analysts
Autonomous Vehicles And Global Partnerships Will Redefine Urban Mobility
Key Takeaways Expansion into urban markets, innovation in autonomous vehicles, and global partnerships are set to drive sustained revenue growth and improve long-term margins. Enhanced platform features, disciplined operations, and European market integration are expected to boost user retention and accelerate international revenue opportunities.
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US$18.22
FV
24.0% overvalued
intrinsic discount
12.23%
Revenue growth p.a.
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narrative
Lyft
AN
AnalystHighTarget
Consensus Narrative from 36 Analysts
Urbanization And Declining Car Ownership Will Fuel Shared Mobility
Key Takeaways Expanding into new demographics, international markets, and leveraging strategic partnerships is set to accelerate growth and unlock substantial new revenue streams. Technological innovation, operational efficiencies, and shifting consumer preferences will drive recurring revenue, margin expansion, and long-term competitive advantages.
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US$24
FV
5.9% undervalued
intrinsic discount
14.40%
Revenue growth p.a.
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10 days ago
author updated this narrative
Lyft
AN
AnalystLowTarget
Consensus Narrative from 36 Analysts
Rideshare Will Weaken As Urban Transit Erodes Demand
Key Takeaways Investment in public transit, alternative mobility solutions, and autonomous vehicles threatens to erode Lyft's market share and limit future revenue growth. Increasing regulatory pressures, inflation, and labor activism risk intensifying costs, compressing margins, and delaying profitability.
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US$10.13
FV
123.0% overvalued
intrinsic discount
8.24%
Revenue growth p.a.
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17 days ago
author updated this narrative