Skip Uber; Buy Lyft But Only For A Short Ride [Seeking Alpha]
Lyft, Inc. - Class A (LYFT)
Last lyft, inc. - class a earnings: 2/11 04:05 pm
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Source: Seeking Alpha
UBER commands a significant valuation premium due to superior EBIT margins (~10.7% vs. LYFT's -2.7%) and greater scale, though both face commoditized market dynamics. LYFT's path to re-rating hinges on achieving profitability through further cost discipline or aggressive market share gains, but risks of structural disadvantage remain. I rate LYFT a modest BUY for investors seeking a potential re-rating on profitability, but would avoid both stocks as long-term investments due to limited moats and industry risks. peepo/E+ via Getty Images Why I Write about Uber and Lyft My followers know that I love to analyze companies that are effectively competing against each other in a duopoly or quasi-duopoly dynamic, whether it is Eli Lilly vs. Novo This article was written by Analyst's Disclosure: I/we have a beneficial long position in the shares of LYFT either through stock ownership, options, or other derivatives. I wrote this article myself, and it expresses my own opinions.
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LYFT
News
- Lyft, Inc. (LYFT) Presents at Bernstein Insights: What's next in tech? - 4th Annual Tech, Media, Telecom Forum Transcript [Seeking Alpha]Seeking Alpha
- Bilt Blue Card review 2026: This $0-annual-fee card earns on rent and mortgages [CNBC]CNBC
- Uber, Lyft stocks surge as Trump scraps Biden-era contractor rule [Yahoo! Finance]Yahoo! Finance
- Rideshare driver charged in Detroit crash that killed North Carolina couple [CBS News]CBS News
- Has Lyft Stock Finally Hit A Floor? [Forbes]Forbes
LYFT
Earnings
- 2/10/26 - Beat
LYFT
Sec Filings
- 2/25/26 - Form 144
- 2/24/26 - Form 4
- 2/24/26 - Form 4
- LYFT's page on the SEC website