"Analyst Youssef Squali cut his price target on Lyft to $15 from $18 while maintaining a Hold rating, citing winter storm disruptions, the integration impact of the Freenow acquisition, and rising fuel costs as reasons to trim estimates below Wall Street consensus."
"Lyft operates a peer-to-peer ridesharing marketplace, and its most recent results showed genuine operational momentum. Q4 2025 gross bookings reached $5.07 billion, up 19% year-over-year, with active riders hitting a record 29.2 million, up 18%."
"Truist is also better capturing the impact of Freenow on Lyft's consolidated take rate, a key profitability metric that can compress when international operations with different unit economics are folded into the consolidated results."
Lyft's stock has fallen nearly 33% in 2026, prompting Truist analyst Youssef Squali to lower the price target from $18 to $15 while maintaining a Hold rating. Factors influencing this decision include winter storm disruptions affecting rideshare demand, the impact of the Freenow acquisition on profitability metrics, and rising fuel costs. Despite operational momentum with record gross bookings and active riders, Q4 revenue missed estimates, highlighting ongoing challenges. The new price target reflects a conservative outlook on margins and costs associated with a driver relief program.
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