Lyft forecast first-quarter bookings and adjusted core profit below expectations on Tuesday, hit by severe winter storms in parts of the U.S., overshadowing a new $1 billion share repurchase program a... ...

Exhibit 99.1 Lyft Reports Record Q4 and Full-Year 2025 Results Delivered accelerated Q4 Gross Bookings growth year over year; on track with 2027 targets Announces new $1 billion share repurchase program SAN FRANCISCO, CA, February 10, 2026 - Lyft, Inc. (Nasdaq: LYFT) today announced record financial results for the fourth quarter and full year ended December 31, 2025. "2025 was an incredible year in Lyft's comeback story. Through customer obsession, we're transforming from your local, "out-to- dinner" rides ...

Lyft, Inc. (NASDAQ:LYFT) will release earnings results for its fourth quarter, after the closing bell on Tuesday, Feb. 10.Analysts expect the San Francisco, California-based company to report quarterly earnings at 12 cents per share, down from 16 cents per share in the year-ago period. The consensus estimate for Lyft's quarterly revenue is $1.75 billion, versus $1.55 billion a year earlier, according to data from Benzinga Pro.On Jan. 27, Lyft announced that Deborah Hersman has joined Lyft’s Board of Directo ...

Core Insights - Lyft is currently underperforming compared to the S&P 500 and its own industrial sector, indicating potential challenges in its market position [1] - The competitive landscape includes not only ride-sharing and delivery companies like DoorDash but also emerging technologies in the robo-taxi sector from companies like Google, Lucid, and Tesla [2] Price Trends and Technical Analysis - Lyft's price activity peaked at $25.54 but has been on a downward trend, with significant resistance at the $17 mark and support around $15.60 [3][4] - The stock is currently experiencing a sideways drift in moving averages, indicating a lack of strong trend direction, while the RSI suggests downward momentum despite a recent breakout above a downward trend line [5][6] Volume and Earnings Impact - A notable volume profile point of control exists between $14 and $17, with significant trading activity around $20 and $22.50 [7] - Earnings announcements are expected to be a significant catalyst for potential price changes, although the immediate impact remains uncertain [7] Trading Strategy - A proposed trading strategy involves a March 20th expiration with an expected move of approximately 23%, focusing on breakout points at $17 and $20 [8][9] - The suggested trade is a vertical call spread with a maximum loss of $85 and a maximum profit potential of $215, indicating a risk-reward ratio of approximately 1:2.5 [10] - For a more aggressive approach, a long call option could be considered, which would not require upfront costs but carries higher risk for larger-than-expected moves [11][12]

Lyft opens its ride-hailing app to teens https://t.co/dX5B85qugd ...

Core Insights - Lyft has launched teen accounts allowing minors as young as 13 to use the ride-hailing service in 200 U.S. cities, including major urban areas like Atlanta, Boston, Chicago, and New York [1] Group 1: Product Features and Safety Measures - The teen accounts can only be created by a parent or guardian, ensuring parental control over the account [2] - Drivers matched with underage passengers must meet additional criteria and pass yearly background checks, enhancing safety [2] - Features such as PIN verification, audio recording, and real-time tracking are included to allow parents to monitor their teen's rides [3] Group 2: Competitive Landscape - Lyft's introduction of teen accounts is seen as a move to catch up with competitors like Uber, which has offered similar accounts since 2017, and Waymo, which provides teen accounts in its robotaxi service in Phoenix [4] - Uber has expanded its teen account service to numerous U.S. markets and countries, indicating a competitive edge in this segment [4] Group 3: Strategic Developments - The launch of teen accounts is part of a broader strategy under CEO David Risher, who has introduced various new products and partnerships since taking the role [5] - Lyft has made significant moves in the autonomous vehicle space through partnerships with companies like May Mobility and Mobileye [5] - The company has also expanded into Europe with a $197 million acquisition of the German multi-mobility app Freenow, marking its entry into the European market [6]

Core Insights - Lyft CEO David Risher emphasizes the significant role Lyft plays in people's lives, highlighting the importance of timely rides for job security [1][2] - Under Risher's leadership since 2023, Lyft has seen its stock rise over 75% while launching new features like Lyft Teen, allowing minors to use the app [3] - Risher's hands-on approach as a driver helps identify areas for improvement, such as customer resistance to surge pricing, leading to the introduction of a price lock feature [4][5] Company Developments - Lyft has launched a new feature, Lyft Teen, enabling 13- to 17-year-olds to hail rides, aligning with similar offerings from competitors like Uber and Waymo [3] - The company is focusing on enhancing the rider and driver experience through direct feedback from Risher's driving experiences [4][5] Leadership Insights - Risher's background in the gig economy and personal experiences inform his leadership style and decision-making at Lyft [5]

Core Viewpoint - Lyft is preparing to release its quarterly earnings on February 10, 2026, with investors closely monitoring the anticipated financial results [1] Financial Expectations - Analysts expect Lyft to report earnings per share (EPS) of $0.32 and revenue of $1.75 billion, reflecting a significant 13.6% increase in revenue compared to the previous year [2][6] - The growth is attributed to increased demand, with active riders estimated at 29.5 million and gross bookings reaching $5.08 billion [2] Historical Performance - Despite missing estimates in the third quarter of 2025, Lyft has surpassed earnings expectations in three of the last four quarters, with an average beat of 1.17% [3][6] - The Zacks Consensus Estimate for Lyft's earnings has shown a 6.67% improvement from the previous year's actual earnings, indicating a positive outlook for the upcoming earnings report [3] Financial Metrics - Lyft's financial metrics include a price-to-earnings (P/E) ratio of approximately 44.31, indicating investor confidence in its earnings potential [4][6] - The price-to-sales ratio stands at about 1.05, and the enterprise value to sales ratio is roughly 1.04, reflecting the company's valuation relative to its revenue [4] - The debt-to-equity ratio of 2.22 suggests a reliance on debt financing [4][6] Stock Performance Outlook - The upcoming earnings report is crucial for Lyft's stock performance, with potential upward movement if expectations are surpassed, or a decline if they are missed [5] - Management's discussion during the earnings call will be vital in assessing the sustainability of any immediate price changes and future earnings expectations [5]

Core Insights - The technology sector experienced significant stock sell-offs related to artificial intelligence, but market sentiment may stabilize in the coming days [2] - The Super Bowl featured notable advertisements from tech companies, with Amazon's Alexa and Anthropic receiving praise, while Google's Gemini was criticized [2] Company Earnings Focus - This week, several mid-sized companies are set to report earnings, including Spotify, Lyft, Shopify, Coinbase, Pinterest, Instacart, and Airbnb, each with noteworthy highlights [2][3] - Spotify's advertising revenue has been declining, impacting overall revenue growth, despite management's previous optimism about accelerating ad business growth by 2025 [2][3] - Lyft's stock rose significantly last year, with a 50% increase, but has since dropped 15% this year, raising concerns about the impact of autonomous vehicles on the ride-hailing industry [3][9] - Pinterest has maintained a revenue growth rate of 16% to 17%, outperforming Snap, which has stagnated at around 10% [10] Earnings Expectations - Spotify is expected to report Q4 revenue of €4.522 billion, a 6.6% year-over-year increase, with earnings per share (EPS) of €2.77, up 57% [11] - Lyft is projected to report Q4 revenue of $1.754 billion, a 13% increase, but with EPS of $0.12, down 25% [11] - Instacart's expected Q4 revenue is $969.95 million, a 9.7% increase, with EPS of $0.51, down 3.7% [11] - Airbnb anticipates Q4 revenue of $2.71 billion, a 9.3% increase, with EPS of $0.66, down 9.6% [11] - Pinterest is expected to report Q4 revenue of $1.33 billion, a 15% increase, but with EPS of $0.43, down 84% [11]

Lyft has launched teen ride accounts across the USA, rolling out a feature that allows passengers aged 13 to 17 to book rides independently while giving parents greater oversight. ...