Lyft Skepticism Largely Embedded After 'Challenging' Q4, RBC Says

MT Newswires Live00:54

Lyft (LYFT) faced a "challenging" Q4 print but skepticism around the stock appears largely embedded at current levels, RBC Capital Markets said in a Monday note.

At a post-earnings call with CFO Erin Brewer, the company's management said that as of February, the company has recovered its market share following a period of intense promotional activity by competitors targeting lower-end rides in Q4. RBC said Lyft took a disciplined approach to pricing rather than matching aggressive promotions broadly.

The company, however, expects bookings growth to outpace ride growth. Management said the gap between the two would remain wider than historically normal at least through the first half of the year. RBC attributed this to prior competitive pricing, a mix shift toward higher-end rides and the United partnership ramping through 2026.

The investment firm said Lyft's tone around the margin ramp beyond its Q1 guidance remained upbeat. Management pointed to mix shift, partnerships and operational efficiencies as key drivers. However, RBC said investors appear more skeptical about the company's ability to achieve its longer-term targets.

RBC has an outperform rating on the stock and a $22 price target.

Shares of Lyft were down more than 4% in recent Monday trading.

Price: 13.38, Change: -0.57, Percent Change: -4.12

Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

Comments

We need your insight to fill this gap

Leave a comment

{"i18n":{"language":"en_US"},"isChannel":false,"data":{"share":"https://ttm.financial/m/news/2613373578?lang=en_US&edition=fundamental","thumbnail":"","is_english":true,"pubTime":"2026-02-24 00:54","share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","id":"2613373578","market":"nz","top_or_hot":-1,"title":"Lyft Skepticism Largely Embedded After 'Challenging' Q4, RBC Says","media":"MT Newswires Live","content":"<html><body><p> <a href=\"https://laohu8.com/S/LYFT\">Lyft</a> (LYFT) faced a \"challenging\" Q4 print but skepticism around the stock appears largely embedded at current levels, RBC Capital Markets said in a Monday note.</p><p>At a post-earnings call with CFO Erin Brewer, the company's management said that as of February, the company has recovered its market share following a period of intense promotional activity by competitors targeting lower-end rides in Q4. RBC said Lyft took a disciplined approach to pricing rather than matching aggressive promotions broadly.</p><p>The company, however, expects bookings growth to outpace ride growth. Management said the gap between the two would remain wider than historically normal at least through the first half of the year. RBC attributed this to prior competitive pricing, a mix shift toward higher-end rides and the United partnership ramping through 2026.</p><p>The investment firm said Lyft's tone around the margin ramp beyond its Q1 guidance remained upbeat. Management pointed to mix shift, partnerships and operational efficiencies as key drivers. However, RBC said investors appear more skeptical about the company's ability to achieve its longer-term targets.</p><p>RBC has an outperform rating on the stock and a $22 price target.</p><p>Shares of Lyft were down more than 4% in recent Monday trading.</p><p>Price: 13.38, Change: -0.57, Percent Change: -4.12</p></body></html>","source":"mtnewswires_news","html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Lyft Skepticism Largely Embedded After 'Challenging' Q4, RBC Says</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nLyft Skepticism Largely Embedded After 'Challenging' Q4, RBC Says\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1092851196\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://community-static.tradeup.com/news/3002d84abbd5ace3c99397c7f95b8d4e);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">MT Newswires Live </p>\n<p class=\"h-time\">2026-02-24 00:54</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><body><p> <a href=\"https://laohu8.com/S/LYFT\">Lyft</a> (LYFT) faced a \"challenging\" Q4 print but skepticism around the stock appears largely embedded at current levels, RBC Capital Markets said in a Monday note.</p><p>At a post-earnings call with CFO Erin Brewer, the company's management said that as of February, the company has recovered its market share following a period of intense promotional activity by competitors targeting lower-end rides in Q4. RBC said Lyft took a disciplined approach to pricing rather than matching aggressive promotions broadly.</p><p>The company, however, expects bookings growth to outpace ride growth. Management said the gap between the two would remain wider than historically normal at least through the first half of the year. RBC attributed this to prior competitive pricing, a mix shift toward higher-end rides and the United partnership ramping through 2026.</p><p>The investment firm said Lyft's tone around the margin ramp beyond its Q1 guidance remained upbeat. Management pointed to mix shift, partnerships and operational efficiencies as key drivers. However, RBC said investors appear more skeptical about the company's ability to achieve its longer-term targets.</p><p>RBC has an outperform rating on the stock and a $22 price target.</p><p>Shares of Lyft were down more than 4% in recent Monday trading.</p><p>Price: 13.38, Change: -0.57, Percent Change: -4.12</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"BK4230","symbol_name":"旅客陆运","start_time":0,"source_url":"https://www.mtnewswires.com/","article_id":"2613373578","we_media_id":"1092851196","thumbnails":[],"rights":null,"url":"https://stock-news.laohu8.com/highlight/detail?id=2613373578","pubTimestamp":1771865641,"columns":[],"sourceInfo":{"source_id":"mtnewswires_news","name":"MT Newswires"},"weMediaInfo":{"media_name":"MT Newswires Live","introduction":"The most recognized names in North America, Europe and Asia rely on MT Newswires to power their applications. Better news, better service, better price.","home_visible":1,"id":"1092851196","head_image":"https://community-static.tradeup.com/news/3002d84abbd5ace3c99397c7f95b8d4e"},"summary":"Lyft  faced a \"challenging\" Q4 print but skepticism around the stock appears largely embedded at current levels, RBC Capital Markets said in a Monday note.At a post-earnings call with CFO Erin Brewer, the company's management said that as of February, the company has recovered its market share following a period of intense promotional activity by competitors targeting lower-end rides in Q4. RBC said Lyft took a disciplined approach to pricing rather than matching aggressive promotions broadly.The company, however, expects bookings growth to outpace ride growth. Management said the gap between the two would remain wider than historically normal at least through the first half of the year. RBC attributed this to prior competitive pricing, a mix shift toward higher-end rides and the United partnership ramping through 2026.The investment firm said Lyft's tone around the margin ramp beyond its Q1 guidance remained upbeat. Management pointed to mix shift, partnerships and operational efficie","collect":0,"end_time":0,"defaultTopTitle":"","property":[],"viewcount":null,"language":"en","relate_stocks":{"BK4230":"旅客陆运","BK4585":"ETF&股票定投概念","BK4548":"巴美列捷福持仓","LYFT":"Lyft, Inc.","LYFX":"2倍做多LYFT ETF-Tradr","BK4022":"陆运","BK4588":"碎股"},"translate_title":"加拿大皇家银行表示，在“充满挑战”的第四季度之后，Lyft的怀疑情绪在很大程度上根深蒂固","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"LYFX":0.6,"LYFT":1.5},"content_text":"Lyft (LYFT) faced a \"challenging\" Q4 print but skepticism around the stock appears largely embedded at current levels, RBC Capital Markets said in a Monday note.At a post-earnings call with CFO Erin Brewer, the company's management said that as of February, the company has recovered its market share following a period of intense promotional activity by competitors targeting lower-end rides in Q4. RBC said Lyft took a disciplined approach to pricing rather than matching aggressive promotions broadly.The company, however, expects bookings growth to outpace ride growth. Management said the gap between the two would remain wider than historically normal at least through the first half of the year. RBC attributed this to prior competitive pricing, a mix shift toward higher-end rides and the United partnership ramping through 2026.The investment firm said Lyft's tone around the margin ramp beyond its Q1 guidance remained upbeat. Management pointed to mix shift, partnerships and operational efficiencies as key drivers. However, RBC said investors appear more skeptical about the company's ability to achieve its longer-term targets.RBC has an outperform rating on the stock and a $22 price target.Shares of Lyft were down more than 4% in recent Monday trading.Price: 13.38, Change: -0.57, Percent Change: -4.12","kind":"highlight","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"-1","news_tag":"dataReport","news_rank":0,"symbols":[],"gpt_button":0,"need_auth":false,"code":"91000000","status":"200"},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; +claudebot@anthropic.com)","isDev":false,"isTTM":true,"tenantId":"TBGLOBAL","deviceId":"web-server-community-laohu8-v3","version":"4.36.2","shortVersion":"4.36.2","platform":"web","vendor":"web","appName":"ttm","isIOS":false,"isAndroid":false,"isTiger":false,"isTHS":false,"isWeiXin":false,"isWeiXinMini":false,"isWeiBo":false,"isQQ":false,"isBaiduSwan":false,"isBaiduBox":false,"isDingTalk":false,"isToutiao":false,"isOnePlus":false,"isHuaWei":false,"isXiaomi":false,"isXiaomiWebView":false,"isOppo":false,"isVivo":false,"isSamsung":false,"isMobile":false},"href":"/m/news/2613373578","isCrawlerRequest":true}