LYFT · Lyft Inc.
AI read · Good for LYFT
The AI's read
Lyft reports Q2 after the close and analysts expect adjusted EPS of about $0.39 and revenue of $1.81 billion. Guidance calls for gross bookings of $5.30B–$5.43B and adjusted EBITDA of $160M–$180M, and traders are pricing mentions like Waymo and NYC into the call. The market has only moved -1.5% and LYFT's RSI is 38, so the stock isn't stretched and the selloff looks like profit-taking. Kalshi odds show revenue and Waymo mentions are near-locks, so upside depends on sustained ride growth, margin expansion, and clarity on Freenow and product mix. We lean bullish. The guidance and partnership news create asymmetric upside versus downside, but the small market pullback and need for concrete ride-growth proof keep our conviction measured.