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Lyft Stock Rockets 30% After Waymo Robotaxi Deal — What’s Next?
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Lyft (LYFT) Stock Today — November 5, 2025: Q3 earnings, upbeat holiday guidance, and a new United Airlines rewards tie‑up

by
5 November 2025

Updated: Nov 5, 2025, 21:18 UTC

Market snapshot (intraday)

  • Price: $20.08 (+3.45%)
  • Day range: $18.95 – $20.55
  • Open: $19.50 · Volume: 22.46M
  • 52‑week range: $9.66 – $23.50
    Source: live market data above. [1]

What’s moving LYFT today

Lyft reported record Q3 2025 results and guided to better‑than‑expected holiday‑quarter bookings, while also unveiling a new MileagePlus® rewards partnership with United Airlines—a trio of headlines keeping the stock bid into the close. [2]

Q3 2025 by the numbers

  • Revenue:$1.69B (+10.7% Y/Y), a company record. [3]
  • Gross bookings:$4.8B (+16% Y/Y), also a record. [4]
  • Net income:$46.1M (GAAP, $0.11/sh). Adjusted EPS:$0.26, vs. ~$0.30 consensus. [5]
  • Adjusted EBITDA:$138.9M (up 29% Y/Y). [6]
  • Operating cash flow (TTM):$1.08B; free cash flow (TTM):$1.03B. [7]

Operational momentum: management highlighted all‑time highs in Active Riders (28.7M) and Rides (248.8M) for the quarter. [8]

Outlook: guidance tops expectations

For Q4 2025, Lyft expects gross bookings of $5.01B–$5.13B, above Wall Street’s ~$4.98B estimate (LSEG). The company also called out 50% growth in high‑margin premium rides and momentum from Lyft Business Travel heading into the busy holiday season. [9]

New today: United Airlines rewards partnership

Lyft and United launched a U.S. rewards tie‑up that lets riders earn MileagePlus miles on eligible Lyft trips, including 4x miles on pre‑scheduled airport rides, with additional earn tiers for premium and business rides. Redemption inside the Lyft app is slated to begin in early 2026. For airport and corporate travel—a lucrative segment for ride‑hail—this deepens Lyft’s presence as holiday traffic ramps up. [10]

How to interpret today’s setup

  • Top‑line demand looks healthy. Bookings guidance implies ~17%–20% Y/Y growth in Q4 as Lyft leans into premium products and business travel. [11]
  • Earnings quality mixed vs. estimates. While revenue and bookings hit records, adjusted EPS (0.26) trailed the ~$0.30 consensus—a nuance to watch into the call Q&A. [12]
  • Cash generation is becoming a story. With > $1B in TTM operating cash flow and FCF, Lyft has more flexibility for investment, buybacks, or M&A. [13]

Earnings call timing & focus points

Webcast:Today at 4:30 p.m. ET (1:30 p.m. PT). Expect management to detail:

  1. Holiday‑quarter capacity & surge dynamics;
  2. Premium/airport mix (United tie‑in impact);
  3. International strategy (including recent acquisitions and partnerships);
  4. Margin path as incentives and insurance costs evolve. [14]

Key stats investors will watch next

  • Active riders & rides growth vs. guidance cadence into December. [15]
  • Adjusted EBITDA margin holding near ~2.7%–3.0% target in Q4. [16]
  • Premium rides growth sustaining ~50% pace and any early data from Lyft Business Travel. [17]

Bottom line

For Nov 5, 2025, Lyft delivered record Q3 metrics, issued above‑consensus holiday guidance, and rolled out a new United rewards partnership aimed squarely at high‑value airport and corporate riders. Shares traded higher into the close as investors weighed the strong demand signals against a modest EPS miss. [18]

This article is for information only and is not investment advice.

Lyft CEO David Risher on partnership with Waymo: 'This is just getting started'
Watch this video on YouTube.

References

1. www.reuters.com, 2. www.businesswire.com, 3. www.businesswire.com, 4. www.businesswire.com, 5. www.newstimes.com, 6. www.businesswire.com, 7. www.businesswire.com, 8. www.businesswire.com, 9. www.reuters.com, 10. investor.lyft.com, 11. www.reuters.com, 12. www.newstimes.com, 13. www.businesswire.com, 14. www.businesswire.com, 15. www.businesswire.com, 16. www.businesswire.com, 17. www.reuters.com, 18. www.reuters.com

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Marcin Frąckiewicz Latest posts

CEO of TS2 Space and founder of TS2.tech. Expert in satellites, telecommunications, and emerging technologies, covering trends in space, AI, and connectivity.

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