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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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Stock Market Today

  • Noteworthy Wednesday Options Activity: COHR, FUBO, QUBT Hit Heavy Volume Ahead of November 7 Expirations
    November 5, 2025, 7:52 PM EST. COHR: 21,033 contracts (~2.1M shares), about 61.1% of its 1-month avg volume (3.4M). The standout was the $125 strike put expiring Nov 07, 2025 with 4,551 contracts (~455k shares). COHR options volume is notable relative to recent activity. FUBO: 115,136 contracts (~11.5M shares), about 61% of its 1-month avg (18.9M). The $4 strike call expiring Nov 07, 2025 drew 21,041 contracts (~2.1M shares). FUBO remains active. QUBT: 262,051 contracts (~26.2M shares), 60.2% of the 1-month avg (43.5M). The $14 strike put expiring Nov 07, 2025 had 60,945 contracts (~6.1M shares). For expirations across COHR, FUBO, QUBT, see StockOptionsChannel.com. Charts highlight the strikes on the trailing twelve months history.
  • DuPont stock soars after Qnity spin-off prompts rating/price-target update
    November 5, 2025, 7:50 PM EST. DuPont's post-spin rally in its newly independent Qnity Electronics unit has investors watching the stock, with DuPont up roughly 16% over the past three sessions and trading near split-adjusted highs just under $40. The move reflects valuation work, not a dramatic earnings upgrade, as the market narrows the gap vs. peers. Bloomberg pegs the 12-month target on the new DuPont at about $44, signaling additional upside if multiples sustain. Meanwhile, Qnity Electronics has faced its usual spin-off volatility, dipping about 4% on the latest session. Our stance remains disciplined: we're watching for signs of sustained momentum or a material earnings catalyst before changing our rating or price target.
  • Top Director Buys: Hawkesby's $5.3M Bet on REYN (Reynolds Consumer Products)
    November 5, 2025, 7:46 PM EST. Directors buying stock signals confidence. Duncan Hawkesby, Director at Reynolds Consumer Products (REYN), invested a total of $5.3M across two purchases in late August. The transactions: 71,586 shares at $23.05 and 159,506 shares at $22.99, averaging $23.01. The stock last traded around $24.81, up about 0.9% on the day. The chart shows a 52-week range of $20.91-$28.66. The company's dividend is $0.92 per share, with an approx. 3.7% annualized yield. This insider activity may signal optimism about near-term progress.
  • Masco's Dividend Yield Surges Above 2% as MAS Trades Near Lows
    November 5, 2025, 7:44 PM EST. On Wednesday, Masco Corp (symbol: MAS) yielded above 2% based on its quarterly dividend (annualized to $1.24). The stock traded as low as $61.51, highlighting a yield that may appeal to income-focused investors. Dividends have historically contributed a meaningful share of market returns; for example, if you'd bought the SPY in 1999 and held through 2012, you'd have collected substantial dividend income that offset equity declines, yielding a positive total return even with price drops. Masco remains an S&P 500 member, underscoring the potential stability of its dividend. Of course, dividends aren't guaranteed and depend on profitability; investors should review Masco's history to gauge whether the current yield is sustainable.
  • Essex Property Trust (ESS) Crosses 4% Yield on Strong Dividend
    November 5, 2025, 7:42 PM EST. Essex Property Trust Inc. (ESS) is trading with a dividend yield above the 4% mark after its quarterly payout, annualized at $8.8 per share, with a session low around $217.36. The stock's income component matters, as dividends have historically bolstered total return even when price moves dampen capital gains. A long-term example shows SPY investors would have collected meaningful dividends-though price depreciation can mute growth-highlighting why a sustainable yield can be attractive. ESS, a member of the S&P 500, has a history of growing its payout for more than 20 years, positioning it among well-established Dividend Aristocrats. See which other dividend stocks recently went on sale.
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