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. Reuters
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. Business Wire
Q3 2025 by the numbers
- Revenue:$1.69B (+10.7% Y/Y), a company record. Business Wire
- Gross bookings:$4.8B (+16% Y/Y), also a record. Business Wire
- Net income:$46.1M (GAAP, $0.11/sh). Adjusted EPS:$0.26, vs. ~$0.30 consensus. News-Times
- Adjusted EBITDA:$138.9M (up 29% Y/Y). Business Wire
- Operating cash flow (TTM):$1.08B; free cash flow (TTM):$1.03B. Business Wire
Operational momentum: management highlighted all‑time highs in Active Riders (28.7M) and Rides (248.8M) for the quarter. Business Wire
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. Reuters
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. Lyft
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. Reuters
- 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. News-Times
- 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. Business Wire
Earnings call timing & focus points
Webcast:Today at 4:30 p.m. ET (1:30 p.m. PT). Expect management to detail:
- Holiday‑quarter capacity & surge dynamics;
- Premium/airport mix (United tie‑in impact);
- International strategy (including recent acquisitions and partnerships);
- Margin path as incentives and insurance costs evolve. Business Wire
Key stats investors will watch next
- Active riders & rides growth vs. guidance cadence into December. Business Wire
- Adjusted EBITDA margin holding near ~2.7%–3.0% target in Q4. Business Wire
- Premium rides growth sustaining ~50% pace and any early data from Lyft Business Travel. Reuters
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. Reuters
This article is for information only and is not investment advice.
