Here's Why Investors Should Bet on LYFT Stock Right Now

Lyft’s LYFT employee-friendly initiatives and strategic partnerships are boosting the company’s prospects. The improved demand scenario also bodes well for the company. These tailwinds have allowed LYFT shares to perform impressively on the bourse. If you have not taken advantage of its share price appreciation yet, it’s time to do so.

Let’s delve deeper.

LYFT’s Northward Earnings Estimate Revision: The bottom-line estimate for the December quarter has been revised upward by 3.23% over the past 60 days and is pegged at 32 cents per share. Meanwhile, the Zacks Consensus Estimate for 2025 earnings is pegged at $1.19 per share, indicating 0.85% rise over the past 60 days.

Robust Price Performance: A look at the company’s price trend reveals that its shares have risen 68.2% in a year, surpassing the  Zacks Internet - Services industry’s 47.5% growth.

Solid Zacks Rank: LYFT currently carries a Zacks Rank #2 (Buy).

Bullish Industry Rank: The industry to which Lyft belongs currently has a Zacks Industry Rank of 76 (out of 243). Such a favorable rank places it in the top 32% of Zacks Industries.Studies show that 50% of a stock’s price movement is directly related to the performance of the industry group to which it belongs.

A mediocre stock within a strong group is likely to outperform a robust stock in a weak industry. Hence, reckoning the industry’s performance becomes imperative.

Growth Factors: Lyft’s partnership with Curb represents a strategic expansion of its hybrid mobility model, strengthening marketplace efficiency while broadening earning opportunities for licensed taxi drivers. By integrating Curb Flow into the Lyft platform, the initiative meaningfully improves vehicle availability, reduces rider wait times and enhances service reliability in Los Angeles ahead of a broader rollout. The move also underscores Lyft’s continued focus on driver flexibility and multimodal coverage, aligning licensed taxi supply with its large rider base to create a more balanced, responsive network.

The uptick in air travel demand highlights Lyft’s strong operational momentum in the third quarter of 2025, as the company delivered a 15% year-over-year increase in rides and an 18% surge in Active Rider, both reaching all-time highs. Lyft advanced its autonomous strategy by securing partnerships with Waymo and Tensor, positioning itself to lead next-generation mobility solutions. The company also expanded its premium transportation offerings by acquiring TBR Global Chauffeuring, combining Lyft’s technology platform with TBR’s luxury service expertise. These moves strengthen Lyft’s multi-modal network, elevate service differentiation and support long-term growth.

Stocks to Consider

Investors interested in the Zacks Transportation sector may consider Expeditors International of Washington EXPD and SkyWest SKYW.

EXPD currently sports a Zacks Rank #1 (Strong Buy). You can see the complete list of today’s Zacks #1 Rank stocks here.

EXPD has an expected earnings growth rate of 2.3% for the current year.  The company has an encouraging earnings surprise history. Its earnings outpaced the Zacks Consensus Estimate in each of the trailing four quarters, delivering an average beat of 13.94%.

SKYW currently carries a Zacks Rank #2.

SkyWest has an expected earnings growth rate of 33% for the current year. The company has an encouraging earnings surprise history. Its earnings topped the Zacks Consensus Estimate in each of the trailing four quarters, delivering an average beat of 21.2%.

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This article originally published on Zacks Investment Research (zacks.com).

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