A recent earnings beat, overshadowed by guidance concerns, has led to a sharp LYFT stock decline. But do undervalued metrics and positive analyst outlooks point to a compelling opportunity?
Uber Technologies, Inc. (NYSE:UBER) shares are down on Thursday as the company is teaming up to enhance customer experience at U.S. dealerships with Mazda.
As of February 12, 2026, Lyft, Inc. (NASDAQ: LYFT) finds itself at a pivotal crossroads. After years of living in the shadow of its larger rival, Uber, the San Francisco-based company has spent the last 24 months undergoing a fundamental transformation. No longer just a "second-place" rideshare app, Lyft has evolved under CEO David Risher [...]
Lyft shares plummeted 15% as a Q4 revenue miss ignited analyst fears over a "structural reset." Despite a $1 billion buyback and record earnings, Wall Street warns that slowing ride growth and fierce competition from Uber put the company's ambitious 2027 financial goals at serious risk.
Nearly half of Pershing Square Capital Management's $14.6 billion in invested assets can be traced to two trillion-dollar stocks and a runaway market share leader in a rapidly growing industry.
Uber’s fourth quarter saw strong growth in users and revenue that aligned with Wall Street’s expectations, but the market reacted negatively to the company’s adjusted earnings per share shortfall. Management attributed growth to expanding monthly active consumers, robust adoption of new product offerings, and healthy demand in both core and suburban markets. CEO Dara Khosrowshahi highlighted that autonomous vehicle (AV) deployments in select cities boosted user engagement and trip frequency, while new use cases like Moto and Reserve continued to attract a broader demographic. The quarter also marked a significant leadership transition, with CFO Prashanth Mahendra-Rajah stepping down and Balaji Krishnamurthy taking over the role.
