Should I Buy Lyft (LYFT)? Finance YouTuber Analysis

The analyst recommends buying Lyft due to its compelling valuation, trading at 7x forward earnings and 5x free cash flow, with $550 million in net cash. He highlights its mid-teens growth, improving margins, and strong free cash flow generation. Additionally, Lyft's strategic partnerships in autonomous vehicles and potential as an acquisition target for larger tech companies provide significant optionality.

“My top stock to buy in July is a company trading for seven times forward earnings estimate, growing in the mid-teens, and trades for a little over five times free cash flow they're expected to generate over the past year. The company that I'm talking about is Lyft.”

The YouTuber suggests Lyft as a value play, noting its focus primarily on the rides business and its attractive valuation with a forward P/E of 7 and price to free cash flow of 5. He believes it offers potential for multiple expansion and complements Uber in a basket approach to the ride-sharing industry.

“Love the value play for Lyft. But I own both of these in a basket in the Ace Metro portfolio because I think owning both of them just gives you exposure to both the leader in the industry which is Uber and the value play which could have multiple expansion as a tailwind for you with Lyft.”

The analyst suggests buying Lyft as a basket play with Uber, highlighting its similar growth trajectory and strategy in the ride-sharing market. Despite slightly lower growth than Uber, Lyft's valuation is considered very attractive with a forward P/E of 9.6 and a price to free cash flow of 5. He anticipates significant market expansion for both companies with the advent of autonomous vehicles, which the market currently undervalues.

“The valuation I think is just too good to pass up. forward price to earnings multiple 9.6 forward price to free cash flow is five.”

The YouTuber sees Lyft as a value stock with potential to become a growth stock, especially if it drops below $12. He argues that the increasing supply of autonomous vehicles will expand the ride-sharing market, benefiting Lyft. The company's low valuation metrics, such as an enterprise value to sales of 0.8 and a price to free cash flow of five, suggest the market is underestimating its future potential.

“If it goes below $12 per share, I want to get an alert here because I think that'd be a phenomenal buy point.”

Hoium suggests Lyft as a compounding value stock, highlighting its strong revenue growth (38% CAGR since 2016) and positive free cash flow, despite not being as profitable as Uber. He emphasizes its extremely low valuation, with an enterprise value to sales of 0.7 and a price to free cash flow of 4.6 (trailing) or 6.1 (forward), making it too cheap to ignore. He also speculates on a potential acquisition by a company like Amazon, which would benefit from Lyft's network for autonomous vehicle deployment.

“But their valuation is just too cheap to pass up. Enterprise value to sales is .7. If we go back to Uber, the enterprise value to sales is 2.8. So, Lyft is a great value compared to Uber.”

The analyst argues that Lyft, alongside Uber, will be a winner in the autonomous vehicle space. As autonomous driving becomes commoditized with multiple suppliers, it will lead to increased supply and reduced costs, which in turn will boost demand for ride-sharing platforms like Lyft.

“The two companies that are going to win in the autonomous vehicle market is Uber and Lyft. They're the companies that have the riders.”

The analyst believes Lyft is an incredible value stock with growth, trading at just one time sales and 6.9 times free cash flow. Despite a recent post-earnings stock drop, the company is growing in the teens, has positive free cash flow, and is executing a $1 billion share repurchase program. Its strategy for autonomous vehicles also positions it for long-term growth in a potentially trillion-dollar market.

“I think that's a phenomenal valuation given the potential upside that we have with autonomous vehicles. I think Lyft is in a phenomenal position to grow the market.”

The YouTuber is buying Lyft shares, seeing it as a strong investment in the future of autonomy due to its role as a demand aggregator for ride-sharing. He notes Lyft's attractive valuation at 1.1 times sales and believes that companies like Lyft will naturally be where consumers go for autonomous rides, similar to how they use it for human-driven rides today.

“I own shares of Uber and Lyft because I think those are really good values from investments. Lyft trades for just 1.1 times sales.”

The YouTuber sees Lyft as a strong buy with 10x potential, despite being smaller than Uber, due to its significantly lower valuation (1.2x sales vs. Uber's 3-4x). Lyft has demonstrated steady revenue growth and has become free cash flow positive, using cash for buybacks. The primary 10x opportunity lies in its early leadership and partnerships in autonomous vehicle technology, which could lead to substantial multiple expansion from its current low valuation.

“The stock is extremely cheap. Just 7.7 times free cash flow, 1.2 times sales. Like I said, they're buying back stock, making acquisitions. I think this is the kind of company that can continue to compound that revenue growth, expand their margins, and that tailwind from multiple expansion is not something that investors should be overlooking.”

The analyst sees Lyft as a long-term winner in the autonomous vehicle market, benefiting from its demand aggregation strategy and attractive valuation. Despite being the number two player, its forward P/E of 15 and P/FCF of 7, combined with share buybacks and improving operating metrics, make it a compelling value play.

“I'm more than happy to buy more shares because I think these are ultimately going to be the long-term winners.”

The analyst believes Lyft is an overlooked stock with 10x potential due to its low valuation compared to Uber, improving operating margins, and significant free cash flow. The primary long-term catalyst is its strategic positioning in autonomous vehicles, aiming to be the central platform for riders, which could expand the market and increase market share. The company's Flex Drive business and European acquisitions also support this autonomous strategy.

“I think this is absolutely a 10x opportunity over the next 10 years.”

The analyst believes Lyft is undervalued compared to Uber, trading at a 1.2x enterprise value to sales multiple versus Uber's 4x. He argues Lyft will be a key demand aggregator in the autonomous vehicle future, expanding its market geographically and increasing supply with autonomous vehicles. The company has improved its take rate, achieved positive net income and free cash flow, and has a strong balance sheet with significant net cash.

“I think there's a lot of growth potential for a couple of reasons. I'll get to their operations in just a second. But look at this enterprise value to sales multiple of 1.2. Uber trading for more like four times sales. So, that's a lot of multiple expansion that we could see from Lyft.”

The YouTuber believes Lyft is undervalued, trading at 1.3 times sales and an 18 forward P/E, which is reasonable for a growing company. He highlights its strong revenue growth (18% CAGR), positive net income, and solid balance sheet with over a billion in net cash. The long-term bullish case is tied to the market realizing its potential as an aggregator of demand in the autonomous vehicle space.

“When you look at the valuation for Lyft, see the market cap of $9.2 billion. Really, that's about $8.2 billion in enterprise value because got a solid balance sheet, solid growth company, I think a really fair price.”

The YouTuber owns Lyft shares and believes the company is undervalued, trading at a lower sales multiple than competitors like Uber and DoorDash. He sees significant growth potential from its strategy to become an aggregator of autonomous vehicle supply, which he believes will 10x the ride-sharing market. The recent partnership launch with May Mobility in Atlanta is cited as a positive step towards this future.

“That's where I think you really have 10x asymmetric opportunity for Lyft in the future. And this is still a pretty good value stock. It's trading for a little bit over times over one time sales whereas Uber trading for about four times sales.”

The analyst believes Lyft is significantly undervalued, trading at a low forward P/E of 12.7 and P/FCF of 8.6, with a strong balance sheet and net cash. The company is growing revenue at double-digits, is profitable, and has significant long-term growth potential through autonomous driving partnerships and fleet management, particularly with its Free Now acquisition in Europe.

“I think this is one of my top stocks for 2025. It is now beating the market, 19% to about 10%. But look at what's happened over the past 6 months. Shares are up 28%. The market's sentiment around Lyft is really starting to turn, and that's because the business continues to do really well, and the stock is very, very undervalued.”

The analyst is buying Lyft due to its strong balance sheet with significant net cash, attractive valuation compared to Uber (EV/Sales of 1, P/E of 13.5, P/FCF of 7.2), and consistent double-digit revenue and rider growth. He believes the company is well-positioned for the transition to autonomous vehicles, especially with its Flex Drive subsidiary, which could provide a significant competitive advantage and 10x upside potential.

“All of this makes Lyft a perfect This creator stock. There is limited downside in the stock. At worst, I could lose what I invest in the stock, but I think there's a lot of downside protection just given that solid balance sheet. But the upside potential if they are successful in building out their autonomous fleet and being very aggressive with that is easily 10x if not even more than that.”

The analyst sees Lyft as a prime investment opportunity due to the expected growth in autonomous vehicles. He argues that autonomous technology will increase the supply of rides and potentially lower costs, making ride-sharing more accessible and expanding the market. Lyft, as a leading aggregator, is expected to capture this growth.

“I continue to think that one of the investing opportunity that's hiding in plain sight is just simply the ride sharing apps. Uber and Lyft are two of the stocks that I own because I think as autonomous vehicles proliferate, we're going to see dozens of operators and it's going to basically commoditize supply for rides.”

The YouTuber recommends Lyft, noting its positive free cash flow generation and a recently announced large buyback program. He also highlights that it trades at approximately a quarter of Uber's valuation, suggesting it's undervalued.

“Lyft is generating positive free cash flow, just announced a huge buyback program, and they're trading for about a quarter of the price of Uber.”

The analyst is buying Lyft due to its current undervaluation compared to Uber (0.9x EV/Sales vs. 4x for Uber) and strong operating trends, including 15% CAGR in gross bookings and increasing active riders. He sees significant long-term upside from its strategic positioning in autonomous transportation through partnerships with May Mobility and Mobileye, which could lead to market share gains and a 10x return.

“I love the value and the growth opportunity at Lyft. So the look at look for that one to be a leader in the asymmetric portfolio long term.”

The YouTuber is bullish on Lyft, not for its current ride-sharing business where it's number two to Uber, but for its potential in the future of autonomy. He argues that Lyft, being a smaller business, is better positioned to transition to a fully autonomous fleet, which could drastically increase supply and customer satisfaction, leading to significant market share gains and multiple expansion. He also notes its low valuation compared to Uber and a new buyback program.

“I think that's where Lyft ultimately has the advantage. And look, the upside is just too good to ignore. Lift's market cap, as I'm recording, even after the recent pop in shares, is about $7 billion.”

The analyst is highly bullish on Lyft, citing its current valuation at six times free cash flow as extremely cheap, even after a recent earnings beat. He believes the company has significant upside potential from growth opportunities, particularly in international expansion and autonomous driving, which could expand its total addressable market. Additionally, Lyft's consistent profitability, strong free cash flow generation, and an aggressive share buyback program are seen as key tailwinds.

“I think that look, Lifttock is a great value. There's relatively little downside from a valuation perspective and all the upside is in the growth of the business, the growth in autonomy, the potential market share gains that they could have if they increase supply with autonomous vehicles and then of course margin and multiple expansion.”

The analyst owns Lyft, anticipating that autonomous vehicles will dramatically increase its addressable market. Autonomy is expected to alleviate supply constraints and enhance pricing strategies, creating substantial tailwinds for the company over the coming decade.

“I own both of those stocks in part because I think autonomy makes their addressable market at least 10 times bigger, if not more than that.”

The analyst believes Lyft's recent acquisition of Free Now in Europe, though small, is a strategic low-risk move positioning the company for the future of autonomous ride-sharing. He argues that Lyft, as the smaller player compared to Uber, can more easily pivot to a fully autonomous fleet model, potentially gaining a cost and supply advantage. This acquisition helps them build relationships with fleet operators, which will be crucial in an autonomous world.

“I think this is the kind of asymmetric potential that we want to see from Lyft.”

Travis Hoium argues that Lyft stock is poised to outperform the market significantly over the next 5-10 years due to its attractive valuation (11x forward P/E, 0.7 EV/Sales) and strong growth potential. He highlights the company's improving margins, positive free cash flow, and strategic positioning in the autonomous driving sector through its Flex Drive business and platform-focused partnership model, which could lead to substantial market expansion and share gains.

“I think lift stock can beat the market by a wide margin over the next 5 to 10 years and this really comes down to a combination of a great valuation for this company and also growth potential not only from the core business but also the company moving into autonomy.”

Travis Hoium recommends buying Lyft, citing its strong strategic position in the transition to autonomous driving, where it can leverage partnerships with automakers and its existing platform to connect supply and demand. He also highlights its current valuation at 12 times forward earnings, positive free cash flow, a strong balance sheet with a significant cash position, and a $500 million share buyback program, suggesting it's a value stock with significant long-term growth potential in an expanding autonomous market.

“I think lift is a really good value stock today and the asymmetric potential is they get this right in autonomy and they're able to build a 10x 100x more valuable business than what they have today.”

The analyst is bullish on Lyft due to its underappreciated potential in AI and autonomy, contrasting it with Uber's higher valuation. He believes Lyft is well-positioned to transition to an autonomous future more easily than Uber, leveraging partnerships for self-driving technology, financing, and fleet management. The current valuation of 8 times sales and 12 times next year's earnings estimates presents a good value for a company with significant growth potential.

“Lyft could have a really phenomenal future using artificial intelligence and in particular autonomy... investors are getting a pretty good value at about 8 times sales and Lyft only trades for 12 times next year's earnings estimates.”

The YouTuber is excited about Lyft due to its attractive valuation compared to Uber, trading at a much lower price-to-sales multiple. The company is now profitable and generating positive free cash flow, with improving metrics. He also highlights its strategic partnerships in autonomous driving with Mobileye and May Mobility, which could give it a strong position in the future ride-sharing market.

“Lyft is the smaller competitor to Uber but it's trading at a much much more attractive valuation about a fourth of the price to sales multiple the company is now also profitable and generating positive free cash flow.”

The analyst has been buying Lyft recently, citing its much more compelling valuation compared to DoorDash, with a forward Enterprise Value to Sales of 0.8 and a forward P/E of 13.4. He also notes Lyft's stock buyback program and compelling partnerships in autonomy as positive factors.

“Now you compare that to lift and this is a company that I have been buying recently Enterprise Value to sales is 0.9 forward Enterprise Value to sales is 08 so much much cheaper on Enterprise Value to sales and then even price to earnings not a lot of earnings in the past so that's another high number but on a forward basis lifts priced earnings multiple is just 13.4 so the valuation is much more compelling”

The analyst views Lyft as an attractive investment due to its current low valuation (P/FCF under 10, forward EV/Sales 0.9, P/E 13) and a $500 million share buyback program. He believes the company is moving in the right direction towards profitability and has significant long-term asymmetric potential from its push into autonomous driving, which could lower costs and expand its market. Despite recent market disappointment with guidance, the core business is growing double digits.

“I recently added shares of lift if shares stay where they are now I will likely add that over coming months in the asymmetric portfolio but I think there was ultimately a lot to like from left this quarter continues momentum in the right direction but the upside the real asymmetric potential comes with autonomy.”

The YouTuber has added Lyft to his portfolio, viewing it as a smaller company with potentially more upside from autonomy compared to Uber. He sees ride-sharing as a valuable sector if autonomous technology becomes commoditized, and considers Lyft as part of a 'basket' investment in autonomy.

“I've actually added lift to my portfolio because it's a little bit smaller potentially more upside from autonomy they could potentially disrupt their own business a little bit easier than Uber could.”

The analyst views Lyft as a contrarian buy, noting its attractive valuation with an Enterprise Value to sales multiple of 0.9 and its recent achievement of free cash flow positivity. He believes autonomous driving partnerships, particularly with Mobileye and Volkswagen, will be a game-changer by increasing supply, lowering costs, and leveling the playing field with Uber, offering significant upside potential.

“I think autonomy really changes the game for lft the problem Lyft has always had in the ride sharing business is they didn't have as much Supply as Uber and if you don't have as much Supply you're not going to be able to attract demand.”

The analyst is bullish on Lyft, seeing it as a key beneficiary of the autonomous driving trend in 2025. He argues that autonomous vehicles could significantly expand the ride-sharing market, potentially by tenfold, and that Lyft could gain market share by deploying thousands of autonomous vehicles, leveling the playing field with Uber. He suggests Lyft has '10x, maybe 100x potential' if it can compete more effectively with Uber in an autonomous world.

“Lyft is the one that has maybe even more than 10x maybe 100x potential if they're able to compete on More Level footing with Uber and get the Tailwind from this Market being much bigger in autonomy”

The YouTuber sees Lyft as having significant asymmetric potential due to its smaller size and more desperate position compared to Uber. This could allow Lyft to more aggressively transition to fully autonomous fleets in specific markets, potentially leading to a 10x or 100x return on investment given its current market cap.

“Lyft has a much easier path towards fully autonomous vehicles because they have a much smaller business they're much more desperate company”

The analyst is watching Lyft, noting its smaller market cap ($6.4 billion) compared to Uber, which could allow it more flexibility to experiment with business models and potentially become a better partner for autonomous driving companies. He suggests Lyft could go all-in on autonomous vehicles and leverage its existing user base to boost partnerships.

“the other one to keep an eye on is Lyft Lyft has a market cap of just 6.4 billion dollars so they're a distant second place behind Uber when it comes to ride sharing but that means that they can play around with different business models they can be potentially a better partner for these autonomous driving companies”

The YouTuber notes that David Tepper acquired a new position in Lyft, interpreting this as a value judgment where Tepper believes Lyft is undervalued compared to Uber. He sees Lyft as a 'beaten up' company with a sustainable business, despite its position as the number two in ride-sharing.

“Lyft is clearly the number two company in ride sharing even though that's not a great position to be long term so again looking at those kind of value positions from Tepper.”

The YouTuber suggests buying Lyft if its price is below $20, viewing it as a long-term play for 2027. They anticipate upside potential once the market stabilizes, earnings improve, and positive sentiment returns, emphasizing a long-term mindset for this investment.

“So at 19, 18, anywhere under $20, you still had the upside potential once the market kind of firms up a little bit and gets on better footing and these earnings start coming in and positive sentiment start coming back into the market, you're going to see things like Lyft take off.”

The YouTuber suggests buying Lyft if it's trading below $20, viewing it as a long-term play for 2027. He anticipates upside potential once the market stabilizes, earnings improve, and positive sentiment returns.

“So at 19, 18, anywhere under $20, you still had the upside potential once the market kind of firms up a little bit and gets on better footing and these earnings start coming in and positive sentiment start coming back into the market, you're going to see things like Lyft take off.”

The YouTuber recommends buying Lyft at its current price of $19 for a short-term trade, with a price target of $30. He notes its stabilization after a pullback and sees it as a good opportunity for significant returns.

“This one is currently $19. We want a one-year leap on this plate. One-ear leap on all these plays if you can because I want you to hit the home run.”

The YouTuber recommends buying Lyft, especially if it dips below its current price of $20.46. He has a price target of $30 and suggests buying long-term options (January 2027 leaps) to capitalize on its expected appreciation.

“Coach has a $30 price target on this that I need you to be along for the ride on. If you already made money with me in lift, let me know down in the comments below.”

The YouTuber expresses pride in his past Lyft (LYFT) call, noting that many followers have seen significant returns. He implies continued bullishness, encouraging viewers to consider it as a profitable play, similar to Uber.

“If you have made money with this play, let me know down in the comments below. If you are, many of y'all I just got to show you guys some love. Have outpaced the teacher and I couldn't be more proud.”

The YouTuber recommends buying Lyft, aiming for a price target of $30. He advises entering at or below the current levels of $21.96 or $19.59, emphasizing that while it's a slower mover than some other stocks, it offers significant profit potential for those who take profits at the target.

“Okay, so we're looking for $30 next. Okay, so that might take 3 months from now. That might take 3 weeks from now. Okay, so look these levels right here. You see 2196 anywhere here or below?”

The YouTuber recommends buying Lyft on a pullback to $19.59 or $19.80, stating that the stock is still targeting $30. He emphasizes that the long-term play extends to 2027 and encourages buying dips rather than selling, even if it drops significantly below the average cost.

“No, you need to get it at 1959 or 1980. Okay? It's still going to $30. You're not late.”

The YouTuber recommends buying Lyft based on technical analysis, setting an initial price target of $20, followed by $30. He suggests buying at current levels or on pullbacks to $16, $15, or $14, highlighting it as a more affordable option compared to other high-growth stocks.

“Lift is going to $20. That's target number one. So any if it ain't at 20 yet, you can get in it cuz you from here to 20 is still a good move.”

The YouTuber recommends buying Lyft options with a January 2027 expiration, specifically the $15 call with a delta of 71 or 80+. He bases this on technical analysis, identifying a double bottom pattern and anticipating a break of resistance, leading to price targets of $20 and then $30. He claims his technical expertise ensures the play will hit.

“Ticker symbol Lyft. Everybody go to this. Okay, this particular play, I'm showing it to you now cuz the setup is there. I don't care nothing else about the but the technicals. I am a technician. That's why I don't miss.”

The YouTuber recommends buying Lyft shares and long-dated call options (January 2027, $15 strike) due to a strong technical setup that he believes will lead the stock to $20 and then $30. He emphasizes a disciplined approach to taking profits at these targets, regardless of further upside, and suggests averaging down on options if the price drops.

“This is lift. I'm going to be teaching the lesson I'm going to teach YouTube on Robin Hood today and on YouTube I'mma teach mumu next. So, I want you to get it in both platforms or at least one. In mumu, we can also paper trade. So, you can follow this as well. But follow this real quick, guys. Ticker symbol LYF sitting at $16,75. Okay, now let's get to our option play. All right, we have the lift $15 call. I want I want you guys to beat the teacher. I want you guys to beat the teacher. Okay, this is our next big play.”

The analyst implies that Lyft's business model is vulnerable to disruption from autonomous vehicle services like Waymo and potentially Tesla's robo-taxi. They suggest that if autonomous services offer a superior product at a lower price, traditional ride-sharing companies will struggle to compete, making their categories look like a 'joke'.

“Who's going to acquire Lyft? Open question. We'll we'll we'll see. We'll see what happens.”