Lyft Inc Stock Price, News & Analysis

Curb and Lyft (NASDAQ: LYFT) announced a partnership on Nov 10, 2025 to integrate Lyft ride requests into Curb Flow, Curb's open API that aggregates ride demand.

The integration will launch first in Los Angeles and expand to other Curb Flow cities; riders can request taxis in the Lyft app while drivers receive offers via existing Curb in-vehicle systems. Curb reports 100,000+ drivers across 65+ cities, a fourfold network volume increase since 2023, and a reported 20%+ rise in driver earnings in LA comparing H1 2024 to H1 2025.

Lyft (NASDAQ: LYFT) announced a strategic partnership with Curb to connect Lyft riders with licensed taxis via integration with the Curb Flow platform.

The integration launches in Los Angeles later this month and will expand to additional cities. By linking Curb’s network to Lyft’s ~50 million annual riders, the combined marketplace aims to reduce wait times, increase vehicle availability, and provide drivers with more trip offers and flexibility.

The integration preserves app features and upfront pricing, routes taxi dispatches into Lyft, and requires no additional setup in enabled markets, aligning with both companies’ driver-first and quality commitments.

Lyft (NASDAQ: LYFT) reported record Q3 2025 results with Gross Bookings $4.78B (+16% YoY) and revenue $1.69B (+11% YoY). The company posted Q3 net income of $46.1M and record Adjusted EBITDA $138.9M (+29% YoY) with a 2.9% margin. Trailing twelve‑month operating cash flow reached $1.08B and free cash flow hit $1.03B, both all‑time highs.

Operationally, Rides grew 15% YoY to 248.8M and Active Riders rose 18% YoY to 28.7M. Company announced autonomous partnerships with Waymo and Tensor/NVIDIA and acquired TBR Global Chauffeuring in October. Q4 2025 guidance: Gross Bookings ~$5.01B–$5.13B and Adjusted EBITDA ~$135M–$155M; company did not provide a GAAP equivalent for forward non‑GAAP guidance.

Lyft (Nasdaq: LYFT) will release third quarter 2025 financial results after market close on Wednesday, November 5, 2025. The company will host a conference call the same day at 1:30 p.m. PT / 4:30 p.m. ET to discuss results and business highlights.

Investors can listen to the live audio webcast and access the archived webcast via the company’s Investor Relations page at https://investor.lyft.com. Lyft also discloses material information through SEC filings, press releases, public calls, webcasts, its investor site, X accounts, the CEO’s LinkedIn, and company blogs to ensure broad public distribution under Regulation FD.

Lyft (Nasdaq: LYFT) selected Change to power its Round Up & Donate program, which lets riders round fares to the nearest dollar and donate the difference to nonprofit partners.

Since 2017, riders have donated more than $42 million through the program. Change will automate nonprofit eligibility checks, manage payment timelines, and streamline reporting, allowing Lyft's social impact team to focus on partnerships and rider engagement. On September 30, 2025, Lyft added five new nonprofits to the program.

Lyft (NASDAQ: LYFT) and Waymo have announced a strategic partnership to launch autonomous ride-hailing services in Nashville by 2026. The collaboration leverages Lyft's Flexdrive subsidiary for comprehensive fleet management of Waymo's autonomous vehicles.

The partnership will integrate Waymo's vehicles into both companies' networks, with initial availability on the Waymo app followed by integration into Lyft's platform later in 2026. Lyft will develop a dedicated AV fleet management facility with charging and service capabilities, while Flexdrive will manage vehicle maintenance, infrastructure, and depot operations.

The initiative represents a significant step in expanding autonomous mobility services, combining Waymo's proven autonomous technology with Lyft's customer experience and fleet management expertise.

Lyft (NASDAQ:LYFT) has announced the pricing of $450 million Convertible Senior Notes due 2030 in a private offering to qualified institutional buyers. The notes, which will settle on September 5, 2025, are expected to generate $438.8 million in net proceeds after expenses.

The notes will be convertible at 42.5170 shares of Class A common stock per $1,000 principal amount, equivalent to a conversion price of $23.52 per share. Lyft will use $37.8 million for capped call transactions and $95.7 million to repurchase approximately 5.7 million shares of Class A common stock at the September 2, 2025 closing price.

Lyft (NASDAQ:LYFT) announced that CFO Erin Brewer will participate in a fireside chat at the Goldman Sachs Communacopia + Technology Conference. The event will take place on September 9, 2025, at 1:45 PM PT in San Francisco, CA. Investors can access the live webcast through Lyft's investor relations website at investor.Lyft.com.

Lyft (NASDAQ: LYFT) has announced plans to offer $450 million in Convertible Senior Notes due 2030 through a private offering to qualified institutional buyers. The company will also grant initial purchasers an option for an additional $50 million in notes.

The proceeds will be used to fund capped call transactions, repurchase up to $100 million of Class A common stock, and for general corporate purposes. The notes will be senior, unsecured obligations with semi-annual interest payments. Upon conversion, Lyft will pay cash up to the principal amount and may settle the remainder in cash, shares, or a combination thereof.