Insider Purchases: Inside the Buy
📅 May 30, 2025
Ticker: LYFT | Price: $15.24 📉 (-0.72%) as of May 30, 2025, 4:00 PM ET

🚨 Trigger Alert: CEO Keeps Hitting the "Buy" Button
CEO David Risher seems to believe—he’s been scooping up LYFT shares like they’re surge-priced unicorns:

• 🗓️ May 29, 2025: +6,538 shares @ $15.29

• 🗓️ Nov 12, 2024: +13,790 shares @ $18.15

• 🗓️ Aug 9, 2024: +51,815 shares @ $9.67

💰 That’s more than $850K in insider buying—so he’s clearly not just hitching a ride. He’s driving the thesis.

🏦 Institutional Conviction Is High, Too
608 funds hold 87.25% of float. That’s a full rideshare.

Top holders include:

• Vanguard: 38.05M shares 🚀

• Ameriprise: 24.85M shares 🏦

• FMR (Fidelity): 23.69M shares 💼

• BlackRock: 22.37M shares 🪨

• Appaloosa, AQR, Renaissance: You know it’s serious when the quants show up. 🧠

🔍 For full Institutional Ownership breakdown, see here.

📊 Q1 2025: Green Lights All Around

• Gross Bookings: $4.2B (+13% YoY)

• Revenue: $1.5B (+14% YoY)

• Net Income: $2.6M (yes, actual income!)

• Free Cash Flow: $280.7M 🚿

• Trailing 12M Cash Flow: $919.9M 💵

• Adjusted EBITDA: $106.5M (+79% YoY)

🚘 Rides: 218.4M (record!)
🧍 Active Riders: 24.2M (also a record!)
🤖 Driver AI Tool: "Earnings Assistant" launched
👵 New Service: Lyft Silver, targeting seniors 65+

👉 Want the full picture? Dive into Lyft’s financials here.

💸 Share Buybacks? Oh Yes.
Raised repurchase program to $750M, with $200M to be spent in the next 3 months. Talk about shareholder TLC. 💘

🔮 Q2 2025 Outlook:

• Gross Bookings: $4.41B–$4.57B

• Adjusted EBITDA: $115M–$130M

• Rides Growth: Mid-teens %

• Margin: 2.6%–2.8%

📈 Valuation Snapshot

• Trailing P/E: 102.3 (but don’t flinch—it’s backward-looking!)

• Forward P/E: 24.75 (way more digestible)

• Price/Sales: 1.08

• EV/Revenue: 0.92

🚦 Translation: Lyft's not expensive anymore—it's in recovery mode, with a shot at real upside.

🧠 Why We Kinda Like It:

1. 💸 Profitability turning corner

2. 🔄 Share buybacks + CEO conviction

3. 📲 Engagement innovations (AI + new demos)

4. 🏦 Solid institutional support

5. 🚕 Strong growth in rides, cash flow, and ops

⚠️ But… Know the Risks:

• Uber's still king 👑

• Tech disruption looms 🤖

• Macro risks (consumer slowdown, recession) ☁️

• Humanity’s extinction 🦕 (we always add this one for fun)

Interested in another investment idea?
Check our take on UnitedHealth Group.

💬 Verdict: Ride or Wait?
Lyft has finally found first gear in profitability. If you’re betting on ride-hailing long term, this could be a compelling—if still volatile—entry point.

Start small. Keep your helmet on. And maybe don't bet your whole gas tank on it.

📛 Disclaimer:
We prefer our rideshare stocks like our road trips: smooth-ish, well-reviewed, and with snacks. 🚗💼
Invest at your own risk. Seatbelts recommended.

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