Tigress raises Lyft stock target to $28, maintains buy rating

Published 21/05/2025, 15:12
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On Wednesday, Tigress Financial Partners signaled confidence in Lyft (NASDAQ:LYFT), with a price target increase to $28.00, while reaffirming a Buy rating on the stock. Currently trading at $16.50, Lyft has demonstrated strong momentum with a 28% gain year-to-date. According to InvestingPro analysis, the stock appears undervalued based on its Fair Value estimate. The firm’s optimism is anchored in Lyft’s robust growth strategies, including technology advancements, driver-focused initiatives, and market expansion efforts.

According to Tigress Financial Partners, Lyft’s trajectory is shaped by its continuous investment in innovation and service enhancements. With a solid financial health score rated as "GOOD" by InvestingPro and revenue growth of 27% in the last twelve months, the company’s focus on technology and driver-centric innovations, alongside new service offerings, are key factors contributing to its upward momentum. Lyft’s strategic moves, such as the acquisition of the European taxi-hailing app FREENOW, are expected to bolster its international presence and further stimulate growth.

Lyft’s commitment to artificial intelligence (AI) technologies is another pillar of its growth strategy. These investments aim to improve the experience for both riders and drivers, increasing operational efficiency and safety. Furthermore, Lyft’s advertising efforts are enhancing rider engagement and generating additional revenue streams.

The anticipated launch of autonomous vehicle rides in select cities is highlighted as a significant growth driver for Lyft. Tigress Financial Partners sees this advancement as a catalyst that will not only propel Lyft’s business performance but also enhance its economic profit and return on capital, ultimately leading to increased shareholder value.

The firm concludes that Lyft’s strategic capital deployment is set to fuel ongoing innovation within its ecosystem. With positive earnings of $0.14 per share in the last twelve months and analysts forecasting continued profit growth, this approach, coupled with strategic share repurchases, is expected to sustain the company’s growth trajectory and strengthen shareholder returns. For deeper insights into Lyft’s financial health and growth prospects, investors can access comprehensive analysis and 13 additional ProTips through InvestingPro’s detailed research reports.

In other recent news, Lyft’s first-quarter results have drawn attention from several analyst firms due to stronger-than-expected performance. Morgan Stanley (NYSE:MS) raised its price target for Lyft shares to $19, noting a significant EBITDA beat and increased profitability. The firm highlighted Lyft’s solid growth in the U.S. rideshare market and announced a $750 million share repurchase authorization. RBC Capital Markets maintained its Outperform rating with a $21 target, citing Lyft’s attractive valuation and potential market expansion. The firm also noted Lyft’s sustainable ride efficiency gains and interest in autonomous vehicle initiatives.

Raymond (NSE:RYMD) James maintained a Market Perform rating, acknowledging Lyft’s solid performance with bookings and EBITDA ahead of expectations. The firm expressed cautious optimism about Lyft’s autonomous vehicle strategy and partnerships. Benchmark reiterated a Buy rating with a $20 target, despite a slight revenue miss, emphasizing Lyft’s expansion into Canada and new partnerships like the one with DoorDash (NASDAQ:DASH). Cantor Fitzgerald increased its price target to $14, maintaining a Neutral rating, following Lyft’s first-quarter results that exceeded EBITDA expectations. The firm noted Lyft’s stable demand and mid-teens growth in rides due to product enhancements.

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