Lyft

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ISIN: US55087P1049

Ticker: LYFT

US55087P1049

LYFT

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Aktien Stammtisch

@Aktien_Stammtisch

6D·

RBC CAPITAL ON $TSLA (+0.05%) AND AVS: "WHAT IF TESLA PLAYED BALL WITH $UBER (+0.76%) & $LYFT (-2.14%)
?"

"We have rising conviction that Tesla may be more open to working with UBER and LYFT at some point as distribution partners for its AVs. Consistent with our June deep-dive report, we believe the successful AV networks of the future will involve deeply integrated partnerships composed of OEMs, suppliers, software enablers, and ride-hailing networks all playing their critical roles in delivering a safe, reliable, and, importantly, economically sustainable service. This could lower the cost of vehicular transportation and take share from private vehicle ownership."

"Importantly, we think both UBER and LYFT likely participate in this rising tide as vehicle supply participants would likely not sole-source for demand generation. While we remain mindful of Tesla’s ability to irrationally subsidize for a period, longer-term, we think the path of least resistance is plugging into almost immediate vehicle utilization. This would shift what is currently a possible existential risk for UBER and LYFT into simple TAM expansion."

Aktien Stammtisch

@Aktien_Stammtisch

2Wk·

⬆️⬆️⬆️

- DEUTSCHE BANK RESEARCH raises its price target for BMW from EUR 90 to EUR 95. Buy. $DBK (+0.74%)

- BERNSTEIN raises the price target for QUALCOMM from USD 200 to USD 215. Outperform. $QCOM (+1.7%)

- UBS raises the price target for LYFT from USD 13 to USD 18. Neutral. $LYFT (-2.14%)

- BARCLAYS raises the price target for SIEMENS HEALTH from EUR 60.50 to EUR 62.50. Overweight. $SHL (-0.87%)

- WARBURG RESEARCH raises the price target for KONTRON from EUR 28 to EUR 28.40. Buy. $KTN (-1.71%)

- UBS upgrades KINGSPAN GROUP from Neutral to Buy. Target price 90 EUR. $KRX (+1.52%)

- WARBURG RESEARCH raises the price target for ZEAL NETWORK from EUR 59 to EUR 64. Buy. $TIMA (-0.58%)

- GOLDMAN raises the price target for VONOVIA from EUR 42.70 to EUR 43.70. Buy. $VNA (-0.83%)

- BARCLAYS raises the price target for AHOLD DELHAIZE from EUR 30 to EUR 31. Equal-Weight. $AD (-1.04%)

- BARCLAYS raises the target price for FMC from EUR 38.50 to EUR 39. Equal-Weight. $FMC (+2.34%)

- JPMORGAN raises the target price for COMMERZBANK from EUR 18 to EUR 18.40. Overweight. $CBK (-1.01%)

- JPMORGAN raises the target price for PUMA SE from EUR 40 to EUR 44. Neutral. $PUM (-2.77%)

- JPMORGAN raises the target price for JUST EAT TAKEAWAY from GBP 13.96 to GBP 14.15. Overweight. $TKWY (+0.18%)

⬇️⬇️⬇️

- JEFFERIES downgrades PALANTIR from Hold to Underperform. Target price USD 28. $PLTR (+0.69%)

- DEUTSCHE BANK RESEARCH lowers the price target for NOVO NORDISK from DKK 1100 to DKK 1000. Buy. $NOVO B (-2.54%)

- RBC lowers the price target for NIKE from 82 USD to 80 USD. Sector Perform. $NKE (+3.29%)

- ODDO BHF downgrades ASM INTERNATIONAL to Outperform. Target price EUR 960. $ASM (+1.39%)

- KEPLER CHEUVREUX downgrades HENSOLDT from Buy to Hold. Target price EUR 34. $HAG (+1.93%)

- DEUTSCHE BANK RESEARCH lowers the price target for ZALANDO from EUR 40 to EUR 36. Buy. $ZAL (+0.47%)

- DEUTSCHE BANK RESEARCH lowers the price target for VESTAS from DKK 165 to DKK 150. Hold. $VWS (-1.6%)

- BOFA downgrades SIEMENS ENERGY from Buy to Neutral. Target price EUR 40. $ENR (+3.25%)

- METZLER lowers the price target for VONOVIA from EUR 28.50 to EUR 28. Sell. $VNA (-0.83%)

- BARCLAYS lowers the price target for TEAMVIEWER from EUR 18 to EUR 15.50. Overweight. $TMV (-1.8%)

- WARBURG RESEARCH lowers the price target for KLÖCKNER & CO from EUR 6 to EUR 5.70. Buy. $KCOB

- HAUCK AUFHÄUSER IB lowers the target price for NORMA GROUP from EUR 32 to EUR 27. Buy. $NOEJ (-0.17%)

- WARBURG downgrades EDAG ENGINEERING from Buy to Hold and lowers target price from EUR 13 to EUR 9.50. $ED4 (-0.52%)

- LBBW lowers the price target for ALLGEIER from EUR 24 to EUR 20. Buy. $AEIA

- BARCLAYS lowers the price target for HENKEL from EUR 79 to EUR 77. Equal-Weight. $HEN (+0.21%)

- BERENBERG lowers the price target for KRONES from EUR 157 to EUR 154. Buy. $KRN (+1.76%)

2 Comments

market_maverick_496/laily M.@masoudahg1

1Wk

@masoudahg1 $TSLA $NVDA $COIN #crypto #dividends $PYPL $IUIT $LYFT $QCOM $SHL $DBK $DBK $DBK $HSBC $BANK $COSMO.E $KTN $EURO $EURO $BTC $ETH $BUSDET $KRX $TIMA $AD $n/a $MNY #btc #ethereum #web3 $WEB $539692 $LUNA $PLTR $CBK $O $INCOME $ASML $MSFT $AAPL $MBLOX $FMC $PUM $BNB $TRX $GOLD $n/a $NOVO $ASX $ASM $NKE $HAJ $ZAL $AOL $FIRSTFIN $NOODLE $ENR $VWS $HAG $ENR $KOB $n/a $IBKR $ZRX $603823 $KNOB $NOE $CRYPTO $KRN $HEN $TMV $PHST

•

Techaktien

@Techaktien

2Wk·

Aftermarket after quarterly figures

+26% Applovin $APP (-1.55%)

+20% Lyft $LYFT (-2.14%)

+13% Dutch Bros

+12% Zillow

+9% Upwork

+8% HubSpot

+5% McKesson Corporation

+5% LiveRamp

+4% Take-Two Interactive

+4% QUALCOMM $QCOM (+1.7%)

+3% Gilead Sciences

+3% Paycor

+2% LATAM Airlines

+1% Tangier

-1% Coty

-1% Rapid7

-2% Albemarle

-4% Arm Holdings

-5% AMC Entertainment

-5% TripAdvisor

-7% Duolingo

-9% MercadoLibre $MELI (+2.47%)

-11% Match Group

-15% Wolfspeed

#aktien
#börse
#earnings
#quartalszahlen
#etfs

1 Comment

SemiGrowth@SemiGrowth

2Wk

$APP rather +50%

••

Aktien Stammtisch

@Aktien_Stammtisch

2Wk·

$LYFT (-2.14%) Q3 Earnings Highlights:

🔹 Revenue: $1.52B (Est. $1.44B) 🟢; UP +32% YoY

🔹 EPS: $0.29 (Est. $0.20) 🟢

🔹 Gross Bookings: $4.1B; UP +16% YoY

🔹 Adjusted EBITDA: $107.3M; UP +17% YoY

🔹 Free Cash Flow: $242.8M vs. -$30M in Q3 2023

Q4 Outlook

🔹 Adj EBITDA: $100M - $105M (Est. $85M) 🟢

🔹 Gross Bookings: $4.28B - $4.35B; UP +15% to +17% YoY

🔹 Adj EBITDA Margin: 2.3% - 2.4%

FY24 Guidance

🔹 Rides Growth: Mid-teens YoY

🔹 Gross Bookings Growth: Approximately +17% YoY

🔹 Adjusted EBITDA Margin: ~2.3% (up from prior 2.1% guidance)

🔹 Free Cash Flow: Exceeding $650M

Q3 Operational Metrics

🔹 Active Riders: 24.4M; UP +9% YoY (record high)

🔹 Total Rides: 217M; UP +16% YoY (record high)

🔹 Revenue per Active Rider: $62.40

🔹 Operating Cash Flow: $264.0M vs. $2.3M YoY

Strategic Developments

🔸 Growing monthly subscription model "Price Lock" with over 200,000 active passes, allowing users to avoid surge pricing.

🔸 Autonomous vehicle partnerships with Mobileye, May Mobility, and Nexar for integration planned by 2025.

🔸 Partnership with DoorDash to expand service offerings.

CEO Commentary

🔸 "Our team delivered one of the strongest quarters in Lyft history. Innovations for drivers and riders, along with our partnerships in autonomy, are positioning Lyft as the choice for every ride." – David Risher, CEO

~ Michael 💎 🏅

@Michael-official

2Wk·

Lyft
$LYFT (-2.14%) has just announced its quarterly figures.

The earnings per share (EPS) is $0,29 and exceeds expectations of $0,20.

The turnover amounted to $1,52 billion and is also above expectations of $1,44 billion.

Techaktien

@Techaktien

1Mon·

Podcast episode 59 "Buy High. Sell Low."

Subscribe to the podcast to end the staff shortage!

00:00:00 Q3 Performance Max

00:16:30 Q3 Performance Juri

00:27:00 Q3 Performance Stephan

00:41:00 China money printer

01:04:00 Tesla Cybercab

01:34:00 Uber

01:44:45 AMD & Nvidia

02:01:10 €1,000 work bonus

Spotify

https://open.spotify.com/episode/0USfiCifdd77nT5AdkHRaE?si=312891I_SW2vQl-MNsLhQQ

YouTube

https://youtu.be/OAy7hzY2r9o

Apple Podcast

https://podcasts.apple.com/us/podcast/folge-59-tesla-amd-nvidia-uber-china-q3-portfolio-performance/id1695869891?i=1000672811885

#podcast
$SPOT (+0.9%)
$AAPL (+0.52%)
$GOOGL (-5.23%)
$GOOGL (-5.23%)
$UBER (+0.76%)
$AMD (+0.64%)
$NVDA (+1.51%)
$TSLA (+0.05%)
$LYFT (-2.14%)
$MBLY
$INTC (+2.41%)
$IE00BMC38736 (+2.06%)

open.spotify.comFolge 59: Tesla, AMD, Nvidia, Uber, China, Q3 Portfolio-Performance

Aktien Stammtisch

@Aktien_Stammtisch

3Mon·

$LYFT (-2.14%) Q2'24 Earnings Highlights:

EPS: $0.01 (Est. - $0.03)

Revenue: $1.44B (Est. $1.39B)

; UP +41% YoY

Gross Bookings: $4.02B (Est. $4.07B)

; UP +17% YoY

Active Riders: 23.7M (Est. 23.68M)

; UP +10% YoY

Rides: 205M (Est. 206.74M)

; UP +15% YoY

Q3'24 Guidance:

Gross Bookings: $4.0B-$4.1B (Est. $4.14B)

Adjusted EBITDA: $90M-$95M (Est. $104M)

Adjusted EBITDA Margin: ~2.3%

FY 2024 Directional Commentary:

Rides Growth: Mid-teens YoY

Gross Bookings Growth: Slightly faster than rides growth YoY

Adjusted EBITDA Margin: ~2.1%

Positive Free Cash Flow expected for the full year

Free Cash Flow Conversion: Expected to reach >90% long-term conversion target for FY 2024

Operational Highlights:

All-time high Active Riders: 23.7M, up 10% YoY

Record Rides: 205M, up 15% YoY

Gross Bookings: $4.0B, up 17% YoY

Net Cash Flow from Operating Activities: $276.2M (Improved from $(70.0)M YoY)

Free Cash Flow: $256.4M (Improved from $(112.2)M YoY)

Other Metrics:

Adj EBITDA: $102.9M (Est. $99.1M)

Adj Net Income: $98.9M (Est. $67.3M)

Net Income: $5.0M (Improved from $(114.3)M YoY)

CEO David Risher's Commentary:

"For over a year you've heard us say that customer obsession drives profitable growth. In Q2 we delivered, and drivers and riders are choosing Lyft in record numbers."

CFO Erin Brewer's Insight:

"Our platform is growing in a very healthy way as evidenced by the strength of our financial results, including strong cash flow generation and GAAP Net income. We had a strong second quarter with more than a hundred million dollars in Adjusted EBITDA, and we have solid momentum entering the second half of the year."

Additional Operational Insights:

All-time high driver hours and most new drivers welcomed since 2019.

Pride celebrations led to a 17% increase in rides in cities with Pride events.

College town rides surged 23% during spring graduation weekends.

Canadian rides doubled YoY, with Toronto becoming the 8th largest market.

Financial Metrics:

Adjusted EBITDA Margin: 2.6% (vs. 1.2% in Q2'23)

Net Income as a percentage of Gross Bookings: 0.1% (vs. (3.3)% in Q2'23)

Adjusted Net Income: $98.9M (vs. $59.5M in Q2'23)

Strategic Focus:

Maintain strong growth trajectory while enhancing platform efficiency.

Continue investments in driver and rider experience to sustain high engagement and satisfaction levels.

~ Michael 💎 🏅

@Michael-official

3Mon·

A significant success for the

platform operator Uber
$UBER (+0.76%), Lyft
$LYFT, (-2.14%) and DoorDash
$DASH (+1.49%): The decision to launch their app-based gig workers as independent contractors remains in place.

This way of working is essential for the companies.

The ruling ends a protracted legal battle and confirms that classifying drivers as independent contractors does not violate the California Constitution.

2 Comments

C.B.@Finanzgeograph

3Mon

And terrible for all "employees".

•

Show answer

Hennington Research

@HennRes

4Mon·

Tesla ($TSLA (+0.05%)) originally planned to open in August
2024 their new robotaxi but has now postponed the unveiling to October
2024 has been postponed. This additional time should allow the teams to develop more prototypes to build more prototypes.

The robotaxi will be an autonomous vehicle that may not even no steering wheel steering wheel. It should be cheaper than conventional cabs and transportation services such as Uber ($UBER (+0.76%)) and Lyft ($LYFT (-2.14%)) because it does not require a human driver. Despite the high expectations, there are still many unanswered questions about this robotaxi, such as its exact designhow it works and how it will be positioned on the market. Tesla's autonomous driving technology uses cameras instead of laser sensors (lidar), which is also controversial.

5 Comments

Tenbagger2024@Tenbagger2024

4Mon

The safest alternative would be to change the infrastructure.
Milling magnetic strips into the road in which the vehicle can log in via an app.
Here, the vehicle is connected to the road via magnetism.
Vulnerability would be very low and the number of very vulnerable sensors and cameras would be greatly reduced.

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View all 4 further answers

~ Michael 💎 🏅

@Michael-official

4Mon·

After intensive negotiations UBER
$UBER (+0.76%) and other ride-sharing companies like LYFT
$LYFT (-2.14%) in Massachusetts have agreed to pay drivers a minimum wage of 32.50 US dollars per hour and other social benefits.

3 Comments

Hendrik@hendrik_lmr

4Mon

No matter how correctly you pronounce Massachusetts, it always sounds wrong

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