Lyft(US:LYFT) 智通财经网·2025-07-09 04:04Group 1 - Lyft is experiencing positive market signals due to rising vehicle ownership costs and Tesla's underwhelming response to its autonomous taxi service in Austin, creating an opportunity for Lyft to narrow the gap with Uber [1] - Analysts from Oppenheimer believe that the previous pessimistic expectations regarding autonomous driving technology disrupting ride-sharing demand have been broken, indicating that traditional ride-sharing services still have a solid market foundation [1] - Since Lyft's Q1 earnings report in May, consumer demand and industry competition have not shown significant changes, providing stable expectations for market performance in Q2 and the second half of the year [1] Group 2 - Analysts expect Lyft to gradually achieve meaningful EBITDA margin expansion, allowing the company to pursue value-accretive acquisitions and potentially initiate stock buyback plans to enhance shareholder value [1] - Oppenheimer maintains an "outperform" rating on Lyft, raising the target price by $3 to $20, which represents a 25% upside from the closing price on Monday [1] - There is a divergence in market ratings for Lyft, with Seeking Alpha giving a "buy" rating while Wall Street analysts generally hold a "hold" view [2]