Lyft Lost About 25% Of Its Value Last Year: This Bank Says Positive Factors Will Result in 85% Returns Ahead

Impact · against what's priced in

The article provides no material catalysts for Lyft, Uber, or DoorDash, as the reported bullish analyst targets and operational data are already reflected in the market's rejection of consensus targets. For Lyft specifically, the highlighted 'positive factors' like insurance reform and margin expansion are exactly what the current price is already declining to pay for.

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Doesn't touch the price's assumptions

The price assumes

Revenue deceleration to ~15% CAGR