Lyft Inc Class A

LYFT: XNAS (USA)

Morningstar Rating for Stocks	Fair Value	Economic Moat	Capital Allocation
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Lyft Earnings: Partnerships Support the Near-Term Visibility, but We Still Don’t See Pricing Power

Mark Giarelli , Robert Leary

May 8, 2026

Lyft posted solid, but unspectacular, first-quarter results, with active riders up 17% to 28.3 million, and gross bookings up 19% to $4.95 billion. Partnerships drove 27% of North America rides, supporting growth but underscoring reliance on external demand channels.

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Lyft Inc Class A

Lyft Earnings: Partnerships Support the Near-Term Visibility, but We Still Don’t See Pricing Power

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