3 Major Buybacks Just Dropped—Here's the Signal Investors See

Several major companies just expanded their share repurchase authorizations, giving them fresh capacity to retire stock in 2026. In a market where buybacks matter more than ever for per-share results, that kind of firepower can provide a meaningful tailwind—especially when growth is uneven, and investors are scrutinizing capital allocation.

MarketBeat • Feb 23, 2026

Lyft: Incredible Upside Potential Despite AV Fears

Lyft remains a Strong Buy, given the company's integration of AVs and its significant advantage over others through its fleet management platform. Lyft is establishing a presence in Europe through its acquisition of FREENOW, which should help the firm navigate the strict regulatory environment across the continent when deploying AVs. The company saw strong growth in gross bookings, and FCF topped $1 billion for the first time in the firm's history.

Seeking Alpha • Feb 20, 2026

UBER vs. LYFT: Which Ride-Hailing Stock Is Better Placed Post Q4?

LYFT or UBER after Q4? Earnings misses hit both, but valuation, buybacks and price performance may tilt the scales toward one ride-hailing stock.

Zacks Investment Research • Feb 20, 2026

Lyft CFO to Participate in Fireside Chat at the Bernstein TMT Forum

SAN FRANCISCO--(BUSINESS WIRE)--Lyft, Inc. (Nasdaq: LYFT) announced today that Erin Brewer, Chief Financial Officer, will participate in a fireside chat at the Bernstein Insights: What's Next in Tech? 4th Annual TMT Forum in Palo Alto, CA, on Thursday, February 26, 2026 at 11:00 a.m. PT. A live webcast of the event will be available on the investor relations section of the Lyft website at http://investor.Lyft.com. About Lyft Whether it's an everyday commute or a journey that changes everything,.

Business Wire • Feb 19, 2026

Skip Uber; Buy Lyft But Only For A Short Ride

Lyft trades at a steep discount to Uber, despite narrowing operational gaps and improving gross margins over the past decade. UBER commands a significant valuation premium due to superior EBIT margins (~10.7% vs. LYFT's -2.7%) and greater scale, though both face commoditized market dynamics. LYFT's path to re-rating hinges on achieving profitability through further cost discipline or aggressive market share gains, but risks of structural disadvantage remain.

Seeking Alpha • Feb 14, 2026

Lyft Earnings & Revenues Fall Short of Estimates in Q4, Decrease Y/Y

LYFT posts Q4 loss, revenue miss despite record rides and rising bookings, while guiding for up to 20% gross bookings growth in Q1. EBITDA jumps 37%.

Zacks Investment Research • Feb 13, 2026

Lyft's Earnings Crash Is Overdone, Affordable Entry Points Emerge

Lyft (LYFT) suffered a sharp sell-off after a revenue miss and operating loss, but I view the drop as an overreaction. Despite headline misses, LYFT posted record active riders, strong gross bookings growth, and encouraging forward guidance for Q1 bookings. Valuation is compelling with a PE ratio of 1.97 and Price/Sales of 1.1, alongside healthy gross and free cash flow margins.

Seeking Alpha • Feb 13, 2026

Is Lyft Stock a Buy After Earnings?

Lyft stock is falling after the company reported slightly disappointing earnings. With double-digit growth and big buybacks ahead, this may be a great buy for investors.

The Motley Fool • Feb 12, 2026

Stock Of The Day: Is This The Bottom For Lyft?

Lyft, Inc.  (NASDAQ: LYFT) continues to trade lower on Thursday. The stock dropped by more than 15% yesterday after reporting its earnings.

Benzinga • Feb 12, 2026

Lyft CEO Risher says consumer is showing 'no softness' as stock slides 15% after earnings

Lyft CEO David Risher said the consumer remains strong after the company reported fourth-quarter results. The ride-sharing company reported rider metrics that fell short of analyst expectations.

CNBC • Feb 11, 2026