North America Equity Research December 2025 US Internet 2026 Outlook Doug Anmuth AC (212) 622-6571 douglas.anmuth@jpmorgan.com J.P. Morgan Securities LLC Dae Lee, CFA AC (415) 315-8500 dae.k.lee@jpmorgan.com J.P. Morgan Securities LLC Bryan M. Smilek AC (212) 622-8886 bryan.smilek@jpmorgan.com J.P. Morgan Securities LLC Neeraj Kookada, CFA (212) 622-0270 neeraj.s.kookada@jpmorgan.com J.P. Morgan Securities LLC Margaret Hoffman (212) 622-1710 margaret.hoffman@jpmchase.com J.P. Morgan Securities LLC See the e ...

Key Takeaways FCFS, LYFT, IBP, LUMN and AEIS are five mid-cap stocks highlighted after strong gains during 2025.LYFT is seeing strong rider and driver growth and is targeting the robotaxi market via partnerships.AEIS is benefiting from semiconductor and data center demand, with Data Center revenues expected to double.U.S. stock markets have been witnessing an astonishing bull run since the beginning of 2023 barring some minor fluctuations. The three major stock indexes — the Dow, the S&P 500 and the Nasdaq ...

市场情绪与科技行业背景 - 市场在2025年最后几周呈现出紧张态势 尽管标普500指数仍徘徊在历史高点附近 但许多人对人工智能相关投资可能开始出现裂痕感到担忧 因公司巨额支出[1] - 分析师加里·亚历山大拥有在华尔街报道科技公司以及在硅谷工作的综合经验 并担任多家种子轮初创公司的外部顾问 这使其能够接触到塑造当今行业的许多主题[1]

Lyft (NASDAQ:LYFT – Get Free Report) and Tencent (OTCMKTS:TCEHY – Get Free Report) are both computer and technology companies, but which is the better investment? We will contrast the two companies based on the strength of their dividends, valuation, profitability, institutional ownership, risk, analyst recommendations and earnings. Get Lyft alerts: ProfitabilityThis table compares Lyft and Tencent’s net margins, return on equity and return on assets.Net MarginsReturn on EquityReturn on AssetsLyft2.40%18.2 ...

Lyft enters 2026 looking stronger than ever.Lyft (LYFT 0.73%) entered 2025 with a lot to prove. The company spent years defending its relevance against a much larger competitor, struggling to generate consistent cash flow, and fighting the perception that it lacked scale. But as the year closes, Lyft looks meaningfully different: stronger, more disciplined, and more strategic than at any point since its initial public offering.Here are the four biggest highlights from 2025 that investors should know to help ...

Lyft delivered solid milestones in 2025, but 2026 will be the real test of the sustainability of its achievements.Lyft (LYFT 0.73%) enters 2026 in a stronger position than it has seen in years.After a long period defined by market-share pressure, cash burn, and questions about long-term viability, the company finally delivered consistent profitability, expanded internationally through the Freenow acquisition, and tightened its operations.But 2026 won't be about declaring victory; it will be about validating ...

Key Takeaways LYFT leverages strategic AV partnerships to expand without heavy R&D investment.WRD is scaling globally with AV rollouts in Asia, the Middle East, Europe and the U.S.LYFT has outperformed WRD in price gains and holds a favorable Value Score rating.The robotaxi market has huge potential. The global robotaxi market is projected to reach $45.7 billion by 2030, at a CAGR of 91.8% from 2023 to 2030, according to MarketsandMarkets’ forecast. This highly lucrative space attracts both WeRide (WRD) , b ...

Key Takeaways LYFT posted Q3 gross bookings of $4.8B, up 16% YoY, marking its 18th straight quarter of double-digit growth. Growth was fueled by a record 28.7M active riders and 248.8M rides, both up double digits year over year.Q4 gross bookings are projected to rise 17-20% YoY, driven by service levels and expanded market presence.Lyft (LYFT) , the San Francisco-based ridesharing company, continues to benefit from a steady rise in gross bookings. This improvement is largely driven by an expanding active r ...

Lyft Inc. (NASDAQ:LYFT) is one of the high short interest stocks to buy right now. On December 9, Wells Fargo raised the firm’s price target on Lyft to $26 from $20, while maintaining an Equal Weight rating on the shares. Wells Fargo acknowledged that because Lyft is primarily a US rideshare operator, its positive outlook for the US rideshare market in 2026 is a clear benefit to the stock. However, the firm is maintaining a neutral stance because it views Lyft’s recent diversification into non-US assets as ...

活动概述 - 本次为摩根士丹利举办的一场炉边谈话活动 与会者为Lyft的首席财务官Erin Brewer [1] 披露声明 - 所有重要披露信息 包括个人持股披露和摩根士丹利披露 均可在摩根士丹利官网或注册台获取 [2] - Lyft在活动中所做的部分陈述可能被视为前瞻性声明 这些声明涉及诸多风险和不确定性 可能导致实际结果出现重大差异 [2] - 公司所作的任何前瞻性声明均基于发布当日之假设 且公司无义务对其进行更新 [2] - 可能影响实际结果的风险因素讨论 请参阅Lyft的10-K表格 [2]