CapIQ
Source: S&P Capital IQ consensus via Xpressfeed · Generated 2026-07-24.
S&P Capital IQ consensus shows a profitability-led upgrade: normalized-EPS estimates for FY2027-28 have been marked up roughly 14% over the past six months while revenue forecasts held roughly flat. Growth is set to cool from low-double-digits toward mid-single-digits by FY2029, even as EBITDA continues to outpace the top line. The Street stays cautious - about two-thirds rate Lyft Hold - and outer-year EPS coverage thins to a handful of analysts.
Normalized-EPS estimates marked up ~14% in six months while revenue holds flat
The mark-up landed three-to-six months ago; over the last 30 days both lines have essentially stopped moving.
Currency: USD · Scale: money in millions, absolute · Point-in-time consensus; Δ90d is Now versus 90d.
| Metric | FY | 180d | 90d | 30d | Now | Δ90d |
|---|---|---|---|---|---|---|
| EPS (normalized) | FY2027 | $1.83 | $1.86 | $2.09 | $2.09 | +12.5% |
| EPS (normalized) | FY2028 | $1.86 | $2.11 | $2.13 | $2.12 | +0.2% |
| Revenue | FY2027 | $8.25bn | $8.15bn | $8.20bn | $8.20bn | +0.6% |
| Revenue | FY2028 | $8.96bn | $8.77bn | $8.84bn | $8.84bn | +0.8% |
Revenue growth steps down from ~12% to ~6% by FY2029 as EBITDA keeps climbing
Currency: USD · Scale: money in millions, absolute · YoY uses the prior fiscal year from the feed; analyst count and range use the first displayed period.
| Metric | FY2026E | FY2027E | FY2028E | FY2029E | YoY | Analysts | Low / high |
|---|---|---|---|---|---|---|---|
| Revenue | $7.30bn | $8.20bn | $8.84bn | $9.35bn | +15.6% | 40 | $6.92bn / $7.65bn |
| EBITDA | $679.68m | $862.63m | $987.03m | $1.01bn | +28.5% | 39 | $479.00m / $733.80m |
| EPS (normalized) | $1.55 | $2.09 | $2.12 | $1.68 | +23.7% | 13 | $1.26 / $2.02 |
Revenue hugs consensus while normalized-EPS surprises swing from +16% to -47%
Current sequences by metric: Revenue: 1 consecutive beat; EPS (normalized): 1 consecutive miss.
Currency: USD · Scale: money in millions, absolute · Consensus is captured before each actual first became effective.
| Quarter | Metric | Consensus | Actual | Surprise | Outcome |
|---|---|---|---|---|---|
| Q1 FY2026 | Revenue | $1.63bn | $1.65bn | +1.1% | Beat |
| Q1 FY2026 | EPS (normalized) | $0.29 | $0.28 | -2.3% | Miss |
| Q4 FY2025 | Revenue | $1.75bn | $1.59bn | -9.2% | Miss |
| Q4 FY2025 | EPS (normalized) | $0.32 | $0.37 | +16.0% | Beat |
| Q3 FY2025 | Revenue | $1.70bn | $1.69bn | -0.8% | Miss |
| Q3 FY2025 | EPS (normalized) | $0.31 | $0.30 | -2.2% | Miss |
| Q2 FY2025 | Revenue | $1.61bn | $1.59bn | -1.4% | Miss |
| Q2 FY2025 | EPS (normalized) | $0.28 | $0.30 | +5.6% | Beat |
| Q1 FY2025 | Revenue | $1.46bn | $1.45bn | -0.9% | Miss |
| Q1 FY2025 | EPS (normalized) | $0.20 | $0.11 | -46.7% | Miss |
| Q4 FY2024 | Revenue | $1.54bn | $1.55bn | +0.6% | Beat |
| Q4 FY2024 | EPS (normalized) | $0.23 | $0.27 | +17.5% | Beat |
| Q3 FY2024 | Revenue | $1.44bn | $1.52bn | +5.7% | Beat |
| Q3 FY2024 | EPS (normalized) | $0.20 | $0.29 | +42.7% | Beat |
| Q2 FY2024 | Revenue | $1.39bn | $1.44bn | +3.6% | Beat |
| Q2 FY2024 | EPS (normalized) | $0.19 | $0.24 | +25.0% | Beat |
Where the street disagrees
Currency: USD · Scale: money in millions, absolute · Spread/mean is absolute high-low divided by absolute mean.
| Metric | Period | Mean | Low–high | Spread/mean | Analysts |
|---|---|---|---|---|---|
| Net income (GAAP) | FY2027E | $369.53m | $180.80m–$691.00m | 138.1% | 32 |
| EPS (normalized) | FY2027E | $2.09 | $1.54–$3.40 | 89.0% | 13 |
| EBITDA | FY2028E | $987.03m | $639.00m–$1.12bn | 48.4% | 24 |
Two-thirds rate Lyft Hold; targets run $14-$30 around an $18 median
Currency: USD · Scale: money in millions, absolute · Analyst counts shown explicitly.
| Street view | Reading | Analysts |
|---|---|---|
| Recommendation mix | Buy 10, Outperform 4, Hold 28, Underperform 1, Sell 0 | 43 |
| Consensus score | 2.47 | 43 |
| Target price | mean $19.00; median $18.00; high $30.00; low $14.00 | 36 |
Outer-year normalized-EPS rests on just 3-6 analysts
Treat FY2028-29 normalized-EPS consensus as indicative; revenue and EBITDA coverage runs deeper (11-24 analysts) but also thins after FY2027.