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LYFT INC-A

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LYFT trade ideas

The Famous IPO Cycle. $UBER $LYFT $FB $SNAP // Uber overvalued?The Famous IPO Cycle. $UBER $LYFT $FB $SNAP The Famous IPO Cycle. $UBER $LYFT $FB $SNAP $UBER In 2018, Dara Khosrowshahi's first full year as Uber's CEO, the company narrowed losses and continued to grow revenue, though at a slower pace than in the previous year. According to the private company's self-reported financials, full-year revenue for 2018 was $11.3 billion, up 43 percent year over year. Gross bookings, or the amount collected before payouts to drivers, grew to $50 billion for the year, up 45 percent from the prior year. Its adjusted losses decreased 15 percent in 2018 to $1.8 billion, down from $2.2 billion in 2017. The figure excludes the company's sale of its Russia and Southeast Asia businesses. Including those two sales to Yandex and Grab, respectively, Uber actually saw GAAP losses of $370 million. GAAP losses in 2017 were $4.5 billion. So while the growth rate is strong by most standards, Uber's growth decelerated over 2018. On a quarterly basis, Uber continues to report heavy losses and slowing growth. Uber's revenue for the fourth quarter came in at $3 billion, up 25 percent from the same quarter last year, lower than the 38 percent it grew in Q3. While that's not viable for most public companies, Uber is expected to go public this year with a rumored valuation of over $120 billion, and investors will have to decide if Uber's slowing growth warrants that valuation. In the fourth quarter of 2018, Uber also reported an adjusted loss of $768 million. A $358 million benefit from income taxes cut down what would have been a more than $840 million adjusted loss. Gross bookings for Q4 came in at $14.2 billion, up 37 percent from the same quarter a year prior. It's the highest it has ever been, the company told investors. In the lead-up to its 2019 IPO, Uber is pitching itself as a full platform for transportation and logistics, not just ride-hailing. The company hopes that moonshot projects such as Uber freight, electronic bikes, autonomous driving and its development of flying cars will help it own a piece of every trip across any vehicle. However, these segments are costly for Uber to develop, weighing on Uber's long-term profitability. Khosrowshahi took over Uber in November 2017 from founder Travis Kalanick. He inherited a company that was growing quickly but losing billions overseas and roiled by controversy and board infighting. One of his first moves was to retreat from Russia. A few months later, he sold Uber's unprofitable Southeast Asia business. He has hired a CFO and COO, and so far, appears on track to bring the company public this year. At the same time, Khosrowshahi has made big expensive bets, such as Uber's acquisition of the bike- and scooter-sharing start-up Jump, and doubling down on expanding Uber Eats. Uber now considers food delivery part of its core business, along with ride-hailing. While it didn't break out UberEats for the fourth quarter, the segment made up 17 percent of its business in Q3. Back in October, Uber said it was expanding its food-delivery business to cover 70 percent of the U.S. by the end of 2018. Uber's take rate, or the percentage of revenue Uber makes for every gross booking, declined in Q4. The company told investors that the decline is due to continued investment in new lines of business and rising competition. Uber may be spending more in the lead-up to its IPO to shore up its market share. Research firm Second Measure shows that Lyft, Uber's largest U.S. competitor, has taken 28.9 percent of the market over the last year. Lyft is also gearing up for an IPO this year, and both companies are racing to get out first. Uber and Lyft filed to go public confidentially on the same day. Uber's CFO, Nelson Chai, called 2018 the company's strongest year yet. "Q4 set another record for engagement on our platform," Chai said in a statement. "In 2018, our ride sharing business maintained category leadership in all regions we serve, Uber Freight gained exciting traction in the US, JUMP e-bikes and e-scooters are on the road in over a dozen cities, and we believe Uber Eats became the largest online food delivery business outside of China, based on gross bookings." SOURCE: CNBC
NASDAQ:LYFTShort
by void_491
Its not getting a lift anytime soon.. Where to start? The loss of $900,000,000 a year? The loss per share of $9.02? A growing impatience and anger with Lyft drivers? I believe people must have thought that Lyft would pop at IPO but its been declining since going public. Except the same with Uber, as they lose almost double that of Lyft every year. Ride-sharing companies are not a sound investment and they have plateaued in terms of innovation. Sadly, ride-share companies severely hurt taxi and black car services, putting many out of business because of how popular it became. So, this means ride-sharing is doing good? At a loss of $900,000,000 - $1,800,000,000 dollars.. no one is profiting. Not taxi, black car, or ride share companies and neither the drivers. Lyft will need to raise prices on rides soon or face problems with liquidity as well as mass driver walk-away. Once they raise prices, the advantage of ride-sharing will disappear. If you are holding at IPO price, it's better to take a loss because it doesn't seem like Lyft will be coming up anytime soon. There are almost no new products, markets, or innovations that Lyft can come up with to bring in a boost in share prices and optimism. This one is a major sell. The line includes days of up and down, but it will fizzle away. Target ? $25 or lower.. where it will play around flat until some major announcement will spike it up, than fizzle away again. How fast? No one knows.. December showed us how a bear market and fear come into play, things could go south in a matter of days when fear comes into play.
NASDAQ:LYFTShort
by WorldEconomics
$LYFT Once bitten twice shy, Investment disaster for many.LYFT losses a lot of money, it is expected to lose anywhere from between $4.85 - $2.49 per share this quarter, we can not justify any involvement in this stock it is a pure gamble. Uber's IPO will surely have a negative effect on the price also, if not then the market has lost its mind. To invest in LYFT, you are investing in a company that is no where near, or have any intentions of producing a profit for many years to come. We would much prefer to burn our own cash than let someone else do it. We may be very wrong and Biased but good people lost a lot of money getting caught up in this IPO and to the benefit of the wealthier.
NASDAQ:LYFT
by RedHotStocks
LYFT 1-HOUR TIMEFRAME LONGThe price has found support once again at the 55.75 level and started a small rally. I am quite optimistic about this stock as it has broken its unconfirmed descending trendline to the upside. This could be the start of a bull market. It has not been easy for investors in this stock as prices have tanked since its listing. Further upward movement will also be confirmed if prices do breakout of the double bottom pattern and make new highs. However, it is important to wait first as price will show its hand in good time
NASDAQ:LYFTLong
by munyaelliott
2
$LYFT Possible Reversal HereIf you measure from the highs to the lows (with the little trading data we currently have), you'll see that we have about a 37% decline from the IPO highs. As $LYFT and $UBER are viewed as a duopoly and depending on Uber's valuation at IPO, I think Lyft is well positioned for some upside in the coming trading days to weeks. Now if you're a fundamental driven investor/trader, I'm well aware of the nasty looking financials but what's new about it in this current market environment? We already have more than 80% of the IPOs coming in as zombies (no EPS) and this is not much of a surprise...If the markets want to transact on only sales multiples and disregard EPS, well that is what the markets want. As a student of the markets and long time observer, it's always more wise to respect the demands of the markets and disregard one's bias as this is the nature of trading/investing. Anyways, the way I view this trading idea here in Lyft is from the perspective of the current technological environment combined with investors' fear of missing out (FOMO) on a recognized brand. If you analyze Goldman Sachs' latest hiring trends you'll noticed that they have been hiring quite a bit of "technology" investment bankers. This is very telling of macro trends because right now the technology has already bled into every vertical and it seems to be one of the top performing sectors. The point in me explaining this is to elaborate to you what I'm seeing in the markets. In the prior generations I believe most securities were heavily valued based on financial fundamentals and that still remains somewhat true today; however, I would also add that investors these days are also valuing securities heavily on technology. The weight in valuing companies on technology can be so heavy that they are disregarding the financials. In this case, I perceive Lyft being part of that scenario. Lyft being a well recognized brand and only recently IPOed still has a run to the upside to make. I believe the initial decline to the downside from the near 90s were bought by the first wave of FOMOs and that a second wave will come in to drive this security higher. Given Lyft's relatively lowered price and capturing the minds/greed of the broader public investors I think the current setup looks attractive for a fixed risk/reward trade. Consider a trade here (educational purposes only) anticipate some chop as the market's pricing mechanism will come into play.
NASDAQ:LYFTLong
by finvizclub