Lyft (NYSE: LYFT) shares tau xaus hnub ua lag luam rau lub Cuaj Hlis 26, nqis los ntawm 3.36% tom qab lub tuam txhab peev UBS downgraded cov Tshuag, txiav lawv qhov kwv yees los ntawm kev thov tias cov neeg siv khoom nyiam siv cov kev pabcuam ntawm nws cov neeg sib tw hauv qhov chaw, Uber (NYSE: UBER).
Tus kws tshuaj ntsuam Lloyd Walmsley txo LYFT los ntawm 'yuav' mus rau 'tsis nruab nrab' thiab txo tus nqi lub hom phiaj los ntawm $ 50 rau $ 16, txo cov nyiaj khwv tau los ua ntej paj, se, depreciation, thiab amortization (EBITDA) rau 2024 txog $ 671 lab, thaum lub tuam txhab cia siab tias nws EBITDA hauv 2024 kom ncav cuag $ 1 billion.
"Peb qhov kev cia siab txo qis yog txhawb nqa los ntawm UBS Evidence Lab tsav tsheb daim ntawv ntsuam xyuas thiab cov ntaub ntawv app uas qhia tias: cov neeg tsav tsheb nyiam Uber; Lyft tsis yog tus tsav tsheb lub ntsiab app; thiab Uber muaj ntau qhov rub tawm thiab siv cov neeg tsav tsheb thiab cov neeg siv khoom piv rau Lyft. "
LYFT daim ntawv qhia thiab tsom xam
LYFT tau trading nyob rau hauv $ 13.41 txog $ 18.57 ntau yam hauv lub hli dhau los, nyob qis dua tag nrho tsiv kwv yees. Lub sijhawm luv luv thiab lub sijhawm ntev yog qhov tsis zoo, thaum kev tsom xam qhia ib cheeb tsam tsis kam los ntawm $ 15.70 txog $ 15.98 thiab ib qho kev txhawb nqa ntawm $ 12.40.
TipRanks cov kws tshuaj ntsuam xyuas ntsuas qhov sib koom 'kev yuav nruab nrab,' nrog tus nqi nruab nrab hauv 12 lub hlis tom ntej mus txog $ 30.81, 127.88% dua tshaj li tam sim no tus nqi trading ntawm $13.52. Qhov tseem ceeb sib npaug, tawm ntawm 25 Wall Street kws tshuaj ntsuam xyuas cov tuam txhab, 13 muaj 'yuav' ntsuas, kaum ib 'tuav,' thiab ib qho 'muag' kev ntaus nqi.
Dais ceeb toom
The UBS dais Kev ceeb toom tuaj yeem cuam tshuam ntxiv rau kev lag luam ntawm LYFT raws li cov khoom lag luam tau ua tiav los ntawm 78% ntawm cov tuam txhab hauv Txoj Kev & Rail kev lag luam.
Tsis tas li ntawd, ib qho duopoly ntawm Uber thiab Lyft tej zaum yuav nyuaj rau kev txhawb nqa thaum nws los txog caij tsheb-hailing raws li cov neeg siv khoom tuaj yeem rub mus rau ib lub platform nkaus xwb, raws li tus kws tshuaj ntsuam tau taw qhia.
Disclaimer: Cov ntsiab lus ntawm lub xaib no yuav tsum tsis txhob suav hais tias yog cov lus qhia txog kev nqis peev. Kev nqis peev yog speculative. Thaum kev nqis peev, koj cov peev nyiaj muaj kev pheej hmoo.
Tau qhov twg los: https://finbold.com/ubs-claims-drivers-prefer-uber-over-lyft-downgrade-the-stock/