LYFT as of Oct 31 · 14:31 ET

LYFTNasdaqServices-Business Services, NEC

Lyft, Inc. · Brief

Next report

4 days

Nov 4 · after closeest.Q3 FY26

Earnings

Expected move

Inputs

±8.5%implied · report alone

14.7917.53

straddle ±10.0%

spot 16.16exp Nov 6ATM strike 16ATM straddle 1.91IV 107%

Oct 30 closereport share · term structure

Expected move

Inputs

Implied vs realized

8 reportsHistory

—≥ implied

Nov 6 '24—▲+22.85%—

Feb 11 '25—▼−7.92%—

May 8 '25—▲+28.08%—

Aug 6 '25—▲+1.57%—

Q3 FY25—▲+5.83%—

Feb 10 '26—▼−16.97%—

Q1 FY26—▲+1.34%—

Q2 FY26±9.9%▲+7.12%×0.72

quarterimplied−30%0+30%realized×

Q2 FY26±9.9%▲+7.12%×0.72

Q1 FY26—▲+1.34%—

Feb '26—▼−16.97%—

Q3 FY25—▲+5.83%—

Aug '25—▲+1.57%—

May '25—▲+28.08%—

2 older reports

Feb '25—▼−7.92%—

Nov '24—▲+22.85%—

Shaded = implied · tick ▲▼ = realized · × = |realized| ÷ impliedSource: options EOD · implied at prior close · realized close to close

Bull & bear

Nov 4 report · est.

Bull2

6disclosed supplier and customer tiesSEC filings

532managers reporting a position in the latest quarterly filings13F · Jun 30 '26

Bear2 of 3

14 of 24largest reporting managers cut their stake in the latest quarter13F · Jun 30 '26

0.06%of Columbia Research Enhanced Value ETF assets largest tracked fund weightN-PORT · Jul 31 '26

AI captions · Oct 26 '26once per report · top 2 per case

Linked exposure

LYFT report session

Suppliers 2

AMZNAmazon Web Services×0.20 ADTADT×0.16

× = co-movement · max 501dSource: SEC filings · market data

Latest changes

30 daysAll changes

Oct 21impliedImplied move: ±10.2% into Nov 4 earnings (Oct 21 close).Source

Your note

privateThesis 0 · Decisions 0 · Observations 0

No thesis.