Barclays Lowers Lyft's Price Target to $20

Ride-sharing company's stock rating remains 'equal weight' despite target price cut

Published on Feb. 12, 2026

Got story updates? Submit your updates here. ›

Barclays has decreased its price target for Lyft (NASDAQ:LYFT) from $27.00 to $20.00, while maintaining an 'equal weight' rating on the ride-sharing company's stock. Several other brokerages have also issued reports on Lyft, with Arete Research setting a $20.00 target price and Mizuho increasing its price objective from $24.00 to $27.00.

Why it matters

Lyft's stock price has been volatile in recent months as the company navigates the evolving rideshare market. The lowered price target from Barclays reflects broader concerns about Lyft's growth and profitability outlook, which could impact investor sentiment and the company's ability to raise capital.

The details

Barclays cited the challenging market conditions and competitive landscape faced by Lyft in reducing the price target. The ride-sharing company has also faced headwinds from regulatory changes and the ongoing shift to remote work that has impacted urban transportation demand.

  • Barclays released the updated price target and rating on Lyft on Wednesday, February 12, 2026.
  • Arete Research set a $20.00 target price on Lyft in a research note on Wednesday, December 3, 2025.
  • Mizuho increased its price objective on Lyft from $24.00 to $27.00 in a research note on Wednesday, November 12, 2025.

The players

Lyft, Inc.

A peer-to-peer ridesharing platform that connects passengers with drivers through a mobile application, headquartered in San Francisco, California.

Barclays

A multinational investment bank and financial services company that has issued a new price target and rating on Lyft's stock.

Arete Research

A research firm that has set a $20.00 target price on Lyft's stock.

Mizuho

A financial services group that has increased its price objective on Lyft's stock.

Got photos? Submit your photos here. ›

What they’re saying

“We must not let individuals continue to damage private property in San Francisco.”

— Robert Jenkins, San Francisco resident (San Francisco Chronicle)

“Fifty years is such an accomplishment in San Francisco, especially with the way the city has changed over the years.”

— Gordon Edgar, grocery employee (Instagram)

What’s next

The judge in the case will decide on Tuesday whether or not to allow Walker Reed Quinn out on bail.

The takeaway

This case highlights growing concerns in the community about repeat offenders released on bail, raising questions about bail reform, public safety on SF streets, and if any special laws to govern autonomous vehicles in residential and commercial areas.