From Nasdaq: 2025-05-06 08:40:00

Uber and Lyft are set to report earnings this week. Lyft generates most revenue from ridesharing with a quarter of the market share, while Uber dominates with a 75% share. Wall Street expects Lyft to report flat EPS with 10-14% growth and Uber to swing to a profit with 17-21% growth. Lyft is expected to move 15.6% post-earnings, while Uber is expected to move 7.8%.

Uber has outperformed Lyft this year, with UBER shares up 43% compared to LYFT’s 0.5% gains. Uber’s success is attributed to its performance, booming Uber Eats business, and autonomous delivery robots through Serve Robotics. Uber’s partnerships for robotaxi services also set it ahead of Lyft.

Investors are closely watching the robotaxi ambitions of Uber and Lyft in their earnings reports. Alphabet’s Waymo, partnered with Uber, already provides 250,000 paid robotaxi rides per week in the US. Tesla is also set to start its Cybercab robotaxi service in Austin. Uber’s numerous partnerships show a commitment to the robotaxi revolution, giving it an edge over Lyft.

After years of losses, Uber and Lyft reached profitability in 2023. Both companies tend to outperform Wall Street expectations, with Lyft beating estimates by 42.11% over the past four quarters. Uber has shown strong price strength and is emerging from a bullish pattern, while Lyft is approaching a pivotal technical zone.

As Uber and Lyft prepare to unveil their Q1 2025 results, questions about future growth, robotaxi ambitions, and the evolving ride-sharing industry will be answered. Uber has separated itself as the leader through its price action, booming Uber Eats business, and robotaxi partnerships, positioning it ahead of Lyft.



Read more at Nasdaq: Zacks Investment Ideas feature highlights: Uber Technologies, Lyft, Serve Robotics, Alphabet and Tesla