The downgrade to Neutral suggests that Goldman Sachs sees limited upside potential for Lyft's stock in the short term, which could temper investor enthusiasm. However, the increase in the price target from $12 to $15 indicates a positive adjustment to the expected value of the stock, which could counterbalance the downgrade's negative impact. The net effect on the stock price may be neutral in the short term as the market digests both pieces of information.