LemonadeLMND
LMND
About: Lemonade Inc operates in the insurance industry. The company offers digital and artificial intelligence based platform for various insurances and for settling claims and paying premiums. The platform ensures transparency in issuing policies and settling disputes. The company is using technology, data, artificial intelligence, contemporary design, and social impact to deliver delightful and affordable insurances. Geographically, it operates in California, Texas, New York, New Jersey, Illinois, Georgia, Washington, Colorado, Pennsylvania, Oregon and others.
Employees: 1,235
0
Funds holding %
of 7,407 funds
0
Analysts bullish %
of 3 analysts
Fund manager confidence
Based on 2024 Q4 regulatory disclosures by fund managers ($100M+ AUM)
141% more first-time investments, than exits
New positions opened: 82 | Existing positions closed: 34
137% more capital invested
Capital invested by funds: $677M [Q3] → $1.6B (+$925M) [Q4]
33% more funds holding in top 10
Funds holding in top 10: 3 [Q3] → 4 (+1) [Q4]
21% more funds holding
Funds holding: 220 [Q3] → 266 (+46) [Q4]
3.37% more ownership
Funds ownership: 57.79% [Q3] → 61.17% (+3.37%) [Q4]
2% more call options, than puts
Call options by funds: $201M | Put options by funds: $198M
8% less repeat investments, than reductions
Existing positions increased: 61 | Existing positions reduced: 66
Research analyst outlook
3 Wall Street Analysts provided 1 year price targets over the past 3 months
Low target
$24
10%
downside
Avg. target
$39
47%
upside
High target
$60
124%
upside
3 analyst ratings
1 positive
33%
1 neutral
33%
1 negative
33%
Morgan Stanley Bob Huang 78% 1-year accuracy 14 / 18 met price target | 10%downside $24 | Underweight Downgraded | 8 Apr 2025 |
Citizens Capital Markets Andrew Boone 38% 1-year accuracy 34 / 90 met price target | 124%upside $60 | Market Outperform Reiterated | 26 Feb 2025 |
Piper Sandler Arvind Ramnani 30% 1-year accuracy 20 / 67 met price target | 27%upside $34 | Neutral Maintained | 26 Feb 2025 |
Financial journalist opinion
Based on 7 articles about LMND published over the past 30 days
Positive
MarketBeat
2 days ago
Lemonade: Leveraging AI to Underwrite a Path to Profitability
Amid the tariff-induced market volatility, some stocks in the finance sector are directly untouchable by tariffs. Artificial intelligence (AI) powered digital insurance fintech Lemonade Inc. NYSE: LMND stands out as one of them with its disruptive model, solid growth metrics and technological edge.
Positive
Zacks Investment Research
1 week ago
ROOT vs. LMND: Which InsurTech Has More Upside Potential?
Let's find out which InsureTech is a safe investment option, ROOT or LMND.
Positive
Seeking Alpha
1 week ago
A Deep Dive On Lemonade
The $7.6T insurance industry is “a prize worth fighting for” and it is primed for disruption — enter Lemonade. Through the combination of reinsurance, killer prices, and AI, Lemonade is making insurance more delightful, affordable, and precise than ever before. Although Lemonade is still unprofitable, its margins are getting sweeter, with Loss Ratios trending down and Cash Flow turning positive.
Positive
Seeking Alpha
1 week ago
Lemonade: An Incredible Small Cap At A Great Valuation
Lemonade leverages AI and technology to disrupt traditional insurers, offering streamlined services and superior data collection, targeting a younger demographic under 35. LMND's cross-selling strategy boosts customer lifetime value and reduces acquisition costs, with significant potential in the car insurance market. Profitability inflection point expected by 2026, with strong metrics like premium per employee and customer per employee outpacing traditional competitors.
Positive
Zacks Investment Research
2 weeks ago
These 2 Finance Stocks Could Beat Earnings: Why They Should Be on Your Radar
Finding stocks expected to beat quarterly earnings estimates becomes an easier task with our Zacks Earnings ESP.
Neutral
Business Wire
3 weeks ago
Lemonade: $1 Billion in Premiums
NEW YORK--(BUSINESS WIRE)--Lemonade (NYSE: LMND), the digital insurance company powered by AI and social impact, has passed $1 billion of In Force Premium (IFP). This marks a significant milestone for the company, coming just 8.5 years after selling its first policy, and reflecting a ~150% compound annual growth rate. This rapid growth was enabled by Lemonade's investment in technology, broad product portfolio, deep geographic reach, and a persistent focus on building the best customer experien.
Positive
The Motley Fool
3 weeks ago
Time to Buy the Dip on Lemonade Stock?
Lemonade (LMND 7.49%) stock has been disappointing investors for years now, although it's been up and down over that time. It actually made some incredible progress last year, both in its business and its stock price, but it's lost some of those gains and is 81% off of its highs from 2021.
Positive
Seeking Alpha
1 month ago
Here Are 5 Companies I'd Aggressively Add To Amid Rising Market Volatility
Despite recent market volatility, now is the time to be aggressive in investing, focusing on companies with strong fundamentals and growth potential. Nu Holdings, despite macroeconomic challenges, offers a compelling opportunity with a P/S ratio of 3.3x and strong customer growth in the LatAm fintech market. Lemonade is disrupting the insurance market with significant growth potential, trading at an attractive EV/GP ratio and poised for profitability with scale.
Positive
MarketBeat
1 month ago
Lemonade's Q4 Surge: Has This AI-Powered Insurer Turned a Corner?
Lemonade's NYSE: LMND stock price has surged over 15% in the past five days following its strong Q4 2024 earnings report, continuing its upward trajectory with an 8% increase by midday on March 3, 2025. The artificial intelligence (AI)-driven insurtech company has been a topic of debate among investors, with rapid growth but elusive profitability.
Positive
The Motley Fool
1 month ago
1 Artificial Intelligence (AI) Growth Stock Down 81% to Buy on the Dip in March
In 2015, Lemonade (LMND 4.36%) was founded with a mission to reshape the insurance industry by using technology to price premiums more accurately, and to deliver a much better customer experience. Artificial intelligence (AI) is at the core of that strategy because it enables the company to automate everything from quotes to claims.
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