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 7,372 funds
–
Analysts bullish %
Fund manager confidence
Based on 2024 Q4 regulatory filings by fund managers ($100M+ AUM)
138% more first-time investments, than exits
New positions opened: 81 | Existing positions closed: 34
136% more capital invested
Capital invested by funds: $678M [Q3] → $1.6B (+$924M) [Q4]
33% more funds holding in top 10
Funds holding in top 10: 3 [Q3] → 4 (+1) [Q4]
20% more funds holding
Funds holding: 220 [Q3] → 265 (+45) [Q4]
3.3% more ownership
Funds ownership: 57.86% [Q3] → 61.17% (+3.3%) [Q4]
2% more call options, than puts
Call options by funds: $201M | Put options by funds: $198M
5% less repeat investments, than reductions
Existing positions increased: 62 | Existing positions reduced: 65
Research analyst outlook
2 Wall Street Analysts provided 1 year price targets over the past 3 months
Low target
$34
4%
upside
Avg. target
$47
44%
upside
High target
$60
84%
upside
2 analyst ratings
1 positive
50%
1 neutral
50%
0 negative
0%
Citizens Capital Markets Andrew Boone 48% 1-year accuracy 45 / 93 met price target | 84%upside $60 | Market Outperform Reiterated | 26 Feb 2025 |
Piper Sandler Arvind Ramnani 36% 1-year accuracy 23 / 64 met price target | 4%upside $34 | Neutral Maintained | 26 Feb 2025 |
Financial journalist opinion
Based on 16 articles about LMND published over the past 30 days
Positive
Seeking Alpha
2 days 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 week 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 week 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.
Positive
The Motley Fool
1 week ago
This Company Just Had Its Best Quarter Ever -- and Its Stock Is Still Almost 80% Below the All-Time High
Insurance technology company Lemonade (LMND -1.65%) recently reported its fourth-quarter earnings, which showed accelerating growth and the lowest loss ratio in the company's history. In this video, I'll discuss the key numbers investors need to know and why it's a stronger business than ever, even with shares still down 80% from their 2021 peak.
Positive
Seeking Alpha
1 week ago
The Case For Lemonade: Growth Potential And AI Innovations Make It A Buy
Lemonade differentiates its insurance products through the use of AI, to determine risk and pay claims. The company's topline growth accelerated in the fourth quarter, while profitability improved. The stock has a high potential for long-term gains, justifying a buy for aggressive growth investors.
Neutral
Yahoo Finance
1 week ago
Lemonade CEO says business is 'overwhelmingly about AI'
Homeowners and renters insurance provider Lemonade (LMND) is expecting to pay out $45 million in loss claims tied to the California wildfires in its coming quarter. Lemonade CEO Daniel Schreiber comes on the Morning Brief to discuss the company's fourth quarter earnings results and why "this was by far and away, and by any measure, pretty much the best quarter for the company ever.
Neutral
Yahoo Finance
2 weeks ago
Nvidia earnings lookahead, Lemonade CEO, bitcoin: Morning Brief
Nvidia (NVDA) is the talk of Wall Street today as investors await the release of the chip giant's fourth quarter earnings after the market close. Seana Smith and Brad Smith cover the biggest market stories and analyst commentary on Nvidia in this episode of the Morning Brief.
Neutral
Zacks Investment Research
2 weeks ago
Lemonade Q4 Loss Narrower Than Expected, Revenues Rise Y/Y
LMND's Q4 2024 results reflect an increase in net earned premiums and an increase in investment income, offset by higher expenses.
Positive
Seeking Alpha
2 weeks ago
Lemonade: With Premium Growth Accelerating, It's Time To Buy The Dip
Lemonade, Inc.'s Q4 results show strong growth in in force premium (IFP) and revenue, despite a challenging macro environment, signaling a buying opportunity amid the stock's recent dip. The company believes it has contained exposure to the LA wildfires, indicating a relatively digestible $20 million adjusted EBITDA loss in Q1. The company expects IFP to continue accelerating in FY25 to 28% y/y growth, while reiterating its goal of adjusted EBITDA profitability in FY26.
Neutral
Seeking Alpha
2 weeks ago
Lemonade, Inc. (LMND) Q4 2024 Earnings Call Transcript
Lemonade, Inc. (LMND) Q4 2024 Earnings Call Transcript
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