LMND

Lemonade Inc. (LMND) | Rumor.io

Lemonade

LMND

Attention (50-day avg)0.01%

Attention rank (50-day avg)#336

Bullish sentiment (50-day avg)91%

Price to earnings ratio-19.6

Market capitalization3.4B

Earnings per share-1.82

Dividend yield (TTM)—

Revenue (annual)737.9M

Net income (annual)-165.5M

Social

What share of all stock conversation is about LMND?

	1 Day1D	1 Week1W	1 Month1M	1 Year1Y	50-Day MAclick to plot	200-Day MAclick to plot
Attention	0% new	0.02% +0	0.01% -0.01	0.05% -0.05

Sep 24

The market capitalization of $LMND is below $3.5B, making it a potentially large opportunity in the market, according to a high-conviction position in a portfolio.
The company's top-line growth exceeds 30% and the bottom-line is closer to profitability, despite premium hikes being lower than inflation, creating a potentially attractive opportunity to DCA or start a new position.
$LMND's customer growth and premium per customer growth are highlighted as positive indicators, with 3.31M customers and ~166k new customers in the quarter, and a customer math Q2 report showing a 23% increase in customers and an 8% increase in premium per customer.

Generated by AI

Sentiment

Of the messages about LMND that take a side, what share is each?

	1 Day1D	1 Week1W	1 Month1M	1 Year1Y	50-Day MAclick to plot	200-Day MAclick to plot
Bullish	—	72.44% -10.91	85.97% -6.52	92.33% -2.23
Bearish	—	27.56% +10.91	14.03% +6.52	7.67% +2.23

Bullish· Aug 26

The US market for auto insurance is a $30B opportunity, making it a significant growth area for Lemonade, Inc. ($LMND).
$LMND is well-positioned to capture a large share of the auto insurance market in Florida, which is one of the three most permissive states for autonomous vehicles.
Lemonade, Inc. ($LMND) has a strong risk-reward ratio, with a 25% profit target if the stock reaches $58.9, and a bullish catalyst will be a close above $62 on the hourly chart.

Bearish· Jul 29

The CFO of LMND sold $5.78M of stock at $79.18 just three weeks before the current price drop, raising questions about insider sentiment.
LMND's valuation is high, with a market cap of over $10 billion, and the company has yet to be profitable despite its growth, which is decelerating.
The company has been criticized for doubling home insurance rates on long-term customers, increasing claim losses, and has been described as a "total scam" and a "piece of shit" with a "stellar earnings" report that fails to address its 11-year history of losses.

Generated by AI

Topics

Of the messages about LMND that carry a topic, what share is each?

	1 Day1D	1 Week1W	1 Month1M	1 Year1Y
Technical Analysis	0%	77.68%	60.73%	14.94%
Announcements	0%	0%	24.17%	10.9%
Earnings	0%	2.23%	1.51%	27.37%
Macro	100%	20.09%	13.6%	35.56%
Analysts	0%	0%	0%	10.88%
Controversies	0%	0%	0%	0.35%

Earnings· Jul 29

Lemonade, Inc.'s Q2 earnings report beat expectations, with revenue up 79% YoY to $294.4M and in-force premium reaching $1.43B, a 32% YoY increase.
The company raised its FY26 revenue guidance to $1.214B-$1.220B, and sees Q3 sales of $323M-$326M, both ahead of expectations.
Despite the earnings report beating expectations, the stock price fell 24% in the market reaction, with some analysts interpreting this as a buying opportunity due to the stock's potential to become cheap enough to be worth investing in.

Analysts· Mar 17

Morgan Stanley upgraded $LMND to Overweight with a price target of $85, citing the company's partnership with Tesla as a key catalyst for long-term growth and earnings scale.
The partnership with Tesla is expected to give $LMND an early data advantage in autonomous insurance, with the company offering 50% discounts when FSD is active.
$LMND has significant upside potential as a $4.4B market cap company in a $6 trillion sector, with the company's disruption of the insurance sector seen as a long-term winner.

Announcements· Jun 7

$LMND is considered a strong buy due to its 32% YoY growth in IFP for the 10th consecutive quarter.
The company has doubled its IFP in 3 years while cutting staff and has seen revenue triple and gross profit increase 10x.
Despite a 50% drop in the stock price over 4 months, the business has never looked stronger, with accelerating growth and improved financials.

Technical Analysis· Feb 19

$LMND's price action is expected to backtest the 52-51 level before the next leg up, according to technical analysis.
The stock's Elliott Wave structure shows a completed 5-wave impulse from the 2024 lows into $99.97 peak, followed by a sharp corrective pullback that is now retracing the broader advance.
$LMND's monthly chart is failing off of the 50% retracement, which may cause a big pullback, but the stock could also be due for a bounce or reversal at the $60 level.

Generated by AI

Community

Of the messages about LMND, what share comes from each group?

	1 Day1D	1 Week1W	1 Month1M	1 Year1Y	50-Day MAclick to plot	200-Day MAclick to plot
Regulars	96.15%	68.62%	75.51%	84.26%
Newcomers	3.85%	31.38%	24.49%	15.74%

Regulars· Aug 17

$LMND's operating leverage, revenue, and gross profits have all increased, with customer count up 15.3%, and they'll have over $400m in tax allowance to benefit from.
The author is considering adding to their position in $LMND at a 36% discount compared to 40 days ago.
Caesar Capital increased its position in $LMND today at $50.23 per share, with a new average cost basis of $38.2.

Newcomers· Aug 27

Newcomers to LMND are focusing on metrics such as user count, premium growth, loss ratio, and market cap to evaluate the company's performance.
Retail investors are being considered as a positive factor for LMND, with some users expressing admiration for their investment decisions.
The current price of LMND's call options is being viewed as a potential opportunity, with one user expressing confusion and frustration at the discrepancy between the bid and stock prices.

Generated by AI

Lemonade has seen its share price move sharply in recent years, which puts a spotlight on whether the current market value lines up with what the business is generating in sales. With such a pronounced swing in returns, the core issue for investors is how much revenue the market is effectively paying for today. Over the past 3 years, Lemonade has delivered a share price gain of about 2.9x, which raises the question of whether that kind of move still matches what its sales can support. The...

4d agoYahoo Finance

Lemonade (LMND) Could Be 8% Undervalued As Kentucky Pet Launch Expands Reach

Why Lemonade’s Kentucky pet launch matters for LMND investors Lemonade (LMND) just rolled out its pet insurance product in Kentucky, extending Lemonade Pet coverage to 44 states plus Washington, D.C., and giving the insurer fresh ground to test its app-first model. The Kentucky rollout lands at a time when Lemonade’s 1 day share price return of 2.1% contrasts with a 30 day share price return that is down 16.8%, while the 3 year total shareholder return of about 2.9x still signals strong...

5d agoYahoo Finance

Lemonade stock hits 52-week low at 46.12 USD

6d agoInvesting.com

Lemonade Targets First EBITDA-Positive Quarter as CFO Tim Bixby Transitions to Board

Lemonade (NYSE:LMND) Chief Financial Officer Tim Bixby said the digital insurer expects to reach a significant profitability milestone in the fourth quarter, while continuing to prioritize growth, product expansion and technology-driven underwriting. Speaking at a company event, Bixby said he will

12d agoYahoo Finance

Lemonade: The Business Is Finally Starting To Catch Up, But The Stock Isn't A Buy Just Yet

19d agoSeeking Alpha

Lemonade CBO Maya Prosor sells $56,815 in common stock

21d agoInvesting.com

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5	The Progressive CorporationPGR	0%0
6	Block, Inc.SQ	0%0
7	Hims & Hers Health, Inc.HIMS	0.17%+0.1
8	Oscar Health, Inc.OSCR	0.05%+0.02
9	TransMedics Group, Inc.TMDX	0%-0.01
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Lemonade Inc.

Financial Services
Insurance - Property & Casualty

Lemonade Inc. is a technology-driven insurance company that provides a range of property and casualty insurance products through a fully digital platform. The company focuses on renters, homeowners, condo, and pet health insurance, and in some markets offers additional coverages such as liability and personal property protection. Customers interact with Lemonade primarily via its mobile app and website, where artificial intelligence is used to underwrite policies, manage onboarding, and handle claims with a high degree of automation. This digital-first model is designed to simplify the insurance experience, from quote to claim, while reducing administrative friction. Operating across multiple U.S. states and select international markets, Lemonade targets consumers who prefer a streamlined, app-based approach over traditional insurance channels. Headquartered in New York City and founded in 2015, Lemonade today positions itself within the broader financial services and insurtech landscape as a provider of accessible, transparent property and casualty coverage for individuals and households.

Website

Location

5 Crosby Street

New York, NY, 10013

United States

Social

What share of all stock conversation is about LMND?

	1 Day1D	1 Week1W	1 Month1M	1 Year1Y	50-Day MAclick to plot	200-Day MAclick to plot
Attention	0% new	0.02% +0	0.01% -0.01	0.05% -0.05

Sep 24

The market capitalization of $LMND is below $3.5B, making it a potentially large opportunity in the market, according to a high-conviction position in a portfolio.
The company's top-line growth exceeds 30% and the bottom-line is closer to profitability, despite premium hikes being lower than inflation, creating a potentially attractive opportunity to DCA or start a new position.
$LMND's customer growth and premium per customer growth are highlighted as positive indicators, with 3.31M customers and ~166k new customers in the quarter, and a customer math Q2 report showing a 23% increase in customers and an 8% increase in premium per customer.

Generated by AI

Sentiment

Of the messages about LMND that take a side, what share is each?

	1 Day1D	1 Week1W	1 Month1M	1 Year1Y	50-Day MAclick to plot	200-Day MAclick to plot
Bullish	—	72.44% -10.91	85.97% -6.52	92.33% -2.23
Bearish	—	27.56% +10.91	14.03% +6.52	7.67% +2.23

Bullish· Aug 26

The US market for auto insurance is a $30B opportunity, making it a significant growth area for Lemonade, Inc. ($LMND).
$LMND is well-positioned to capture a large share of the auto insurance market in Florida, which is one of the three most permissive states for autonomous vehicles.
Lemonade, Inc. ($LMND) has a strong risk-reward ratio, with a 25% profit target if the stock reaches $58.9, and a bullish catalyst will be a close above $62 on the hourly chart.

Bearish· Jul 29

The CFO of LMND sold $5.78M of stock at $79.18 just three weeks before the current price drop, raising questions about insider sentiment.
LMND's valuation is high, with a market cap of over $10 billion, and the company has yet to be profitable despite its growth, which is decelerating.
The company has been criticized for doubling home insurance rates on long-term customers, increasing claim losses, and has been described as a "total scam" and a "piece of shit" with a "stellar earnings" report that fails to address its 11-year history of losses.

Generated by AI

Topics

Of the messages about LMND that carry a topic, what share is each?

	1 Day1D	1 Week1W	1 Month1M	1 Year1Y
Technical Analysis	0%	77.68%	60.73%	14.94%
Announcements	0%	0%	24.17%	10.9%
Earnings	0%	2.23%	1.51%	27.37%
Macro	100%	20.09%	13.6%	35.56%
Analysts	0%	0%	0%	10.88%
Controversies	0%	0%	0%	0.35%

Earnings· Jul 29

Lemonade, Inc.'s Q2 earnings report beat expectations, with revenue up 79% YoY to $294.4M and in-force premium reaching $1.43B, a 32% YoY increase.
The company raised its FY26 revenue guidance to $1.214B-$1.220B, and sees Q3 sales of $323M-$326M, both ahead of expectations.
Despite the earnings report beating expectations, the stock price fell 24% in the market reaction, with some analysts interpreting this as a buying opportunity due to the stock's potential to become cheap enough to be worth investing in.

Analysts· Mar 17

Morgan Stanley upgraded $LMND to Overweight with a price target of $85, citing the company's partnership with Tesla as a key catalyst for long-term growth and earnings scale.
The partnership with Tesla is expected to give $LMND an early data advantage in autonomous insurance, with the company offering 50% discounts when FSD is active.
$LMND has significant upside potential as a $4.4B market cap company in a $6 trillion sector, with the company's disruption of the insurance sector seen as a long-term winner.

Announcements· Jun 7

$LMND is considered a strong buy due to its 32% YoY growth in IFP for the 10th consecutive quarter.
The company has doubled its IFP in 3 years while cutting staff and has seen revenue triple and gross profit increase 10x.
Despite a 50% drop in the stock price over 4 months, the business has never looked stronger, with accelerating growth and improved financials.

Technical Analysis· Feb 19

$LMND's price action is expected to backtest the 52-51 level before the next leg up, according to technical analysis.
The stock's Elliott Wave structure shows a completed 5-wave impulse from the 2024 lows into $99.97 peak, followed by a sharp corrective pullback that is now retracing the broader advance.
$LMND's monthly chart is failing off of the 50% retracement, which may cause a big pullback, but the stock could also be due for a bounce or reversal at the $60 level.

Generated by AI

Community

Of the messages about LMND, what share comes from each group?

	1 Day1D	1 Week1W	1 Month1M	1 Year1Y	50-Day MAclick to plot	200-Day MAclick to plot
Regulars	96.15%	68.62%	75.51%	84.26%
Newcomers	3.85%	31.38%	24.49%	15.74%

Regulars· Aug 17

$LMND's operating leverage, revenue, and gross profits have all increased, with customer count up 15.3%, and they'll have over $400m in tax allowance to benefit from.
The author is considering adding to their position in $LMND at a 36% discount compared to 40 days ago.
Caesar Capital increased its position in $LMND today at $50.23 per share, with a new average cost basis of $38.2.

Newcomers· Aug 27

Newcomers to LMND are focusing on metrics such as user count, premium growth, loss ratio, and market cap to evaluate the company's performance.
Retail investors are being considered as a positive factor for LMND, with some users expressing admiration for their investment decisions.
The current price of LMND's call options is being viewed as a potential opportunity, with one user expressing confusion and frustration at the discrepancy between the bid and stock prices.

Generated by AI

Lemonade

Social

Sep 24

Bullish· Aug 26

Bearish· Jul 29

Earnings· Jul 29

Analysts· Mar 17

Announcements· Jun 7

Technical Analysis· Feb 19

Regulars· Aug 17

Newcomers· Aug 27

Lemonade (LMND) Stock Still Looks Stretched After Kentucky Pet Insurance Launch

Lemonade (LMND) Could Be 8% Undervalued As Kentucky Pet Launch Expands Reach

Lemonade stock hits 52-week low at 46.12 USD

Lemonade Targets First EBITDA-Positive Quarter as CFO Tim Bixby Transitions to Board

Lemonade: The Business Is Finally Starting To Catch Up, But The Stock Isn't A Buy Just Yet

Lemonade CBO Maya Prosor sells $56,815 in common stock

Also Discussed

Lemonade Inc.

Company Information

Location

Lemonade (LMND) Stock Still Looks Stretched After Kentucky Pet Insurance Launch

Lemonade (LMND) Could Be 8% Undervalued As Kentucky Pet Launch Expands Reach

Lemonade stock hits 52-week low at 46.12 USD

Lemonade Targets First EBITDA-Positive Quarter as CFO Tim Bixby Transitions to Board

Lemonade: The Business Is Finally Starting To Catch Up, But The Stock Isn't A Buy Just Yet

Lemonade CBO Maya Prosor sells $56,815 in common stock

Also Discussed

Social

Sep 24

Bullish· Aug 26

Bearish· Jul 29

Earnings· Jul 29

Analysts· Mar 17

Announcements· Jun 7

Technical Analysis· Feb 19

Regulars· Aug 17

Newcomers· Aug 27