Jupiter Asset Management Ltd. Makes New $9.06 Million Investment in Lemonade, Inc. $LMND
Jupiter Asset Management Ltd. has made a new investment of $9.06 million in Lemonade, Inc. (NYSE:LMND), acquiring 169,260 shares. This comes as Lemonade reported stronger-than-expected Q4 earnings and revenue, along with improved margins and positive free cash flow. Despite these positive results and bullish investor interest, the stock remains volatile, faces significant short interest, and has seen insider selling, leading to a mixed "Hold" analyst consensus.
JPMorgan Chase & Co. Has $187.69 Million Stake in Lemonade, Inc. $LMND
JPMorgan Chase & Co. significantly increased its stake in Lemonade, Inc. (LMND) by 30.8% in the third quarter, now owning 3,506,171 shares valued at approximately $187.69 million. This increase comes alongside Lemonade's strong Q4 earnings, which beat analyst expectations with improved fundamentals and positive free cash flow, though insider selling and high short interest continue to create volatility. Despite a "Hold" consensus among analysts, the company's Q4 performance and raised guidance point towards future profitability.
Lemonade, Inc. (NYSE:LMND) Receives Consensus Recommendation of "Hold" from Brokerages
Lemonade, Inc. (NYSE:LMND) has received a consensus "Hold" rating from brokerages, with an average 12-month price target of $71.71. The company recently reported a Q4 revenue beat and improved EPS, along with positive free cash flow, moving up its timeline to adjusted-EBITDA profitability. However, the stock is experiencing volatility due to significant insider selling and high short interest, leading to recent price swings.
Lemonade Breaks Below 200-Day Moving Average - Notable for LMND
Shares of Lemonade Inc (LMND) fell below their 200-day moving average of $57.16, trading as low as $55.77 per share on Friday. The stock was down about 7.4% for the day, with its last trade at $57.10. This movement is significant as the 200-day moving average is a key technical indicator for investors.
Lemonade, Inc. (NYSE:LMND) Q4 2025 Earnings Call Transcript
Lemonade, Inc. (NYSE:LMND) reported its Q4 2025 earnings, highlighting its strongest quarter ever with significant growth in in-force premium and revenue, alongside narrowing adjusted EBITDA loss and positive adjusted free cash flow. The company emphasized its AI-first approach, particularly with the launch of its autonomous car insurance product for Tesla, which prices risk based on AI-driven miles. Lemonade is focused on continued growth, leveraging AI for enhanced underwriting, marketing efficiency, and cross-selling capabilities, and expects to achieve EBITDA profitability in Q4 2026 and for the full year 2027.
Lemonade, Inc. $LMND Shares Purchased by BIT Capital GmbH
BIT Capital GmbH significantly increased its stake in Lemonade, Inc. (LMND) with an additional purchase of over 500,000 shares, bringing its total holding to 1.68% of the company, valued at approximately $67.1 million. This increase follows Lemonade's better-than-expected Q4 earnings, where it surpassed revenue and EPS estimates and raised its FY-2026 revenue guidance. Despite this positive operational momentum, the company remains unprofitable, and factors like high short interest and insider selling contribute to increased stock volatility.
Financial results round-up: Lemonade, Verisk, Jackson, Ategrity, FNF
Five insurance industry firms, including Lemonade, Verisk, Jackson, Ategrity, and FNF, have reported their Q4 and full-year 2025 financial results. The reports indicate strong performance characterized by premium growth, record sales, improved profitability, and continued capital returns to shareholders across the board, with Lemonade achieving its "best quarter ever" and Jackson recording record annuity sales.
Lemonade outlines 32% Q1 and full-year growth target as autonomous car insurance drives strategic expansion
Lemonade is targeting a 32% growth in Q1 and full-year. A significant part of this strategic expansion is driven by its autonomous car insurance offerings. This move aligns with broader industry trends focusing on innovative insurance solutions for emerging technologies.
Lemonade Posts Strongest Quarter as Revenue Jumps 53%, Loss Narrows
Lemonade Inc. (NYSE: LMND) reported its strongest fourth quarter to date, with revenue increasing 53% to $228.1 million and net loss narrowing to $21.7 million. The company saw significant improvements in underwriting, with gross profit surging 73% and the gross loss ratio improving to 52%. For 2026, Lemonade projects continued growth in in-force premium and revenue, expecting to achieve positive Adjusted EBITDA in Q4 2026 and full-year Adjusted EBITDA profitability in 2027.
LMND Q4 Deep Dive: Accelerating Growth, Autonomous Car Insurance, and AI Investment Shape 2026 Outlook
Lemonade (LMND) reported strong Q4 CY2025 results, with revenue beating expectations and significant growth across its segments like pet, car, and European markets. Despite a negative market response, the company plans to continue investing in AI automation, expand its autonomous car insurance, and enhance cross-selling to drive future growth and profitability, aiming for full-quarter EBITDA profitability by the end of 2026 and for the full year 2027. Key initiatives include a disciplined marketing approach, expansion of its autonomous car insurance product for Tesla vehicles, and leveraging AI for pricing, underwriting, and go-to-market operations.
Lemonade (NYSE:LMND) Shares Gap Up After Better-Than-Expected Earnings
Lemonade (NYSE:LMND) shares gapped up after the company reported better-than-expected Q4 earnings, with an EPS beat and revenue of $228.1 million, up 53.3% year-over-year. Management also raised its revenue guidance for Q1 and FY2026, leading to a premarket surge amplified by short-covering. Despite the positive news, the company still faces challenges with profitability, high volatility, and deeply negative net margins and return on equity.
Lemonade Surpasses Earnings Expectations with 53% Revenue Growth
Lemonade Inc. (LMND) reported strong fourth-quarter 2025 results, exceeding analyst expectations with 53% revenue growth and a narrower loss per share. The company demonstrated significant operational improvements, including a record-low gross loss ratio and positive adjusted free cash flow. Lemonade reiterated its guidance for full-year 2026 revenue and anticipates achieving positive adjusted EBITDA by Q4 2026, aiming for full profitability in 2027.
Lemonade Q4 2025 Earnings: Revenue Up 53%, Beats Market Forecasts - News and Statistics
Lemonade reported its Q4 2025 financial results, exceeding market expectations with a 53.3% increase in revenue year-over-year, reaching $228.1 million. The company's net premiums earned grew by 77.4% to $179.5 million, beating analyst estimates. Despite a pre-tax loss of $20.6 million, its annualized revenue growth over five years was 50.9%, highlighting strong customer reception for its technology-driven insurance model.
Lemonade's (NYSE:LMND) Q4 CY2025: Strong Sales, Stock Jumps 11.1%
Lemonade (NYSE:LMND) exceeded Q4 CY2025 revenue expectations with sales up 53.3% year-on-year to $228.1 million, significantly beating analyst estimates. The company also reported a GAAP loss of $0.29 per share, which was better than consensus estimates. Following these strong results, Lemonade's stock jumped 11.1% to $73.05.
Lemonade (LMND) Q4 2025 Earnings Call Transcript
Lemonade (LMND) reported its strongest-ever Q4 2025 financial performance, marked by significant growth in in-force premium, revenue, and gross profit, alongside improved profitability with positive adjusted free cash flow and a narrowed adjusted EBITDA loss. The company emphasized its strategic investments in AI, particularly for its autonomous car insurance product, which prices based on real-time driving data and differentiates between human- and AI-driven miles. Lemonade provided optimistic guidance for 2026, projecting continued top-line and revenue growth, and reaffirming its target for positive adjusted EBITDA by Q4 2026 and for the full year 2027.
Lemonade stock jumps amid impressive Q4 earnings beat, robust 2026 guidance (LMND:NYSE)
Lemonade (LMND) stock jumped 13% in premarket trading on Thursday due to impressive Q4 2025 earnings and strong 2026 guidance that surpassed analyst expectations. The company saw an increase in customer count and an improved net loss ratio, with pet insurance policies and AI-driven initiatives contributing significantly to its growth. Lemonade projects higher 2026 revenue and in-force premium, alongside a substantially narrowed EBITDA loss.
Lemonade rallies on strong results, shows AI is paying off
Lemonade, the Israeli insurtech company, saw its stock jump 15% in pre-market trading after reporting strong fourth-quarter and full-year 2025 results, pushing its market value past $5 billion. The company attributes its success to leveraging AI, evidenced by a reduced workforce, 1.2 million new customers, and a significant decrease in pet insurance claim costs. While profitability remains a challenge with a net loss in 2025, Lemonade projects continued substantial growth in gross premiums and revenue for 2026.
Lemonade (LMND) Surpasses Earnings Expectations with Strong Q3 R
Lemonade Inc. (LMND) reported better-than-expected Q3 results with a GAAP EPS of -$0.29 and revenue of $228.1 million, surpassing analyst estimates. Despite profitability challenges, the AI-powered insurance company demonstrates strong revenue growth potential. The stock's valuation is high, and its high volatility should be considered by investors.
Lemonade Announces Fourth Quarter and Full Year 2025 Financial Results
Lemonade, Inc. has released its financial results for the fourth quarter and full year 2025 on its website. The company will host a conference call today at 8:00 AM ET to discuss these results, and investors can access a live webcast or a replay later. Lemonade provides AI-powered insurance services and operates an annual Giveback program.
Lemonade: Q4 Earnings Snapshot
Lemonade, Inc. (LMND) reported a Q4 loss of 29 cents per share, surpassing Wall Street expectations of a 41-cent loss. The company's revenue for the quarter was $228.1 million, also exceeding analyst forecasts. Looking ahead, Lemonade projects Q1 revenue between $246 million and $251 million and full-year revenue of $1.19 billion.
Lemonade: Q4 Earnings Snapshot
Lemonade, Inc. reported a Q4 net loss of $21.7 million, or 29 cents per share, which surpassed Wall Street's expectations for a 41-cent loss. The company's revenue for the quarter reached $228.1 million, also exceeding forecasts. Lemonade provided future guidance, expecting Q1 revenue between $246 million and $251 million, and full-year revenue of $1.19 billion.
Lemonade: Q4 Earnings Snapshot
Lemonade, Inc. (LMND) reported a Q4 loss of $21.7 million, or 29 cents per share, surpassing analyst expectations for a 41-cent loss. The company's revenue reached $228.1 million, also beating Street forecasts. For the full year, Lemonade posted a loss of $165.5 million on revenue of $737.9 million and provided optimistic revenue guidance for the current quarter and the full year.
Lemonade (LMND) Set to Announce Q4 Earnings with Strong Revenue Growth
Lemonade (LMND) is expected to report strong year-over-year revenue growth of 46.6% for its upcoming Q4 earnings, projected to hit $218.07 million. While the AI-powered insurance company demonstrates robust revenue expansion, it continues to face challenges with profitability and has seen significant insider selling activity. Investors are advised to consider these factors alongside the company's valuation metrics and market sentiment.
Will Lemonade Stock Enjoy Another Major Post-Earnings Win?
Lemonade Inc (LMND) is set to release its fourth-quarter earnings report on Thursday, February 19, with analysts anticipating losses of 41 cents per share and a revenue increase of 45.6%. The stock has historically seen significant post-earnings pops, averaging 17.7% movement, and with current technical indicators like an oversold RSI and high short interest, another rally could be on the horizon. Options traders are pricing in a larger-than-usual 25% swing after this report.
Lemonade Insurance Company Shows Strong Growth
Lemonade's stock has doubled in the past year, reflecting market confidence in its digital insurance platform and future growth despite a high price-to-sales ratio. The company is accelerating customer acquisition with lower-priced products, particularly in rentals and homeownership, and its loss ratio significantly declined to 67% in Q3 2025 due to improved machine learning. Lemonade anticipates a 29% increase in in-force premiums and a 48% rise in revenue for Q4, projecting adjusted EBITDA profitability by year-end.
Lemonade (LMND) Expected to Announce Earnings on Thursday
Lemonade (LMND) is scheduled to announce its Q4 2025 earnings before the market opens on Thursday, February 19th, with analysts projecting a loss of ($0.41) per share and revenue of $218.07 million. The stock was trading down approximately 4.4% at $68.49, holding an average analyst rating of "Hold" and a price target of $71.50. Recent insider transactions show net selling, while institutional investors own a significant portion of the company.
Lemonade (NYSE:LMND) Shares Down 11.3% - What's Next?
Lemonade (NYSE:LMND) shares dropped 11.3% on Thursday to $60.74, trading significantly below its 50-day and 200-day simple moving averages. Analyst sentiment is mixed, with an average "Hold" rating and a price target of $71.50, despite recent insider selling totaling $23.4 million. Institutional investors and company insiders collectively hold a majority stake in the insurance company.
Citizens Expects Positive Q4 Results for Lemonade (LMND) Driven by Pricing Trends, Lower Losses
Citizens has increased its price target for Lemonade (LMND) to $85, maintaining an Outperform rating, and anticipates positive Q4 2025 results due to lower catastrophe losses and limited mark-to-market impacts. The firm highlights strong returns despite declining property pricing and solid rate increases in casualty lines, indicating a market in transition. Cantor Fitzgerald also raised its price target for Lemonade to $92 with an Overweight rating, noting potential near-term declines in insurance brokers before improvement.
Citizens Expects Positive Q4 Results for Lemonade (LMND) Driven by Pricing Trends, Lower Losses
Citizens has increased its price target for Lemonade (LMND) to $85 from $80, maintaining an Outperform rating due to expected positive Q4 2025 results. This outlook is driven by lighter catastrophe losses, limited mark-to-market impacts, and favorable pricing trends in casualty lines despite weakness in property. Cantor Fitzgerald also raised its price target for LMND to $92 from $85, affirming an Overweight rating, though noting that an initial positive outlook on insurance brokers might be premature.
Citizens Expects Positive Q4 Results for Lemonade (LMND) Driven by Pricing Trends, Lower Losses
Citizens has increased its price target for Lemonade (LMND) to $85 from $80, maintaining an Outperform rating. The firm anticipates positive Q4 2025 results due to lighter catastrophe losses and limited mark-to-market impacts, with a focus on favorable pricing trends in casualty lines despite property pricing declines. Cantor Fitzgerald also raised its price target for Lemonade to $92 from $85.
Lemonade offers 50% insurance discount for Tesla owners using the safer Full Self-Driving (FSD)
Insurance provider Lemonade, Inc. is offering a 50% discount on insurance premiums for Tesla owners who use Full Self-Driving (FSD) technology. This offer, currently available only in Oregon, is based on Lemonade's belief that FSD is twice as safe as human driving. Unlike Tesla's own insurance, which gives a 10% discount for safe driving and FSD use, Lemonade calculates premiums based on miles driven with FSD, with plans to expand this initiative to other areas.
Forget Lemonade (LMND) Stock and Buy This Instead
The article suggests investors consider Chubb (CB) instead of Lemonade (LMND) stock. While Lemonade has shown significant customer growth and future revenue potential, its deep unprofitability and intense competition make it a speculative investment. Chubb, a large and profitable insurance company, offers a safer alternative with consistent earnings, a strong combined ratio, and a history of share repurchases, making it a better long-term insurance play.
Technical Reactions to LMND Trends in Macro Strategies
This article from Stock Traders Daily discusses technical reactions to Lemonade Inc. (NASDAQ: LMND) trends in macro strategies, highlighting weak near and mid-term sentiment but a strong long-term outlook. It details three distinct AI-generated trading strategies (Position Trading, Momentum Breakout, and Risk Hedging) with specific entry, target, and stop-loss levels, and provides multi-timeframe signal analysis for LMND. The analysis suggests an exceptional risk-reward short setup targeting 15.0% downside.
March 27th Options Now Available For Lemonade (LMND)
New options contracts for Lemonade (LMND) for the March 27th expiration date have become available. BNK Invest's "YieldBoost" formula identified a $69.00 strike put contract and a $79.00 strike call contract, both offering potential attractive returns for investors through selling puts or covered calls, respectively. The article details the financial implications and probabilities associated with these specific options.
Lemonade Stock Due for a Short-Term Bounce
Lemonade Inc (LMND) stock, after hitting a four-year high of $99.90, has pulled back but is poised for a short-term bounce due to strong technical support at the $70 level and its ascending 100-day moving average. Historical data suggests a 67% chance of being higher one month later with an average gain of 14.2%. Additionally, high short interest and a prevalence of "hold" or worse ratings from analysts could fuel upgrades and a boost for the stock.
Lemonade CEO Schreiber sells $902k in shares
Lemonade CEO Daniel A. Schreiber sold 9,108 shares of the company's common stock for approximately $902,056 on January 23, 2026, marking a significant insider transaction. This sale, executed under a pre-arranged trading plan, occurred near the stock's 52-week high, with LMND subsequently declining by 18.7% in the past week. Despite recent volatility, the stock has shown substantial gains over the past year and six months, and the company has announced new initiatives like an insurance product for Tesla FSD vehicles and upcoming earnings.
Lemonade (NYSE:LMND) CEO Daniel Schreiber Sells 9,108 Shares
Lemonade (NYSE:LMND) CEO Daniel Schreiber sold 9,108 shares of the company's stock on January 23rd for over $902,000, reducing his position by 0.60%. The sale occurred as the stock traded down to $74.03, below its 50-day moving average but above its 200-day average. Despite beating recent EPS and revenue estimates, Lemonade remains unprofitable, and analysts currently have a "Hold" rating on the stock with an average price target of $71.50.
Lemonade, Inc. (LMND): A Bull Case Theory
This article summarizes a bullish thesis on Lemonade, Inc. (LMND), highlighting its AI-driven platform for insurance, digital customer experience, and potential for margin expansion and profitability. Despite some risks and prior inconsistencies, the company's strong balance sheet and projected revenue growth underpin a compelling long-term investment case. The article notes a significant increase in LMND's stock price since previous coverage and an uptick in hedge fund interest.
Lemonade, Inc. (LMND): A Bull Case Theory
This article summarizes a bullish thesis on Lemonade, Inc. (LMND), highlighting its fully digital, AI-driven platform for insurance, which aims for superior customer experience, lower operating costs, and accurate risk underwriting. Despite regulatory complexities and ongoing losses, the company targets positive adjusted EBITDA by 2026 and net income by late 2027, backed by a strong balance sheet and expanding data moat. Lemonade's stock has seen significant appreciation due to improving market sentiment and renewed confidence in insurtech.
Lemonade’s Tesla Autonomous Insurance Raises New Questions For Investors
Lemonade (NYSE:LMND) has launched a new autonomous car insurance product specifically for Tesla models with full self-driving (FSD) capabilities, developed in collaboration with Tesla. This digital-first, usage-based offering leverages real-time vehicle data, aligning with Lemonade's brand strategy. Investors should consider how this product will influence loss patterns, pricing power, and customer acquisition, as well as monitor its uptake and any expansion to other automakers.
Assessing Lemonade (LMND) Valuation After Recent Share Price Strength And Analyst Fair Value Gap
This article analyzes Lemonade (LMND) stock's valuation, noting its recent share price strength despite analysts pegging its fair value below the current trading price. While LMND has seen significant long-term returns, analysts suggest it is overvalued, with a consensus price target of $45.125 compared to its current $82.69. The narrative for fair value relies on rapid revenue growth, improved profitability, and a premium earnings multiple.
Lemonade Homeowners Insurance Review for 2026 | U.S. News
This U.S. News review evaluates Lemonade Homeowners Insurance for 2026, highlighting its technology-first approach, including AI-driven claims processing and online policy management. The article covers Lemonade's coverage options, costs, discounts, and claims procedure, noting its availability in 29 states plus Washington D.C., and its unique business model of donating leftover premiums. While convenient for those preferring online service, the review points out the less personalized customer interaction compared to traditional insurers.
Lemonade Launches Tesla-Specific Insurance Plan
Lemonade introduced a Tesla-specific car insurance plan charging premiums per mile and halving fees when full self-driving is active, leading to a 21.9% stock surge in January 2026. This data-driven strategy uses Tesla's sensor system and is expected to expand to other self-driving brands, aiming to reduce accident rates, enhance financial performance, and solidify Lemonade's competitive position. Analysts have a mixed outlook on LMND, with an average 1-year price target of $77.60, as Privium Fund Management also increased its stake in the company.
Lemonade (NYSE:LMND) Trading Down 6.2% - Here's What Happened
Lemonade (LMND) shares dropped 6.2% to $81.35 on Monday, with trading volume significantly below average. Analysts have a mixed view, with a "Hold" consensus and a price target below its current trading price, despite the company's strong revenue growth. Insider selling has been noted, while institutional investors hold a large portion of the company's stock.
Can Lemonade Keep its Beat Streak Alive in Q2 Earnings?
This article from MSN is missing its main content, so a summary cannot be provided. It appears to be a placeholder for a financial article discussing Lemonade's Q2 earnings expectations.
Privium Fund Management B.V. Invests $7.76 Million in Lemonade, Inc. $LMND
Privium Fund Management B.V. invested $7.76 million in Lemonade, Inc. (NYSE:LMND) during the third quarter, acquiring 145,000 shares, making it their 15th largest position. Other institutional investors like Federated Hermes also significantly increased their stakes, leading to institutional ownership of about 80.30% of Lemonade's stock. Despite a negative P/E ratio, Lemonade reported better-than-expected quarterly earnings and revenue, with analysts maintaining a "Hold" consensus but with varying price targets.
Insurance Company Starts Offering 50% Discount When FSD Drives [Now available in Arizona]
Lemonade, a U.S. insurer, has introduced a new "Autonomous Car" insurance product offering a 50% rate reduction for miles driven with Tesla's FSD (Supervised) active. This initiative validates Tesla's safety claims with external data and is made possible through integration with Tesla's Fleet API to discern human-driven versus FSD-driven miles. The program will first launch in Arizona on January 26th and Oregon on February 26th, with plans for further expansion.
Can Lemonade Keep its Beat Streak Alive in Q2 Earnings?
This article discusses whether Lemonade (LMND) can continue its streak of beating earnings estimates in its upcoming Q2 report. Investors will be closely watching for improvements in its underwriting margins and loss ratios, as these directly impact the company's profitability. The company's unique AI-driven model will be a key factor in its ability to achieve positive results.
After Leaping 29% Lemonade, Inc. (NYSE:LMND) Shares Are Not Flying Under The Radar
Lemonade, Inc. (NYSE:LMND) has seen its shares jump 29% in the last month and a remarkable 177% over the past year. Despite its high price-to-sales (P/S) ratio of 10.5x, significantly above the industry average, analysts are optimistic about its future revenue growth, forecasting a 43% annual increase for the next three years. This strong revenue outlook is contributing to investor confidence and the elevated P/S ratio.
Lemonade Pet Insurance Review and Pricing (2026)
MarketWatch Guides rated Lemonade Pet Insurance 4.6 out of 5 stars, recognizing it for the 'Best Digital Experience' due to its user-friendly app, positive customer service, and AI-powered claims process. The review highlights Lemonade's competitive pricing, affordable accident and illness plans, and comprehensive wellness benefits for pets, though it notes that some coverages offered as standard by competitors require add-ons with Lemonade. The article also details Lemonade's pros and cons, cost breakdown, coverage options, and its availability across 41 U.S. states.
