Added to YB: 2025-08-22
Pitch date: 2025-08-19
LMND [neutral]
Lemonade, Inc.
-0.31%
current return
Author Info
Lorenzo's 2 cents shares analyses of tech companies. Sign up for the newsletter.
Company Info
Lemonade, Inc. provides various insurance products in the United States, Europe, Louisiana, and the United Kingdom.
Market Cap
$4.1B
Pitch Price
$57.23
Price Target
N/A
Dividend
N/A
EV/EBITDA
-45.36
P/E
-28.47
EV/Sales
4.60
Sector
Insurance
Category
growth
Lemonade: Why Short Sellers Are Wrong Twice – And About to Get Squeezed
LMND (earnings update): IFP up 29% to $1.08B, 7th straight quarter of accelerating growth. Bears miss key points: Lemonade is AI-native with rich customer data vs legacy systems, showing clear path to profitability with $25M adjusted FCF, 70% loss ratio. Car segment surging with 12% QoQ growth, 82% loss ratio. Target profitability 2026.
Read full article (6 min)