Added to YB: 2025-08-22
Pitch date: 2025-08-19
LMND [neutral]
Lemonade, Inc.
+36.03%
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, and the United Kingdom.
Market Cap
$5.3B
Pitch Price
$57.23
Price Target
N/A
Dividend
N/A
EV/EBITDA
-36.59
P/E
-29.66
EV/Sales
7.71
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)