Added to YB: 2026-01-21
Pitch date: 2026-01-19
LMND [bullish]
Lemonade, Inc.
-18.91%
current return
Author Info
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Company Info
Lemonade, Inc. provides various insurance products in the United States, Europe, and the United Kingdom.
Market Cap
$4.9B
Pitch Price
$76.05
Price Target
N/A
Dividend
N/A
EV/EBITDA
-32.08
P/E
-29.34
EV/Sales
N/A
Sector
Insurance
Category
growth
Show full summary:
The AI Application Layer: The Disruptors - Lemonade, Inc.
LMND: Adding ~1,300 customers/day, crossing 3M milestone. 31% YoY IFP growth expected. 2026 targets: 59% revenue growth, 62% EBITDA growth, reaching EBITDA profitability. Model shows $1.6B IFP by Q4 2026 = $350M revenue. Trading 15x FY26 gross profit vs 51% growth rate = undervalued.
Read full article (1 min)