Added to YB: 2026-02-24
Pitch date: 2026-02-20
LMND [neutral]
Lemonade, Inc.
-11.7%
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
$4.4B
Pitch Price
$57.20
Price Target
685.00 (+1256%)
Dividend
N/A
EV/EBITDA
-28.22
P/E
-25.61
EV/Sales
5.57
Sector
Insurance
Category
growth
LMND Q4 Earnings Review: An Updated Bull Case
LMND (earnings): Q4 beat w/ 31% IFP growth to $1.24B (9th straight quarter acceleration), 73% gross profit growth, $37M adj FCF, nearing Q4'26 EBITDA+ target set in '22. 4x+ LTV/CAC driven by cross-sell (50%+ car customers existing users). Tesla FSD integration = 50% lower premium vs human miles. Model projects $469-$685/share by 2035 on 25% IFP CAGR, 11-16% op margin.
Read full article (10 min)