Recent discussions on X about Lemonade, Inc. (LMND) have been notably active, largely driven by a significant price target increase from a major financial institution. Many users are pointing to the stock's impressive rally, with some highlighting a surge of over 250% in the past year, fueled by strong revenue growth and AI-driven innovations in the insurance space. The buzz reflects a renewed interest in the company's potential to disrupt traditional insurance models.
However, not all sentiments are uniformly positive, as some voices on X express caution over valuation concerns despite the raised price targets. There’s a split in opinions, with a portion of the conversation focusing on competitive risks in the auto insurance sector and lingering doubts about long-term profitability. This dynamic debate keeps the narrative around Lemonade engaging as investors weigh both the promise and the pitfalls.
Note: This discussion summary was generated from an AI condensation of post data.
Lemonade, Inc. Insider Trading Activity
Lemonade, Inc. insiders have traded $LMND stock on the open market 46 times in the past 6 months. Of those trades, 0 have been purchases and 46 have been sales.
Here’s a breakdown of recent trading of $LMND stock by insiders over the last 6 months:
- GROUP CAPITAL LTD SOFTBANK has made 0 purchases and 22 sales selling 3,587,770 shares for an estimated $113,754,896.
- TIMOTHY E BIXBY (Chief Financial Officer) has made 0 purchases and 14 sales selling 79,159 shares for an estimated $3,216,739.
- JOHN SHELDON PETERS (Chief Insurance Officer) has made 0 purchases and 4 sales selling 48,091 shares for an estimated $2,700,565.
- ADINA ECKSTEIN (Chief Operating Officer) has made 0 purchases and 4 sales selling 15,000 shares for an estimated $760,000.
- MAYA PROSOR (Chief Business Officer) has made 0 purchases and 2 sales selling 577 shares for an estimated $19,864.
To track insider transactions, check out Quiver Quantitative's insider trading dashboard.
Lemonade, Inc. Hedge Fund Activity
We have seen 153 institutional investors add shares of Lemonade, Inc. stock to their portfolio, and 127 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- SOFTBANK GROUP CORP. removed 4,493,778 shares (-43.0%) from their portfolio in Q2 2025, for an estimated $196,872,414
- MORGAN STANLEY added 1,012,619 shares (+126.2%) to their portfolio in Q2 2025, for an estimated $44,362,838
- UBS GROUP AG added 746,636 shares (+613.3%) to their portfolio in Q2 2025, for an estimated $32,710,123
- VOLORIDGE INVESTMENT MANAGEMENT, LLC removed 580,964 shares (-100.0%) from their portfolio in Q1 2025, for an estimated $18,259,698
- JANE STREET GROUP, LLC added 568,244 shares (+1729.6%) to their portfolio in Q2 2025, for an estimated $24,894,769
- JPMORGAN CHASE & CO added 522,783 shares (+24.3%) to their portfolio in Q2 2025, for an estimated $22,903,123
- CABLE CAR CAPITAL, LP removed 500,000 shares (-100.0%) from their portfolio in Q1 2025, for an estimated $15,715,000
To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard.
Lemonade, Inc. Analyst Ratings
Wall Street analysts have issued reports on $LMND in the last several months. We have seen 1 firms issue buy ratings on the stock, and 3 firms issue sell ratings.
Here are some recent analyst ratings:
- BMO Capital issued a "Underperform" rating on 07/02/2025
- Keefe, Bruyette & Woods issued a "Underperform" rating on 07/01/2025
- Morgan Stanley issued a "Underweight" rating on 04/08/2025
- Citizens Capital Markets issued a "Market Outperform" rating on 02/26/2025
To track analyst ratings and price targets for Lemonade, Inc., check out Quiver Quantitative's $LMND forecast page.
Lemonade, Inc. Price Targets
Multiple analysts have issued price targets for $LMND recently. We have seen 7 analysts offer price targets for $LMND in the last 6 months, with a median target of $34.0.
Here are some recent targets:
- Jack Matten from BMO Capital set a target price of $42.0 on 08/18/2025
- John Barnidge from Piper Sandler set a target price of $55.0 on 08/14/2025
- Bob Huang from Morgan Stanley set a target price of $26.0 on 07/14/2025
- Tommy McJoynt from Keefe, Bruyette & Woods set a target price of $26.0 on 07/01/2025
- Andrew Boone from Citizens Capital Markets set a target price of $60.0 on 02/26/2025
This article is not financial advice. See Quiver Quantitative's disclaimers for more information. Note that there may be inaccuracies due to mistakes in ticker-mapping, and other anomalies.
