Recent chatter on X about Lemonade, Inc. (LMND) has been buzzing with excitement following the company’s Q2 earnings report, which surpassed revenue and earnings expectations. Posts highlight a significant stock price jump, with some noting a surge of over 29% shortly after the announcement, alongside raised full-year guidance. The digital insurance provider’s growth in inforce premiums and customer base has fueled much of the conversation.
Discussions also touch on the company’s long-term potential, with some users emphasizing its innovative use of AI to disrupt the insurance industry. There’s a mix of optimism about operating leverage and revenue growth, though concerns about profitability linger in certain corners of the platform. The narrative remains dynamic as investors weigh the latest numbers against broader market trends.
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 42 times in the past 6 months. Of those trades, 0 have been purchases and 42 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 3 sales selling 9,936 shares for an estimated $411,265.
- ADINA ECKSTEIN (Chief Operating Officer) sold 5,000 shares for an estimated $225,000
- 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 109 institutional investors add shares of Lemonade, Inc. stock to their portfolio, and 137 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- JPMORGAN CHASE & CO added 802,010 shares (+59.4%) to their portfolio in Q1 2025, for an estimated $25,207,174
- VANGUARD GROUP INC added 794,952 shares (+14.9%) to their portfolio in Q1 2025, for an estimated $24,985,341
- VOLORIDGE INVESTMENT MANAGEMENT, LLC removed 580,964 shares (-100.0%) from their portfolio in Q1 2025, for an estimated $18,259,698
- D. E. SHAW & CO., INC. removed 565,807 shares (-20.4%) from their portfolio in Q1 2025, for an estimated $17,783,314
- CABLE CAR CAPITAL, LP removed 500,000 shares (-100.0%) from their portfolio in Q1 2025, for an estimated $15,715,000
- BANK OF AMERICA CORP /DE/ added 469,094 shares (+153.0%) to their portfolio in Q1 2025, for an estimated $14,743,624
- MARSHALL WACE, LLP added 300,645 shares (+inf%) to their portfolio in Q1 2025, for an estimated $9,449,272
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 6 analysts offer price targets for $LMND in the last 6 months, with a median target of $26.0.
Here are some recent targets:
- Bob Huang from Morgan Stanley set a target price of $26.0 on 07/14/2025
- Jack Matten from BMO Capital set a target price of $23.0 on 07/02/2025
- Tommy McJoynt from Keefe, Bruyette & Woods set a target price of $26.0 on 07/01/2025
- Arvind Ramnani from Piper Sandler set a target price of $34.0 on 02/26/2025
- 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.
