US · Financial Services · Insurance - Property & Casualty
EPS came in at -0.56 against a street estimate of -0.56 — a beat of 0.0%.
Analysts rate Lemonade Inc a hold (3 buy, 6 hold, 2 sell out of 11) with an average price target of $58.44.
CONFIDENT Lemonade delivered accelerating growth (IFP +32.5% YoY to $1.43B) with record profitability progress. Adjusted EBITDA loss narrowed to $19M, tracking Q4 2026 positive breakeven. LAE ratio of 5% halves industry average. On track for positive 2027 full-year EBITDA. Q2 2026 No regional breakdown provided. Company noted 14 new state-product launches in past 100 days; nationwide renters availability approaching; car expansion ongoing with majority of US drivers to have access by end of 2027. Analysts probed growth spend efficiency, distribution strategy amid AI, and reserve release trends. Management consistently emphasized gross profit over margin, structural technology advantage, and 2027 as inflection toward operating leverage. Tim Bixby CFO transition to Nick Stead announced. 2026-07-29…
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| Fund | Stake |
|---|---|
| BlackRock Inc | 7.81% |
| JPMorgan Chase & Co | 6.97% |
| Vanguard Portfolio Management, LLC | 4.06% |
| Vanguard Capital Management, LLC | 3.97% |
| Baillie Gifford & Co Limited. | 3.55% |
| The Goldman Sachs Group Inc | 2.50% |
| State Street Corp | 2.29% |
| Geode Capital Management, LLC | 2.24% |
| Document | Date |
|---|---|
| Quarterly report · Q3 2026 HEADLINE NUMBERS • Third-quarter 2026 total revenue was $336.1 million, up from $194.5 million in the third quarter of 2025. • Nine-month 2026 reven | 2026-11-05 |
| Results announced · Q4 2026 HEADLINE NUMBERS • Q3 2026 In Force Premium (IFP) was $1.55 billion, up 34% year over year; this was the 12th consecutive quarter of acceleration. • | 2026-11-05 |
| Quarterly report · Q2 2026 LEMONADE, INC. – FORM 10-Q SUMMARY (Q2 2026) HEADLINE NUMBERS • Total Revenue (Q2 2026): $294.4 million (Q2 2025: $164.1 million) — 79% increase • T | 2026-08-04 |
| Board / officer change · Q3 2026 LEMONADE, INC. (LMND) – FORM 8-K SUMMARY HEADLINE NUMBERS • No financial metrics or performance numbers disclosed in this filing • Filing date: July | 2026-07-29 |
| Results announced · Q3 2026 LEMONADE Q2 2026 SHAREHOLDER LETTER SUMMARY HEADLINE NUMBERS • In Force Premium (IFP): $1,434 million, up 32% year-over-year (11th consecutive quart | 2026-07-29 |
| Material agreement · Q2 2026 LEMONADE, INC. - FORM 8-K SUMMARY As of June 22, 2026 --- HEADLINE NUMBERS • Financing Agreement Amount: Up to $250 million in capital available fr | 2026-06-24 |
| Shareholder vote results · Q2 2026 LEMONADE, INC. - FORM 8-K SUMMARY Date of Report: June 3, 2026 --- HEADLINE NUMBERS • Annual stockholder meeting held on June 3, 2026 • Total share | 2026-06-05 |
| Quarterly report · Q1 2026 LEMONADE, INC. - Q1 2026 10-Q SUMMARY HEADLINE NUMBERS • Q1 2026 net loss: $35.8 million (loss per share: $0.47), compared to Q1 2025 net loss of $6 | 2026-04-30 |
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Open in the appGoogle PlayApp StoreData updated 2026-11-07.