Lemonade
LMND
About: Lemonade Inc operates in the insurance industry. The company offers digital and artificial intelligence based platform for various insurances and for settling claims and paying premiums. The platform ensures transparency in issuing policies and settling disputes. The company is using technology, data, artificial intelligence, contemporary design, and social impact to deliver delightful and affordable insurances. Geographically, it operates in California, Texas, New York, New Jersey, Illinois, Georgia, Washington, Colorado, Pennsylvania, Oregon and others.
Employees: 1,235
Fund manager confidence
Based on 2025 Q2 regulatory disclosures by fund managers ($100M+ AUM)
94% more call options, than puts
Call options by funds: $228M | Put options by funds: $118M
81% more repeat investments, than reductions
Existing positions increased: 96 | Existing positions reduced: 53
80% more first-time investments, than exits
New positions opened: 63 | Existing positions closed: 35
43% more capital invested
Capital invested by funds: $1.38B [Q1] → $1.97B (+$595M) [Q2]
33% more funds holding in top 10
Funds holding in top 10: 3 [Q1] → 4 (+1) [Q2]
10% more funds holding
Funds holding: 249 [Q1] → 275 (+26) [Q2]
1.31% more ownership
Funds ownership: 60.1% [Q1] → 61.41% (+1.31%) [Q2]
Research analyst outlook
4 Wall Street Analysts provided 1 year price targets over the past 3 months
4 analyst ratings
BMO Capital
Jack Matten
|
$42
|
Underperform
Maintained
|
18 Aug 2025 |
Piper Sandler
John Barnidge
|
$55
|
Neutral
Assumed
|
14 Aug 2025 |
Morgan Stanley
Bob Huang
|
$26
|
Underweight
Maintained
|
14 Jul 2025 |
Keefe, Bruyette & Woods
Tommy McJoynt
|
$26
|
Underperform
Reiterated
|
1 Jul 2025 |
Financial journalist opinion
Based on 12 articles about LMND published over the past 30 days