Lemonade

LMND

Market cap $5.73B

Lemonade is defying skeptics, posting strong growth and leveraging AI to control costs and boost operational leverage. The company's Q3 FY2025 results showed 42% revenue growth and a 14-point gross margin expansion to 41%, signaling a shift toward profitable growth. Management expects positive EBITDA by Q4 2026 and aims for GAAP profitability by Q4 2027, improving investor sentiment and laying the groundwork to attract value investors.

From a technical perspective, Lemonade (LMND) is looking like an interesting pick, as it just reached a key level of support. LMND recently overtook the 20-day moving average, and this suggests a short-term bullish trend.

Over the past month, Lemonade (LMND +0.73%) has been the best-performing stock in my portfolio by a wide margin, up by more than 60%. In this video, I'll discuss the company's latest earnings and what could take the business (and its stock) to the next level.

Lemonade is an insurance technology company that uses artificial intelligence (AI) to provide a highly convenient customer experience. AI is also driving incredible efficiency across Lemonade's business, which is contributing to rapid growth in several key financial metrics.

Investment advisor X-Square Capital added 142,628 shares of Lemonade, amounting to an $8.32 million increase in position value. The trade represented a 2.17% change in the fund's reportable assets under management.

Lemonade continues to demonstrate impressive growth in every way. It's edging closer to profitability on an adjusted EBITDA basis.

Amazon stock is finally climbing after good news about the AI business. Lemonade expects to become EBITDA positive in 2026.

Lemonade continues its rally, driven by strong Q3 results and effective AI integration to streamline operations and boost profitability. LMND's reduced reinsurance share, AI-powered claims processing, and expansion into pet and car insurance are key growth drivers supporting the long-term bull case. Q3 highlights include 42% revenue growth, improved loss ratios, and significant cost reductions, with adjusted EBITDA losses halved to -$25.6 million.

Lemonade (LMND) surged 33% after Q3 2025 results beat estimates and management raised full-year guidance, driven by rapid customer and premium growth. LMND continues to post net losses and cash outflows, but operational efficiency and key profitability metrics are improving, especially gross loss ratio and EBITDA. Despite robust revenue growth and positive long-term prospects, LMND remains speculative due to ongoing cash burn and high valuation hurdles before reaching fair value.

Lemonade (LMND) gapped higher after the insurance provider flexed an earnings beat and strong guidance. George Tsilis explains how there was a foundation set for explosive price action heading into the quarterly report.