Lemonade, Inc. Common Stock (LMND) Stock Analysis — Latest Investor Quotes & Trade Calls

Lemonade Trade Call on Breakout Bounce

+8.33%current return

"the last stock that I have to highlight today, and I'm going to keep it quick, and that is Lemonade. Let me just take you into a news story which recaps its recent success. So, Lemonade on pace for highest close since September 2021. Now, this is a change of character, a breakout. Lemonade is currently around $77. It would be the highest close since September 2nd when it closed at 79. So, this is a huge return back to 2021's top. It's on pace for its largest percent increase since November 2nd, 2023 when it rose 47%."

The speaker highlights Lemonade as a breakout stock exhibiting strong momentum. He points to its recent surge from lows and its current rally, emphasizing the importance of a pullback to VWAP for an entry with a target in the mid-$80s.

"LMND: AI-first insurer hits $1B in-force premium in 8.5 years, 7th straight quarter of accelerating 29% growth. Q2 revenue +35%, gross loss ratio improved 12pts to 67% while competitors struggle. EBITDA loss guidance $135-140M 2025 w/ sequential improvement. Auto insurance $150M+ IFP, Europe 2x more efficient than early US ops."

"LMND (update): AI-driven insurer showing strong progress with IFP +29% YoY, OpEx flat, gross loss ratio down to 67%. European growth 200% driven by AI platform advantages. Management reduced quota share reinsurance 55%→20% signaling underwriting confidence. FCF/share negative but converging positive as loss ratios improve. At 6x P/S, reasonably priced for potential explosive growth."