Lemonade: A Profitability Mirage [Seeking Alpha]
Lemonade, Inc. (LMND)
Company Research
Source: Seeking Alpha
Customer Acquisition Costs Bite: High CAC eats into margins, and new customers are still expensive to acquire, challenging the path to breakeven. Reinsurance Trade-Offs: Retaining more risk boosts potential margins but limits growth and increases exposure, creating a delicate balancing act. Profitability Mirage: Even with a threefold revenue increase, operating income remains modest, raising questions about whether current valuations are justified. Mara Valderrey/E+ via Getty Images Lemonade, Inc. ( LMND ) has surged 116% YTD. It's based on the belief that this insurtech will become profitable soon due to the level of growth they've been having. There's also the view that its AI capabilities This article was written by Analyst's Disclosure: I/we have no stock, option or similar derivative position in any of the companies mentioned, and no plans to initiate any such positions within the next 72 hours. I wrote this article myself, and it expresses my own opinions. I am not
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LMND
News
- Lemonade (NYSE:LMND) was given a new $85.00 price target on by analysts at Morgan Stanley. They now have an "equal weight" rating on the stock.MarketBeat
- Lemonade, Inc. (LMND): A Bull Case Theory [Yahoo! Finance]Yahoo! Finance
- Lemonade (NYSE:LMND) had its price target raised by analysts at Keefe, Bruyette & Woods from $35.00 to $40.00. They now have an "underperform" rating on the stock.MarketBeat
- Lemonade (NYSE:LMND) had its price target raised by analysts at Citizens Jmp from $60.00 to $80.00. They now have a "market outperform" rating on the stock.MarketBeat
- Lemonade (NYSE:LMND) was given a new $80.00 price target on by analysts at JMP Securities.MarketBeat
LMND
Earnings
- 11/5/25 - Beat
LMND
Sec Filings
- 12/15/25 - Form 4
- 12/15/25 - Form 4
- 12/11/25 - Form 4
- LMND's page on the SEC website