Lemonade, Inc.
Reads like this one publish minutes after the filing lands on EDGAR. Get them as JSON over the API or inside your AI agent over MCP.
Lemonade (NYSE:LMND) aims for its first EBITDA-positive quarter, with CFO Tim Bixby transitioning to the board. Bixby expects 30% growth to improve profitability and mentions a path to $10B in premium. The company focuses on AI-driven insurance, cross-selling, and customer retention, with plans for geographic expansion and risk management.
Lemonade (LMND) reported a 60% loss ratio and 76% gross profit growth. Its in-force premiums rose 32% YoY, and customers increased 23%. The company expects adjusted EBITDA profitability in Q4 2023 and net income profitability by 2027. Despite this, its stock is 49% below its 52-week high.
BIXBY TIMOTHY E (Chief Financial Officer) sold 1,893 shares of Lemonade, Inc. (LMND) at $54.63 ($0.10M total) on 2026-09-03.
Over the past 7 days, AlphAI's AI scored 2 news stories mentioning LMND (Lemonade, Inc.). Coverage has skewed bullish: 2 bullish, 0 neutral, and 0 bearish.
Recent LMND coverage spans earnings, financial news and insider activity.
In the last 30 days, LMND insiders filed 4 SEC Form 4 transactions — no purchases and 4 sales ($330K). The most active reporter was Peters John Sheldon, Chief Insurance Officer, with 2 filings. 50% of those filings were made under pre-arranged Rule 10b5-1 plans.
Guidance toward EBITDA positivity may improve sentiment and support price appreciation.
Lower loss ratio and a reaffirmed path to EBITDA profitability are supportive, but the article emphasizes the stock remains 49% below its 52-week high.
This is a routine insider sale under a Form 4, with limited standalone signal value for near-term fundamentals.
Strong top-line growth and profitability guidance could lift the stock, but execution risk remains.
Potential liability and cash outflow of up to $10.5M; possible stock price pressure as settlement details become public.
AlphAI scores every news story that mentions LMND with an AI model for sentiment and relevance, and aggregates insider trades from Lemonade, Inc.'s SEC EDGAR Form 4 filings. Figures refresh continuously.
Lemonade (NYSE:LMND) aims for its first EBITDA-positive quarter, with CFO Tim Bixby transitioning to the board. Bixby expects 30% growth to improve profitability and mentions a path to $10B in premium. The company focuses on AI-driven insurance, cross-selling, and customer retention, with plans for geographic expansion and risk management.
2 min readLemonade (LMND) reported a 60% loss ratio and 76% gross profit growth. Its in-force premiums rose 32% YoY, and customers increased 23%. The company expects adjusted EBITDA profitability in Q4 2023 and net income profitability by 2027. Despite this, its stock is 49% below its 52-week high.
4 min readBIXBY TIMOTHY E (Chief Financial Officer) sold 1,893 shares of Lemonade, Inc. (LMND) at $54.63 ($0.10M total) on 2026-09-03.
2 min readLemonade (LMND) CEO Daniel Schreiber claims two-thirds of U.S. drivers overpay for insurance due to flat-rate pricing. The company offers Tesla (TSLA) FSD subscribers a 50% per-mile discount. Q2 revenue rose 79% to $294M, but net loss was $43M. Lemonade targets first positive adjusted EBITDA in Q4 2026. TSLA shares are up 10.6% over the past month.
2 min readLemonade (LMND) faces a $10.5M class-action settlement over a 2023-2024 data exposure affecting 190,000+ users. Affected individuals may claim up to $10,000. Final approval hearing is set for September 2026. The settlement does not require Lemonade to admit wrongdoing.
2 min readLemonade (LMND) launched car insurance in Missouri, offering Tesla drivers a 50% discount per mile driven using Full Self-Driving (Supervised). The company claims the discount is data-driven, not a marketing ploy. LMND's Q2 revenue rose 79% to $294.4M, with a 5% LAE ratio, below the industry average. Despite this, shares are down 28% year to date, with management targeting Q4 2026 for the first EBITDA-positive quarter.
2 min readLemonade, Inc. (LMND) officer Timothy E. Bixby filed a Rule 144 notice to sell 1,893 shares, valued at $103,416.49, partly to cover taxes from a vested equity award. The sale follows a prior sale of 2,227 shares in June 2026, valued at $118,416.72.
1 min readLemonade (NYSE: LMND) launched car insurance in Missouri, including a 50% discount for Tesla drivers using Full Self-Driving (Supervised) mode. The company's AI-driven pricing model offers savings based on Tesla's safety data. Missouri drivers can get quotes via the Lemonade app or website, with additional discounts for bundling with other Lemonade insurance products.
1 min readInsiders traded shares in Take-Two (TTWO), Fastly (FSLY), Keel (KEEL), Sony (SONY), and Lemonade (LMND). Take-Two's director sold $88,693 in shares, while Fastly's executives sold millions. Keel's CEO and COO bought shares. Sony's exec sold $476,600 in shares, and Lemonade's CIO sold $578,050. Investors may reassess valuations based on these moves.
1 min readLemonade (NYSE: LMND) reported Q2 adjusted EBITDA loss of $19M, down from $41M a year earlier, and projected positive adjusted EBITDA in Q4 2026 of about $8M. Q2 revenue rose 79% to $294M and in-force premiums grew 32.4% to $1.4B. The company forecast FY revenue of about $1.2B and targets $10B IFPs by 2034.
6 min read
