Lemonade, Inc.
No SEC Form 4 filings for $LMND in the last 30 days.
See all $LMND insider activity →Lemonade (LMND) reported Q2 adjusted EBITDA loss of $19M, down from $41M a year earlier, and said it expects positive adjusted EBITDA in Q4 2026, about $8M. Q2 revenue rose 79% to $294M, driven by 32.4% higher in-force premiums to $1.4B. The company projects FY net loss of $47M to $51M and full-year positive adjusted EBITDA in 2027.
Lemonade (NYSE: LMND) shares fell after its Q2 results. Revenue rose 79% year over year to $294 million and net loss narrowed to $43.4 million, or $0.56 per share. For 2026, it guided IFP growth of 32%-33% and revenue growth of 65%, but its IFP range ($1.632B-$1.639B) missed Wall Street’s $1.642B target.
Simply Wall St reports that Lemonade (LMND) announced a new CFO as part of a planned finance leadership transition alongside its latest quarterly results. The article cites a narrowed adjusted EBITDA loss to $18.7M from $40.9M, net loss of $43.4M, and nearly doubled revenue. It also compares LMND’s $51.86 close to a $48.95 fair value estimate.
Over the past 7 days, alphai's AI scored 1 news story mentioning LMND (Lemonade, Inc.). Coverage has skewed bullish: 1 bullish, 0 neutral, and 0 bearish.
Recent LMND coverage spans earnings, financial news and market movers.
The article provides a concrete profitability inflection timeline (Q4 adjusted EBITDA breakeven) plus Q2 improvement metrics, which can re-rate near-term expectations.
The guidance miss is modest but can pressure near-term sentiment, even as the company raised full-year guidance and reiterated EBITDA profitability timing.
The article frames improving operating leverage and a leadership handover, but also highlights valuation risk if loss-ratio gains or growth slow.
The stock’s July 26% drop is attributed to cost pressure (marketing spend) despite improving unit economics (LAE and loss ratio) and maintained outlook for positive adjusted EBITDA in Q4.
The article frames improving unit economics (lower LAE and gross loss ratio) and a raised revenue forecast as the basis for long-term growth.
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 (LMND) reported Q2 adjusted EBITDA loss of $19M, down from $41M a year earlier, and said it expects positive adjusted EBITDA in Q4 2026, about $8M. Q2 revenue rose 79% to $294M, driven by 32.4% higher in-force premiums to $1.4B. The company projects FY net loss of $47M to $51M and full-year positive adjusted EBITDA in 2027.
6 min readLemonade (NYSE: LMND) shares fell after its Q2 results. Revenue rose 79% year over year to $294 million and net loss narrowed to $43.4 million, or $0.56 per share. For 2026, it guided IFP growth of 32%-33% and revenue growth of 65%, but its IFP range ($1.632B-$1.639B) missed Wall Street’s $1.642B target.
5 min readSimply Wall St reports that Lemonade (LMND) announced a new CFO as part of a planned finance leadership transition alongside its latest quarterly results. The article cites a narrowed adjusted EBITDA loss to $18.7M from $40.9M, net loss of $43.4M, and nearly doubled revenue. It also compares LMND’s $51.86 close to a $48.95 fair value estimate.
6 min readLemonade (LMND) shares fell about 26% in July, according to S&P Global Market Intelligence. The company reported results for 2026 Q2, with revenue up 79% and in-force premium up 32.4% year over year. Management cited improving adjusted EBITDA loss (about 54%) but rising marketing expenses, maintaining outlook for positive adjusted EBITDA in Q4 and targeting $8 billion.
6 min readLemonade (LMND) says it is using AI to automate quotes and claims. As of June 30, it reported $1.4B in-force premium (IFP) and 3.3M policyholders. In Q2 2026, LAE fell to 5% and gross loss ratio to 60%. Revenue rose 79% YoY to $294.4M, and 2026 revenue guidance increased to $1.217B (midpoint).
6 min readLemonade expanded its Lemonade Autonomous Car insurance program to Tennessee, offering Tesla owners 50% off every mile driven with Full Self-Driving (FSD) activated, announced Aug. 3. The pay-per-mile product uses Tesla’s Fleet API to separate FSD vs manual miles and applies the discount to FSD miles only. Coverage includes standard auto protections and Tesla-specific benefits.
6 min readLemonade (LMND) shares fell after its Q2 results on July 29. Revenue rose 79% to $294 million, beating estimates by $3 million, while net loss narrowed to $43.4 million ($0.56/share). For 2026, it guided IFP up 32%-33% to $1.632-$1.639 billion, slightly below Wall Street’s $1.642B+ target.
5 min readLemonade, Inc. (NYSE:LMND) shares fell more than 7% in pre-market trading after the AI-powered insurance company released its second-quarter 2026 results, with investors reacting negatively despite revenue outperforming expectations. The sell-off reflected concerns that the company's outlook failed to justify the high expectations already priced into the stock, following a strong rally earlier in the year.
5 min readKBW upgraded Lemonade (LMND) to Market Perform from Underperform after the stock fell about 24% on Wednesday following mixed Q2 results and guidance that was softer than expected. The note cites a high expectations bar into the earnings release and discusses the size of the post-earnings move.
2 min readLemonade Inc. reported Q2 2026 results: revenue rose 79% to $294.4M. In-force premium grew 32% to $1.43B, with customers up 23% to 3.31M and premium per customer up 8% to $433. Gross loss ratio improved to 60% and adjusted EBITDA loss narrowed to $18.7M. CFO Tim Bixby will move to the board on Jan. 1, 2027, with Nick Stead succeeding him.
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