Pulling SEC filings + quote and writing the call…
LMND
Lemonade, Inc.
Next earnings Aug 3, 2026 (after close) · consensus $-0.58 EPS, $297M rev
Last earnings -14.9% on 2026-04-29
$60.19
▲ +2.29%$58.84▲ +40.20%
over 1Y
L $36.28EODHDH $96.57
Earnings Dividend Split Congress buy Congress sellFilings colored by tone · hover for detail
Today+2.3%
1W+2.9%
1M+9.0%
3M-8.8%
YTD-22.5%
1Y+40.2%
Hold
Conviction
Horizon
Long (>12mo)
Street · 19 analysts
Hold
AI-native insurtech growing revenue 40% with narrowing losses, but still deeply unprofitable, cash-burning and reliant on costly growth financing.
Lemonade is an AI-native insurer rebuilding personal lines (renters, homeowners, pet, car, life) on a digital, chatbot-driven stack, using reinsurance to dampen weather volatility. The growth story is real and the loss trend is improving: FY2025 revenue grew 40.2% to $738M (up from $128M in FY2021), and the net loss narrowed to -$166M from -$202M, the third consecutive year of shrinking losses. Management is explicit, however, that 'we have not been profitable since our inception in 2015' and carried an accumulated deficit of $1,464.3 million at year-end 2025.
Sources: SEC EDGAR (CIK 0001691421, latest 10-Q filed 2026-04-30) · EODHD · analysis by claude-code · as of 6/21/2026, 9:00:47 PM.
Research and education only — not financial advice. Calls are generated from SEC filings and a delayed/third-party price feed, may be wrong or out of date, and are not a recommendation to buy or sell any security. Do your own research.