News

SoftBank exited several holdings in the first quarter while cutting its T-Mobile stake.

Lemonade shares slid 15.9% in 3 months. AI-driven growth, rising in-force premium and 2026 revenue outlook clash with a premium valuation.

These are all demonstrating impressive performance now and have long-term tailwinds.

Lemonade (LMND) is back in focus after first quarter 2026 earnings, with revenue of US$258 million and a net loss of US$35.8 million, sharpening investor attention on its profitability path. See our latest analysis for Lemonade. The latest earnings release has been followed by a 16.1% 7 day share price decline and a 27.5% year to date share price decline. However, the 1 year total shareholder return of 83.5% and 3 year total shareholder return of about 2.4x indicate that longer term momentum...

Is LMND a good stock to buy? We came across a bullish thesis on Lemonade, Inc. on MMMT Wealth’s Substack by Oliver | MMMT Wealth. In this article, we will summarize the bulls’ thesis on LMND. Lemonade, Inc.’s share was trading at $66.06 as of April 21st. Lemonade, Inc. provides various insurance products in the United States, […]

Lemonade had a strong showing in its Q1 2026 earnings, but profitability continues to weigh on the stock price.

Other key metrics for Lemonade are also improving.

Lemonade's in-force premium growth just accelerated for the 10th consecutive quarter.

The insurance disruptor dropped on earnings, but is still up 100% in the last twelve months.

Lemonade, Inc. has already reported its first-quarter 2026 results, with revenue rising to US$258.0 million from US$151.2 million a year earlier and its net loss narrowing to US$35.8 million from US$62.4 million. The quarter underscored how Lemonade’s AI-led operations, improved underwriting, and reinsurance transition are simultaneously accelerating growth and moving the business closer to EBITDA profitability. We’ll now look at how this faster revenue growth and improving profitability...

Lemonade (NYSE:LMND) reported what executives described as an “excellent quarter” for the first quarter of 2026, pointing to accelerating growth, improving underwriting results, and narrowing losses as the insurtech continues to scale its portfolio and retain more premium following a reinsurance tra

Joining us on our call today, we have Daniel Schreiber, CEO and Co-Founder; Shai Wininger, President and Co-Founder; Tim Bitsy, Chief Financial Officer; and Nick Stead, SVP Finance. A letter to shareholders covering the company's first quarter 2026 financial results is available on our Investor Relations website at lemonade.com/investor.

Lemonade crushed its Q1 targets and raised guidance. So why did the stock tank at the open?