Lemonade (LMND): Revisiting Valuation After Upbeat Earnings and Raised Full-Year Guidance

Simply Wall St.

Nov 18

Lemonade (LMND) delivered third quarter results that showed revenue increased and net losses narrowed compared to last year. The company also raised its full-year guidance for premiums and revenue, ...

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The company also raised its full-year guidance for premiums and revenue, ...</p>\n\n<a href=\"https://simplywall.st/stocks/us/insurance/nyse-lmnd/lemonade/news/lemonade-lmnd-revisiting-valuation-after-upbeat-earnings-and\">Source Link</a>\n\n</div>\n","source":"simplywall_highlight","html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Lemonade (LMND): Revisiting Valuation After Upbeat Earnings and Raised Full-Year Guidance</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nLemonade (LMND): Revisiting Valuation After Upbeat Earnings and Raised Full-Year Guidance\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-11-18 11:20 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://simplywall.st/stocks/us/insurance/nyse-lmnd/lemonade/news/lemonade-lmnd-revisiting-valuation-after-upbeat-earnings-and><strong>Simply Wall St.</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Lemonade (LMND) delivered third quarter results that showed revenue increased and net losses narrowed compared to last year. The company also raised its full-year guidance for premiums and revenue, ...</p>\n\n<a href=\"https://simplywall.st/stocks/us/insurance/nyse-lmnd/lemonade/news/lemonade-lmnd-revisiting-valuation-after-upbeat-earnings-and\">Source Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"LMND","symbol_name":"Lemonade, Inc.","start_time":0,"source_url":"https://simplywall.st/stocks/us/insurance/nyse-lmnd/lemonade/news/lemonade-lmnd-revisiting-valuation-after-upbeat-earnings-and","article_id":"2584498578","we_media_id":null,"thumbnails":["https://images.simplywall.st/asset/industry/7214000-choice2-main-header/1585186746158"],"rights":{"source":"simplywall_highlight","url":"https://simplywall.st/stocks/us/insurance/nyse-lmnd/lemonade/news/lemonade-lmnd-revisiting-valuation-after-upbeat-earnings-and","rn_cache_url":null,"directOrigin":true},"url":"https://stock-news.laohu8.com/highlight/detail?id=2584498578","pubTimestamp":1763436023,"columns":[],"sourceInfo":{"source_id":"simplywall_highlight","name":"Simply Wall St."},"weMediaInfo":null,"summary":"Lemonade (LMND) delivered third quarter results that showed revenue increased and net losses narrowed compared to last year. The company also raised its full-year guidance for premiums and revenue, sparking fresh discussion among investors.\nSee our latest analysis for Lemonade.\nLemonade’s upbeat earnings and guidance upgrades have sparked renewed interest from investors, and it shows in the numbers. The stock’s 1-month share price return stands at 39.4%, while its total shareholder return...","collect":0,"end_time":0,"defaultTopTitle":"simplywall.st","property":["earning"],"viewcount":null,"language":"en","relate_stocks":{"LMND":"Lemonade, Inc."},"translate_title":"Lemonade(LMND)：在盈利乐观并上调全年指引后重新审视估值","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"LMND":1.5},"content_text":"Lemonade (LMND) delivered third quarter results that showed revenue increased and net losses narrowed compared to last year. The company also raised its full-year guidance for premiums and revenue, sparking fresh discussion among investors. See our latest analysis for Lemonade. Lemonade’s upbeat earnings and guidance upgrades have sparked renewed interest from investors, and it shows in the numbers. The stock’s 1-month share price return stands at 39.4%, while its total shareholder return over the past year is an impressive 95.5%. Though recent momentum has cooled a bit this week, Lemonade’s longer-term performance suggests optimism is building around its digital insurance potential and recovering fundamentals. If Lemonade’s surge has you curious about what other tech-driven disruptors are catching investor attention, see the full list for free: See the full list for free. With shares nearly doubling over the past year and upbeat guidance propelling sentiment higher, the key question now is whether Lemonade’s future growth is already reflected in the stock price or if this is still an early entry point for investors curious about its digital insurance disruption. AdvertisementMost Popular Narrative: 35.2% Overvalued Lemonade's most-followed narrative places its fair value well below the recent closing share price, suggesting current optimism may be running ahead of company fundamentals. This situation has investors reassessing the expectations built into today's valuation and examining the critical drivers behind the narrative's assessment.  Competitive pressures and high customer acquisition costs could erode Lemonade's market position, with volatility in claims exposing profitability to further risk. Leveraging proprietary AI and tech-enabled expansion across diverse insurance lines and regions positions Lemonade for sustained revenue growth, efficiency gains, and competitive advantage.  Read the complete narrative. What is fueling this bold valuation call? The narrative is betting on a unique mix of exponential growth, industry-leading efficiency, and a future profit model few traditional insurers can match. Want to see the full recipe driving this number? The key assumptions might surprise you. Result: Fair Value of $49.63 (OVERVALUED) Have a read of the narrative in full and understand what's behind the forecasts. However, Lemonade’s rapid progress in AI-driven underwriting and expanding premium growth could accelerate profitability faster than analysts expect and disrupt the current fair value narrative. Find out about the key risks to this Lemonade narrative.  Build Your Own Lemonade Narrative If you see things differently or want to dig into the numbers your own way, you can easily craft a personal view in just a few minutes. So why not Do it your way. A great starting point for your Lemonade research is our analysis highlighting 1 key reward and 2 important warning signs that could impact your investment decision. Looking for More Investment Ideas? Don't let opportunity pass you by. Use these powerful tools to find stocks with unique qualities and the potential to strengthen your portfolio today:  Capture fast-moving trends by seizing the moment with these 26 AI penny stocks, which are harnessing artificial intelligence for explosive growth stories. Maximize potential income and stability by tracking down these 18 dividend stocks with yields > 3% offering attractive yields well above the market average. Position yourself at the cutting edge of innovation by targeting these 26 quantum computing stocks, where emerging breakthroughs could shape tomorrow’s technology landscape.   This article by Simply Wall St is general in nature. We provide commentary based on historical data\n    and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your\n    financial situation. We aim to bring you long-term focused analysis driven by fundamental data.\n    Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material.\n    Simply Wall St has no position in any stocks mentioned.New: AI Stock Screener & AlertsOur new AI Stock Screener scans the market every day to uncover opportunities.• Dividend Powerhouses (3%+ Yield)• Undervalued Small Caps with Insider Buying• High growth Tech and AI CompaniesOr build your own from over 50 metrics.Explore Now for FreeHave feedback on this article? Concerned about the content? Get in touch with us directly. Alternatively, email editorial-team@simplywallst.com","kind":"highlight","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"1","news_tag":"","news_rank":0,"symbols":[],"gpt_button":0,"need_auth":false,"code":"91000000","status":"200"}}}