Citizens Jmp Issues Pessimistic Forecast for Lemonade (NYSE:LMND) Stock Price

Lemonade (NYSE:LMND) had its price target decreased by investment analysts at Citizens Jmp from $85.00 to $80.00 in a research note issued to investors on Thursday,Benzinga reports. The brokerage presently has a “market outperform” rating on the stock. Citizens Jmp’s target price points to a potential upside of 42.11% from the company’s current price.

Several other equities analysts have also recently commented on LMND. Truist Financial reduced their price target on shares of Lemonade from $98.00 to $70.00 and set a “buy” rating on the stock in a research report on Wednesday. Wolfe Research set a $44.00 price target on shares of Lemonade in a research report on Tuesday, February 24th. Citigroup reaffirmed an “outperform” rating on shares of Lemonade in a research report on Friday, January 16th. Keefe, Bruyette & Woods increased their price target on shares of Lemonade from $40.00 to $44.00 and gave the stock an “underperform” rating in a research report on Tuesday, February 24th. Finally, Weiss Ratings reaffirmed a “sell (d-)” rating on shares of Lemonade in a research report on Tuesday, April 21st. Five equities research analysts have rated the stock with a Buy rating, one has given a Hold rating and three have issued a Sell rating to the company. According to data from MarketBeat, the company presently has an average rating of “Hold” and an average price target of $65.25.

Lemonade Trading Up 0.5%

NYSE:LMND traded up $0.30 on Thursday, reaching $56.30. The stock had a trading volume of 764,980 shares, compared to its average volume of 2,355,412. The company has a 50-day moving average of $60.17 and a 200 day moving average of $68.40. The stock has a market cap of $4.32 billion, a P/E ratio of -24.98 and a beta of 2.04. Lemonade has a 12-month low of $28.47 and a 12-month high of $99.90.

Lemonade (NYSE:LMND) last posted its quarterly earnings data on Wednesday, April 29th. The company reported ($0.47) earnings per share for the quarter, beating analysts’ consensus estimates of ($0.58) by $0.11. The company had revenue of $258.00 million during the quarter, compared to analysts’ expectations of $251.50 million. Lemonade had a negative net margin of 22.43% and a negative return on equity of 31.19%. The firm’s revenue for the quarter was up 70.6% on a year-over-year basis. During the same period in the prior year, the company posted ($0.86) EPS. On average, equities analysts predict that Lemonade will post -1.74 EPS for the current year.

Insiders Place Their Bets

In related news, insider John Sheldon Peters sold 3,571 shares of the stock in a transaction dated Wednesday, March 4th. The shares were sold at an average price of $52.50, for a total transaction of $187,477.50. Following the sale, the insider owned 76,729 shares in the company, valued at $4,028,272.50. This represents a 4.45% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is available through this hyperlink. Insiders have sold a total of 5,567 shares of company stock worth $287,517 in the last quarter. 14.70% of the stock is owned by corporate insiders.

Institutional Investors Weigh In On Lemonade

Several institutional investors and hedge funds have recently bought and sold shares of LMND. Bayforest Capital Ltd acquired a new stake in Lemonade during the third quarter worth about $25,000. Caitong International Asset Management Co. Ltd increased its stake in shares of Lemonade by 8,080.0% in the fourth quarter. Caitong International Asset Management Co. Ltd now owns 409 shares of the company’s stock valued at $29,000 after purchasing an additional 404 shares during the period. Strategic Advocates LLC acquired a new stake in shares of Lemonade in the third quarter valued at approximately $33,000. Northwestern Mutual Wealth Management Co. acquired a new stake in shares of Lemonade in the fourth quarter valued at approximately $33,000. Finally, Torren Management LLC acquired a new stake in shares of Lemonade in the fourth quarter valued at approximately $35,000. Institutional investors and hedge funds own 80.30% of the company’s stock.

Key Stories Impacting Lemonade

Here are the key news stories impacting Lemonade this week:

• Positive Sentiment: Beat on revenue and bottom line: Q1 revenue $258.0M vs. ~$251.5M est; EPS -$0.47 vs. -$0.58 est, and revenue grew ~70.6% year-over-year. MarketBeat Q1 results
• Positive Sentiment: Raised revenue guidance: Q2 revenue guided to ~$287–$290M and FY ’26 revenue guide centered near $1.2B, signaling continued top-line growth. BusinessWire release
• Positive Sentiment: Strategic shifts that could boost margins long-term: management highlighted a materially reduced reinsurance share (reportedly from ~55% to ~20%) and AI-driven efficiencies that should accelerate revenue capture and margin improvement toward adjusted EBITDA profitability. Seeking Alpha analysis
• Neutral Sentiment: Call materials and transcripts available for deeper analysis — read the shareholder letter, slide deck and the earnings-call transcript to assess loss ratio trajectory, reinsurance specifics and opex cadence. Fool transcript Seeking Alpha transcript
• Negative Sentiment: Market punished the print despite beats — shares fell after the open. Investors may be worried that higher policy retention increases underwriting volatility and capital exposure even as it boosts revenue capture. Fool explainer
• Negative Sentiment: Company remains unprofitable with negative net margin and ROE; guidance was roughly in-line with consensus (limited upside surprise), leaving profitability timelines and loss-ratio improvement as key near-term risks for the stock. Zacks metrics

Lemonade Company Profile

Lemonade, Inc (NYSE: LMND) is a New York–based technology-driven insurance carrier that leverages artificial intelligence and behavioral economics to streamline the purchase and management of policies. Founded in 2015, the company offers renters, homeowners, pet, term life and car insurance products tailored for digitally savvy consumers. By automating underwriting and claims processing through chatbots and machine learning, Lemonade aims to deliver a more transparent and user-friendly experience than traditional insurers.

The company’s product suite includes standalone policies for renters and homeowners, customizable pet insurance plans, and term life coverage with simple online applications.