LMND Earnings
Tuesday, May 05 2026
EPS Estimate
$-0.63
$-0.63 – $-0.63
Revenue Estimate
$252M
Current Price
$70.94
Our Position
bullishLemonade Eyes Q4 2026 EBITDA Profitability
est. revisions rising
(+7.0pp / 30d)
This marks a structural shift as Lemonade aims to turn growing premiums into positive cash flow and profitability, validating its maturing underwriting model.
Watch: Q1 earnings and guidance for full-year profitability and EBITDA breakeven will confirm if growth is sustainable or seasonal.
Data Signal Summary
2 bullish
1 bearish
Insider buying cluster
Put/call 0.6 (bullish skew)
Price downtrend
Key Context
Insider Activity
selling
Price Trend
downtrend
From 52w High
0.0%
Est. Revisions (30d)
+1.6% 3up/6dn
Analyst Target (mean)
$65 $33–$98 -8%
Options P/C Ratio
0.61 1C/1P unusual
Est. Dispersion
23% 10 analysts
Insider Cluster
strong buy (officer)
Fund Convergence
strong Citadel, Two Sigma, Bridgewater
Recent Activity
insider trades
126 transactions
Award
·
SCHREIBER DANIEL A (Chief Executive Officer)
·1,000,000 shares
Award
·
WININGER SHAI (President)
·1,000,000 shares
Award
·
ANGELIDIS SMITH MARIA (Director)
·8,740 shares
·$485,478
Buy
·
ANGELIDIS SMITH MARIA (Director)
·8,740 shares
·$485,478
Award
·
ECKSTEIN ADINA (Chief Operating Officer)
·145,112 shares
121 more
Award
·
PROSOR MAYA
·181,389 shr
Sell
·
PETERS JOHN SHELDON
·5,344 shr
·$276,340
Sell
·
BIXBY TIMOTHY E
·2,135 shr
·$107,006
Sell
·
PROSOR MAYA
·223 shr
·$11,177
Exercise
·
PETERS JOHN SHELDON
·11,845 shr
·$137,520
Sell
·
SCHREIBER DANIEL A
·9,108 shr
·$902,056
Sell
·
SCHREIBER DANIEL A
·126,625 shr
·$11,996,452
Sell
·
PETERS JOHN SHELDON
·9,000 shr
·$810,000
Exercise
·
PETERS JOHN SHELDON
·18,457 shr
·$97,084
Sell
·
PETERS JOHN SHELDON
·10,000 shr
·$800,000
Sell
·
ECKSTEIN ADINA
·7,919 shr
·$666,384
Sell
·
SCHWARTZ DEBRA
·4,200 shr
·$351,078
Sell
·
PETERS JOHN SHELDON
·3,554 shr
·$287,874
Sell
·
ECKSTEIN ADINA
·7,919 shr
·$642,627
Sell
·
ECKSTEIN ADINA
·70,794 shr
·$5,536,946
Exercise
·
ECKSTEIN ADINA
·47,036 shr
·$1,769,770
Sell
·
PETERS JOHN SHELDON
·5,344 shr
·$387,736
Sell
·
BIXBY TIMOTHY E
·2,862 shr
·$208,182
Sell
·
PROSOR MAYA
·198 shr
·$14,403
Sell
·
PETERS JOHN SHELDON
·22,728 shr
·$1,655,740
Sell
·
BIXBY TIMOTHY E
·30,000 shr
·$2,265,300
Other
·
SCHREIBER DANIEL A
·35,000 shr
Sell
·
ECKSTEIN ADINA
·45,988 shr
·$3,387,864
Exercise
·
ECKSTEIN ADINA
·45,988 shr
·$1,257,772
Other
·
BIXBY TIMOTHY E
·6,000 shr
Award
·
RATANCHANDANI PRASHANT
·3,337 shr
Award
·
SEELEY GEOFF
·3,119 shr
Other
·
EISENBERG MICHAEL A
·4,000 shr
Sell
·
BIXBY TIMOTHY E
·2,906 shr
·$146,288
Sell
·
PETERS JOHN SHELDON
·2,718 shr
·$136,824
Sell
·
PROSOR MAYA
·282 shr
·$14,196
Award
·
ECKSTEIN ADINA
·38,334 shr
Sell
·
PETERS JOHN SHELDON
·38,155 shr
·$2,289,300
Exercise
·
PETERS JOHN SHELDON
·38,155 shr
·$442,980
Sell
·
ECKSTEIN ADINA
·5,000 shr
·$290,000
Exercise
·
ECKSTEIN ADINA
·5,000 shr
·$122,350
Other
·
PETERS JOHN SHELDON
·1,000 shr
Sell
·
ECKSTEIN ADINA
·5,000 shr
·$265,000
Sell
·
ECKSTEIN ADINA
·5,000 shr
·$245,000
Exercise
·
ECKSTEIN ADINA
·5,000 shr
·$118,450
Sell
·
BIXBY TIMOTHY E
·7,000 shr
·$297,700
Exercise
·
BIXBY TIMOTHY E
·7,000 shr
·$165,830
Sell
·
BIXBY TIMOTHY E
·5,000 shr
·$190,800
Exercise
·
BIXBY TIMOTHY E
·5,000 shr
·$118,450
Sell
·
BIXBY TIMOTHY E
·11,000 shr
·$466,400
Exercise
·
BIXBY TIMOTHY E
·11,000 shr
·$260,590
Sell
·
BIXBY TIMOTHY E
·11,000 shr
·$469,590
Sell
·
BIXBY TIMOTHY E
·11,000 shr
·$476,960
Sell
·
PETERS JOHN SHELDON
·6,543 shr
·$294,435
Exercise
·
PETERS JOHN SHELDON
·6,543 shr
·$34,416
Sell
·
ECKSTEIN ADINA
·5,000 shr
·$225,000
Sell
·
BIXBY TIMOTHY E
·11,000 shr
·$460,300
Sell
·
BIXBY TIMOTHY E
·6,000 shr
·$255,000
Exercise
·
BIXBY TIMOTHY E
·6,000 shr
·$142,140
Award
·
SCHWARTZ DEBRA
·4,184 shr
Award
·
HAJ-YEHIA SAMER
·4,184 shr
Award
·
ANGELIDIS SMITH MARIA
·4,184 shr
Sell
·
BIXBY TIMOTHY E
·5,000 shr
·$201,500
Sell
·
BIXBY TIMOTHY E
·5,000 shr
·$187,500
Sell
·
BIXBY TIMOTHY E
·1,916 shr
·$67,539
Sell
·
PETERS JOHN SHELDON
·1,494 shr
·$52,664
Sell
·
PROSOR MAYA
·252 shr
·$8,883
Sell
·
SOFTBANK GROUP CAPITAL LTD
·887,282 shr
·$28,843,058
Sell
·
SB INVESTMENT ADVISERS UK LIMITED
·887,282 shr
·$28,843,058
Sell
·
SOFTBANK GROUP CAPITAL LTD
·971,960 shr
·$30,310,971
Sell
·
SB INVESTMENT ADVISERS UK LIMITED
·971,960 shr
·$30,310,971
Sell
·
SOFTBANK GROUP CORPORATION
·316,122 shr
·$9,844,883
Sell
·
SOFTBANK GROUP CAPITAL LTD
·316,122 shr
·$9,844,883
Sell
·
SB INVESTMENT ADVISERS UK LIMITED
·316,122 shr
·$9,844,883
Sell
·
SOFTBANK GROUP CORPORATION
·729,179 shr
·$22,434,473
Sell
·
SOFTBANK GROUP CAPITAL LTD
·729,179 shr
·$22,434,473
Sell
·
SB INVESTMENT ADVISERS UK LIMITED
·729,179 shr
·$22,434,473
Sell
·
SOFTBANK GROUP CORPORATION
·422,177 shr
·$12,738,009
Sell
·
SOFTBANK GROUP CAPITAL LTD
·422,177 shr
·$12,738,009
Sell
·
SB INVESTMENT ADVISERS UK LIMITED
·422,177 shr
·$12,738,009
Sell
·
SOFTBANK GROUP CORPORATION
·13,815 shr
·$414,534
Sell
·
SOFTBANK GROUP CAPITAL LTD
·13,815 shr
·$414,534
Sell
·
SB INVESTMENT ADVISERS UK LIMITED
·13,815 shr
·$414,534
Sell
·
SOFTBANK GROUP CORPORATION
·500 shr
·$15,000
Sell
·
SOFTBANK GROUP CAPITAL LTD
·500 shr
·$15,000
Sell
·
SB INVESTMENT ADVISERS UK LIMITED
·500 shr
·$15,000
Exercise
·
PETERS JOHN SHELDON
·20,000 shr
·$53,000
Sell
·
SOFTBANK GROUP CORPORATION
·42,160 shr
·$1,569,301
Sell
·
SOFTBANK GROUP CAPITAL LTD
·42,160 shr
·$1,569,301
Sell
·
SB INVESTMENT ADVISERS UK LIMITED
·42,160 shr
·$1,569,301
Sell
·
SOFTBANK GROUP CORPORATION
·204,575 shr
·$7,584,667
Sell
·
SOFTBANK GROUP CAPITAL LTD
·204,575 shr
·$7,584,667
Sell
·
SB INVESTMENT ADVISERS UK LIMITED
·204,575 shr
·$7,584,667
Sell
·
BIXBY TIMOTHY E
·6,243 shr
·$210,951
Sell
·
PETERS JOHN SHELDON
·1,899 shr
·$64,167
Sell
·
PROSOR MAYA
·325 shr
·$10,982
Exercise
·
PETERS JOHN SHELDON
·30,000 shr
·$105,600
Sell
·
PETERS JOHN SHELDON
·28,985 shr
·$1,120,850
Sell
·
SOFTBANK GROUP CORPORATION
·7,067 shr
·$304,052
Sell
·
SOFTBANK GROUP CAPITAL LTD
·7,067 shr
·$304,052
Sell
·
SB INVESTMENT ADVISERS UK LIMITED
·7,067 shr
·$304,052
Sell
·
SOFTBANK GROUP CORPORATION
·1,277,106 shr
·$56,040,989
Sell
·
SOFTBANK GROUP CAPITAL LTD
·1,277,106 shr
·$56,040,989
Sell
·
SB INVESTMENT ADVISERS UK LIMITED
·1,277,106 shr
·$56,040,989
Sell
·
EISENBERG MICHAEL A
·12,000 shr
·$481,800
Sell
·
PETERS JOHN SHELDON
·1,790 shr
·$81,445
Sell
·
PROSOR MAYA
·304 shr
·$13,832
Sell
·
ECKSTEIN ADINA
·47,288 shr
·$2,127,960
Exercise
·
ECKSTEIN ADINA
·47,288 shr
·$1,156,602
Sell
·
PROSOR MAYA
·30,000 shr
·$1,500,000
Buy
·
ANGELIDIS SMITH MARIA
·33,554 shr
·$1,007,445
Sell
·
PROSOR MAYA
·20,000 shr
·$600,000
Award
·
ANGELIDIS SMITH MARIA
·7,362 shr
Award
·
ANGELIDIS SMITH MARIA
·7,362 shr
·$174,995
Sell
·
BIXBY TIMOTHY E
·2,050 shr
·$37,392
Sell
·
PETERS JOHN SHELDON
·1,547 shr
·$29,145
Sell
·
PROSOR MAYA
·263 shr
·$4,955
Award
·
NYATTA MWASHUMA KAMATA
·9,231 shr
·$150,004
Award
·
PETERS JOHN SHELDON
·17,889 shr
Award
·
ECKSTEIN ADINA
·53,667 shr
Award
·
SCHWARTZ DEBRA
·9,231 shr
Award
·
HAJ-YEHIA SAMER
·9,231 shr
Buy
·
BIXBY TIMOTHY E
·20,000 shr
·$304,650
Sell
·
BIXBY TIMOTHY E
·2,077 shr
·$33,294
Sell
·
PETERS JOHN SHELDON
·1,026 shr
·$16,447
Sell
·
PROSOR MAYA
·271 shr
·$4,344
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