AI Driven Efficiency Will Offset Insurance Risks In Expansion

Published
22 Mar 25
Updated
14 Aug 25
AnalystConsensusTarget's Fair Value
US$39.86
43.9% overvalued intrinsic discount
14 Aug
US$57.37
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1Y
239.1%
7D
17.1%

Author's Valuation

US$39.9

43.9% overvalued intrinsic discount

AnalystConsensusTarget Fair Value

Shared on08 Aug 25
Fair value Increased 21%

The upward revision in Lemonade’s consensus price target primarily reflects an increase in its forward P/E multiple, while net profit margin remained steady, raising fair value from $33.00 to $35.33. What's in the News Lemonade launched Lemonade Car in Indiana, expanding its U.S. presence and now covering approximately 42% of the U.S. car insurance market.

Shared on29 Jul 25
Fair value Increased 11%

Upward revisions in Lemonade's consensus revenue growth forecasts and a lower future P/E multiple have driven a higher analyst price target, which has increased from $29.77 to $33.00. What's in the News Lemonade launched Lemonade Car in Indiana, extending its U.S. expansion, with the product now available in states covering about 42% of the U.S. car insurance market.

Shared on26 Mar 25
Fair value Decreased 2.16%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.