Ticker brief

LMND LEMONADE INC

Financial · Insurance

last close
$44.92
1 day
-1.1%
14 days
-3.3%
mkt cap
$5.5B
signals 14d
87
authors 14d
35
crowd 14d
+0.7σ
Options inteloptions-surface reads · latest available day per source
metricreadingcontext
IV — ATM 30d83% mid · 63 pctile own 1yIV/HV 1.97×
Skew — 25Δ RR 30d-0.048 15 pctile own 1yputs bid vs calls (downside bid)
Net dealer OI (NDOI)+3.54 thin5-session Δ -1.38 (as of 2026-07-16)
OI alarmquietlast alarm 2026-06-09 (z=2.2)
Sentiment — last 14 days
daily mean sentiment, 2026-10-02 → 2026-10-16 · now +0.42 (−1 bearish … +1 bullish)
Who spoke35
authorgradetrader scoresignalsmean sent
@MatiasManuel71B-0.1416+0.55
@KabraxFXB+1.0910-0.52
@bjmtweetsA+2.959+0.22
@invertiramateurB-0.855+0.57
@BastianelliLoreA+0.304+0.45
@danielisdizzyC-1.914+0.67
@CaesarCapitalzC-3.143+0.73
@ChartWaveInvest·-0.292+0.50
@FinFluentialxC-0.332+0.68
@carlosfagarC+0.002+0.70
@_inpractiseB+0.292-0.03
@AIStockSavvyC-1.052+0.05
@MisterPlaneroC-0.392+0.67
@GubloinvestorC-0.082-0.65
@MMMTwealthA-0.392+0.65
@MMatters22596C-0.731+0.25
@AiallmakerB-0.691-0.30
@PharmdcaC-3.411+0.75
@Pipo_BpoB-0.351+0.90
@dissectmarketsC-0.911-0.20
@BestTrader01C-2.631+0.50
@StockSavvyShayB-1.051+0.45
@VanquishTraderC-1.271+0.45
@Sam_BadawiC-3.181+0.35
@KalshiC·1+0.30
Recent signals30of 87 in 14d — receipts included
date (PT)authorsentwhat they saidsince thenreceipt
2026-10-16@invertiramateur+0.65Reports selling MNDY and buying additional LMND, HIMS and TE shares.+1.6%
2026-10-16@KabraxFX-0.20Uses Experian pricing comparisons to argue ROOT can convert affordability into profitable growth.+1.6%
2026-10-16@De_belegger+0.45Describes LMND's planned initial rollout of personal AI agents and its potential cost benefits.+1.6%
2026-10-16@FinFluentialx+0.80Discloses ownership and strongly endorses Lemonade's agentic insurance platform.+1.6%
2026-10-15@MMMTwealth+0.80Argues Lemonade leads incumbents in agentic insurance and recurring customer interactions.-2.0%
2026-10-15@MMMTwealth+0.50Reports prior-day portfolio gain and completed positive performance by holding.-2.0%
2026-10-15@BastianelliLore+0.80Argues LMND's rapid operating progress will inevitably translate into cash flow and durable advantage.-2.0%
2026-10-15@MitchMartan98+0.25Briefly signals interest in LMND's agentic-AI angle, though supporting context is absent.-2.0%
2026-10-15@Merval_Surf+0.15Finds LMND's pattern interesting but says it must recover the 200DMA soon.-2.0%
2026-10-15@MatiasManuel71+0.75Lemonade revealed agent-to-agent insurance workflows that the author sees lowering costs and aiding cross-sales.-2.0%
2026-10-15@MatiasManuel71+0.70Author presents accelerating in-force premiums and improving retention as proof LMND scales.-2.0%
2026-10-15@_inpractise+0.10Cites a former product head on renters-to-home cross-selling at LMND.-2.0%
2026-10-15@MatiasManuel71+0.20Personalized-treatment growth supports a bullish HIMS retention and monetization framework.-2.0%
2026-10-14@danielisdizzy+0.75Added to six positions today as fear created buying opportunities — Explicitly reports same-day additions across six named holdings+2.4%
2026-10-14@commonsenseplay-0.55Compares large speculative-stock losses with an 11% S&P gain and rejects technical-analysis gurus+2.4%
2026-10-14@danielisdizzy+0.80Offers long-horizon transformational forecasts for six technology and financial companies+2.4%
2026-10-14@Biotech2k1+0.55Discloses additions across six fintech holdings for the first time in three months.+2.4%
2026-10-14@MatiasManuel71+0.70Lemonade launches insurance products faster using its LoCo no-code platform.+2.4%
2026-10-14@BastianelliLore+0.85Says LMND operating statistics are strong and predicts strong Q3 earnings.+2.4%
2026-10-14@invertiramateur+0.65Calls Lemonade's expansion speed astonishing.+2.4%
2026-10-13@ClassicRoy+0.75Would accumulate the listed stocks aggressively at stated levels. — Provides an explicit forward accumulation list with entry thresholds.+0.5%
2026-10-13@MatiasManuel71+0.80Author says LMND could double and still trade at half its intrinsic value.+0.5%
2026-10-13@MatiasManuel71+0.90Continuing to add LMND shares at current prices. — Detailed improving-unit-economics thesis accompanies a disclosed new share purchase and continued adding.+0.5%
2026-10-13@MatiasManuel71+0.55Upward symbol expresses a concise bullish stance on LMND.+0.5%
2026-10-12@TheRealBirnbaum+0.75Contrasts ROOT unfavorably with LMND and endorses LMND as the superior underlying business.-0.5%
2026-10-12@MisterPlanero+0.65Added HIMS and plans to keep accumulating HIMS and LMND for long positions. — Reports a new HIMS addition and a forward plan to accumulate both tickers for long-term holdings.-0.5%
2026-10-11@MatiasManuel71+0.50Explains a concentrated long-term disruptive-company portfolio and its outperformance.-3.3%
2026-10-10@Gubloinvestor-0.60Criticizes promotional accounts and their aggressive ONDS and LMND targets.-3.3%
2026-10-10@Gubloinvestor-0.70Lists large negative YTD returns and criticizes LMND's cash burn and promotion.-3.3%
2026-10-10@MatiasManuel71+0.65Bullish basket thesis centers on rising customer value, cross-selling and low incremental service costs.-3.3%

“Since then” = price move from the close on the signal's date (PT) to the latest close — what happened after they said it, not a backtest. A — means no trading session has closed since the signal yet. Sentiment is our extracted per-tweet score, −1…+1.