Lemonade: 2026 Will Be A Huge Year

  • The S&P 500's high valuations make me more selective, and Lemonade stands out as a high-conviction pick. Lemonade recently surpassed $1B in in-force premiums, demonstrating impressive growth just a decade after its founding. The stock is up 63% since my last 'Strong Buy' rating, but I see significant upside remaining, especially after the reinsurance changes.