Lemonade
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InsurTechs, including Lemonade, Root, Hippo, and Metromile, shed some short interest but remain the target of choice for short-sellers. -
The Inside P&C research team looks forward to the big issues of the new year.
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Lemonade, Root, and Metromile remain the focus of short sellers, as most firms see little short interest change.
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Inside P&C dissects the biggest deals of the year across broking, commercial lines and InsurTech.
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Carriers are planning for inflationary threats and have been responding to major catastrophes, while the InsurTech and broking markets have driven M&A drama.
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Lemonade and Root remain the focal points of short sellers, while Metromile’s stock loan fee rate increases (pending acquisition).
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Short interest fell in InsurTechs, but not enough to ease the pressure on the sector.
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The deal derisks its early auto build-out, likely delays its next capital raise and still stands a good chance of delivering InsurTech alchemy.
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Lemonade expects that Metromile will be a key to run faster through a competitive auto insurance market while assuming fewer risks on the road.
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InsurTech shares trade mixed in response to Lemonade-Metromile combination.
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Lemonade CEO Daniel Schreiber told analysts that the Metromile acquisition will put the InsurTech “at the vanguard of car insurance”.
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Lemonade’s acquisition of Metromile helps both firms redirect focus from ongoing challenges.
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