Lime Energy Co. (LIME)
NASDAQ (NGS) NASDAQ (NGS) Primary 
Lime's CEO shares how he overcame a stroke to take his company to a $1.7 billion IPO
Wayne Ting, Lime's CEO, survived a serious stroke and brought his company public the next year. At Tech Insider: Growth Mode, he talked about the need for humanity in Silicon Valley.
Neutron Holdings: Fleet Growth And MAU Expansion
Neutral Holdings stands out as a unique, scaled micromobility provider with strong growth potential and positive unit economics. LIME targets a $70B TAM, with current market penetration at just 15%, supporting a robust long-term growth thesis. Monthly active users and fleet size are both growing at over 20% y/y, while revenue per vehicle and subscription adoption are rising.
Neutron Holdings: A Profitable Leader Worth Buying, Just Not All At Once
Lime is rated a buy, but I recommend scaling in gradually, not all at once, given earnings-quality noise and limited trading history. LIME trades at a significant EV/EBITDA and EV/Sales discount to sector medians, reflecting market skepticism despite strong revenue growth and a net cash balance sheet. Management expects positive full-year free cash flow and guided Q3 revenue to $340–$360 million with adjusted EBITDA of $120–$130 million.
Neutron Holdings, Inc. (LIME) Q2 2026 Earnings Call Transcript
Neutron Holdings, Inc. (LIME) Q2 2026 Earnings Call Transcript
Neutron Q2 Earnings Call Highlights
Neutron NASDAQ: LIME, the shared micromobility company operating under the Lime brand, reported record second-quarter revenue in its first earnings call as a public company, citing fleet growth, rider engagement and subscription adoption. The company also outlined third-quarter and full-year guidance that calls for continued revenue growth and positive free cash flow for 2026.
Neutron Holdings: Rapid Growth, Compelling Path To Profitability
I am initiating Neutron Holdings with a buy rating, citing strong growth, healthy unit economics, and secular urbanization tailwinds. LIME reported 29% y/y revenue growth to $887M in 2025, with Q1'26 revenue up 32% y/y and 3.8M monthly active users (+21% y/y). Adjusted EBITDA margin reached 24.6% in FY25, with free cash flow of $103.8M and a one-year payback period on fleet investments.
Lime raises $167M in IPO after years of teasing a public debut
Micromobility company Lime has raised $167 million in its IPO.
Lime IPO: Amuse bouche before the trillion dollar listings of Anthropic and OpenAI
Lime's listing is the amuse-bouche before the trillion-dollar feast Lime raising $167 million is small enough to round to zero against what is coming, which is precisely why it is worth watching. The electric scooter firm is a test dish, sent out to see whether the market's palate has recovered after the Iran-induced volatility that shut the IPO kitchen for weeks.
