Neutron Holdings, Inc. (LIME) AI Stock Analysis

Neutron Holdings, Inc., doing business as Lime, provides electric vehicle sharing services in the United States. The company offers dock-free bikes and scooters for riding through its mobile application. Its fleet includes Gen 4.1 scooters, e-scooters, e-bikes, Gen 3 e-scooters, Lime jump e-bikes, and Gen4 seated e-scooters. The company was incorporated in 2017 and is based in San Francisco, California.

Annual revenue grew from $522.0M in FY2023 to $686.6M in FY2024 and $886.7M in FY2025, delivering a two-year revenue compound annual growth rate of 30.3%. Operating margin shifted from -4.7% in FY2023 to 6.8% in FY2024 and 7.9% in FY2025, while net income was -$122.4M in FY2023, -$33.9M in FY2024, and -$59.3M in FY2025. In the trailing twelve months ended June 30, 2026, revenue stood at $986.0M with diluted earnings per share of $5.10 and an operating margin of 4.2%. For the latest quarter, quarterly revenue growth was 23.6% year-over-year and quarterly earnings growth was 565.8%.

As of June 30, 2026, Neutron Holdings had $278.1M in cash and short-term investments, total assets of $1.18B, and shareholders' equity of $682.2M. The company reported a current ratio of 1.60. Free cash flow expanded from $1.1M in FY2023 to $47.3M in FY2024 and $103.8M in FY2025. Operating cash flow in FY2025 was $214.8M, against capital expenditures of $111.1M. Research and development expenses were $54.0M in FY2025.

Neutron Holdings closed at $26.05 on October 16, 2026, giving it a market capitalization of $1.67B and an enterprise value of $1.74B. Its trailing price-to-earnings ratio is 5.1x, compared to the median of 24.8x for US-listed Industrials peers. Its price-to-sales ratio is 1.7x against the peer median of 1.5x, and its EV/EBITDA is 26.5x compared to the peer median of 13.9x. The stock has traded between a 52-week low of $23.87 and a 52-week high of $44.38, while the S&P 500 index gained 16.8% over the past year.

Wall Street coverage includes 5 Strong Buy and 3 Buy ratings, with no Hold, Sell, or Strong Sell recommendations. The mean price target is $39.43, representing a 51.4% premium over the last close of $26.05. Consensus estimates project FY2026 revenue of $1.07B and EPS of $4.09. For FY2027, 3 analysts project revenue of $1.23B, reflecting 15.2% revenue growth, and EPS of $1.43, representing a 64.9% decline. The next earnings date is November 3, 2026.

This page is an AI-written research summary of Neutron Holdings, Inc. (LIME). The text was generated on October 30, 2026 from Quotelinks data as of October 16, 2026 (company profile, annual results, latest balance sheet, valuation, price performance and analyst estimates). An automatic check rejects any draft that contains a figure not found in that data. It is not investment advice; verify figures on the linked tabs before making decisions.

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