Neutron (LIME)


Market Price (8/24/2026): $41.47 | Market Cap: $458.8 MilSector: Industrials | Industry: Diversified Support Services

Neutron (LIME)


Market Price (8/24/2026): $41.47
Market Cap: $458.8 Mil
Sector: Industrials
Industry: Diversified Support Services

Investment Highlights Why It Matters Detailed financial logic regarding cash flow yields vs trend-riding momentum.

0

Attractive yield
Total YieldTotal Yield = Earnings Yield + Dividend Yield, Earnings Yield = Net Income / Market Cap Dividend Yield = Total Dividends / Market Cap is 44%, ERPEquity Risk Premium (ERP) = Total Yield - Risk Free Rate, Reflects the premium above risk free assets offered by the investment. is 39%

Cash is significant % of market cap
Net D/ENet Debt/Equity. Debt net of cash. Negative indicates net cash. Equity is taken as the Market Capitalization is -27%

Attractive cash flow generation
CFO/Rev LTMCash Flow from Operations / Revenue (Sales), Last Twelve Months (LTM) is 14%

Trading close to highs
Dist 52W High is -2.3%, Dist 3Y High is -2.3%

Not profitable at operating income level
Op Inc LTMOperating Income, Last Twelve Months is -6.1 Mil, Op Mgn LTMOperating Margin = Operating Income / Revenue Reflects profitability before taxes and before impact of capital structure (interest payments). is -0.7%

Stock price has recently run up significantly
6M Rtn6 month market price return is 4674%, 12M Rtn12 month market price return is 4674%

Not cash flow generative
FCF/Rev LTMFree Cash Flow / Revenue (Sales), Last Twelve Months (LTM) is -12%

High stock price volatility
Vol 12M is 2923%

Key risks
LIME key risks include [1] a heavy dependence on utility programs and government regulations and [2] the sensitivity of its commercial and industrial clients to delaying energy efficiency investments during economic downturns.

0 Attractive yield
Total YieldTotal Yield = Earnings Yield + Dividend Yield, Earnings Yield = Net Income / Market Cap Dividend Yield = Total Dividends / Market Cap is 44%, ERPEquity Risk Premium (ERP) = Total Yield - Risk Free Rate, Reflects the premium above risk free assets offered by the investment. is 39%
1 Cash is significant % of market cap
Net D/ENet Debt/Equity. Debt net of cash. Negative indicates net cash. Equity is taken as the Market Capitalization is -27%
2 Attractive cash flow generation
CFO/Rev LTMCash Flow from Operations / Revenue (Sales), Last Twelve Months (LTM) is 14%
3 Trading close to highs
Dist 52W High is -2.3%, Dist 3Y High is -2.3%
4 Not profitable at operating income level
Op Inc LTMOperating Income, Last Twelve Months is -6.1 Mil, Op Mgn LTMOperating Margin = Operating Income / Revenue Reflects profitability before taxes and before impact of capital structure (interest payments). is -0.7%
5 Stock price has recently run up significantly
6M Rtn6 month market price return is 4674%, 12M Rtn12 month market price return is 4674%
6 Not cash flow generative
FCF/Rev LTMFree Cash Flow / Revenue (Sales), Last Twelve Months (LTM) is -12%
7 High stock price volatility
Vol 12M is 2923%
8 Key risks
LIME key risks include [1] a heavy dependence on utility programs and government regulations and [2] the sensitivity of its commercial and industrial clients to delaying energy efficiency investments during economic downturns.

LIME in ETFs

Weight = LIME's share of each fund

VTI0.00%
VTWO0.00%

Valuation & Metrics

Price Chart

Why The Stock Moved

Qualitative Assessment

AI Analysis | Feedback

Updated on 8/21/2026

Neutron (LIME) stock has gained about 4675% since 4/30/2026 because of the following key factors:

1. Successful Initial Public Offering (IPO) and Debt Elimination.

Neutron (LIME) completed its Initial Public Offering on Nasdaq in July 2026, with shares opening at $27.00 after being priced at $25.00 per share. The company strategically utilized the $174 million in proceeds from the IPO to repay its entire $115 million senior secured term loan, effectively eliminating all long-term debt and significantly strengthening its balance sheet in fiscal Q3 2026.

2. Exceptional Fiscal Q2 2026 Financial Performance.

Neutron reported record fiscal Q2 2026 results (quarter ended June 30, 2026), announcing a revenue of $304.2 million, which marked a substantial 23.6% increase year-over-year. The company's diluted earnings per share (EPS) of $4.73 significantly outperformed the consensus analyst estimate of a $0.01 loss per share, demonstrating robust operational strength. While net income of $295 million was positively influenced by one-time IPO-related items, including a $289.1 million deferred-tax benefit, the underlying business performance was strong.

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Updated on 8/21/2026

Neutron (LIME) stock has gained about 4675% since 4/30/2026 because of the following key factors:

1. Successful Initial Public Offering (IPO) and Debt Elimination.

Neutron (LIME) completed its Initial Public Offering on Nasdaq in July 2026, with shares opening at $27.00 after being priced at $25.00 per share. The company strategically utilized the $174 million in proceeds from the IPO to repay its entire $115 million senior secured term loan, effectively eliminating all long-term debt and significantly strengthening its balance sheet in fiscal Q3 2026.

2. Exceptional Fiscal Q2 2026 Financial Performance.

Neutron reported record fiscal Q2 2026 results (quarter ended June 30, 2026), announcing a revenue of $304.2 million, which marked a substantial 23.6% increase year-over-year. The company's diluted earnings per share (EPS) of $4.73 significantly outperformed the consensus analyst estimate of a $0.01 loss per share, demonstrating robust operational strength. While net income of $295 million was positively influenced by one-time IPO-related items, including a $289.1 million deferred-tax benefit, the underlying business performance was strong.

3. Strong Full-Year 2026 Guidance and Operational Growth.

Management provided optimistic guidance for fiscal Q3 and the full year 2026, projecting revenue between $1.04 billion and $1.10 billion, which would mark the first time the company exceeds $1 billion in annual revenue. Additionally, they forecast adjusted EBITDA to be between $265 million and $285 million. Operational metrics also showed significant growth, with the average operational fleet expanding 22% year-over-year to 408,000 vehicles and monthly active users increasing by 22% to 5.0 million.

4. Successful Launch and Adoption of LimePrime Subscription.

The introduction of LimePrime, a new subscription service rolled out in fiscal Q1 2026 (February 2026), has surpassed initial expectations, achieving double-digit adoption among its user base by fiscal Q2 2026. Analysts believe this service, priced comparably to bus fares, has the potential to substantially increase rider frequency and revenue by attracting commuters.

5. Favorable Analyst Ratings and Price Targets.

Following its IPO and strong financial disclosures, Neutron received widespread positive coverage from investment analysts. The company secured a consensus "Strong Buy" rating, with an average 12-month price target of $39.29 and individual targets reaching as high as $45.00, indicating strong market confidence in its growth trajectory.

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Stock Movement Drivers

Fundamental Drivers

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Market Drivers

4/30/2026 to 8/23/2026
ReturnCorrelation
LIME4674.4% 
Market (SPY)6.5%2.9%
Sector (XLI)3.2%-0.7%

Fundamental Drivers

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Market Drivers

1/31/2026 to 8/23/2026
ReturnCorrelation
LIME4674.4% 
Market (SPY)11.0%2.9%
Sector (XLI)9.3%-0.7%

Fundamental Drivers

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Market Drivers

7/31/2025 to 8/23/2026
ReturnCorrelation
LIME4674.4% 
Market (SPY)22.2%2.9%
Sector (XLI)19.8%-0.7%

Fundamental Drivers

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Market Drivers

7/31/2023 to 8/23/2026
ReturnCorrelation
LIME4674.4% 
Market (SPY)73.2%2.9%
Sector (XLI)70.0%-0.7%

Return vs. Risk

Price Returns Compared

 202120222023202420252026Total [1]
Returns
LIME Return0%0%0%0%0%4787%4787%
Peers Return-15%-58%92%-8%43%-7%-16%
S&P 500 Return27%-19%24%23%16%12%103%

Monthly Win Rates [3]
LIME Win Rate0%0%0%0%0%25% 
Peers Win Rate46%33%54%42%58%44% 
S&P 500 Win Rate75%42%67%75%67%50% 

Max Drawdowns [4]
LIME Max Drawdown0%0%0%0%0%-9% 
Peers Max Drawdown-44%-66%-38%-43%-27%-31% 
S&P 500 Max Drawdown-5%-25%-10%-8%-19%-9% 


[1] Cumulative total returns since the beginning of 2021
[2] Peers: UBER, LYFT.
[3] Win Rate = % of calendar months in which monthly returns were positive
[4] Max drawdown represents maximum peak-to-trough decline within a year
[5] 2026 data is for the year up to 8/21/2026 (YTD)

How Low Can It Go

EventLIMES&P 500
2015-2016 China Devaluation / Global Growth Scare
  % Loss-25.0%-12.2%
  % Gain to Breakeven33.3%13.9%
  Time to Breakeven3782 days62 days
2014-2016 Oil Price Collapse
  % Loss-39.3%-6.8%
  % Gain to Breakeven64.7%7.3%
  Time to Breakeven100 days15 days
2013 Taper Tantrum
  % Loss-44.4%-0.2%
  % Gain to Breakeven80.0%0.2%
  Time to Breakeven224 days1 days
2011 US Debt Ceiling Crisis & European Contagion
  % Loss-37.1%-17.9%
  % Gain to Breakeven59.0%21.8%
  Time to Breakeven5419 days123 days
2010 Eurozone Sovereign Debt Crisis / Flash Crash
  % Loss-31.4%-15.4%
  % Gain to Breakeven45.7%18.2%
  Time to Breakeven153 days125 days

Compare to UBER, LYFT

In The Past

Neutron's stock fell -25.0% during the 2015-2016 China Devaluation / Global Growth Scare. Such a loss loss requires a 33.3% gain to breakeven.

Preserve Wealth

Limiting losses and compounding gains is essential to preserving wealth.

Asset Allocation

Actively managed asset allocation strategies protect wealth. Learn more.

EventLIMES&P 500
2015-2016 China Devaluation / Global Growth Scare
  % Loss-25.0%-12.2%
  % Gain to Breakeven33.3%13.9%
  Time to Breakeven3782 days62 days
2014-2016 Oil Price Collapse
  % Loss-39.3%-6.8%
  % Gain to Breakeven64.7%7.3%
  Time to Breakeven100 days15 days
2013 Taper Tantrum
  % Loss-44.4%-0.2%
  % Gain to Breakeven80.0%0.2%
  Time to Breakeven224 days1 days
2011 US Debt Ceiling Crisis & European Contagion
  % Loss-37.1%-17.9%
  % Gain to Breakeven59.0%21.8%
  Time to Breakeven5419 days123 days
2010 Eurozone Sovereign Debt Crisis / Flash Crash
  % Loss-31.4%-15.4%
  % Gain to Breakeven45.7%18.2%
  Time to Breakeven153 days125 days

Compare to UBER, LYFT

In The Past

Neutron's stock fell -25.0% during the 2015-2016 China Devaluation / Global Growth Scare. Such a loss loss requires a 33.3% gain to breakeven.

Preserve Wealth

Limiting losses and compounding gains is essential to preserving wealth.

Asset Allocation

Actively managed asset allocation strategies protect wealth. Learn more.

About Neutron (LIME)

Lime Energy Co. (LIME) specializes in designing and implementing comprehensive energy efficiency programs primarily for utility companies across the United States. The company's core mission is to empower small and mid-size commercial and industrial businesses to reduce their energy consumption, lower operational costs, and decrease their environmental impact through advanced energy efficiency solutions.

LIME offers direct-install energy efficiency solutions, which include crucial upgrades such as energy-efficient lighting and mechanical systems for its business clientele. Beyond direct implementation, the company also provides a complete suite of utility program management and implementation services. These services encompass everything from program design and administration to customer recruitment, marketing, sales, and the auditing and execution of energy efficiency projects, all managed on behalf of its utility partners.

AI Analysis | Feedback

Here are 1-3 brief analogies for Neutron (symbol: LIME):

  1. Accenture for energy efficiency programs: Like Accenture provides consulting and implementation for business processes, Lime Energy specializes in designing, managing, and implementing energy efficiency programs for utilities and commercial/industrial businesses.

  2. Johnson Controls for existing building energy efficiency: Similar to how Johnson Controls provides building solutions, Lime Energy focuses specifically on upgrading existing commercial and industrial facilities with energy-efficient lighting and mechanical systems to maximize savings and reduce environmental impact.

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  • Energy Efficiency Program Design & Implementation: Designing and implementing comprehensive energy efficiency programs tailored for utility companies.
  • Direct Install Energy Efficiency Solutions: Providing and installing energy-efficient upgrades, such as lighting and mechanical systems, directly for small and mid-size commercial and industrial businesses.
  • Utility Program Management Services: Managing all aspects of utility energy efficiency programs, including administration, customer recruitment, marketing, sales, and project auditing and implementation.

AI Analysis | Feedback

Major Customers of Lime Energy Co. (LIME)

Based on the provided company description, Lime Energy Co. (LIME) primarily sells its services to other companies.

Its major customers are:

  • Utility Companies in the United States. Lime Energy Co. engages in the designing and implementing energy efficiency programs and provides utility program management and implementation services for these entities. The company's solutions are then implemented through these utility programs to benefit small and mid-size commercial and industrial businesses. The background information does not provide specific names of the utility companies that are their customers.

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AI Analysis | Feedback

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Key Business Risks for Neutron (LIME)

  1. Dependence on Utility Programs and Regulations: Neutron's business is heavily focused on designing and implementing energy efficiency programs for utilities and providing related management and implementation services. Changes in regulatory frameworks, government policies, or the funding priorities of utilities regarding energy efficiency initiatives could significantly impact the company's revenue and business opportunities.
  2. Competition in the Energy Efficiency Market: The market for energy efficiency solutions, including lighting and mechanical upgrades, and program management services, is likely competitive. Intense competition could lead to pricing pressures, reduced profit margins, and challenges in securing new contracts.
  3. Sensitivity to Economic Conditions Affecting Commercial and Industrial Clients: A portion of Neutron's business involves providing direct install energy efficiency solutions for small and mid-size commercial and industrial businesses. Economic downturns, or even uncertainty, could cause these businesses to delay or reduce investments in energy efficiency upgrades, thereby negatively affecting the company's sales and revenue from this segment.

AI Analysis | Feedback

The clear emerging threat to Neutron (LIME) is the rapid and accelerating adoption of Distributed Energy Resources (DERs), particularly on-site solar generation and battery storage, by commercial and industrial (C&I) customers. Lime Energy's business model is centered on designing and implementing energy efficiency programs for utilities, primarily aimed at reducing energy consumption from the grid for C&I businesses. As C&I customers increasingly generate and store their own power at competitive costs, their reliance on grid power diminishes. This trend reduces the incentive and need for traditional utility-sponsored energy efficiency programs that Lime provides, as customers might prioritize energy independence over incremental grid-tied efficiency improvements. Utilities themselves may shift their focus and investment from demand reduction programs to managing and integrating distributed generation, potentially changing the nature of services that Lime offers or reducing the demand for them.

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AI Analysis | Feedback

Here are the expected drivers of future revenue growth for Neutron (symbol: LIME) over the next 2-3 years:

  1. Deepening Presence in Existing Cities: Neutron (Lime) aims to increase its revenue by expanding its existing fleet and improving vehicle utilization within the approximately 230 cities it currently operates in. This involves leveraging existing infrastructure and strengthening city partnerships to secure higher fleet caps under permits.
  2. Expansion into New Markets: The company plans to grow by expanding its services to new cities and countries beyond its current presence in 29 countries. This geographic expansion is expected to broaden its customer base and boost ridership.
  3. Strategic Partnerships: Neutron's mutually exclusive integration with Uber, which features Lime vehicles as a ride option within the Uber app, serves as a significant channel for rider acquisition. This partnership contributed approximately 14.3% of Lime's total revenue in 2025 and is anticipated to continue driving growth.
  4. Introduction of New Vehicle Types and Features: Future revenue growth is also expected from the company's strategy to introduce new types of vehicles and enhance existing features. This innovation in its micromobility offerings could attract a wider range of users and increase engagement.
  5. Overall Market Growth in Micromobility: Neutron is poised to benefit from the substantial projected growth in the global electric scooter and e-bike markets. The global electric scooter market is forecast to grow from $21.4 billion in 2025 to $62.7 billion in 2034, and the global e-bike market from $57.5 billion to $193.2 billion over the same period, providing strong industry tailwinds for Lime.

AI Analysis | Feedback

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Peer Outperformance in Diversified Support Services

LIME has outperformed 100% of its 33 Diversified Support Services peers over 5Y. Diversified Support Services ranks 9th of 23 industries in Industrials by median 5Y return.
Share of Diversified Support Services constituents that LIME has outperformed, by holding period. Peers without a full price history over a given window are excluded from that window.
1Y
100%
of 38 industry peers · 4674.4% return
3Y
100%
of 34 industry peers · 4674.4% return
5Y
100%
of 33 industry peers · 4674.4% return
No Diversified Support Services peer with a comparable growth profile has beaten LIME by more than 20pp over 5Y.
Median price return by industry across the Industrials sector, ranked by 5Y. Diversified Support Services is LIME's own industry. Use this to see which corners of the sector have carried the returns.
Industry Names 1Y med3Y med5Y med Top 3 by 5Y
Construction & Engineering 31 25.2%124.7%202.2% CDNL 3246% · STRL 2190% · FIX 2132%
Marine Transportation 4 57.9%61.9%150.7% MATX 212% · KEX 154% · SFL 148%
Construction Machinery & Heavy Transportation Equipment 13 12.3%66.8%120.6% CAT 324% · ALSN 285% · WAB 252%
Aerospace & Defense 55 11.1%70.2%79.6% DFNS 2047% · ATI 1042% · FTAI 968%
Passenger Ground Transportation 3 -5.7%65.1%69.3% UBER 96% · CAR 69% · LYFT -63%
Industrial Machinery & Supplies & Components 71 11.5%56.0%56.3% CRS 1440% · PSIX 846% · GHM 735%
Rail Transportation 7 38.3%76.2%50.1% FSTR 115% · CSX 65% · UNP 56%
Cargo Ground Transportation 16 35.7%16.1%45.4% XPO 270% · R 264% · CVLG 222%
Diversified Support Services ← 34 8.9%37.5%34.9% LIME 4674% · TH 369% · WLFC 347%
Trading Companies & Distributors 18 2.2%36.4%32.1% DXPE 523% · AIT 303% · URI 232%
Building Products 33 -8.8%15.9%28.8% LMB 436% · GFF 413% · PPIH 289%
Electrical Components & Equipment 41 26.1%44.8%28.3% POWL 2374% · VRT 856% · BE 849%
Industrial Conglomerates 17 15.8%26.3%4.9% RCMT 727% · CSW 153% · TTI 145%
Office Services & Supplies 10 14.0%25.0%3.8% TILE 188% · PBI 159% · EBF 56%
Environmental & Facilities Services 28 -8.3%20.9%0.8% CECO 863% · ADUR 661% · GEO 324%
Research & Consulting Services 13 -7.2%-18.4%-1.6% HURN 220% · CRAI 97% · GRNQ 31%
Agricultural & Farm Machinery 17 -1.2%-3.9%-14.4% BLBD 200% · DE 88% · GENC 65%
Data Processing & Outsourced Services 6 -30.4%-9.5%-24.5% EXLS 59% · BR 16% · G -23%
Passenger Airlines 11 5.9%-4.6%-29.3% LTM 2324% · UAL 140% · SKYW 130%
Human Resource & Employment Services 20 4.5%-19.4%-36.1% BBSI 89% · ADP 51% · KFY 36%
Air Freight & Logistics 12 -16.2%-24.2%-39.1% CHRW 78% · FDX 67% · EXPD 62%
Security & Alarm Services 10 -36.2%-14.3%-43.4% CIX 107% · MG 93% · BCO 52%
Airport Services 3 -69.1%-69.0%-58.3% JOBY -31% · ASLE -58% · UP -100%
Median of constituents with a full price history over each window. Top names are unfiltered by size in this render.

Recent Active Movers

Peer Comparisons

Peers to compare with:

Financials

LIMEUBERLYFTMedian
NameNeutron Uber Tec.Lyft  
Mkt Price41.0678.8017.4741.06
Mkt Cap0.5160.56.66.6
Rev LTM84955,2276,7726,772
Op Inc LTM-66,700-120-6
FCF LTM-10410,1161,1121,112
FCF 3Y Avg-7,8038254,314
CFO LTM11610,4241,1951,195
CFO 3Y Avg-8,0799074,493

Growth & Margins

LIMEUBERLYFTMedian
NameNeutron Uber Tec.Lyft  
Rev Chg LTM-16.7%10.8%13.7%
Rev Chg 3Y Avg-16.4%16.9%16.7%
Rev Chg Q-12.2%16.1%14.1%
QoQ Delta Rev Chg LTM-2.9%3.9%3.4%
Op Inc Chg LTM-48.6%-117.1%-34.2%
Op Inc Chg 3Y Avg-208.0%13.0%110.5%
Op Mgn LTM-0.7%12.1%-1.8%-0.7%
Op Mgn 3Y Avg-8.9%-2.1%3.4%
QoQ Delta Op Mgn LTM-0.5%0.8%0.6%
CFO/Rev LTM13.6%18.9%17.6%17.6%
CFO/Rev 3Y Avg-16.7%14.7%15.7%
FCF/Rev LTM-12.2%18.3%16.4%16.4%
FCF/Rev 3Y Avg-16.1%13.3%14.7%

Valuation

LIMEUBERLYFTMedian
NameNeutron Uber Tec.Lyft  
Mkt Cap0.5160.56.66.6
P/S0.52.91.01.0
P/Op Inc-74.424.0-55.5-55.5
P/EBIT-6.222.5446.422.5
P/E2.316.82.32.3
P/CFO3.915.45.65.6
Total Yield43.7%6.0%43.1%43.1%
Dividend Yield0.0%0.0%0.0%0.0%
FCF Yield 3Y Avg-4.8%13.8%9.3%
D/E0.30.10.20.2
Net D/E-0.30.1-0.1-0.1

Returns

LIMEUBERLYFTMedian
NameNeutron Uber Tec.Lyft  
1M Rtn45.4%19.5%23.0%23.0%
3M Rtn4,674.4%9.7%25.7%25.7%
6M Rtn4,674.4%6.7%25.2%25.2%
12M Rtn4,674.4%-18.6%2.7%2.7%
3Y Rtn4,674.4%76.4%65.1%76.4%
1M Excs Rtn49.3%10.8%21.0%21.0%
3M Excs Rtn4,671.3%4.0%26.5%26.5%
6M Excs Rtn4,663.3%-4.4%14.2%14.2%
12M Excs Rtn4,654.4%-35.9%-7.8%-7.8%
3Y Excs Rtn4,600.2%6.3%-20.5%6.3%

Comparison Analyses

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Financials

Segment Financials

Revenue by Segment
$ Mil202520242023
Single Segment887687522
Total887687522


Operating Income by Segment
$ Mil202520242023
Single Segment7047-25
Total7047-25


Net Income by Segment
$ Mil202520242023
Single Segment-59-34-122
Total-59-34-122


Price Behavior

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LIME Betas & Captures as of 7/31/2026

 1M2M3M6M1Y3Y
Beta-32.91-8.50-12.78-5.68-3.62-0.86
Up Beta1.580.380.340.090.090.01
Down Beta537.04215.87153.1482.7337.309.13
Up Capture184%77%48%20%9%1%
Bmk +ve Days11223567138427
Stock +ve Days121212121212
Down Capture-47517%-19972%-17243%-8950%-5919%-3324%
Bmk -ve Days11212859114326
Stock -ve Days888888

[1] Upside and downside betas calculated using positive and negative benchmark daily returns respectively
Based On 1-Year Data
Annualized
Return
Annualized
Volatility
Sharpe
Ratio
Correlation
with LIME
LIME58.2%76.5%4.51-
Sector ETF (XLI)20.5%17.1%0.92-0.7%
Equity (SPY)21.1%12.9%1.222.9%
Gold (GLD)37.5%28.8%1.105.0%
Commodities (DBC)43.2%20.2%1.6613.2%
Real Estate (VNQ)12.9%13.8%0.64-22.8%
Bitcoin (BTCUSD)-31.6%44.1%-0.73-10.9%

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Based On 5-Year Data
Annualized
Return
Annualized
Volatility
Sharpe
Ratio
Correlation
with LIME
LIME9.6%76.5%4.51-
Sector ETF (XLI)13.1%17.6%0.57-0.7%
Equity (SPY)12.9%17.2%0.572.9%
Gold (GLD)20.6%18.6%0.905.0%
Commodities (DBC)10.4%19.6%0.4113.2%
Real Estate (VNQ)2.3%18.9%0.02-22.8%
Bitcoin (BTCUSD)10.4%52.8%0.38-10.9%

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Based On 10-Year Data
Annualized
Return
Annualized
Volatility
Sharpe
Ratio
Correlation
with LIME
LIME2.4%85.4%1.79-
Sector ETF (XLI)13.8%20.0%0.600.7%
Equity (SPY)15.2%17.9%0.726.6%
Gold (GLD)12.7%16.2%0.6411.4%
Commodities (DBC)8.0%18.0%0.3616.5%
Real Estate (VNQ)5.0%20.7%0.20-12.4%
Bitcoin (BTCUSD)63.1%66.1%1.03-5.9%

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Short Interest

Short Interest: As Of Date7312026
Short Interest: Shares Quantity1.1 Mil
Short Interest: % Change Since 715202646.1%
Average Daily Volume0.2 Mil
Days-to-Cover Short Interest4.8 days
Basic Shares Quantity11.1 Mil
Short % of Basic Shares9.5%

Earnings Returns History

Updated 8/13/2026
Expand for More
 Forward Returns
Earnings Date1D Returns5D Returns21D Returns
8/4/202614.5%30.2% 
SUMMARY STATS   
# Positive110
# Negative000
Median Positive14.5%30.2% 
Median Negative   
Max Positive14.5%30.2% 
Max Negative   
Collapse to Preview
 Forward Returns
Earnings Date1D Returns5D Returns21D Returns
8/4/202614.5%30.2% 
SUMMARY STATS   
# Positive110
# Negative000
Median Positive14.5%30.2% 
Median Negative   
Max Positive14.5%30.2% 
Max Negative   

SEC Filings

Expand for More
Report DateFiling DateFiling
06/30/202608/11/202610-Q
03/31/202607/02/2026424B4
12/31/202402/13/2026DRS/A
Collapse to Preview
Report DateFiling DateFiling
06/30/202608/11/202610-Q
03/31/202607/02/2026424B4
12/31/202402/13/2026DRS/A

Insider Activity

Updated 7/2/2026
Expand for More
#OwnerTitleHoldingActionFiling DatePriceSharesTransacted
Value
Value of
Held Shares
Form
1Ting, Wayne Hsing-YuanChief Executive OfficerDirectSell702202625.0099,1152,477,87510,833,775Form
2Uber, Technologies, IncDirectBuy702202625.00800,00020,000,000371,491,525Form
3Bao, Zhoujia DirectSell702202625.0073,3971,834,92516,721,475Form
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#OwnerTitleHoldingActionFiling DatePriceSharesTransacted
Value
Value of
Held Shares
Form
1Ting, Wayne Hsing-YuanChief Executive OfficerDirectSell702202625.0099,1152,477,87510,833,775Form
2Uber, Technologies, IncDirectBuy702202625.00800,00020,000,000371,491,525Form
3Bao, Zhoujia DirectSell702202625.0073,3971,834,92516,721,475Form
Core Cache Last Updated: 8/23/2026