Professional
Added to YB: 2025-07-03
Pitch date: 2025-07-02
IREN [neutral]
IREN Limited
+151.28%
current return
Author Info
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Company Info
IREN Limited operates in the vertically integrated data center business in Australia and Canada. The company owns and operates computing hardware, as well as electrical infrastructure and data centers.
Market Cap
$13.7B
Pitch Price
$15.97
Price Target
30.50 (-24%)
Dividend
N/A
EV/EBITDA
58.92
P/E
24.38
EV/Sales
19.87
Sector
Software
Category
growth
Komodo Capital H1 2025 Portfolio Review: IREN Limited
IREN added to position: Data center play mis-priced as Bitcoin miner. Catalysts: 50 EH/s mining capacity achieved, Sweetwater completion & co-location agreement signing. Growing coverage educating market. Perception shift expected by end-2025. >100% returns potential in 24 months.
Read full article (1 min)