Added to YB: 2025-07-02
Pitch date: 2025-07-01
IREN [bullish]
IREN Limited
+162.29%
current return
Author Info
No bio for this author
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
$15.30
Price Target
20.00 (-50%)
Dividend
N/A
EV/EBITDA
58.92
P/E
24.38
EV/Sales
19.87
Sector
Software
Category
growth
IREN Limited - $IREN
IREN Speculative Buy: Transitioning from efficient Bitcoin mining to AI data centers. PT $20 (vs $20.30 consensus). Strong renewable power capacity moat. Key catalysts: AI data center build-out execution, Bitcoin mining profitability post-halving, rising BTC price. Risks: execution, BTC volatility, financing needs, competition.
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