Added to YB: 2025-09-26
Pitch date: 2025-09-25
IREN [bullish]
IREN Limited
-8.13%
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
$43.68
Price Target
550.00 (+1271%)
Dividend
N/A
EV/EBITDA
58.92
P/E
24.38
EV/Sales
19.87
Sector
Software
Category
growth
Show full summary:
IREN Limited: Pivot to AI Cloud Unlocks Multi-Billion EBITDA Opportunity
IREN: Bitcoin miner pivoting to AI/cloud services. Bullish on vertical integration vs peers like $CRWV. 2026 targets: $1B BTC mining EBITDA, $800M co-location (200MW @$4M/MW), $2.7B CSP from 160k GPUs (90% margins). $68-75B EV potential. Price target $550 in 3yrs.
Read full article (1 min)