Added to YB: 2025-12-22
Pitch date: 2025-12-19
IREN [neutral]
IREN Limited
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
$11.1B
Pitch Price
N/A
Price Target
N/A
Dividend
N/A
EV/EBITDA
47.49
P/E
16.99
EV/Sales
16.01
Sector
Software
Category
growth
Show full summary:
$IREN near term Catalyst
IREN (update): Near-term catalyst closing ~$3B GPU debt for $MSFT contract. Recent balance sheet restructuring + ~$4B cash + minimal interest obligations positions for ~6% rates vs peers at ~10%. AAA-rated MSFT counterparty strengthens lending case. Expected mid-Jan to early Feb timing.
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