Added to YB: 2025-07-02
Pitch date: 2025-07-01
IREN [bullish]
IREN Limited
+98.63%
current return
Author Info
No bio for this author
Company Info
IREN Limited operates as a vertically integrated AI cloud services platform in Australia and Canada. It develops, owns, and operate data centers, including the associated land, grid connections, and substations, as well as buildings and cooling.
Market Cap
$16.3B
Pitch Price
$15.30
Price Target
20.00 (-34%)
Dividend
N/A
EV/EBITDA
474.89
P/E
-18.57
EV/Sales
25.76
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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