Added to YB: 2026-06-30
Pitch date: 2026-06-27
IREN [bullish]
IREN Limited
-5.59%
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
$16.9B
Pitch Price
$48.60
Price Target
N/A
Dividend
N/A
EV/EBITDA
126.54
P/E
86.91
EV/Sales
24.60
Sector
Software
Category
growth
Show full summary:
The 7 bets on where the world is heading over the next decade. - IREN Limited
IREN: Bitcoin miner pivoting to AI compute provider, building data centers to rent out GPU power. Major contracts signed w/ Microsoft & NVIDIA (NVIDIA took a stake). Thesis: insatiable AI demand needs compute suppliers. Risk: massive capex, weak quarters during transition.
Read full article (1 min)