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Iris Energy Limited operates as a sustainable Bitcoin mining company, focusing on energy infrastructure for AI and high-performance computing data centers.

Snapshot
Country AUS AUS
ExchangeNasdaq
AI Layer infra
Category 3.60 Cloud & AI Compute Platforms
Sentiment 58.0%
USD Mkt Cap17.27B
USD Revenue707.01M
USD Net Income-702.62M
P/E51.30
fwd P/E-165.40
PEG3.11
Price 3M-26.9%
Price 6M+6.3%
Price 1Y+30.2%
Price 2Y+484.9%
USD Share Price44.22
Price History
Price & Size
Price 43.83 USD
Market Cap 17.27B USD
Shares Outstanding 394.06M
Shares Float 346.18M
52w Low 28.93 USD
52w High 76.87 USD
Avg Volume 43.48M
Valuation
P/E (forward) -165.4x
P/B 3.98x
Enterprise Value 19.22B USD
Book Value / Share 11.01 USD
PEG Ratio 3.11x
P/S 24.43x
EV / Revenue 27.18x
EV / EBITDA 501.10x
Income
Revenue 707.01M USD
Revenue / Share 2.24 USD
EBITDA 38.35M USD
Net Income -702.62M USD
EPS (trailing) -2.22 USD
EPS (forward) -0.26 USD
Margins & Profitability
Gross Margin 68.9%
Operating Margin -102.5%
Profit Margin -99.4%
EBITDA Margin 5.4%
Return on Equity -23.4%
Return on Assets -2.5%
Growth
Revenue Growth -26.7%
Cash & Debt
Total Cash 5.90B USD
Total Debt 7.84B USD
Free Cash Flow -4.22B USD
Operating Cash Flow 2.10B USD
Debt / Equity 1.87x
Current Ratio 3.55x
Quick Ratio 2.66x
Dividend
Payout Ratio 0.0%
Risk
Beta 4.29
Analyst Consensus
Target (Mean) 77.84 USD
Target (Median) 80.00 USD
Target (High) 131.00 USD
Target (Low) 43.00 USD
Recommendation buy
# Analysts 16
Identifiers
ISINAU0000185993
CUSIPQ4982L109
FIGIBBG010J28KQ2
SEDOLBMQ80V2
Sentiment 58.0%
Positive drivers

IREN continued to expand its renewable-powered data center capacity, positioning itself for AI/HPC workloads amid ongoing industry demand. Positive analyst notes highlighted potential revenue diversification beyond Bitcoin mining. Institutional interest remained steady with no major sell-offs reported.

Neutral / mixed

Bitcoin price volatility created mixed signals for the core mining business, offsetting some AI-related optimism. Regulatory developments around energy usage in data centers remained in discussion without immediate impact. Quarterly results showed stable operations but limited new AI contract announcements.

Negative drivers

Broader market caution on high-valuation tech stocks weighed on sentiment during the period. Competition from larger players in the AI infrastructure space increased. Delays in some expansion timelines were noted in industry reports.

Bottom line

Overall sentiment for IREN is mildly positive, driven by AI growth potential tempered by crypto volatility and competitive pressures.