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IREN Limited IREN AI

Financial Services · Capital Markets · Australia
https://iren.com
Company Profile ↓
$38.59
+123.32% 1Y
Mkt Cap$13.79B
P/E50.12
P/B7.65
52W High$76.41
52W Low$15.40
Book Value$7.81
EPS (TTM)$0.77

Company Overview

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. It also mines Bitcoin, a scarce digital asset that is created and transmitted through the operation of a peer-to-peer network of computers running the Bitcoin software. The company was formerly known as Iris Energy Limited and changed its name to IREN Limited in November 2024. The company was incorporated in 2018 and is based in Sydney, Australia.

Why Investors Should Care

Steady Revenue Expansion

Revenue has grown at a 157.6% CAGR over the past five years.

Healthy Margins

Maintains a net profit margin of 20.9%.

Recent Developments

  • Jun 2025 Revenue of $501.02M (+167.7% YoY); net profit $86.94M.
  • Trailing 12 Months Year-on-year growth — revenue +-0.0%.
  • 5-Year Trend Long-term compounding — revenue CAGR 157.6%.

Growth & Price Performance

Compounded Sales Growth

5 Years:157.59%
1 Year:-0.00%

Stock Price Performance

1 Year:+123.32%
6 Months:-16.16%
3 Months:-10.40%
1 Month:-31.95%

Highlights auto-generated from reported financials and price data; not investment advice. Verify with official filings before acting.

AI Exposure AI AI Infrastructure / Data Centres

IREN operates vertically integrated, renewable-powered data centres for bitcoin mining and increasingly AI/HPC cloud compute.

Core Focus

Renewable-powered data centres and GPU/AI cloud alongside bitcoin mining.

Key Initiatives
  • AI cloud / GPU compute IREN is expanding into AI/HPC cloud and GPU compute on its data-centre footprint.
  • Renewable-powered sites Low-cost renewable energy underpins competitive compute economics.
  • Vertical integration Owning power and data centres improves cost and control.
Why Investors Should Care
  • Renewable-powered data-centre operator pivoting toward AI/HPC compute.
  • Profitable on a reported basis (net ~21%) with low-cost power.
  • Crypto exposure and capital intensity add volatility.
  • Execution on AI cloud and financing are key risks.
AI InvestmentInvestment funds GPU/AI cloud capacity on renewable-powered sites.
AI RevenueAI/HPC cloud is an emerging stream alongside mining; it is scaling.
ROI (Now)Early — AI cloud is ramping against a mining base with low-cost power.
ROI (Expected)Scaling AI/HPC compute on cheap renewable power is the upside driver.

Curated from public filings and analyst commentary; figures are illustrative.

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Price Chart

Robinhood TradingView

Fundamental Growth Charts

Interactive charts for Revenue, Net Income, EBITDA, Free Cash Flow, EPS, ROE, ROCE, Gross/Net/Operating Margin and more — switch metric and period using the dropdowns above. CAGR is computed across the displayed window (quarterly CAGR is annualised). Visual growth charts make it easy to spot multi-year compounding trends at a glance — far faster than reading raw numbers in a table.

PROS

  • Excellent profit margin of 20.9%.
  • Compounding revenue at 157.6% over 5 years.
  • In a confirmed uptrend (50-DMA above 200-DMA).

CONS

  • Trading at a high P/E of 50.1.
  • Trading 49.5% below its 52-week high.

* The pros and cons are auto-generated from financial metrics.

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Valuation

Stock P/E
50.12
Industry PE
13.30
Forward P/E
-41.05
PEG Ratio
3.11
Book Value
$7.81
Price to Book
7.65
P/S
28.21
EV/EBITDA
157.04
Dividend Yield
0.00%

Growth (CAGR)

Revenue 5Y
157.59%
Profit 5Y
-
Revenue (YoY)
-0.00%
Earnings (YoY)
-

Profitability & Returns

ROCE
0.62%
ROE
7.73%
ROA
-3.00%
Profit Margin
20.88%
Op Margin
-64.47%
Gross Margin
68.40%
EPS (Latest Qtr)
$-0.74
EPS (TTM)
$0.77

Balance Sheet & Liquidity

Debt/Equity
1.49
Quick Ratio
3.50
Current Ratio
3.72
Debt
$3.96B
Total Assets
$7.26B
Current Assets
-
Working Capital
-

Ownership

Promoter Holding
3.52%
Chg in Prom Hold
-0.00%
FII / Inst Holding
49.08%
Chg in FII Hold
0.06%

Financial Snapshot

Enterprise Value
$13.79B
Total Revenue (TTM)
$757.07M
EBITDA
$147.18M
Free Cash Flow
$-2.31B
Operating Cash Flow
$392.47M
Shares Outstanding
357.38M
Gross Margin
68.40%
Payout Ratio
0.00%

Peer comparison

Peer companies in the same sector (Financial Services).

#NameCMP $P/E Mkt CapDiv Yld % ROCE %ROE % Rev CAGR 5Y %Profit CAGR 5Y %
1 IREN IREN Limited AI 38.59 50.12 $13.79B 0.00% 0.62% 7.73% 157.59% -
2 JPM JPMorgan Chase & Co. SPX 342.89 16.42 $918.78B 1.87% - 16.47% 5.35% 7.56%
3 BRK-B Berkshire Hathaway Inc. SPX 491.09 14.61 $686.70B 0.00% - 10.50% 4.18% 9.44%
4 V Visa Inc. SPX 356.02 31.01 $590.89B 0.83% 37.15% 60.35% 14.33% 13.04%
5 MA Mastercard Incorporated SPX 538.02 31.10 $471.86B 0.71% 60.19% - 12.29% 19.21%
6 BAC Bank of America Corporation SPX 60.62 15.04 $430.20B 2.00% - 10.64% 6.00% 3.49%
7 MS Morgan Stanley SPX 227.67 20.62 $359.10B 1.87% - 16.39% 3.76% 9.66%
8 GS The Goldman Sachs Group, Inc. SPX 1,140.00 20.83 $336.31B 1.69% - 14.55% - 2.21%
9 WFC Wells Fargo & Company SPX 85.29 13.18 $261.00B 2.11% - 12.03% 4.02% 15.98%
Financial Statements Quarterly Results · Profit & Loss · Balance Sheet · Cash Flows · Ratios

Quarterly Results

Figures in USD.

Metric Sep 2024Dec 2024Mar 2025Sep 2025Dec 2025Mar 2026
Revenue 52.76M116.14M144.82M240.29M184.69M144.79M
Operating Income -47.09M17.31M29.21M-76.41M-116.40M-233.52M
Net Income -51.70M-21.89M-16.14M384.61M-155.41M-247.83M
Diluted EPS -0.27-0.10-0.071.08-0.52-0.74

Profit & Loss (Annual)

Figures in USD.

Metric Jun 2023Jun 2024Jun 2025
Revenue 75.51M187.19M501.02M
Operating Income -157.24M-27.23M17.33M
Net Income -171.83M-28.92M86.94M
Diluted EPS -3.14-0.290.39

Balance Sheet (Annual)

Figures in USD.

Metric Jun 2022Jun 2023Jun 2024Jun 2025
Total Assets --1.15B2.94B
Total Equity 437.40M305.45M1.10B1.82B
Cash & Equivalents --404.60M564.53M
Total Liabilities --55.35M1.12B
Current Liabilities --51.07M149.35M

Cash Flows (Annual)

Figures in USD.

Metric Jun 2023Jun 2024Jun 2025
Operating Cash Flow 5.73M52.22M245.89M
Investing Cash Flow -71.47M-498.47M-1.38B
Financing Cash Flow 28.56M782.63M1.29B
Capital Expenditure -116.06M-141.85M-573.46M
Free Cash Flow -110.33M-89.64M-327.57M

Ratios (Annual)

Figures in %.

Metric Jun 2023Jun 2024Jun 2025
Gross Margin % ---
Operating Margin % -208.2%-14.5%3.5%
Net Margin % -227.6%-15.4%17.4%
ROE % -56.3%-2.6%4.8%
ROCE % --2.5%0.6%

Shareholding Pattern

Insiders
3.52%
Institutions
49.08%
Public Float
50.87%

Top Institutional Holders

#Holder% HeldSharesValue
1 Defiance Etfs, LLC 3.55% 12.67M $562.48M
2 Situational Awareness Partners LP 3.27% 11.70M $519.33M
3 Situational Awareness LP 3.27% 11.70M $519.33M
4 Citigroup Inc. 3.05% 10.90M $484.02M
5 BIT Capital GmbH 1.83% 6.53M $289.75M
6 Shaw D.E. & Co., Inc. 1.80% 6.43M $285.60M
7 Goldman Sachs Group Inc 1.56% 5.57M $247.27M
8 Value Aligned Research Advisors, LLC 1.33% 4.77M $211.64M
9 Blackrock Inc. 1.25% 4.46M $197.86M
10 Marex Group Plc 1.10% 3.92M $173.96M

Analyst View

Loading analyst coverage…

Latest News

Recent headlines for IREN

Google News ue, 14 Jul 2026

IREN (NASDAQ:IREN) Stock Lags AI and Bitcoin Rallies as Investors Price a $1.3 Billion Execution Gap - TechStock²

<a href="https://news.google.com/rss/articles/CBMiuAFBVV95cUxORGhoZjNydXFCWEY4bklYRk1XUGNwTVVWNVZMa1l4cERNZ010ZnlTN2VXaWE5VlNGYUtLUlZEOXpsTW1xemtNbDI1RDZodjRoTVY0Qnh0MlV5ZkY4S2JXcnEwUkVtNjMyRmg1WC0xcmxCbHN2dTU0MEtJdjlzVzh0SVo0alhseG82UWZnNH…

Google News ue, 14 Jul 2026

IREN Stock Soars On Nvidia’s $2.1B AI Investment Deal, Accelerating Pivot From Bitcoin Mining - Stocktwits

<a href="https://news.google.com/rss/articles/CBMiygFBVV95cUxPZ2puRVFCaEIwUEY4WS1PZ1FFZEoxdXdkaTBxWmR5bi12YVl0WDFGWkRqaEo4SGl5dmg0QTd2VzduVGI2ek95SGFrVUkxUlZZZnAtdkV2RkJpbU0ySUV6NHlhMWROdzlPNDY3U2hKTWZRcnVPUl9vQWRxa3ZGTUF1ZnpfSmxwamZyOWw1T1…

Google News ue, 14 Jul 2026

Freedom Capital Upgrades IREN Limited (IREN) to Buy - Yahoo Finance

<a href="https://news.google.com/rss/articles/CBMipAFBVV95cUxPbHJkVVNuY2lEdFZwS044dk9kRnp1NWZqSS1Sb0pCa3lIVXNXRExyalBwNlVJQnBwakNIa3NUd0dlaW9DTGNMUmFsUGFSTkN3U2tvOUpJZ2U4Q1lwZjJucTJHcjFBVmliUnJHNi1DZHBWdk5rYU8zUTFhRk53RER6cHBRdThKeDF2dmNlTD…

Google News ue, 14 Jul 2026

IREN (NASDAQ:IREN) Shares Down 1% - Time to Sell? - MarketBeat

<a href="https://news.google.com/rss/articles/CBMinAFBVV95cUxPaHZ1R1NOV1VhaFk3OGRyUTVHY3R6MHBxV3ZNUV9VMTA0dzd0YTlNb1RrU0VyM05tRmNrUld1T1cxRW11T3JLbElXbkpUb1JHSm5MRTd5Tl92TEZ3RndWbkRGNHIzYkI2b0dYNGM2aUhoUFpvbWNpMXBEYTNOR3I0RGpzQjd6REdDTTc3dW…

Google News Mon, 22 Jun 2026

IREN Stock Set for 92% Surge - 24/7 Wall St.

<a href="https://news.google.com/rss/articles/CBMie0FVX3lxTFBieTJFZnhSSEk1d0NFSVJQUTEwaXBzdEdTZEQySG5QNkN0aC1NR2sxYmdSMXlBSm14MGItMlF5eVdQeEtjUUplN1pSa3plM0RqNlMzQlVzY09uZkFMMjdXanFFQ01iZm5IZmZhVlhCbjNyUDM2ZEI0Q3lDVQ?oc=5" target="_blank">I…

Google News Wed, 08 Jul 2026

IREN's Revenue Is Falling For The Right Reason But Market Is Pricing It As Failure - Seeking Alpha

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IREN — Frequently Asked Questions

What is the current share price of IREN Limited (IREN)?

As of 2026-07-14 21:23 PDT, IREN Limited (IREN) trades at $38.59 on NasdaqGS. Its 52-week range is $15.40 to $76.41.

What is the market capitalisation of IREN?

IREN Limited (IREN) has a market capitalisation of $13.79B on NasdaqGS.

What is the P/E ratio of IREN?

IREN trades at a trailing price-to-earnings (P/E) ratio of 50.12. The industry average P/E is 13.30. Its price-to-book (P/B) ratio is 7.65.

What is the return on equity (ROE) of IREN?

IREN has a return on equity (ROE) of 7.73%. Its return on capital employed (ROCE) is 0.62%.

Is IREN a good stock to buy?

This page provides a data-driven analysis of IREN Limited (IREN), including valuation ratios, profitability, growth trends, auto-generated pros and cons, peer comparison and AI exposure. Review these fundamentals alongside your own research and risk tolerance. This is informational content, not investment advice.

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