Celestica Inc vs Iris Energy Limited — how do they compare? Celestica Inc trades at $336.23 (market cap $39.16B), while Iris Energy Limited trades at $43.03 (market cap $14.20B). The key difference: Celestica Inc is far larger — about 2.8× Iris Energy Limited's market cap, and Celestica Inc is trading nearer its 52-week high, Iris Energy Limited nearer its low. Which is the better fit depends on your goals.
| CLS | IREN | |
|---|---|---|
Market Cap | $39.16B | $14.20B |
Sector | Technology | Energy |
52-Week High | $472.40 | $76.41 |
52-Week Low | $181.34 | $17.73 |
Enterprise Value | $39.44B | $15.95B |
Signals from Pluang's Aura AI — not financial advice
CLS trades at $327.15, up 3.99% in 24 hours, with a bearish technical signal but strong fundamentals including a 52.69% ROE and Q2 2026 EPS of $2.54 beating estimates. Recent news highlights a $3 billion equity offering to fund AI infrastructure growth, though this may cause near-term dilution.
The outlook is positive with analyst consensus at Buy (64.29%) and a $466.50 price target, driven by AI demand and partnerships. Risks include equity dilution and premium valuation, but growth catalysts from hyperscaler investments support long-term upside.
IREN trades at $43.24, up 11.62% in 24 hours, with a neutral technical signal and bearish moving averages. The company reported Q1 2026 revenue of $501.02M and net income of $86.94M, but missed EPS estimates for three consecutive quarters. Recent news highlights a $2.8B AI contract surge and a raised revenue target above $4B, driving investor optimism despite high valuation ratios like a P/E of 51.6.
Outlook is mixed: strong AI contract growth and analyst consensus price target of $84.43 suggest upside, but execution risks, high valuations, and consistent earnings misses pose challenges. Stock sentiment is buoyed by institutional interest, including a new position by California State Teachers Retirement System in Q2 2026.
Trailing returns across standard periods
Latest headlines on both assets
Celestica provides supply chain and manufacturing solutions for global technology companies. It specializes in high-complexity assembly and platform solutions for AI data centers, aerospace, and medical markets.
Read more on CLS →Iris Energy is a next-generation data center company that powers Bitcoin mining and AI workloads using 100% renewable energy. It focuses on building sustainable infrastructure for the global digital economy.
Read more on IREN →