Electronic Arts Inc. vs Iris Energy Limited — how do they compare? Electronic Arts Inc. trades at $207.41 (market cap $51.97B), while Iris Energy Limited trades at $35.36 (market cap $13.68B). The key difference: Electronic Arts Inc. is far larger — about 3.8× Iris Energy Limited's market cap, and Electronic Arts Inc. pays a 0.37% dividend while Iris Energy Limited pays none. Which is the better fit depends on your goals.
| EA | IREN | |
|---|---|---|
Market Cap | $51.97B | $13.68B |
Sector | Technology | Energy |
52-Week High | $207.27 | $76.41 |
52-Week Low | $147.79 | $15.40 |
Enterprise Value | $50.54B | $15.43B |
Dividend Yield | 0.37% | — |
Signals from Pluang's Aura AI — not financial advice
Electronic Arts (EA) trades at $207.31, up 0.32% on the day, with a bullish technical signal from moving averages and strong support at $205. The company reported Q4 2025 EPS beat but Q1 2026 miss, with revenue stable around $7.5B and a net income margin of 11.78%. Recent launches like EA SPORTS College Football 27 and UFC 6 highlight ongoing product momentum, while a potential $55B acquisition by Saudi investors adds strategic intrigue.
Outlook remains mixed: high valuation ratios (P/E 59.05) suggest premium pricing, but robust cash flow and dividend payments support shareholder returns. Key risks include earnings volatility and competitive pressures in gaming. Analyst consensus leans Hold (56.06%), indicating cautious optimism amid execution uncertainties.
IREN is trading at $34.77, down 9.9% in the last 24 hours amid bearish technical signals. The stock shows mixed fundamentals with strong revenue growth projections ($757M for 2026) but recent earnings misses and negative ROE/ROA. Analyst sentiment remains predominantly bullish with a $79.11 consensus price target, though technical indicators suggest near-term pressure with support at $35.
The outlook hinges on IREN's transformation from Bitcoin mining to AI infrastructure execution. While contracted ARR targets and AI cloud growth present upside, risks include competitive threats from Meta's cloud plans and recent governance concerns. Current valuation multiples appear elevated relative to profitability metrics.
Trailing returns across standard periods
Latest headlines on both assets
EA is one of the world's largest third-party video game publishers and has transitioned from a console-based video game publisher to the one of the largest publishers on consoles, PC, and mobile. The firm owns number of large franchises, including Madden, FIFA, Battlefield, Apex Legends, Mass Effect, Dragon's Age, and Need for Speed.
Read more on EA →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 →