Firy Inc. vs Iris Energy Limited — how do they compare? Firy Inc. trades at $10.21 (market cap $163.57M), while Iris Energy Limited trades at $41.49 (market cap $13.84B). The key difference: Iris Energy Limited is far larger — about 84.6× Firy Inc.'s market cap, and Firy Inc. is trading nearer its 52-week high, Iris Energy Limited nearer its low. Which is the better fit depends on your goals.
| FIRY | IREN | |
|---|---|---|
Market Cap | $163.57M | $13.84B |
Sector | Consumer Cyclical | Energy |
52-Week High | $12.45 | $76.41 |
52-Week Low | $2.28 | $17.73 |
Enterprise Value | $107.24M | $15.60B |
Signals from Pluang's Aura AI — not financial advice
FIRY stock trades at $10.45, up 4.5% today, with a bullish technical signal from moving averages. The company shows improving revenue trends ($104.5M in 2025, projected to $112M in 2026) but continues to post significant losses (-$70.4M net income). Recent developments include a successful $719M legal victory and corporate rebranding from Skillz Inc. Analyst sentiment is mixed with 20% buy, 60% hold, and 20% sell ratings.
While technical indicators suggest near-term upside potential, fundamental challenges persist with negative profitability metrics and cash burn. The stock presents speculative appeal based on legal wins and revenue stabilization, but requires careful risk management given ongoing losses and negative cash flow trends.
IREN trades at $41.23, up 8.7% in the past 24 hours, with a bearish technical signal and RSI near 80 indicating potential overbought conditions. The company reported Q1 2026 revenue of $501 million and net income of $87 million, but missed EPS estimates for three consecutive quarters. Recent news highlights $2.8 billion in new AI contracts and a raised revenue target above $4 billion, signaling strong growth prospects in AI infrastructure.
The outlook is mixed: analyst consensus is bullish with a $84.43 price target, but high valuation ratios and earnings misses pose risks. Investment opportunity lies in AI contract growth, while risks include execution challenges and competitive pressures in the neocloud market.
Trailing returns across standard periods
Latest headlines on both assets
Firy Inc. operates a mobile gaming platform in the United States, Israel, China, Malta, Hong Kong, Cyprus, and other international markets. The company operates through two segments: Skillz and RZR. Its Skillz platform enables game developers to monetize their content by integrating real-money tournaments, virtual prizes, and social competition features directly into multiplayer games.
Read more on FIRY →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 →