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Compare Iris Energy Limited (IREN) vs Nebius Group NV (NBIS) Price & Performance

Iris Energy LimitedTrade
Nebius Group NVTrade

Price performance (Past 24H)

Key statistics

Iris Energy Limited vs Nebius Group NV — how do they compare? Iris Energy Limited trades at $43.7 (market cap $14.20B), while Nebius Group NV trades at $253.3 (market cap $49.06B). The key difference: Nebius Group NV is far larger — about 3.5× Iris Energy Limited's market cap, and Nebius Group NV is trading nearer its 52-week high, Iris Energy Limited nearer its low. Which is the better fit depends on your goals.

IRENNBIS
Market Cap
$14.20B$49.06B
Sector
EnergyTechnology
52-Week High
$76.41$286.69
52-Week Low
$17.73$64.06
Enterprise Value
$15.95B$49.26B

Aura AI Summary

Signals from Pluang's Aura AI — not financial advice

Iris Energy Limited

IREN trades at $43.67, up 12.73% in the last 24 hours, reflecting strong momentum amid recent AI contract wins. The technical picture is neutral with mixed signals, while fundamentals show robust revenue growth and high gross margins but negative returns on equity and assets. Recent news highlights the company's pivot to AI infrastructure, including a $2.8 billion contract boost and a raised revenue target above $4 billion, driving investor optimism despite recent earnings misses.

The outlook is cautiously optimistic, with significant growth potential from AI cloud expansion but tempered by execution risks and high valuation multiples. Analyst consensus is bullish with a $84.43 price target, though investors should monitor cash flow sustainability and competitive pressures in the rapidly evolving AI infrastructure space.

Nebius Group NV

NBIS trades at $259.20, up 40.79% in the last 24 hours, reflecting strong momentum following Q2 2026 earnings beats. The stock exhibits a bearish technical signal but maintains high analyst buy consensus (88.89%) with a consensus price target of $248.73. Recent news highlights robust AI cloud demand driving revenue growth, though negative EPS persists. Fundamentals show elevated valuation ratios (P/E 74.61, P/S 58.43) alongside impressive net income margin expansion to 93.09% in 2026 trends.

Outlook remains growth-focused with execution risks from capital-intensive expansion and short interest from notable investors like Michael Burry. The stock's premium valuation requires sustained high growth to justify current levels, while cash flow trends indicate significant investing outflows balanced by financing inflows. Competitive pressures in AI infrastructure and margin sustainability are key watchpoints.

Returns comparison

Trailing returns across standard periods

Top news

Latest headlines on both assets

About Iris Energy Limited

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

About Nebius Group NV

Nebius Group N.V. is a technology company specializing in AI, machine learning, and cloud computing solutions. The company provides a range of enterprise-level cloud services, including large-scale data processing, advanced analytics, and AI model development and deployment. Nebius Group focuses on serving businesses that require high-performance, scalable, and secure infrastructure to handle complex computational tasks and accelerate their digital transformation.

Read more on NBIS