Iris Energy Limited vs NetApp Inc. — how do they compare? Iris Energy Limited trades at $34.98 (market cap $14.07B), while NetApp Inc. trades at $233.35 (market cap $45.38B). The key difference: NetApp Inc. is far larger — about 3.2× Iris Energy Limited's market cap, and NetApp Inc. pays a 0.9% dividend while Iris Energy Limited pays none. Which is the better fit depends on your goals — on Pluang, investors hold Iris Energy Limited for 28 Days and NetApp Inc. for 57 Days on average.
| IREN | NTAP | |
|---|---|---|
Market Cap | $14.07B | $45.38B |
Volume | 54,492,460 | 2,264,311 |
Sector | Technology | Technology |
52-Week High | $76.41 | $235.84 |
52-Week Low | $29.31 | $94.11 |
Typical Hold Time | 28 Days | 57 Days |
Enterprise Value | $16.02B | $44.34B |
Dividend Yield | — | 0.9% |
Signals from Pluang's Aura AI — not financial advice
IREN stock trades at $35.15, down 9.15% in the last 24 hours, reflecting bearish technical signals despite strong analyst buy ratings. The company reported revenue of $501.02M in 2025 with a net income of $86.94M, but recent quarterly EPS misses and a projected net loss of -$703M for 2026 highlight profitability challenges. Key developments include a $9.7 billion deal with Microsoft and a strategic pivot from Bitcoin mining to AI cloud services, positioning IREN in the high-growth AI infrastructure sector.
The outlook for IREN is mixed: significant upside exists from analyst price targets averaging $81.00, driven by AI demand and contracted revenue, but risks include execution on massive capital expenditure, intense competition, and current negative profitability. Investors face high volatility amid transformative growth ambitions versus near-term financial strain.
NetApp (NTAP) trades at $235.84, up 3.23% today and approaching its 52-week high. The stock shows strong technical momentum with bullish moving averages and recent earnings beats. Fundamentally, the company maintains robust profitability with 70.63% gross margins and 19.19% net income margin. Recent AI infrastructure partnerships with Oracle, SAP, and Supermicro position NTAP for growth in the expanding AI data storage market.
Outlook remains positive with AI-driven demand creating new revenue opportunities, though valuation multiples appear elevated. Key risks include competitive pressures in cloud storage and potential market volatility. Analyst consensus leans neutral with 50.7% hold ratings, suggesting cautious optimism amid strong technical performance.
Trailing returns across standard periods
What Pluang investors did over the last 30 days
Latest headlines on both assets
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 →NetApp is a leading provider of enterprise data management and storage solutions. The company's three operating business units are products, software maintenance, and hardware maintenance. NetApp transitioned from a data center storage firm to a company with software data management solutions for multicloud environments. The California-headquartered company sells globally and has approximately 10,000 employees.
Read more on NTAP →