Iris Energy Limited vs Sunrun Inc — how do they compare? Iris Energy Limited trades at $37.03 (market cap $15.25B), while Sunrun Inc trades at $7.66 (market cap $1.83B). The key difference: Iris Energy Limited is far larger — about 8.3× Sunrun Inc's market cap, and Iris Energy Limited is trading nearer its 52-week high, Sunrun Inc nearer its low. Which is the better fit depends on your goals — on Pluang, investors hold Iris Energy Limited for 28 Days and Sunrun Inc for 16 Days on average.
| IREN | RUN | |
|---|---|---|
Market Cap | $15.25B | $1.83B |
Volume | 51,114,233 | 13,379,830 |
Sector | Technology | Energy |
52-Week High | $76.41 | $21.41 |
52-Week Low | $29.31 | $7.59 |
Typical Hold Time | 28 Days | 16 Days |
Enterprise Value | $17.19B | $16.35B |
Signals from Pluang's Aura AI — not financial advice
IREN trades at $38.69, down 6.27% amid bearish technical signals despite strong analyst support with 12 buy ratings and an $81 consensus target. The stock faces fundamental challenges with negative net income margin (-99.38%) and ROE (-23.41%) despite 2025 revenue of $501M. Recent news highlights the company's pivot from Bitcoin mining to AI infrastructure with major contracts including a $9.7B Microsoft deal, though execution risks and capital intensity concerns weigh on sentiment.
The outlook remains bifurcated with Wall Street optimism for long-term AI infrastructure growth potential conflicting with near-term profitability challenges. Key opportunities include the 5GW+ power pipeline and hyperscaler partnerships, while risks center on execution of massive spending plans, competitive pressures, and the sustainability of current valuation multiples given negative earnings trends.
Sunrun (RUN) trades at $7.61, down 2.06% amid broader solar sector weakness. The stock shows bearish technical signals with oversold RSI levels, while fundamentals reveal strong earnings beats but negative operating cash flow. Recent partnerships with Tesla and Voltus highlight growth potential in distributed energy, though high borrowing costs pressure project financing.
Wall Street maintains a bullish consensus with a $16.56 price target (62% buy ratings), but risks include persistent cash burn, interest expense burden, and solar industry headwinds. The stock trades at discounted valuations (P/E 5.18, P/B 0.53) but requires improved profitability to justify analyst optimism.
Trailing returns across standard periods
What Pluang investors did over the last 30 days
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 →Sunrun Inc. is one of the largest residential solar, battery storage, and energy services companies in the United States. The company provides solar panel installations, battery backup systems, and energy management solutions to homeowners. Sunrun primarily uses a solar-as-a-service model, offering customers solar leases and power purchase agreements (PPAs), which allow homeowners to adopt solar energy with little to no upfront cost. The company's mission is to create a planet run by the sun.
Read more on RUN →