Iris Energy Limited vs Sea Limited — how do they compare? Iris Energy Limited trades at $34.9 (market cap $14.07B), while Sea Limited trades at $94.87 (market cap $56.89B). The key difference: Sea Limited is far larger — about 4× Iris Energy Limited's market cap, and Iris Energy Limited is more actively traded (54,492,460 versus 5,359,457). Which is the better fit depends on your goals — on Pluang, investors hold Iris Energy Limited for 28 Days and Sea Limited for 102 Days on average.
| IREN | SE | |
|---|---|---|
Market Cap | $14.07B | $56.89B |
Volume | 54,492,460 | 5,359,457 |
Sector | Technology | Consumer Cyclical |
52-Week High | $76.41 | $188.00 |
52-Week Low | $29.31 | $78.16 |
Typical Hold Time | 28 Days | 102 Days |
Enterprise Value | $16.02B | $51.92B |
Signals from Pluang's Aura AI — not financial advice
IREN stock trades at $35.05, down 9.41% in 24 hours amid a bearish technical signal. The company is executing a pivot from Bitcoin mining to AI cloud services, with a $9.7 billion Microsoft deal, but faces ballooning losses and negative net margins. Analyst consensus remains bullish with an $81 price target, yet recent earnings misses and high valuations (P/E 51.42) highlight execution risks.
Outlook: Long-term growth potential from AI infrastructure demand is significant, but near-term profitability challenges and capital intensity pose risks. Investors should weigh strong analyst support against weak earnings trends and high cash burn from aggressive expansion plans.
Sea Limited (SE) trades at $95.40, up 0.78% with bearish technical signals but strong fundamentals. The company shows impressive revenue growth from $12.4B in 2022 to $22.9B in 2025, achieving profitability with net income of $1.58B. Recent earnings beat expectations in Q1 and Q2 2026, while analyst consensus remains strongly bullish with a $153.67 price target representing 61% upside potential.
SE presents a compelling growth story with expanding profitability and positive cash flow generation. Key risks include competitive pressures in e-commerce and gaming markets, while the technical bearish signal and recent insider selling warrant monitoring. The significant gap between current price and analyst targets suggests potential for substantial upside if execution continues.
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 →Sea Limited offers information technology services. The Company provides online personal computer and mobile digital content, e-commerce, and payment platforms. Sea serves customers worldwide.
Read more on SE →