Iris Energy Limited vs STMicroelectronics NV — how do they compare? Iris Energy Limited trades at $36.58 (market cap $14.07B), while STMicroelectronics NV trades at $53.5 (market cap $48.14B). The key difference: STMicroelectronics NV is far larger — about 3.4× Iris Energy Limited's market cap, and STMicroelectronics NV pays a 0.68% 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 STMicroelectronics NV for 66 Days on average.
| IREN | STM | |
|---|---|---|
Market Cap | $14.07B | $48.14B |
Volume | 54,492,460 | 9,776,015 |
Sector | Technology | Technology |
52-Week High | $76.41 | $79.91 |
52-Week Low | $29.31 | $21.20 |
Typical Hold Time | 28 Days | 66 Days |
Enterprise Value | $16.02B | $45.66B |
Dividend Yield | — | 0.68% |
Signals from Pluang's Aura AI — not financial advice
IREN trades at $38.69, down 6.27% today, amid a bearish technical trend and recent earnings misses. The company is aggressively pivoting from Bitcoin mining to AI infrastructure, securing multi-billion dollar contracts, but faces ballooning losses with a net income margin of -99.38% in 2026. Analyst consensus remains strongly bullish with a $81 price target, highlighting long-term revenue potential from AI demand, yet near-term execution and profitability challenges weigh on investor sentiment.
Outlook hinges on successful execution of AI expansion and cost management; opportunities include massive contracted revenue growth, but risks involve high capital burn, intense competition, and persistent negative earnings. The stock offers significant upside if targets are met, but volatility is expected amid transformative shifts.
STM trades at $56.18, down 4.33% today, with a bullish technical signal from moving averages. The company shows mixed fundamentals with declining revenue from $17.3B in 2023 to $11.8B in 2025 and negative net income margin of -0.39%, though Q2 2026 earnings beat expectations. Analyst consensus is bullish with a $77.31 price target, and recent news highlights AI data-center revenue potential exceeding $2B by 2027.
Outlook is cautiously optimistic driven by AI and automotive growth catalysts, but risks include profitability challenges and competitive pressures. The stock offers 37% upside to consensus target if execution improves, though investors should monitor margin recovery and debt levels amid volatile semiconductor cycles.
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 →A merger between Italian firm SGS Microelettronica and the nonmilitary business of Thomson Semiconductors in France formed STMicroelectronics in 1987. STMicro is a leader in a variety of semiconductor products, including analog chips, discrete power semiconductors, microcontrollers, and sensors. STMicro is an especially prominent chip supplier into the industrial and automotive industries.
Read more on STM →