IREN Limited (IREN) - 5i Research

IREN Limited (IREN $42.21)
- $42.21 P/E (TTM): 76.71X Cap: $14.02B
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Meta Platforms Inc. (META $615.68)
- $615.68 P/E (TTM): 26.51X Cap: $1.55T
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IREN Limited (IREN $42.21)
- $42.21 P/E (TTM): 76.71X Cap: $14.02B
- View IREN Profile
- View Questions on IREN
Nebius Group N.V. (NBIS $118.56)
- $118.56 Cap: $28.23B
- View NBIS Profile
- View Questions on NBIS

Q: Has been getting a lot of positive news and contract wins. Thoughts on the META deal?

Seems the market is looking at the company as just an AI infrastructure play but they have many other lines of business that is not being taken into account.

I own both names and based on the momentum of NBIS does it make sense to sell IREN and consolidate? This will not impact position size materially of NBIS. Just seems like NBIS is more of a better quality business overall.

Read Answer Asked by Sal on March 16, 2026

IREN Limited (IREN $42.21)
- $42.21 P/E (TTM): 76.71X Cap: $14.02B
- View IREN Profile
- View Questions on IREN
Nebius Group N.V. (NBIS $118.56)
- $118.56 Cap: $28.23B
- View NBIS Profile
- View Questions on NBIS

Q: AI Infrastructure. If you can just buy one, would you buy IREN or NBIS and why (3 quick and simple reasons) ? Is value factoring into your decision ?

Read Answer Asked by Thomas on February 24, 2026

IREN Limited (IREN $42.21)
- $42.21 P/E (TTM): 76.71X Cap: $14.02B
- View IREN Profile
- View Questions on IREN
Nebius Group N.V. (NBIS $118.56)
- $118.56 Cap: $28.23B
- View NBIS Profile
- View Questions on NBIS

Q: What do you think about the results. Would you be a buyer for next 3-5 years? How does it compare to NBIS?

Read Answer Asked by Imtiaz on February 06, 2026