$IREN Ltd(IREN)$ hope to break-To The Moon - Tiger Brokers Online Investing Community - To The Moon

$IREN Ltd(IREN)$ hope to break even soon. I intend to hold this stock for longer term.

Scenario assumptions (5-year view)

• Optimistic

• Revenue CAGR = +20% p.a. (aggressive rollout of mining capacity + AI/HPC cloud growth)

• Net margin = 20% in year 5 (improved economies of scale / higher BTC pricing / better AI margins)

• Base

• Revenue CAGR = +12% p.a. (steady capacity growth and AI services ramp)

• Net margin = 17% (roughly FY2025 margin, sustained)

• Pessimistic

• Revenue CAGR = +5% p.a. (slow growth, weaker mining pricing / slower AI uptake)

• Net margin = 10% (margin compression from higher costs or weaker pricing)

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