IREN's Trump Card: How Federal Policy Could Unlock Massive Value in AI Infrastructure

Zdend

Invested

Community Contributor

Published

25 Sep 25

Zdend's Fair Value

US$57.00

18.8% undervalued

25 Sep

US$46.29

407.0%

27.5%

407.0%

27.5%

You can edit this narrative until Sep 26 12:03 AM. Then, changes will post as Updates.

Author's Valuation

US$57

18.8% undervalued

Zdend's Fair Value

Narrative

Updates0

Zdend'sFair Value

US$57

18.8% undervalued

Future estimation in

% p.a.

Decrease

Increase

Current revenue growth rate

29.09%

Software revenue growth rate

1.57%

Risk Level (Discount Rate)

Our default considers factors like the company's size, volatility, profitablity and country of operation.

Decrease

Increase

Current discount rate

8.15%

Calculation

US$858.89m

Earnings '28

28.00x

PE Ratio '28

US$24.05b

Market Cap '28

US$24.05b

Market Cap '28

333.19m

No. shares '28

US$72.18

Share Price '28

US$72.18 Share Price '28

Discounted to 2025 @ 8.19% p.a.

US$57.00

Fair Value '25