大行评级丨Bernstein：将IREN目标价上调约80%至75美元
Ge Long Hui A P P·2025-09-25 02:35
Core Viewpoint - Bernstein analysts raised the target price for Bitcoin mining company IREN to $75, approximately 80% higher than the closing price on Tuesday, while maintaining an "outperform" rating [1] Group 1: Financial Projections - Analysts expect IREN's AI cloud business revenue to reach $500 million by early 2026 [1] - The current number of GPUs has increased to 23,000 [1] Group 2: Company Valuation - Bernstein attributes 87% of the company's enterprise value to AI and hosting services, with only 13% attributed to Bitcoin mining [1] - IREN's current market capitalization is $12.2 billion, surpassing MARA to become the largest publicly traded Bitcoin mining company [1]