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HUT vs IREN
Which Stock Would AI Choose? Hut 8 Corp. (HUT) vs. IREN Limited (IREN) Stock Comparison
Key Takeaways
- Both HUT and IREN operate as Bitcoin miners pivoting to AI data centers, leveraging power infrastructure for high-performance computing (HPC).
- HUT shows stronger year-to-date gains of around 75%, outpacing IREN's 45% amid AI enthusiasm.
- IREN boasts larger scale with $757 million trailing twelve-month (TTM) revenue and $18 billion market cap, versus HUT's $235 million revenue and $9 billion market cap.
- Recent catalysts include HUT's $3.25 billion financing for AI sites and IREN's Mirantis acquisition and Sweetwater energization.
- Both face risks from Bitcoin volatility and AI execution, but renewable focus at IREN aids sustainability.
- Tickeron’s AI favors HUT for momentum and catalysts in recent market activity.
Introduction
In the evolving landscape of digital infrastructure, HUT and IREN stand out as Bitcoin miners transitioning to AI and HPC data centers. This comparison analyzes their business models, recent performance, and market positioning amid surging demand for power-intensive computing. Traders seeking exposure to cryptocurrency volatility paired with AI growth potential, as well as long-term investors eyeing infrastructure plays, will find value in understanding their relative strengths, risks, and momentum in the current environment.
HUT Overview and Recent Performance
HUT, or Hut 8 Corp., operates as an energy infrastructure platform focused on power, digital infrastructure, and compute for Bitcoin mining, AI cloud, and HPC in the U.S. and Canada. In recent market activity, HUT shares have surged, posting year-to-date gains around 75% and over 500% in the past year, driven by Bitcoin price rallies and AI pivots. Key developments include refinancing a $200 million Bitcoin-backed facility at lower rates, closing $3.25 billion in senior secured notes for AI data centers, and securing long-term leases like a 15-year, $9.8 billion deal at Beacon Point. Q1 2026 revenue rose to $71 million, though digital asset losses impacted net results. Sentiment has strengthened on strategic shifts to stable AI revenue, reducing mining cyclicality, with shares trading near $80 amid analyst upgrades.
IREN Overview and Recent Performance
IREN Limited, formerly Iris Energy, runs vertically integrated data centers powered by 100% renewable energy for Bitcoin mining, AI cloud, and power-dense compute in Australia and North America. Recent weeks have seen robust gains, with shares up approximately 45% year-to-date and over 700% annually, fueled by AI expansions despite Bitcoin fluctuations. Highlights include energizing the 1.4 GW Sweetwater site, acquiring Mirantis for $625 million to bolster AI cloud, expanding to 150,000 GPUs, and a $9.7 billion Microsoft deal. TTM revenue stands at $757 million with positive net income of $390 million. Performance reflects optimism in sustainable AI infrastructure, though mining revenue dipped quarterly; shares hover around $55 with strong analyst support.
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Head-to-Head Comparison
Both HUT and IREN center on Bitcoin mining but prioritize AI/HPC diversification, trading power assets for stable leases over volatile self-mining. Growth drivers contrast: IREN leverages renewables and hyperscaler ties like Microsoft for scale, while HUT focuses on financings and multi-site campuses. Recent momentum favors HUT with sharper YTD outperformance, versus IREN's larger revenue base. Risks include capex burdens, execution delays, and Bitcoin exposure (hashrate impacts post-halving), with IREN less debt-reliant. Sector overlap in crypto-AI yields positive sentiment, but IREN's size offers stability trade-off against HUT's valuation discount.
Tickeron AI Verdict
Tickeron’s AI currently favors HUT over IREN, citing superior recent trend consistency, financing catalysts for AI expansion, and stronger relative momentum in the ongoing infrastructure rally. While IREN excels in scale and renewables, HUT's positioning suggests higher near-term probability of outperformance based on observable factors like lease wins and lower debt leverage.
Disclaimer
The information on this webpage is provided for general informational and educational purposes only and is not intended as investment advice, a recommendation to purchase or sell any security, or an offer or solicitation related to investments. It does not consider your personal financial situation, goals, or risk profile, and all investing carries inherent risks, including the possibility of losing your entire investment. For more details, please review our full disclaimer. Disclaimers and Limitations
To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is HUT is a Buy and IREN is a Hold.
Long-Term Analysis
It is best to consider a long-term outlook for a ticker by using Fundamental Analysis (FA) ratings. The rating of 1 to 100, where 1 is best and 100 is worst, is divided into thirds. The first third (a green rating of 1-33) indicates that the ticker is undervalued; the second third (a grey number between 34 and 66) means that the ticker is valued fairly; and the last third (red number of 67 to 100) reflects that the ticker is undervalued. We use an FA Score to show how many ratings show the ticker to be undervalued (green) or overvalued (red).
HUT’s FA Score shows that 1 FA rating(s) are green whileIREN’s FA Score has 0 green FA rating(s).
- HUT’s FA Score: 1 green, 4 red.
- IREN’s FA Score: 0 green, 5 red.
Short-Term Analysis
It is best to consider a short-term outlook for a ticker by using Technical Analysis (TA) indicators. We use Odds of Success as the percentage of outcomes which confirm successful trade signals in the past.
If the Odds of Success (the likelihood of the continuation of a trend) for each indicator are greater than 50%, then the generated signal is confirmed. A green percentage from 90% to 51% indicates that the ticker is in a bullish trend. A red percentage from 90% - 51% indicates that the ticker is in a bearish trend. All grey percentages are below 50% and are considered not to confirm the trend signal.
HUT’s TA Score shows that 3 TA indicator(s) are bullish while IREN’s TA Score has 3 bullish TA indicator(s).
- HUT’s TA Score: 3 bullish, 5 bearish.
- IREN’s TA Score: 3 bullish, 4 bearish.
Price Growth
HUT (@Investment Banks/Brokers) experienced а +0.48% price change this week, while IREN (@Investment Banks/Brokers) price change was +2.80% for the same time period.
The average weekly price growth across all stocks in the @Investment Banks/Brokers industry was +3.33%. For the same industry, the average monthly price growth was -0.52%, and the average quarterly price growth was -2.81%.
Reported Earning Dates
HUT is expected to report earnings on Aug 18, 2026.
IREN is expected to report earnings on Sep 16, 2026.
Industries' Descriptions
@Investment Banks/Brokers (+3.33% weekly)These banks specialize in underwriting (helping companies with debt financing or equity issuances), IPOs, facilitating mergers and other corporate reorganizations and acting as a broker or financial advisor for institutions. They might also trade securities on their own accounts. Investment banks potentially thrive on expanding its network of clients, since that could help them increase profits. Goldman Sachs, Morgan Stanley and CME Group Inc are some of the largest investment banking companies.
| HUT | IREN | HUT / IREN | |
| Capitalization | 13.5B | 21.7B | 62% |
| EBITDA | -287.41M | 567M | -51% |
| Gain YTD | 161.602 | 61.107 | 264% |
| P/E Ratio | 28.26 | 79.03 | 36% |
| Revenue | 284M | 757M | 38% |
| Total Cash | 160M | 2.21B | 7% |
| Total Debt | 423M | 3.97B | 11% |
HUT | ||
|---|---|---|
OUTLOOK RATING 1..100 | 82 | |
VALUATION overvalued / fair valued / undervalued 1..100 | 93 Overvalued | |
PROFIT vs RISK RATING 1..100 | 38 | |
SMR RATING 1..100 | 98 | |
PRICE GROWTH RATING 1..100 | 34 | |
P/E GROWTH RATING 1..100 | 2 | |
SEASONALITY SCORE 1..100 | n/a |
Tickeron ratings are formulated such that a rating of 1 designates the most successful stocks in a given industry, while a rating of 100 points to the least successful stocks for that industry.
| HUT | IREN | |
|---|---|---|
| RSI ODDS (%) | 1 day ago 81% | N/A |
| Stochastic ODDS (%) | 1 day ago 90% | 1 day ago 87% |
| Momentum ODDS (%) | 1 day ago 87% | 1 day ago 85% |
| MACD ODDS (%) | 1 day ago 85% | 1 day ago 89% |
| TrendWeek ODDS (%) | 1 day ago 90% | 1 day ago 89% |
| TrendMonth ODDS (%) | 1 day ago 90% | 1 day ago 90% |
| Advances ODDS (%) | 1 day ago 90% | 1 day ago 90% |
| Declines ODDS (%) | 7 days ago 87% | 7 days ago 89% |
| BollingerBands ODDS (%) | 1 day ago 86% | 1 day ago 78% |
| Aroon ODDS (%) | 1 day ago 90% | 1 day ago 90% |
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IREN and
Correlation & Price change
A.I.dvisor indicates that over the last year, IREN has been closely correlated with CIFR. These tickers have moved in lockstep 80% of the time. This A.I.-generated data suggests there is a high statistical probability that if IREN jumps, then CIFR could also see price increases.
| Ticker / NAME | Correlation To IREN | 1D Price Change % | ||
|---|---|---|---|---|
| IREN | 100% | +1.81% | ||
| CIFR - IREN | 80% Closely correlated | +6.29% | ||
| HUT - IREN | 68% Closely correlated | +1.11% | ||
| COIN - IREN | 67% Closely correlated | +6.16% | ||
| RIOT - IREN | 65% Loosely correlated | +2.86% | ||
| CLSK - IREN | 64% Loosely correlated | +4.00% | ||
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