IRM logo

Iron Mountain Incorporated Stock Price

NYSE:IRM Community·US$36.3b Market Cap
  • 4 Narratives written by author
  • 0 Comments on narratives written by author
  • 87 Fair Values set on narratives written by author

IRM Share Price Performance

US$121.19
29.40 (32.03%)
US$160.00
Fair Value
US$121.19
29.40 (32.03%)
24.3% undervalued intrinsic discount
US$160.00
Fair Value
Price US$121.19
niteco US$160.00
AnalystConsensusTarget US$135.36
AnalystLowTarget US$140.00

IRM Community Narratives

Fair Value
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Fair Value US$160 24.3% undervalued intrinsic discount

Legacy Data Management with Optionality in Digital and Infrastructure Expansion

2users have liked this narrative
0users have commented on this narrative
7users have followed this narrative
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Fair Value US$135.36 10.5% undervalued intrinsic discount

AI Demand And Data Center Expansion Will Transform Digital Workflows

0users have liked this narrative
0users have commented on this narrative
45users have followed this narrative
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Fair Value US$140 13.4% undervalued intrinsic discount

Falling Legacy Demand Will Burden Data Center Margins

0users have liked this narrative
0users have commented on this narrative
1users have followed this narrative
US$135.36
10.5% undervalued intrinsic discount
Revenue
9.05% p.a.
Profit Margin
8.84%
Future PE
60.57x
Price in 2029
US$172.12
US$140
13.4% undervalued intrinsic discount
Revenue
10.77% p.a.
Profit Margin
10.33%
Future PE
58.58x
Price in 2028
US$176.03

Trending Discussion

No trending discussion available.

Updated Narratives

IRM logo

Legacy Data Management with Optionality in Digital and Infrastructure Expansion

Fair Value: US$160 24.3% undervalued intrinsic discount
7 users have set this as their fair value
0 users have commented on this narrative
0 users have liked this narrative
IRM logo

IRM: AI Data Infrastructure Demand Will Test High P E Optimism

Fair Value: US$140 13.4% undervalued intrinsic discount
1 users have set this as their fair value
0 users have commented on this narrative
0 users have liked this narrative
IRM logo

IRM: AI Infrastructure Demand And Raised Guidance Will Shape Forward Compounding Potential

Fair Value: US$135.36 10.5% undervalued intrinsic discount
45 users have set this as their fair value
0 users have commented on this narrative
0 users have liked this narrative

Snowflake Analysis

Slight risk with acceptable track record.

4 Risks
3 Rewards

Iron Mountain Incorporated Key Details

US$7.6b

Revenue

US$3.5b

Cost of Revenue

US$4.1b

Gross Profit

US$3.7b

Other Expenses

US$418.7m

Earnings

Last Reported Earnings
Jun 30, 2026
Next Reporting Earnings
n/a
1.41
54.21%
5.54%
-1,883.4%
View Full Analysis

About IRM

Founded
1951
Employees
29400
CEO
William Meaney
WebsiteView website
www.ironmountain.com

Iron Mountain Incorporated is trusted by more than 240,000 customers in 61 countries, including approximately 95% of the Fortune 1000, to help unlock value and intelligence from their assets through services that transcend the physical and digital worlds. Our broad range of solutions address their information management, digital transformation, information security, data center and asset lifecycle management needs. Iron Mountain Incorporated is based in Portsmouth, New Hampshire. Iron Mountain Incorporated was founded in 1951 and is incorporated in Delaware and is based in Portsmouth, New Hampshire.

Recent IRM News & Updates

Narrative Update Aug 20

IRM: AI Data Infrastructure Demand Will Test High P E Optimism

Analysts have lifted the Iron Mountain price target from $74.89 to $140.00, citing updated assumptions that reflect higher modeled growth for communications infrastructure REITs, supported by ongoing hyperscale and enterprise AI demand. Analyst Commentary on Iron Mountain Recent Street research on Iron Mountain points to higher modeled growth assumptions for communications infrastructure REITs, with one major firm moving its price target to $143 from $127 and keeping a positive stance on the stock.
Seeking Alpha Aug 19

Iron Mountain Is Running Hot

Summary Iron Mountain Incorporated has surged 42.8% YTD, far outpacing the S&P 500, driven by robust revenue and cash flow growth. IRM’s rapid expansion in data centers and asset lifecycle management, alongside 37 consecutive years of organic revenue growth, underpins its operational strength. Management guides for 2026 revenue of $7.94–$8.01B, EBITDA of $2.945–$2.975B, and adjusted FFO of $1.76–$1.78B. Despite strong fundamentals, IRM stock’s valuation is now considered expensive; I maintain a neutral stance, with a potential downgrade to Sell if shares rise another 10%. Read the full article on Seeking Alpha

Recent updates

No updates