Shared on31 Aug 25Fair value Increased 30%
Analysts have significantly raised IREN’s price target due to record Q4 results, accelerated AI cloud expansion fueled by a major Nvidia GPU acquisition and preferred partner status, and sharply upgraded revenue growth projections, resulting in a new consensus target of $27.55. Analyst Commentary Bullish analysts raised price targets due to IREN’s record Q4 results and accelerated near-term expansion in artificial intelligence cloud services after acquiring 2,400 of Nvidia’s latest-generation GPUs. IREN’s newly secured Nvidia preferred partner status is expected to improve its GPU procurement and strengthen its competitive position in the AI infrastructure market.
Shared on01 Aug 25Fair value Increased 7.68%
Analysts have raised IREN's price target from $20.60 to $22.00, citing strong Q2 HPC segment performance, favorable infrastructure valuations amid industry consolidation, and potential peer-relative undervaluation. Analyst Commentary Bullish analysts are raising price targets after incorporating Q2 actuals, reflecting stronger-than-expected performance in the high performance computing (HPC) segment.