Iron Mountain Incorporated

Report azionario NYSE:IRM

Capitalizzazione di mercato: US$36.3b

Iron Mountain Crescita futura

Criteri Future verificati 2/6

Si prevede che Iron Mountain aumenterà gli utili e i ricavi rispettivamente del 18.5% e 7.7% all'anno, mentre si prevede che l'EPS crescerà del 18.9% all'anno.

Informazioni chiave

18.5%

Tasso di crescita degli utili

18.87%

Tasso di crescita dell'EPS

Specialized REITs crescita degli utili10.5%
Tasso di crescita dei ricavi7.7%
Rendimento futuro del capitale proprion/a
Copertura analitica

Good

Ultimo aggiornamento13 Aug 2026

Aggiornamenti recenti sulla crescita futura

Recent updates

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
Aggiornamento narrativa • Aug 06

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

For Iron Mountain, the Analyst Price Target has shifted from about $132 to about $135, as analysts factor in updated growth and margin assumptions, along with Street research that highlights higher modeled growth for communications infrastructure REITs tied to hyperscale and enterprise AI demand. Analyst Commentary Recent Street research on Iron Mountain highlights how investors are thinking about the stock in the context of communications infrastructure REITs tied to hyperscale and enterprise AI demand.
Aggiornamento narrativa • Jun 23

IRM: Upsized Debt And High P E Will Magnify Execution Risk

Iron Mountain's analyst price targets have moved higher by a double digit dollar amount, with analysts pointing to modest adjustments in revenue growth assumptions, profit margins and long term P/E expectations to support the revised fair value of about $74.89. Analyst Commentary Recent Street research on Iron Mountain shows a split tape, with several firms lifting price targets while others highlight risks around execution and growth sustainability.
Articolo di analisi • Jun 18

Iron Mountain (IRM) Stock Could Be 21.6% Undervalued After Upsized $1.5b Notes Deal

Iron Mountain (IRM) has just completed an upsized fixed income offering, increasing its new 6.250% senior notes due 2035 to $1.5 billion from an initially planned $1.0 billion, with proceeds earmarked for debt repayment. See our latest analysis for Iron Mountain. Iron Mountain stock has pulled back slightly in the last day, with a 1-day share price return that declined 2.16%. Its 90-day share price return of 19.54% and year to date share price return of 50.70%, along with a 5-year total...
Aggiornamento narrativa • Jun 06

IRM: Higher P E Assumptions Will Heighten Risk From Any Execution Slippage

Analysts have lifted their price targets on Iron Mountain by $10 to $17. In line with this more constructive view, the updated model reflects a fair value estimate of about $74.89, a slightly lower discount rate, and modestly higher assumptions for revenue growth, profit margin, and future P/E.
Aggiornamento narrativa • May 22

IRM: Raised Guidance And P/E Assumptions Will Shape Forward Compounding Potential

Analysts have raised the Iron Mountain price target to $131.55 from $122.73 as they incorporate recent target increases from several firms and modest adjustments to assumptions for growth, profitability, and future P/E. Analyst Commentary Recent research on Iron Mountain has centered on how higher price targets line up with expectations for execution, growth, and the valuation investors are being asked to pay.
Aggiornamento narrativa • May 03

IRM: Richer P E Assumptions Will Pressure Execution On Revenue And Margins

The analyst price target for Iron Mountain has been raised by several firms, supporting a modest increase in the fair value estimate to about $73 as analysts factor in updated assumptions for the discount rate, revenue growth, profit margin, and a higher future P/E multiple. Analyst Commentary Recent research on Iron Mountain has tilted generally constructive on fair value, but there are still pockets of caution that are worth weighing before you lean too heavily on the higher price targets.
Aggiornamento narrativa • Apr 19

IRM: Fine Tuning Discount Rate And P/E Will Shape Forward Compounding Potential

Analysts made a marginal adjustment to Iron Mountain's fair value estimate, trimming it by about $0.09 to reflect a slightly lower discount rate and a modestly revised future P/E assumption, following the recent $1 increase in the Street's price target to $127. Analyst Commentary Bullish analysts are treating the recent $1 lift in the Street price target to $127 as a modest but supportive signal for Iron Mountain, with the internal fair value adjustment of about $0.09 largely viewed as a technical clean up rather than a change in fundamental conviction.
Aggiornamento narrativa • Apr 04

IRM: Sector Caution And Execution Risks Will Pressure Premium P E Multiple

Iron Mountain's analyst price target has been increased by $1 to $127, with analysts citing modest adjustments in revenue growth, profit margin and P/E assumptions to reflect recent sector research and updated REIT group views. Analyst Commentary Recent Street research on Iron Mountain has centered on incremental price target adjustments, with Barclays moving its target to $127 from $126 and previously to $126 from $123.
Aggiornamento narrativa • Mar 21

IRM: 2026 REIT Outlook And Guidance Will Support Future Compounding Potential

Analysts have nudged their price target on Iron Mountain higher, with a roughly $3 increase supported by slightly higher fair value estimates, a modestly lower discount rate, and updated assumptions for revenue growth, profit margins, and future P/E multiples. Analyst Commentary Recent Street research on Iron Mountain is limited but generally constructive, with several bullish analysts fine tuning their models and price targets while flagging a few areas for investors to monitor.
Aggiornamento narrativa • Mar 07

IRM: Sector Headwinds And Execution Risks Will Eventually Pressure Premium Multiple

Narrative Update: Iron Mountain The intrinsic value estimate for Iron Mountain has been revised higher, with the analyst price target moving up by $1 to $127 as analysts factor in updated assumptions for discount rate, revenue growth, profit margin and future P/E while aligning with the recent Street target increase. Analyst Commentary Recent Street research on Iron Mountain has centered on incremental target adjustments and how the stock fits into broader sector views.
Aggiornamento narrativa • Feb 20

IRM: 2026 REIT Outlook And Guidance Will Frame Future Compounding Potential

The analyst price target for Iron Mountain has been raised by $3 to $126, with analysts pointing to updated assumptions around fair value, discount rate, revenue growth, profit margin, and future P/E to support the change. Analyst Commentary Recent research on Iron Mountain centers on how it fits within the broader real estate investment trust group, with the updated US$126 price target reflecting refreshed thinking on sector positioning, valuation, and growth assumptions.
Aggiornamento narrativa • Feb 06

IRM: Short Seller Accounting Concerns Will Eventually Pressure Premium Multiple

Analysts have lifted their Iron Mountain price target by $3 to $126, citing updated REIT group assumptions, modest adjustments to growth and margin forecasts, and continued support from recent research defending the stock following the short report. Analyst Commentary Recent research on Iron Mountain has centered on price target fine tuning and reactions to the short report, giving you a window into how the sell side is thinking about both risk and reward.
Aggiornamento narrativa • Jan 23

IRM: Short Seller Accounting Allegations Will Trigger Overvaluation Reset Despite Supportive Research

Narrative Update Analysts have nudged their Iron Mountain outlook higher, with the price target increasing by $3 to $126. This is supported by refreshed models that reflect modestly adjusted growth, margin and discount rate assumptions, along with continued supportive views in recent research commentary.
Aggiornamento narrativa • Jan 07

IRM: Short Seller Accounting Allegations Will Drive Bearish Repricing Ahead

Analysts have lifted their Iron Mountain price target to US$123 from US$122, citing updated company modeling and confidence that recent short-seller concerns are already well understood and unlikely to alter the long term growth narrative. Analyst Commentary Recent research comments around Iron Mountain have centered on how much weight to place on the short report and what it means for long term execution and growth risks.
Aggiornamento narrativa • Dec 22

IRM: Leverage And Accounting Concerns Will Drive Bearish Repricing Ahead

Analysts have raised their price target on Iron Mountain by about $4 to approximately $123, citing continued confidence in double digit growth compounding and management's reassurances that recent short seller concerns are a temporary distraction rather than a change in fundamentals. Analyst Commentary Recent research updates have emphasized that the latest short report is unlikely to alter the long term growth trajectory for Iron Mountain, with several firms reiterating positive ratings and modestly lifting price targets.
Aggiornamento narrativa • Dec 08

IRM: Digital And Data Center Expansion Will Drive Long-Term Compounding Despite Short Report

Analysts have nudged their blended price target on Iron Mountain modestly higher to about $117 per share, citing continued confidence in double digit growth, resilient data center and digital expansion, and recent supportive research that raised targets to the $120 to $125 range despite short seller noise. Analyst Commentary Recent Street commentary on Iron Mountain has been broadly supportive, with most research notes emphasizing resilient fundamentals, execution on growth initiatives, and a limited fundamental impact from recent short seller noise.
Aggiornamento narrativa • Nov 24

IRM: Continued Expansion Into Digital Solutions Will Drive Long-Term Momentum

The analyst fair value estimate for Iron Mountain has been slightly increased to $116.73 from $116.45. Analysts cite the company's resilience to recent short reports and ongoing strength in its growth initiatives.
Aggiornamento narrativa • Nov 07

IRM: Expanding Data Centers And Digital Offerings Will Drive Future Momentum

Iron Mountain's analyst fair value estimate increased from $114.50 to $116.45 as analysts highlighted accelerating growth from digital and data center initiatives. They cited strengthened cross-selling opportunities and model adjustments in the sector.
Seeking Alpha • Apr 29

Hammered Prices, Elevated Yields: Iron Mountain's Income Sweet Spot

Summary Iron Mountain (IRM) stock has declined significantly, but its dividend yield is now more attractive, supported by a robust underlying business and capital discipline. The company excels in providing comprehensive storage and information management solutions, with strong growth in digital solutions and data center platforms. Q4 performance was solid with 11.4% YOY sales growth, and the company maintains a strong balance sheet with $3.3 billion in liquidity. Despite risks like a high payout ratio and potential earnings volatility, IRM's diversified model and growth prospects make it a strong investment at current levels. Read the full article on Seeking Alpha
Seeking Alpha • Feb 19

Iron Mountain: Near-Term Growth Trajectory Is A Concern

Summary I am neutral on Iron Mountain (IRM) due to near-term execution risks and high valuation despite compelling long-term growth drivers in data centers and ALM. IRM's data center business is a significant growth catalyst, with strong revenue and margin expansion, but near-term pricing pressures and missed leasing targets are concerning. IRM's balance sheet risk is notable, with high leverage and increasing capex potentially pressuring free cash flow and limiting debt reduction and capital returns. At 48x NTM PE, IRM is expensive, and any growth disappointments or balance sheet issues could negatively impact investor sentiment, warranting a hold rating. Read the full article on Seeking Alpha

Previsioni di crescita degli utili e dei ricavi

NYSE:IRM - Stime future degli analisti e dati finanziari passati (USD Millions )
DataRicaviUtiliFlusso di cassa liberoLiquidità dell'operazioneAvg. Numero di analisti
12/31/20289,3727311,2942,3718
12/31/20278,7026461,0392,18010
12/31/20268,0145784511,73710
6/30/20267,562419-6811,655N/A
3/31/20267,245272-7811,481N/A
12/31/20256,902145-1,1031,340N/A
9/30/20256,640159-1,2671,272N/A
6/30/20256,44341-1,1601,257N/A
3/31/20256,266122-1,0091,264N/A
12/31/20246,150180-7701,197N/A
9/30/20245,988105-4621,212N/A
6/30/20245,819229-4491,180N/A
3/31/20245,643194-4431,115N/A
12/31/20235,480184-3271,114N/A
9/30/20235,340278-2971,034N/A
6/30/20235,238379-2001,028N/A
3/31/20235,170579-661,002N/A
12/31/20225,104557-26928N/A
9/30/20224,984496-7856N/A
6/30/20224,827372-4716N/A
3/31/20224,65844749745N/A
12/31/20214,49245076759N/A
9/30/20214,392636190824N/A
6/30/20214,298607321938N/A
3/31/20214,161324368931N/A
12/31/20204,147343474988N/A
9/30/20204,167133417946N/A
6/30/20204,193202380976N/A
3/31/20204,277302N/A975N/A
12/31/20194,263267N/A967N/A
9/30/20194,244387N/A959N/A
6/30/20194,243357N/A972N/A
3/31/20194,237357N/A961N/A
12/31/20184,226366N/A936N/A
9/30/20184,156234N/A827N/A
6/30/20184,060182N/A795N/A
3/31/20183,949171N/A691N/A
12/31/20173,846176N/A721N/A
9/30/20173,789214N/A640N/A
6/30/20173,766193N/A657N/A
3/31/20173,70097N/A585N/A
12/31/20163,511101N/A544N/A
9/30/20163,33058N/A644N/A
6/30/20163,13376N/A569N/A
3/31/20163,009145N/A617N/A
12/31/20153,008123N/A542N/A
9/30/20153,034130N/A491N/A

Previsioni di crescita futura degli analisti

Guadagni vs tasso di risparmio: La crescita prevista degli utili di IRM ( 18.5% all'anno) è superiore al tasso di risparmio ( 3.7% ).

Guadagni vs Mercato: Si prevede che gli utili di IRM ( 18.5% all'anno) cresceranno più rapidamente del mercato US ( 16.9% all'anno).

Guadagni ad alta crescita: Si prevede che gli utili di IRM cresceranno, ma non in modo significativo.

Ricavi vs Mercato: Si prevede che il fatturato di IRM ( 7.7% all'anno) crescerà più lentamente rispetto al mercato US ( 12.9% all'anno).

Ricavi ad alta crescita: Si prevede che il fatturato di IRM ( 7.7% all'anno) crescerà più lentamente di 20% all'anno.

Previsioni di crescita dell'utile per azione

Rendimento futuro del capitale proprio

ROE futuro: Dati insufficienti per determinare se il Return on Equity di IRM è previsto essere elevato tra 3 anni

Scoprire le aziende in crescita

7D

1Y

7D

1Y

7D

1Y

Analisi aziendale e situazione dei dati finanziari

DatiUltimo aggiornamento (ora UTC)
Analisi dell'azienda2026/08/20 06:32
Prezzo dell'azione a fine giornata2026/08/20 00:00
Utili2026/06/30
Utili annuali2025/12/31

Fonti dei dati

I dati utilizzati nella nostra analisi aziendale provengono da S&P Global Market Intelligence LLC. I seguenti dati sono utilizzati nel nostro modello di analisi per generare questo report. I dati sono normalizzati, il che può comportare un ritardo nella disponibilità della fonte.

PacchettoDatiTempisticaEsempio Fonte USA *
Dati finanziari della società10 anni
  • Conto economico
  • Rendiconto finanziario
  • Bilancio
Stime di consenso degli analisti+3 anni
  • Previsioni finanziarie
  • Obiettivi di prezzo degli analisti
Prezzi di mercato30 anni
  • Prezzi delle azioni
  • Dividendi, scissioni e azioni
Proprietà10 anni
  • Top azionisti
  • Insider trading
Gestione10 anni
  • Team di leadership
  • Consiglio di amministrazione
Sviluppi principali10 anni
  • Annunci aziendali

* Esempio per i titoli statunitensi, per i titoli non statunitensi si utilizzano forme e fonti normative equivalenti.

Se non specificato, tutti i dati finanziari si basano su un periodo annuale ma vengono aggiornati trimestralmente. Si tratta dei cosiddetti dati TTM (Trailing Twelve Month) o LTM (Last Twelve Month). Per saperne di più.

Modello di analisi e Snowflake

I dettagli del modello di analisi utilizzato per generare questo report sono disponibili sulla nostra pagina GitHub; abbiamo anche delle guide su come utilizzare i nostri report e dei tutorial su YouTube.

Scoprite il team di livello mondiale che ha progettato e realizzato il modello di analisi Simply Wall St.

Metriche di settore e industriali

Le nostre metriche di settore e di sezione sono calcolate ogni 6 ore da Simply Wall St; i dettagli del nostro processo sono disponibili su Github.

Fonti analitiche

Iron Mountain Incorporated è coperta da 27 analisti. 10 di questi analisti ha fornito le stime di fatturato o di utile utilizzate come input per il nostro report. Le stime degli analisti vengono aggiornate nel corso della giornata.

AnalistaIstituzione
Andrew WittmannBaird
Brendan LynchBarclays
Gary BisbeeBarclays