IREN Limited

NasdaqGS:IREN 株式レポート

時価総額：US$20.3b

IREN 配当と自社株買い

配当金 基準チェック /06

IREN配当金を支払った記録がありません。

主要情報

n/a

配当利回り

-14.3%

バイバック利回り

総株主利回り-14.3%
将来の配当利回り0%
配当成長n/a
次回配当支払日n/a
配当落ち日n/a
一株当たり配当金n/a
配当性向n/a

最近の配当と自社株買いの更新

更新なし

Recent updates

新しいナラティブ • May 20

IREN: Maximizing Energy Efficient High Density Computational Powerhouses via the Impending Hyperscale AI Mining Convergence Inflection Point

IREN Limited is navigating a transformative structural expansion in 2026 as it successfully evolves from a pure-play Bitcoin miner into a diversified high-performance computing powerhouse. The organization has centered its entire operational identity on the monetization of its massive vertically integrated data centers and 100% renewable energy substrate.
Seeking Alpha • May 18

IREN: Nvidia's Vote Of Confidence And The Demanding Q3 Results (Downgrade)

Summary IREN Limited (IREN) secured Nvidia as a strategic partner with a $3.4B, 5-year contract, expanding its AI hosting capacity target to 5 GW. Cloud AI segment revenue surged 94% QoQ to $33.6M, with gross margin at 86.3%; Microsoft and Nvidia validate IREN's transition leadership. I temporarily downgrade IREN from Strong Buy to Buy, citing near-term share dilution risk, operational losses, and asset depreciation during the AI transition. Despite short-term volatility and losses, I maintain a positive long-term thesis on IREN's leadership in transitioning from bitcoin mining to AI data center hosting. Read the full article on Seeking Alpha
分析記事 • May 15

IREN's (NASDAQ:IREN) Solid Profits Have Weak Fundamentals

Last week's profit announcement from IREN Limited ( NASDAQ:IREN ) was underwhelming for investors, despite headline...
ナラティブの更新 • May 14

IREN’s main water risk is not misconduct or direct consumption, but being a hyperscale operator in one of the most water-constrained regions

Here is a focused investment-style assessment of water risk for IREN in Texas , especially compared to peers and looking forward. 🇺🇸 IREN Water Risk Analysis (Texas): Investment Perspective 1) Structural context: Texas = high-growth + water stress Texas is becoming one of the largest global hubs for AI and crypto data centers, but: The state already faces structural water scarcity and drought cycles [ thetechedvocate.org ] , [ binance.com ] Data centers could consume tens to >100 billion gallons/year by 2030 [ thetechedvocate.org ] They may reach up to 3–9% of total state water use as AI scales [ thecooldown.com ] Conclusion: Water is not a marginal issue in Texas—it is becoming a system-level constraint on growth.
ナラティブの更新 • May 13

The Grid is Locked: Why IREN Just Became the "Gatekeeper" of Texas AI

Texas has made it much harder for new big power-hungry data centers to connect to the grid, and IREN says it’s now one of the few with a clear path to plug in at scale. With a major NVIDIA tie-up, fresh funding, and a new software layer from its Mirantis deal, the company aims to move beyond hosting hardware and become a full managed AI computing platform.
新しいナラティブ • May 06

IREN to Transform into AI Cloud Giant with Mirantis Acquisition

REN acquisition of Mirantis ($625M, all-stock) 1. Transaction overview Acquirer: IREN (AI infrastructure / former Bitcoin mining company) Target: Mirantis (cloud infrastructure & Kubernetes orchestration software) Deal value: ~$625M (stock consideration) [ growjo.com ] Announcement date: May 5, 2026 [ kearney.com ] Structure: Mirantis to operate as a standalone subsidiary [ kearney.com ] Mirantis brings: 1,500+ enterprise customers Kubernetes / AI infrastructure orchestration (k0rdent platform) [ kearney.com ] 2.
ナラティブの更新 • Apr 29

IREN: AI Data Center Expansion And GPU Deployment Will Drive Future Upside

Analysts have adjusted their price targets for IREN to reflect a roughly $6 lower fair value, along with updated assumptions for the discount rate, revenue growth, profit margin, and a significantly lower future P/E, incorporating recent mixed target changes and a neutral initiation. Analyst Commentary Recent research points to a mixed but informative picture for IREN, with some analysts trimming expectations and others seeing room for upside at current levels.
新しいナラティブ • Apr 17

IREN Thesis: From Miner to AI Infrastructure Leader

IREN is undergoing a fundamental re-rating, evolving from a Bitcoin miner into a premier AI Cloud Service Provider. The thesis is anchored by the scarcity of three critical assets: Gigawatt-scale power , specialized data centers , and NVIDIA Blackwell compute.
ナラティブの更新 • Apr 15

IREN: AI Infrastructure Expansion Will Increase Execution Risk And Future Downside Potential

Analysts have reset IREN's fair value estimate from $39.00 to $26.00, reflecting updated price targets that balance lower P/E assumptions with ongoing supportive views on revenue growth and margins. Analyst Commentary Recent Street research around IREN reflects a cautious tone, with several bearish analysts trimming price targets even as some remain constructive on parts of the story.
ナラティブの更新 • Apr 01

IREN: Microsoft AI Contract Will Drive Transformative Data Center Expansion

The Street's blended 12 month price target for IREN has shifted modestly lower to about $76 from roughly $79, as analysts balance Macquarie's $25 cut with fresh Buy upgrades and a higher $80 target tied to IREN's large AI contract with Microsoft and a sizeable data center growth pipeline. Analyst Commentary Recent Street research on IREN shows a mix of optimism around growth optionality and caution around execution and valuation, which is feeding into the wide range of price targets and rating changes.
ナラティブの更新 • Mar 20

The Post-Earnings Tantrum, The $6B "Dilution" Myth, and The Unstoppable Neocloud

G'day fellow investors. The post-earnings reaction to IREN is textbook volatility: shares tanked on no new hyperscaler announcements and an EPS miss from the mining-heavy Q4 P&L.
ナラティブの更新 • Mar 18

IREN: AI Contract And GPU Buildout Concentration Will Drive Future Downside Risk

The analyst fair value estimate for IREN has been adjusted from $37.00 to $39.00, as analysts factor in recent price target revisions as well as a stronger focus on the company’s AI infrastructure growth plans and large Microsoft contract. Analyst Commentary Recent Street research around IREN reflects a split view, with some analysts highlighting upside tied to AI infrastructure exposure and others resetting expectations through price target changes.
ナラティブの更新 • Mar 04

IREN: AI Infrastructure Expansion And Microsoft Contract Will Drive Transformative Multi Year Upside

Analysts have trimmed their average price target on IREN by $5.54 to reflect a lower fair value estimate of $79.31, citing revised assumptions around growth, profitability and a very large projected future P/E multiple, even as recent research highlights IREN's exposure to AI infrastructure and its sizable contract with Microsoft. Analyst Commentary Recent research on IREN highlights a mix of optimism around its AI infrastructure exposure and caution around valuation and execution risk, especially in light of the large projected future P/E multiple embedded in some models.
ナラティブの更新 • Feb 20

Navigating the Transition Amidst Bitcoin Volatility

Since the January update, the investment thesis for IREN has entered a critical "bridge" phase. While the long-term trajectory toward becoming an AI infrastructure leader remains intact, the company is currently navigating short-term headwinds caused by a dip in Bitcoin prices and the heavy capital costs of its infrastructure pivot.
ナラティブの更新 • Feb 17

IREN: Large AI Contract Concentration Will Drive Future Downside Risk

The analyst price target for IREN has been updated from $16.00 to $37.00 as analysts factor in recent upgrades, higher AI infrastructure expectations, and IREN's large contracted pipeline with a major technology partner. Analyst Commentary Recent research on IREN has been mixed, with some firms expressing confidence in the company’s AI infrastructure positioning and others pulling back on valuation.
ナラティブの更新 • Feb 03

IREN: AI Power Capacity Expansion Will Drive Transformative Multi Year Contract Upside

Narrative Update on IREN The analyst price target in our framework has shifted to align more closely with the recent Street move toward $80, with a modest fair value adjustment to about $84.85 as analysts highlight IREN's large AI contract with Microsoft and its sizeable planned capacity buildout as key drivers in their updated views. Analyst Commentary Recent Street research on IREN has shifted meaningfully, with several bullish analysts now highlighting the AI contract pipeline and power capacity story, while earlier caution around execution and financing remains in the background.
分析記事 • Jan 24

After Leaping 35% IREN Limited (NASDAQ:IREN) Shares Are Not Flying Under The Radar

IREN Limited ( NASDAQ:IREN ) shareholders are no doubt pleased to see that the share price has bounced 35% in the last...
ナラティブの更新 • Jan 23

From Policy Play to AI Infrastructure Powerhouse

In September 2025, the investment thesis for IREN centered on a "celestial convergence" of federal policy and data center permitting. As of January 2026, that thesis has moved from regulatory speculation to massive-scale execution.
ナラティブの更新 • Jan 20

IREN: AI Hyperscaler Contract And 2 GW Pipeline Will Drive Re Rating

Analysts have raised their price target on IREN to $80 from $56, citing the Microsoft AI contract, the large near-term development pipeline, and IREN's exposure to high-performance computing and AI infrastructure demand as key supports for the higher valuation. Analyst Commentary Recent Street research on IREN has shifted materially toward a more constructive view, with several bullish analysts revising ratings and targets around the company’s AI and high performance computing positioning.
ナラティブの更新 • Jan 06

IREN: Hyperscaler AI Cloud Deals Will Drive Future Power-Backed Infrastructure Expansion

Narrative Update on IREN The analyst price target for IREN has edged higher to $83.00, as analysts factor in a slightly higher revenue growth outlook, a modestly lower discount rate, and a richer future P/E, even while trimming profit margin assumptions in light of mixed views on AI cloud execution risk and the validation from recent hyperscaler related deals. Analyst Commentary Recent research on IREN highlights a wide spread of views, with some analysts leaning into the AI cloud opportunity and others focusing on execution and financing risks.
ナラティブの更新 • Dec 23

IREN: AI Cloud Contracts With Major Hyperscaler Will Drive Re-Rating

Analysts have lifted their fair value estimate for IREN sharply from $40 to $136 per share, as they factor in a much larger, higher visibility AI cloud opportunity supported by new hyperscaler partnerships, improved power monetization and a sector wide re-rating of high performance computing infrastructure providers. They have also modestly reduced the discount rate and assumed faster revenue growth but lower long term profit margins and a higher future P/E multiple.
ナラティブの更新 • Dec 09

IREN: Hyperscaler Cloud Deals Will Drive Long Term AI Infrastructure Expansion

The analyst price target for IREN has nudged higher by approximately $0.50 to reflect analysts' view that recent AI cloud and hyperscaler related partnerships, improved sector positioning, and validation from large customers support a modestly higher fair value despite lingering execution and financing risks. Analyst Commentary Recent Street research highlights a wide dispersion of views on IREN, with several bullish analysts markedly increasing price targets on the back of AI cloud momentum, while bearish analysts emphasize execution and financing risks tied to the company’s aggressive expansion strategy.
分析記事 • Dec 05

IREN Limited (NASDAQ:IREN) Shares Slammed 30% But Getting In Cheap Might Be Difficult Regardless

The IREN Limited ( NASDAQ:IREN ) share price has softened a substantial 30% over the previous 30 days, handing back...
ナラティブの更新 • Nov 25

IREN: Major Five-Year Microsoft Deal Will Accelerate AI Cloud Expansion

Analysts have raised their fair value estimate for IREN from approximately $74 to $81. They cite growing confidence in the firm's power assets, new AI and data center partnerships, and stronger projected profit margins supporting higher valuation targets.
ナラティブの更新 • Nov 21

The "Reset" Before the Ramp

If you’ve been watching the ticker lately, IREN’s recent correction from its highs is undeniably painful. However, for those willing to look past the daily volatility, the Q1 FY26 results reveal a company that is fundamentally stronger today than it was at its peak.
ナラティブの更新 • Nov 10

IREN: Surging AI Cloud Demand And Major Contracts Will Drive Re-Rating

IREN's analyst price target has been significantly raised from $62.75 to $74.17. Analysts cite accelerating AI cloud business momentum, new strategic partnerships, and increased sector confidence as key drivers for the more optimistic outlook.
ナラティブの更新 • Nov 03

IREN's Bold Moves in Sustainable Bitcoin Mining & AI Data Centers

The Hyperscaler Catalyst Arrives: $9.7B Microsoft Deal It’s happened. The hyperscaler deal we’ve been anticipating since my last update has finally materialized - and it’s a big one.
ナラティブの更新 • Oct 27

AI Cloud Expansion and Power Control Will Shape Market Leadership

Analysts have significantly raised their fair value estimate for IREN from $48.58 to $62.75, citing the company's AI cloud expansion and improved sector outlook as the primary drivers behind this upward revision. Analyst Commentary Recent research notes highlight a dynamic mix of optimism and caution surrounding IREN's prospects as it accelerates its AI cloud strategy and undergoes notable revaluations from multiple firms.
分析記事 • Oct 18

Investors Appear Satisfied With IREN Limited's (NASDAQ:IREN) Prospects As Shares Rocket 60%

Despite an already strong run, IREN Limited ( NASDAQ:IREN ) shares have been powering on, with a gain of 60% in the...
ナラティブの更新 • Oct 15

IREN's Bold Moves in Sustainable Bitcoin Mining & AI Data Centers

IREN Update: Fair Value Touched and a Brilliantly Structured Raise What a morning. If you’ve been following the markets, we’ve seen sharp drops, liquidations, and rebounds over tariff concerns in just the past 48 hours.
ナラティブの更新 • Oct 13

AI Cloud And Data Center Expansion Will Drive Industry Leadership

IREN's analyst price target has increased significantly, climbing from approximately $44 to $49. Analysts cite accelerating AI cloud revenue growth, strong GPU investments, and improving visibility on the company's expansion strategy as key factors.
分析記事 • Oct 08

Weekly Picks: 💻 An AI Chip Giant Gets Re-Rated Higher And 2 More Picks

This week’s picks cover: How AMD’s OpenAI partnership could ignite a re-rating, why IREN Energy is in phase 3 of a 4-phase transformation to a profitable powerhouse, and how PWR Holdings turned F1 dominance into a springboard for aerospace and EV growth
ナラティブの更新 • Sep 29

AI Cloud And Data Center Expansion Will Drive Industry Leadership

Analysts have sharply raised IREN’s price target to $43.92, driven by the company’s accelerated expansion into AI cloud infrastructure, aggressive GPU scaling, strong partnership milestones, and robust execution, while some caution persists regarding capex intensity and sustainability after a major rally. Analyst Commentary Bullish analysts are raising price targets significantly due to IREN’s clear differentiation from other Bitcoin miners by aggressively building out its own AI cloud infrastructure, rather than relying on capital-light co-location deals.
ナラティブの更新 • Sep 25

IREN's Bold Moves in Sustainable Bitcoin Mining & AI Data Centers

IREN Investment Thesis Update: The Institutional Awakening and the Path to $70 For those following the IREN story, the transformation from a Bitcoin miner into a premier AI infrastructure provider is no longer a forecast: it’s a reality. The recent market activity is not a random surge but a structured, multi-phase evolution.
新しいナラティブ • Sep 25

IREN's Trump Card: How Federal Policy Could Unlock Massive Value in AI Infrastructure

The Game-Changing Executive Order: A $11.4B Company's Perfect Storm Sometimes the stars align in ways that even the most astute investors couldn't predict. For IREN Limited (NASDAQ: IREN), currently valued at $11.4 billion with shares trading around $42 , the Trump Administration's July 23rd Executive Order on data centre permitting represents exactly that kind of celestial convergence.
ナラティブの更新 • Sep 14

AI Cloud And Data Center Expansion Will Drive Industry Leadership

Analysts have raised IREN’s price target from $28.73 to $29.55, citing aggressive AI cloud expansion, strong execution, and rapid revenue growth potential, though some caution that the sharp stock rally and transition risks may challenge margin sustainability. Analyst Commentary Bullish analysts cite IREN’s aggressive expansion into artificial intelligence cloud services, highlighted by recent procurement of over 11,000 Nvidia GPUs and the achievement of Nvidia preferred partner status, as key drivers for substantial revenue growth projections (>150% YoY in 2026).
分析記事 • Sep 08

We Believe IREN's (NASDAQ:IREN) Earnings Are A Poor Guide For Its Profitability

IREN Limited's ( NASDAQ:IREN ) stock rose after it released a robust earnings report. While the headline numbers were...
分析記事 • Sep 05

Weekly Picks: 💸 A fintech heavyweight with even more upside potential and 2 more picks

This week’s picks cover: Why Venmo and merchant solutions are driving PayPal’s upside potential, how IREN’s pivot from Bitcoin mining to AI infrastructure is adding value, and how Cadeler’s fleet expansion rides offshore wind growth.
ナラティブの更新 • Aug 31

Childress And Sweetwater Projects Will Lead A Digital Transformation

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.
分析記事 • Aug 29

Why Investors Shouldn't Be Surprised By IREN Limited's (NASDAQ:IREN) 46% Share Price Surge

IREN Limited ( NASDAQ:IREN ) shares have continued their recent momentum with a 46% gain in the last month alone. The...
ナラティブの更新 • Aug 29

IREN will transform from bitcoin miner to leader in AI infrastructure

IREN today reported its financial results for the fiscal year ended June 30, 2025 Record Revenue of $501m (Including record quarterly revenue of $187m in Q4 FY25) Record Net Income of $87m Record EBITDA of $278m Record Adj. EBITDA of $270m Expansion to 10.9k GPUs & $200-250m AI Cloud annualized revenue by Dec 2025 GPU financing & NVIDIA Preferred Partner status secured New liquid-cooled GB300 NVL72 deployments Approaching $1.25bn total annualized revenue with scope for further growth ahead
ナラティブの更新 • Aug 25

IREN will transform from bitcoin miner to leader in AI infrastructure

Purchase of 4.2k NVIDIA Blackwell B200 GPUs Initial commitment made from cash, financing conversations underway Deploying at Prince George data center Expands AI Cloud to approximately 8.5k GPUs $102m in financing secured for prior GPU purchases 36-month lease 100% of the purchase price Lease payments calculated utilizing high single digit interest rate
ナラティブの更新 • Aug 06

IREN's Bold Moves in Sustainable Bitcoin Mining & AI Data Centers

August 2025 Update: Relentless Execution, Mounting Optionality Since my last update, Iris Energy has continued to execute with precision. July’s operational update confirms the company remains firmly on track, scaling both its Bitcoin and AI infrastructure with discipline and speed.
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新しいナラティブ • Jul 15

IREN will transform from bitcoin miner to leader in AI infrastructure

Record Revenue: $148.1 million
分析記事 • Jun 25

Investors Appear Satisfied With IREN Limited's (NASDAQ:IREN) Prospects As Shares Rocket 27%

Despite an already strong run, IREN Limited ( NASDAQ:IREN ) shares have been powering on, with a gain of 27% in the...
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新しいナラティブ • May 27

Childress And Sweetwater Projects Will Lead A Digital Transformation

Enhanced vertical integration and strategic energy management position IREN to improve margins and maintain resilience amid industry-wide energy cost pressures.

決済の安定と成長

配当データの取得

安定した配当: IRENの 1 株当たり配当が過去に安定していたかどうかを判断するにはデータが不十分です。

増加する配当: IRENの配当金が増加しているかどうかを判断するにはデータが不十分です。

配当利回り対市場

IREN 配当利回り対市場
IREN 配当利回りは市場と比べてどうか？
セグメント配当利回り
会社 (IREN)n/a
市場下位25% (US)1.4%
市場トップ25% (US)4.2%
業界平均 (Software)0.9%
アナリスト予想 (IREN) (最長3年)0%

注目すべき配当: IRENは最近配当金を報告していないため、配当金支払者の下位 25% に対して同社の配当利回りを評価することはできません。

高配当: IRENは最近配当金を報告していないため、配当金支払者の上位 25% に対して同社の配当利回りを評価することはできません。

株主への利益配当

収益カバレッジ: IRENの 配当性向 を計算して配当金の支払いが利益で賄われているかどうかを判断するにはデータが不十分です。

株主配当金

キャッシュフローカバレッジ: IRENが配当金を報告していないため、配当金の持続可能性を計算できません。

高配当企業の発掘

7D

1Y

7D

1Y

7D

1Y

企業分析と財務データの現状

データ最終更新日（UTC時間）
企業分析2026/05/25 10:29
終値2026/05/22 00:00
収益2026/03/31
年間収益2025/06/30

データソース

企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。

パッケージデータタイムフレーム米国ソース例
会社財務10年
  • 損益計算書
  • キャッシュ・フロー計算書
  • 貸借対照表
アナリストのコンセンサス予想+プラス3年
  • 予想財務
  • アナリストの目標株価
市場価格30年
  • 株価
  • 配当、分割、措置
所有権10年
  • トップ株主
  • インサイダー取引
マネジメント10年
  • リーダーシップ・チーム
  • 取締役会
主な進展10年
  • 会社からのお知らせ

* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。

特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。

分析モデルとスノーフレーク

本レポートを生成するために使用した分析モデルの詳細は当社のGithubページでご覧いただけます。また、レポートの使用方法に関するガイドやYoutubeのチュートリアルも掲載しています。

シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。

業界およびセクターの指標

私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。

アナリスト筋

IREN Limited 13 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。20

アナリスト機関
Andrew Charles BealeArete Research Services LLP
Gautam ChhuganiBernstein
Nicholas GilesB. Riley Securities, Inc.