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IREN LimitedNasdaqGS:IREN Voorraadrapport

Marktkapitalisatie US$21.9b
Prijs aandeel
US$55.15
US$70.4
21.7% ondergewaardeerd intrinsieke korting
1Y634.4%
7D11.5%
Portefeuillewaarde
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IREN Limited

NasdaqGS:IREN Voorraadrapport

Marktkapitalisatie: US$21.9b

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IREN Limited Concurrenten

Prijsgeschiedenis en prestaties

Overzicht van hoogtepunten, dieptepunten en veranderingen in de aandelenkoersen voor IREN
Historische aandelenkoersen
Huidige aandelenkoersUS$55.15
52 Week HoogtepuntUS$76.87
52 Week LaagUS$7.29
Bèta4.18
1 maand verandering40.26%
3 maanden verandering28.46%
1 Jaar Verandering634.35%
3 jaar verandering1,292.68%
5 jaar veranderingn/a
Verandering sinds IPO125.56%

Recent nieuws en updates

Seeking Alpha 10h

IREN's Real Moat Is Becoming Clearer

Summary IREN Limited now controls 5 GW of secured power infrastructure spanning Texas, British Columbia, Oklahoma, Spain, and Europe. Management targets 150,000 deployed GPUs and approximately $3.7 billion contracted ARR exiting calendar year 2026. Microsoft-related GPU CapEx financing covered roughly 95% of deployment costs at attractive financing rates near 3%. Mirantis adds 1,500 enterprise customers and 650 engineers, expanding IREN beyond hyperscaler GPU infrastructure hosting economics. Read the full article on Seeking Alpha
Nieuwe analyse 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.

Recent updates

Seeking Alpha 10h

IREN's Real Moat Is Becoming Clearer

Summary IREN Limited now controls 5 GW of secured power infrastructure spanning Texas, British Columbia, Oklahoma, Spain, and Europe. Management targets 150,000 deployed GPUs and approximately $3.7 billion contracted ARR exiting calendar year 2026. Microsoft-related GPU CapEx financing covered roughly 95% of deployment costs at attractive financing rates near 3%. Mirantis adds 1,500 enterprise customers and 650 engineers, expanding IREN beyond hyperscaler GPU infrastructure hosting economics. Read the full article on Seeking Alpha
Nieuwe analyse 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.
Analyse-update 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.
Nieuwe analyse 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.
Analyse-update 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.
Analyse-update 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.
Analyse-update 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.
Analyse-update 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.
Analyse-update 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.
Analyse-update 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.
Analyse-update 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.
Analyse-update 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.
Analyse-artikel 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...
Analyse-update 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.
Analyse-update 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.
Analyse-update 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.
Analyse-update 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.
Analyse-update 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.
Analyse-artikel 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...
Analyse-update 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.
Analyse-update 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.
Analyse-update 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.
Analyse-update 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.
Analyse-update 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.
Analyse-artikel 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...
Analyse-update 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.
Analyse-update 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.
Analyse-artikel 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
Analyse-update 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.
Analyse-update 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.
Nieuwe analyse 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.
Analyse-update 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).
Analyse-artikel 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...
Analyse-artikel 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.
Analyse-update 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.
Analyse-artikel 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...
Analyse-update 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
Analyse-update 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
Analyse-update 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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Nieuwe analyse Jul 15

IREN will transform from bitcoin miner to leader in AI infrastructure

Record Revenue: $148.1 million
Analyse-artikel 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...
User avatar
Nieuwe analyse 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.
Analyse-artikel May 16

Earnings Miss: IREN Limited Missed EPS By 26% And Analysts Are Revising Their Forecasts

It's been a pretty great week for IREN Limited ( NASDAQ:IREN ) shareholders, with its shares surging 12% to US$7.75 in...

Rendement voor aandeelhouders

IRENUS SoftwareUS Markt
7D11.5%1.5%2.6%
1Y634.4%-9.2%26.2%

Rendement versus industrie: IREN overtrof de US Software industrie, die het afgelopen jaar een rendement -9.2 % opleverde.

Rendement versus markt: IREN overtrof de US markt, die het afgelopen jaar een rendement opleverde van 26.2 %.

Prijsvolatiliteit

Is IREN's price volatile compared to industry and market?
IREN volatility
IREN Average Weekly Movement13.7%
Software Industry Average Movement9.6%
Market Average Movement7.2%
10% most volatile stocks in US Market16.1%
10% least volatile stocks in US Market3.2%

Stabiele aandelenkoers: De aandelenkoers van IREN is de afgelopen 3 maanden volatiel geweest in vergelijking met de US markt.

Volatiliteit in de loop van de tijd: De wekelijkse volatiliteit ( 14% ) van IREN is het afgelopen jaar stabiel geweest, maar is nog steeds hoger dan 75% van de aandelen US.

Over het bedrijf

OpgerichtWerknemersCEOWebsite
2018257Will Robertsiren.com

IREN Limited is actief in de verticaal geïntegreerde datacenterbusiness in Australië en Canada. Het bedrijf bezit en beheert computerhardware, elektrische infrastructuur en datacenters. Het bedrijf ontgint ook Bitcoin, een schaars digitaal goed dat wordt gecreëerd en verzonden via een peer-to-peer netwerk van computers waarop de Bitcoin-software draait.

IREN Limited Samenvatting

Hoe verhouden de winst en inkomsten van IREN zich tot de beurswaarde?
IREN fundamentele statistieken
MarktkapitalisatieUS$21.87b
Inkomsten(TTM)US$158.05m
Inkomsten(TTM)US$757.07m
124.7x
Koers/Winstverhouding
26.0x
P/S-verhouding

Inkomsten en omzet

Belangrijkste winstgevendheidsstatistieken uit het laatste winstverslag (TTM)
IREN resultatenrekening (TTM)
InkomstenUS$757.07m
Kosten van inkomstenUS$239.26m
BrutowinstUS$517.82m
Overige uitgavenUS$359.76m
InkomstenUS$158.05m

Laatst gerapporteerde inkomsten

Mar 31, 2026

Volgende inkomensdatum

n.v.t.

Winst per aandeel (EPS)0.44
Brutomarge68.40%
Nettowinstmarge20.88%
Schuld/Eigen Vermogen Verhouding138.4%

Hoe presteerde IREN op de lange termijn?

Bekijk historische prestaties en vergelijking

Bedrijfsanalyse en status van financiële gegevens

GegevensLaatst bijgewerkt (UTC-tijd)
Bedrijfsanalyse2026/05/11 07:06
Aandelenkoers aan het einde van de dag2026/05/11 00:00
Inkomsten2026/03/31
Jaarlijkse inkomsten2025/06/30

Gegevensbronnen

De gegevens die gebruikt zijn in onze bedrijfsanalyse zijn afkomstig van S&P Global Market Intelligence LLC. De volgende gegevens worden gebruikt in ons analysemodel om dit rapport te genereren. De gegevens zijn genormaliseerd, waardoor er een vertraging kan optreden voordat de bron beschikbaar is.

PakketGegevensTijdframeVoorbeeld Amerikaanse bron *
Financiële gegevens bedrijf10 jaar
  • Resultatenrekening
  • Kasstroomoverzicht
  • Balans
Consensus schattingen analisten+3 jaar
  • Financiële prognoses
  • Koersdoelen analisten
Marktprijzen30 jaar
  • Aandelenprijzen
  • Dividenden, splitsingen en acties
Eigendom10 jaar
  • Top aandeelhouders
  • Handel met voorkennis
Beheer10 jaar
  • Leiderschapsteam
  • Raad van bestuur
Belangrijkste ontwikkelingen10 jaar
  • Bedrijfsaankondigingen

* Voorbeeld voor effecten uit de VS, voor niet-Amerikaanse effecten worden gelijkwaardige formulieren en bronnen gebruikt.

Tenzij anders vermeld zijn alle financiële gegevens gebaseerd op een jaarperiode, maar worden ze elk kwartaal bijgewerkt. Dit staat bekend als Trailing Twelve Month (TTM) of Last Twelve Month (LTM) gegevens. Meer informatie.

Analysemodel en Snowflake

Details van het analysemodel dat is gebruikt om dit rapport te genereren zijn beschikbaar op onze Github-pagina. We hebben ook handleidingen over hoe je onze rapporten kunt gebruiken en tutorials op YouTube.

Leer meer over het team van wereldklasse dat het Simply Wall St-analysemodel heeft ontworpen en gebouwd.

Industrie en sector

Onze industrie- en sectormetrics worden elke 6 uur berekend door Simply Wall St, details van ons proces zijn beschikbaar op Github.

Bronnen van analisten

IREN Limited wordt gevolgd door 20 analisten. 13 van deze analisten hebben de schattingen van de omzet of winst ingediend die zijn gebruikt als input voor ons rapport. Inzendingen van analisten worden de hele dag door bijgewerkt.

AnalistInstelling
Andrew Charles BealeArete Research Services LLP
Gautam ChhuganiBernstein
Nicholas GilesB. Riley Securities, Inc.