IREN Share Price Performance
US$60.17
47.42 (371.92%)
38.7% undervalued intrinsic discount
US$98.21
Fair Value
Price US$60.17
BlackGoat US$98.21
Zdend US$57.00
AnalystConsensusTarget US$74.17
Fair ValueUS$98.21
Share Pricen/a
IREN Limited Stock Price
- 6 Narratives written by author
- 19 Comments on narratives written by author
- 536 Fair Values set on narratives written by author
IREN Community Narratives
BL
Fair Value US$98.21 38.7% undervalued intrinsic discount
IREN's Bold Moves in Sustainable Bitcoin Mining & AI Data Centers
29users have liked this narrative
16users have commented on this narrative
175users have followed this narrative
ZD
Fair Value US$57 5.6% overvalued intrinsic discount
IREN's Trump Card: How Federal Policy Could Unlock Massive Value in AI Infrastructure
8users have liked this narrative
1users have commented on this narrative
24users have followed this narrative
AN
Fair Value US$74.17 18.9% undervalued intrinsic discount
AI Cloud Expansion and Power Control Will Shape Market Leadership
3users have liked this narrative
1users have commented on this narrative
117users have followed this narrative
IREN's Bold Moves in Sustainable Bitcoin Mining & AI Data Centers
A Note to New Readers: Welcome. What you are about to read is my original narrative for IREN, first published in September 2024.Read more
29users have liked this narrative
16users have commented on this narrative
175users have followed this narrative
BL
US$98.21
38.7% undervalued intrinsic discount
BlackGoat Fair Value
Revenue growth
40% p.a.
Profit Margin
30%
Future PE
65x
Share price in 2030
US$137.74
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.Read more
8users have liked this narrative
1users have commented on this narrative
24users have followed this narrative
ZD
US$57
5.6% overvalued intrinsic discount
Zdend Fair Value
Revenue growth
73.19% p.a.
Profit Margin
33%
Future PE
28x
Share price in 2028
US$72.18
IREN will achieve a 51% revenue surge in the next 5 years
Pour calculer la valeur intrinsèque d'IREN dans un scénario conservateur, on peut utiliser une méthode de valorisation telle que les flux de trésorerie actualisés (DCF). Voici un aperçu basé sur les données disponibles : Points clés : Prix actuel de l'action : 7,15 $US.Read more
1users have liked this narrative
0users have commented on this narrative
12users have followed this narrative
DA
US$11
447.0% overvalued intrinsic discount
Dark_Oli Fair Value
Revenue growth
35.83% p.a.
Profit Margin
13.24%
Future PE
28.17x
Share price in 2029
US$16.04
AI Cloud Expansion and Power Control Will Shape Market Leadership
Key Takeaways Vertical integration and strategic partnerships strengthen IREN's growth in AI cloud and data center markets, supporting higher margins and future competitiveness. Flexible business model and efficient financing provide resilience, enabling shifts to higher-margin sectors and sustaining earnings amid industry changes.Read more
3users have liked this narrative
1users have commented on this narrative
117users have followed this narrative
AN
US$74.17
18.9% undervalued intrinsic discount
AnalystConsensusTarget Fair Value
Revenue growth
72.6% p.a.
Profit Margin
11.27%
Future PE
74.4x
Share price in 2028
US$93.66
British Columbia And Sweetwater Will Drive Renewable Digital Expansion
Key Takeaways Unique supply capabilities, energy-efficient infrastructure, and vertically integrated renewable power make IREN a top ESG partner, enabling premium pricing and superior margins. Asset-light expansion, innovative financing, and a diversified client base support rapid, low-risk growth and sustained, industry-leading profitability.Read more
0users have liked this narrative
0users have commented on this narrative
10users have followed this narrative
AN
US$40
50.4% overvalued intrinsic discount
AnalystHighTarget Fair Value
Revenue growth
47.86% p.a.
Profit Margin
75.65%
Future PE
13.77x
Share price in 2028
US$50.64
Regulatory Pressures And Crypto Volatility Will Erode Future Prospects
Key Takeaways Heavy reliance on Bitcoin mining and supply chain vulnerabilities expose IREN to volatile revenues, regulatory risks, and potential project delays. Intensifying competition, rapid tech evolution, and stricter regulations threaten future margins, making revenue and profitability increasingly difficult to sustain.Read more
0users have liked this narrative
0users have commented on this narrative
2users have followed this narrative
AN
US$16
276.1% overvalued intrinsic discount
AnalystLowTarget Fair Value
Revenue growth
47.65% p.a.
Profit Margin
48.02%
Future PE
8.72x
Share price in 2028
US$20.27
Snowflake Analysis
IREN Limited Key Details
About IREN
- Founded
- 2018
- Employees
- 257
- CEO
- WebsiteView website
IREN Limited operates in the vertically integrated data center business in Australia and Canada. The company owns and operates computing hardware, as well as electrical infrastructure and data centers. It also mines Bitcoin, a scarce digital asset that is created and transmitted through the operation of a peer-to-peer network of computers running the Bitcoin software. The company was formerly known as Iris Energy Limited and changed its name to IREN Limited in November 2024. The company was incorporated in 2018 and is based in Sydney, Australia.
