IREN: A 40% Pullback In A $3.4B ARR Future [Seeking Alpha]
Iris Energy Limited (IREN)
Company Research
Source: Seeking Alpha
IREN's vertical integration, secured 2.9GW power capacity, and strong financing position it well for future growth, despite recent share price volatility. Valuation suggests significant upside potential if execution matches guidance, with a forward P/S ratio becoming attractive by 2027. After a 40% dip, I initiate IREN at a Strong Buy, citing improved risk-reward, but note elevated risks tied to execution, competition, and macroeconomic conditions. imaginima/iStock via Getty Images Introduction IREN Limited ( IREN ) has been one of the hottest stocks in the market since its 1,300%+ rally from April lows to November highs. Since November 5, however, shares have been in a somewhat steep downtrend, declining approximately 40% from This article was written by Analyst's Disclosure: I/we have a beneficial long position in the shares of IREN either through stock ownership, options, or other derivatives. I wrote this article myself, and it expresses my own opinions. I am not re
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IREN
News
- IREN Limited (IREN): A Bull Case Theory [Yahoo! Finance]Yahoo! Finance
- Why The Market Just Nuked IREN: This Selloff Makes No Sense [Seeking Alpha]Seeking Alpha
- IREN Announces Pricing of Ordinary Shares Offering to Fund the Repurchase of Convertible NotesGlobeNewswire
- IREN Prices $2 Billion Convertible Notes OfferingGlobeNewswire
- Iren: A Major AI Infrastructure Growth Winner [Seeking Alpha]Seeking Alpha
IREN
Sec Filings
- 12/4/25 - Form 424B5
- 12/3/25 - Form 8-K
- 12/3/25 - Form FWP
- IREN's page on the SEC website