IREN Limited (IREN): A Bull Case Theory [Yahoo! Finance]
Iris Energy Limited (IREN)
Company Research
Source: Yahoo! Finance
IREN Limited's share was trading at $53.08 as of February 2nd. IREN's trailing and forward P/E were 34.39 and 55.87 respectively according to Yahoo Finance. Copyright: ralwel / 123RF Stock Photo IREN Limited operates in the vertically integrated data center business in Australia and Canada. IREN is uniquely positioned to capitalize on the exploding demand for AI compute, applying a “Tesla playbook” to datacenters and effectively creating a near-infinite market opportunity. Despite a 50% decline from its highs, the long-term thesis remains intact, driven by AI scaling laws that are enabling models like Claude Opus 4.5 to autonomously handle increasingly complex tasks over extended time horizons. This is fueling exponentially rising demand for high-performance compute, and IREN's ability to rapidly print and iterate datacenters makes it one of the few companies capable of meeting this demand. The recent Q1 FY2026 earnings call highlighted several derisking factors: transitioning
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IREN
News
- IREN Earnings: Caught In The Eye Of The AI Storm [Seeking Alpha]Seeking Alpha
- IREN Reports Q2 FY26 ResultsGlobeNewswire
- Will GPU Expansion & Data Center Growth Boost IREN's Q2 Earnings? [Yahoo! Finance]Yahoo! Finance
- IREN Has Become A Buy Ahead Of Earnings (Preview) [Seeking Alpha]Seeking Alpha
- IREN Limited Gears Up for Q2 Earnings: What Lies Ahead for the Stock? [Yahoo! Finance]Yahoo! Finance
IREN
Sec Filings
- 2/5/26 - Form 10-Q
- 2/5/26 - Form 8-K
- 2/2/26 - Form SCHEDULE
- IREN's page on the SEC website