Iren: A Major AI Infrastructure Growth Winner [Seeking Alpha]
Iris Energy Limited (IREN)
Company Research
Source: Seeking Alpha
IREN's infrastructure scale-up, including major data center growth in North America, positions the company for explosive revenue and EBITDA growth. The Microsoft contract underpins a projected $2B in annual recurring revenue, with IREN's fair value estimated at $68 per share—43% above current levels. Despite recent share pullback, IREN is rated Buy due to strong AI demand, GPU supply constraints, and a unique long-term growth opportunity. Eoneren/E+ via Getty Images Iren Ltd. ( IREN ) is a vertically-integrated data center company, headquartered in Sydney, whose main business activities envelope Bitcoin mining and delivering AI cloud services, serving the hyper-scaler space. The platform is building significant AI cloud capacity in Canada 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
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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 Announces Proposed Offering of Ordinary Shares to Fund the Repurchase of Convertible Notes [Yahoo! Finance]Yahoo! Finance
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