IREN: AI Cloud Moment Is Real, But So Are The Risks [Seeking Alpha]
Iris Energy Limited (IREN)
Company Research
Source: Seeking Alpha
IREN's roadmap targets scaling from 23K to 140K GPUs by 2026, aiming for $3.4B annualized recurring revenue at full deployment. Despite strong growth prospects, persistent negative free cash flow and a frothy valuation heighten execution and demand risks through the buildout phase. Initiating IREN at Hold, as competition among GPU clouds remains intense, elevating its ability to sustain a moat if demand proves to be overstated. J Studios/DigitalVision via Getty Images IREN Limited ( IREN ): GPU Cloud Gaining Traction Amidst AI Gold Rush Neoclouds are all the rage now, as demand continues to exceed supply with the AI infrastructure pushing for more gains as we More on my IG service A Growth Investing Service To Help You Outperform I'm a firm believer in growth and tech plays as a core component of our portfolio. Our service has made several top and bottom calls, helping our subscribers to outperform the market consistently. I focus on helping members tune out the n
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IREN
News
- IREN (NASDAQ:IREN) was downgraded by analysts at <a style="font-weight:bold" href="https://www.wallstreetzen.com/newsletters/zen-ratings?ticker=IREN&utm_campaign=getratings&utm_medium=online&utm_source=MarketBeat">Wall Street Zen</a> froMarketBeat
- IREN: Execution Risk Priced In While AI Revenue Scales [Seeking Alpha]Seeking Alpha
- IREN: Big Contract Catalyst [Seeking Alpha]Seeking Alpha
- IREN (NASDAQ:IREN) was upgraded by analysts at The Goldman Sachs Group, Inc. to a "hold" rating.MarketBeat
- IREN (NASDAQ:IREN) is now covered by analysts at The Goldman Sachs Group, Inc.. They set a "neutral" rating on the stock.MarketBeat
IREN
Sec Filings
- 12/8/25 - Form 8-K
- 12/4/25 - Form 424B5
- 12/3/25 - Form 8-K
- IREN's page on the SEC website