IREN: Big Contract Catalyst [Seeking Alpha]
Iris Energy Limited (IREN)
Company Research
Source: Seeking Alpha
Despite sector volatility and market skepticism, IREN forecasts $3.4 billion ARR by 2026, leveraging only 16% of its data center power pipeline. A recent $4 billion capital raise strengthens IREN's balance sheet, enabling GPU procurement and further data center buildout. The stock trades at a very compelling valuation of only ~5x 2027 adjusted EBITDA, but operational execution and debt management are critical risks to monitor. pingingz/iStock via Getty Images The AI data center space remains under major pressure with IREN Ltd. ( IREN ) hitting new multi-month lows. The company forecasts explosive growth due to major contracts with hyperscalers, but the market is suddenly doubting these deals. My investment thesis is More on my IG service If you'd like to learn more about how to best position yourself in undervalued stocks mispriced by the market to end December, consider joining Out Fox The Street The service offers a model portfolio, daily updates, trade alerts and rea
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IREN
News
- 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 Limited: Cheap Power, Expanding Capacity, And Multiple Growth Engines [Seeking Alpha]Seeking Alpha
- Jim Cramer Says It's 'Time To Sell' This AI Infrastructure Stock Amid Steep Pullback, Despite New Partnerships, Bullish Analyst Ratings [Yahoo! Finance]Yahoo! Finance
- IREN (NASDAQ:IREN) had its "hold (c)" rating reaffirmed by analysts at <a style="font-weight:bold" href="https://weissratings.com/">Weiss Ratings</a>.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