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0.000557569439508446 0.000860836670062586 0.00441474952811933 0.0034670394326375 -0.002189210320563 -0.0189620994937649 -0.011922193001161 -0.0327828717195411
Stock impact report

Canaccord Genuity Boosts Iris Energy Price Target to $70 After Microsoft GPU Deal [Yahoo! Finance]

Iris Energy Limited (IREN) 
Company Research Source: Yahoo! Finance
Canaccord Genuity has raised its price target on Iris Energy ( IREN Financials ) to $70 from $42 while keeping a Buy rating, following the company's new GPU services agreement with Microsoft. Warning! GuruFocus has detected 11 Warning Signs with IREN. Is IREN fairly valued? Test your thesis with our free DCF calculator. The analysts said the deal significantly boosts Iris Energy's long-term value, adding about $22 per share based on a discounted cash flow model with an 8% cost of capital. An additional $6 per share came from higher valuations of its Sweetwater 1 site, reflecting stronger market demand for AI data centers. The Microsoft partnership marks a turning point for Iris Energy as it expands beyond Bitcoin mining into AI cloud computing. In its fiscal first quarter of 2026, the company reported $240.3 million in revenue, up from $187.3 million the prior quarter, driven by $232.9 million from Bitcoin operations and $7.3 million from AI services. Despite recent share v Show less Read more
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