IREN: Don't Buy This Heavy Dip (Earnings Review) [Seeking Alpha]
Iris Energy Limited (IREN)
Company Research
Source: Seeking Alpha
IREN's AI cloud revenue grew 137% QoQ but remains under 10% of total, while Bitcoin mining revenue slumped 28% QoQ. Execution risk is high as IREN must scale AI revenues ~68x to meet ambitious ARR targets, with zero margin for error. Valuation appears excessive at ~4.78x FY2027 sales; fair value implies 38-39% downside if consensus is cut. Looking for a helping hand in the market? Members of Beyond the Wall Investing get exclusive ideas and guidance to navigate any climate. Learn More » KanawatTH/iStock via Getty Images IREN is Falling Sharply on Q2 2026 Earnings I haven't covered IREN Ltd. ( IREN ) stock as a standalone ticker - only in terms of comparison to Cipher Mining ( CIFR ). In late More on my IG service Struggle to access the latest reports from banks and hedge funds? With just one subscription to Beyond the Wall Investing , you can save thousands of dollars a year on equity research reports from banks. You'll keep your finger on the pulse and have access
Show less
Read more
Impact Snapshot
Event Time:
IREN
Last Price
Price Change
Price Change%
Volume Shares
Max Up
Max Down
%
Volume Ratio
Performance Comparison
Updated
|
Event Day
Stock performance from the time of news release until the following 4pm ET market close
|
Last price at news event
|
Since Event
Multi-day stock performance from the time of the news release
|
|---|---|---|
|
EVENT DAY
Stock performance from the time of news release until the following 4pm ET market close
|
LAST
PRICE AT NEWS EVENT |
SINCE EVENT
Multi-day stock performance from the time of the news release
|
| Last Price | ||
| VWAP | ||
|
High:
|
Max Up |
High:
|
|
Low:
|
Max Down |
Low:
|
|
%
|
Post news range |
%
|
|
|
Price change |
|
|
|
Price Change Percentage |
|
|
|
S&P 500 (SPX) |
|
|
%
|
Volume ratio |
%
|
| Volume | ||
| Ticks | ||
|
|
Avg transaction size |
|
Don't Miss Out On The Next BIG Stock Move
Event day
Event Day Chart will not be displayed beyond 90-day period of the event
Performance since event
Time And Velocity Analysis
Be the first to know
Opt in for alerts from News Quantifed
Sign Up Today
Opt-in for
IREN alerts
Learn More With NQ
Reading the Impact Report
Help Me Understand This Data
Help Me Understand This Data
How NQ Works
What is news-based trading?
And why is it so successful?
And why is it so successful?
Movers & Shakers
The biggest gainers and losers and WHY it moved
IREN alerts
High impacting Iris Energy Limited news events
Weekly update
A roundup of the hottest topics
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
- Why IREN's Post-Market Selloff Misses The Big Picture [Seeking Alpha]Seeking Alpha
- IREN (NASDAQ:IREN) had its "outperform" rating reaffirmed by analysts at Macquarie.MarketBeat
- IREN (NASDAQ:IREN) had its "buy" rating reaffirmed by analysts at B. Riley.MarketBeat
- IREN (NASDAQ:IREN) was given a new $82.00 price target on by analysts at Cantor Fitzgerald.MarketBeat
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