IREN: Execution De-Risk And Secured Capacity Drives Growth [Seeking Alpha]
Iris Energy Limited (IREN)
Company Research
Source: Seeking Alpha
Q2 '26 results show 47.5% YoY mining revenue growth to $167M and 550% YoY AI services growth to $17.3M, but financial risk persists. IREN has secured 95% funding for its $9.7B Microsoft AI contract and over 4.5 GW of fully secured capacity, positioning for significant ARR expansion. I maintain a BUY rating, citing execution de-risk, pricing power, and growth potential, but recommend it only for high-risk-tolerant investors as a small portfolio position. zhudifeng/iStock via Getty Images Investment Thesis In my last article , I explained why the next 12–18 months are crucial for IREN Limited's ( IREN ) performance and why investors should value the company as an AI infrastructure provider. I also highlighted This article was written by Analyst's Disclosure: I/we have no stock, option or similar derivative position in any of the companies mentioned, but may initiate a beneficial Long position through a purchase of the stock, or the purchase of call options or similar de
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IREN
News
- IREN Added to MSCI USA IndexGlobeNewswire
- WGMI: High Correlation To Bitcoin, Significant Downside Remaining [Seeking Alpha]Seeking Alpha
- IREN (NASDAQ:IREN) had its "buy" rating reaffirmed by analysts at Canaccord Genuity Group Inc.. They now have a $70.00 price target on the stock.MarketBeat
- 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
Sec Filings
- 2/13/26 - Form SCHEDULE
- 2/5/26 - Form 10-Q
- 2/5/26 - Form 8-K
- IREN's page on the SEC website