IREN: Execution Risk Priced In While AI Revenue Scales [Seeking Alpha]
Iris Energy Limited (IREN)
Company Research
Source: Seeking Alpha
The revenue mix is shifting toward AI cloud and HPC, with AI expected to grow faster than mining over the next two years. December's $1.63 billion equity raise reduced dilution by retiring $544 million of deeply in-the-money convertible notes and extending debt maturities. Valuation appears high on trailing metrics but compresses rapidly on FY27 forecasts, supported by contracted revenue and hyperscaler-grade credit. Hugo Kurk/iStock via Getty Images In my earlier analysis, I framed IREN Limited ( IREN ) as a capital-intensive infrastructure platform undergoing a transition away from pure mining cyclicality toward contracted AI compute. That thesis has not changed. What has changed 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 derivatives in IREN over the nex
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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: 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 Limited: Cheap Power, Expanding Capacity, And Multiple Growth Engines [Seeking Alpha]Seeking Alpha
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