IREN Has Become A Buy Ahead Of Earnings (Preview) [Seeking Alpha]
Iris Energy Limited (IREN)
Company Research
Source: Seeking Alpha
The $9.7 billion Microsoft deal supports a targeted $3.4 billion ARR by end-2026, while utilizing just 16% of IREN's secured power capacity. Sweetwater's 1.4GW phase targets energization in April 2026, representing a major execution milestone and potential de-risking catalyst for consensus estimates. Analysts cut near-term revenue expectations but raised long-term forecasts, creating a beatable setup if execution accelerates faster than currently modeled. IREN stock valuation remains reasonable versus peers, and successful GPU deployment could eliminate the crypto-miner discount and trigger a meaningful multiple re-rating. Erik Isakson/DigitalVision via Getty Images Investment Rating Update - "Buy" Remains I covered IREN Limited ( IREN ) stock in October last year , arguing that the rapid expansion in its GPU fleet will quickly shift the overall revenue mix This article was written by Analyst's Disclosure: I/we have a beneficial long position in the shares of IREN eit
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IREN
News
- IREN Earnings: Caught In The Eye Of The AI Storm [Seeking Alpha]Seeking Alpha
- IREN Reports Q2 FY26 ResultsGlobeNewswire
- IREN Limited (IREN): A Bull Case Theory [Yahoo! Finance]Yahoo! Finance
- Will GPU Expansion & Data Center Growth Boost IREN's Q2 Earnings? [Yahoo! Finance]Yahoo! Finance
- IREN Limited Gears Up for Q2 Earnings: What Lies Ahead for the Stock? [Yahoo! Finance]Yahoo! Finance
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