IREN: Power To Compute Is Building The Moat (Rating Upgrade) [Seeking Alpha]
Iris Energy Limited (IREN)
Company Research
Source: Seeking Alpha
Microsoft signed a $9.7B, five-year contract, with 20% prepayment; GPUs deploy through 2026 at Childress, targeting 200MW IT capacity, and support hyperscale power to compute. Financing is the crux: IREN borrowed against contracted cash flows, issuing $2.3B in convertibles, repurchasing $544M in notes, and adding capped calls near $82 to limit dilution. I project 64-65% upside over 1-2 years, though execution and dilution risks remain material for growth-focused investors. I can't call IREN the best pick in its niche, still, but it started to look like a Buy to me. 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 » panumas nikomkai/iStock via Getty Images IREN Has Become A “Buy” On The Dip I wrote about IREN Limited ( IREN ) in October 2025, comparing it with its peer, Nebius Group ( NBIS ). Back then, NBIS seemed like the better More on my IG service Hold On! Can't fi
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IREN
News
- HIVE Digital Technologies Ltd. (HIVE): A Bull Case Theory [Yahoo! Finance]Yahoo! Finance
- IRE: IREN's Growth Outlook May Provide For An Appealing Trade Strategy [Seeking Alpha]Seeking Alpha
- IREN: Cheap Valuation Means I Am Doubling Down [Seeking Alpha]Seeking Alpha
- IREN (NASDAQ:IREN) was upgraded by analysts at HC Wainwright from a "sell" rating to a "buy" rating. They now have a $80.00 price target on the stock.MarketBeat
- Why IREN Limited Skyrocketed 285% in 2025 [Yahoo! Finance]Yahoo! Finance
IREN
Sec Filings
- 1/2/26 - Form S-8
- 12/8/25 - Form 8-K
- 12/4/25 - Form 424B5
- IREN's page on the SEC website