The IREN Rebound Is Starting [Seeking Alpha]
Iris Energy Limited (IREN)
Company Research
Source: Seeking Alpha
The Microsoft deal delivers $1.94 billion ARR with ~85% project margins, funded by a $1.9 billion prepayment and GPU financing. Childress expands to 200 MW liquid-cooled capacity in 2026–2027, with rack densities up to 200 kW for next-gen GPUs. Forward 2027 estimates show $2.4 billion revenue and $1.24 EPS, compressing IREN's valuation to ~5x P/S and 38x P/E. IREN maintains perfect commissioning reliability while scaling 140,000 GPUs, positioning it among the few neoclouds delivering real, not hypothetical, infrastructure. adventtr/iStock via Getty Images Investment Thesis IREN Limited ( IREN ) finds itself in a strange blind spot in the market, where the headline about Microsoft Corporation ( MSFT ) was visible to the naked eye, yet few have any idea This article was written by Analyst's Disclosure: I/we have a beneficial long position in the shares of NBIS either through stock ownership, options, or other derivatives. I wrote this article myself, and it expresses my
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IREN
News
- IREN Limited (IREN): A Bull Case Theory [Yahoo! Finance]Yahoo! Finance
- Why The Market Just Nuked IREN: This Selloff Makes No Sense [Seeking Alpha]Seeking Alpha
- IREN Announces Pricing of Ordinary Shares Offering to Fund the Repurchase of Convertible NotesGlobeNewswire
- IREN Prices $2 Billion Convertible Notes OfferingGlobeNewswire
- Iren: A Major AI Infrastructure Growth Winner [Seeking Alpha]Seeking Alpha
IREN
Sec Filings
- 12/4/25 - Form 424B5
- 12/3/25 - Form 8-K
- 12/3/25 - Form FWP
- IREN's page on the SEC website