IREN: Scaling From Millions To Billions Won't Be Easy [Seeking Alpha]
Iris Energy Limited (IREN)
Company Research
Source: Seeking Alpha
However, the company generated only $7 million in AI infrastructure revenue last quarter, making the scale-up to multi-billion-dollar revenue highly challenging with significant execution risks. Bitcoin mining still represents 95% of total revenue, exposing IREN to cryptocurrency volatility while the AI infrastructure business remains unproven at scale. With a $14 billion market cap against $689 million TTM revenue and deeply negative free cash flow, the optimistic growth scenario appears already priced in, resulting in a "Hold" rating. Erik Isakson/DigitalVision via Getty Images IREN Limited ( IREN ) is on fire with a 400% rally over the last year. Such big optimism is explained by the company's AI infrastructure exposure and expected massive revenue growth in this domain. The company's differentiation strategy This article was written by Analyst's Disclosure: I/we have no stock, option or similar derivative position in any of the companies mentioned, and no plans to ini
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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