Why IREN's Post-Market Selloff Misses The Big Picture [Seeking Alpha]
Iris Energy Limited (IREN)
Company Research
Source: Seeking Alpha
IREN secured $3.6 billion in GPU financing and $1.9 billion in customer prepayments, covering 95% of GPU capex and reducing future dilution risk. Despite a headline net loss, adjusted EBITDA remained positive at $75.3 million (41% margin), signaling resilient core operations during the transition. With $3.2 billion in cash, over 4.5 GW of secured power, and a targeted $3.4 billion AI ARR by the end of 2026, IREN offers a compelling long-term entry point. Alina Vytiuk/iStock via Getty Images Thesis: Focus on What's Important Here's what I think about IREN Limited ( IREN ). The headline numbers this quarter still show us a business that is mostly Bitcoin mining, even though that is no longer 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 initiate any such positions within the next 72 hours. I wrote this article myself, and it expresses my own opinions. I am not
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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: Don't Buy This Heavy Dip (Earnings Review) [Seeking Alpha]Seeking Alpha
- IREN (NASDAQ:IREN) had its "outperform" rating reaffirmed by analysts at Macquarie.MarketBeat
- IREN (NASDAQ:IREN) had its "buy" rating reaffirmed by analysts at B. Riley.MarketBeat
- IREN (NASDAQ:IREN) was given a new $82.00 price target on by analysts at Cantor Fitzgerald.MarketBeat
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