Why The Next 12-18 Months Are Crucial For IREN's Growth [Seeking Alpha]
Iris Energy Limited (IREN)
Company Research
Source: Seeking Alpha
IREN's valuation straddles mining and AI, but future revenue will be driven by AI Cloud Services as it ramps up capacity utilization from 16%. Key growth catalysts include vertical integration, a 3GW secured power moat, and industry-low $0.05/kWh electricity costs, though execution risk remains high. I rate IREN a BUY for high-risk-tolerant investors, as success in scaling and contract execution could unlock significant upside despite current overvaluation. adventtr/iStock via Getty Images Investment Thesis The present article explains why the next 12–18 months are crucial for IREN Limited's ( IREN ) performance. In my view, IREN's stock is suitable only for investors with a high risk tolerance, given its high-risk, high-reward profile. My long-term 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 o
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IREN
News
- Discovery Capital Cashes in After Iren Shares Rocket 222% Higher in Q3 [Yahoo! Finance]Yahoo! Finance
- Better AI Infrastructure Stock: Nebius Group vs. Iren Limited [Yahoo! Finance]Yahoo! Finance
- IREN (NASDAQ:IREN) was upgraded 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> from MarketBeat
- IREN Closes $2.3 Billion Convertible Notes Offering and the Repurchase of Existing Convertible NotesGlobeNewswire
- 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
Sec Filings
- 12/8/25 - Form 8-K
- 12/4/25 - Form 424B5
- 12/3/25 - Form 8-K
- IREN's page on the SEC website