IREN: Why I'm Still Bullish Heading Into Earnings [Seeking Alpha]
Iris Energy Limited (IREN)
Company Research
Source: Seeking Alpha
Sweetwater 1's ~1.4GW energization timeline remains the key swing factor determining ARR realization and valuation durability into FY26. Consensus models back-half revenue acceleration, implying power comes online as scheduled rather than signaling any demand-related slowdown. Valuation already assumes execution, meaning even minor delays in power sequencing or deployment could trigger rapid multiple compression. This earnings call is a trust check on timelines, sequencing, and construction discipline, not a referendum on near-term earnings optics. Guillaume/iStock via Getty Images Investment Thesis While I've been bullish on IREN Limited ( IREN ) from the very start, this is the first time we're seeing a shift in the market's engagement with the story. As the stock is up 16% since This article was written by Analyst's Disclosure: I/we have a beneficial long position in the shares of IREN either through stock ownership, options, or other derivatives. I wrote this arti
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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
- Why IREN's Post-Market Selloff Misses The Big Picture [Seeking Alpha]Seeking Alpha
- 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
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