Core Viewpoint - IREN Limited has transitioned from a Bitcoin mining company to a diversified AI cloud infrastructure provider, achieving over 150% year-to-date returns, with potential for the stock price to double to surpass $50 due to strategic growth drivers [2][3]. Group 1: Growth Drivers - IREN's revenue has surged to $501 million in fiscal 2025, marking a 168% year-over-year increase, with projections to triple to approximately $1.5 billion by 2027, indicating one of the fastest growth rates in AI infrastructure [5]. - The company plans to expand its NVIDIA GPU fleet to 10,900 by December 2025, which, combined with nearly 100% GPU utilization and EBITDA margins exceeding 50%, supports exceptional profitability [5]. - IREN's preferred-partner status with NVIDIA ensures access to advanced hardware in a supply-constrained market, bolstering its competitive position [5]. Group 2: Strategic Infrastructure - The company is developing significant infrastructure projects, including a 50MW liquid-cooled data center and a 1,400MW facility, positioning IREN as a major player in AI infrastructure [5]. - A vertically integrated energy model allows IREN to maintain average power costs near $0.03845 per kilowatt-hour, appealing to ESG-focused AI customers through 100% renewable energy sourcing [5]. Group 3: Investment Outlook - IREN presents a dual exposure to Bitcoin adoption and rapidly growing AI infrastructure, with the shift from a pure miner to an AI cloud provider creating multiple avenues for value creation [6]. - Revenue projections suggest that even modest multiple compression could lead to a stock price exceeding $50 by 2027 [7].

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I've been covering IREN Limited (NASDAQ: IREN ) since March this year , and even in that short time, it's up over 264%. It also was down by over 26% at some point between then and now, showcasingAnalyst’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 article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with an ...

周五，IREN Ltd(IREN.US)大涨超16%，创历史新高，报26.88美元。消息面上，该公司在周四收盘后发 布了其第四季度财报。Iren报告季度每股收益为66美分，超过市场普遍预期的14美分。季度收入为1.873 亿美元，超出分析师普遍预期的1.8653亿美元，且较去年同期的527.6万美元收入有所增长。此外，该公 司宣布已获得英伟达公司的优先合作伙伴资格。 IREN的联合首席执行官丹尼尔.罗伯茨表示，2025财年在财务和运营方面都是一个突破性的一年，创下 了强劲的净收入和超过10倍的EBITDA增长的记录。 ...

智通财经APP获悉，周五，IREN Ltd(IREN.US)大涨超16%，创历史新高，报26.88美元。消息面上，该 公司在周四收盘后发布了其第四季度财报。Iren报告季度每股收益为66美分，超过市场普遍预期的14美 分。季度收入为1.873亿美元，超出分析师普遍预期的1.8653亿美元，且较去年同期的527.6万美元收入 有所增长。此外，该公司宣布已获得英伟达公司的优先合作伙伴资格。 IREN的联合首席执行官丹尼尔·罗伯茨表示，2025财年在财务和运营方面都是一个突破性的一年，创下 了强劲的净收入和超过10倍的EBITDA增长的记录。 ...

IREN (IREN) Q4 2025 Earnings Call August 28, 2025 05:00 PM ET Company ParticipantsMike Power - VP - IRDaniel Roberts - Co-Founder & Co-CEOBelinda Nucifora - CFOAnthony Lewis - Chief Capital OfficerKent Draper - Chief Commercial OfficerJoseph Vafi - MD - Equity ResearchCharlie Pearce - Equity Research AssociateBrett Knoblauch - Managing DirectorStephen Glagola - Director - TMT Equity ResearchBenjamin Sommers - Equity Research AssociateConference Call ParticipantsPaul Golding - US Senior Payments & Lifestyle ...

IREN (IREN) Q4 2025 Earnings Call August 28, 2025 05:00 PM ET Speaker0Good day, and thank you for standing by. Welcome to the IRAN FY twenty twenty five Results Conference Call. At this time, all participants are in a listen only mode. Please be advised that today's conference is being recorded. After the speakers' presentation, there will be a question and answer session.I would now like to hand the conference over to your speaker today, Mike Power, VP, Investor Relations.Speaker1Thank you, operator. Good ...

Financial Performance - IREN reported quarterly earnings of 66 cents per share, exceeding the consensus estimate of 14 cents [1] - Quarterly revenue reached $187.3 million, surpassing the analyst consensus estimate of $186.53 million and significantly up from $52.76 million in the same period last year [1] - The company achieved record financial results in FY25, with strong net income and over 10x EBITDA growth [2] Operational Highlights - IREN expanded its contracted, grid-connected power to nearly 3GW and tripled its operating data center capacity to 810MW [3] - The company completed its 50 EH/s expansion and is laying the groundwork for rapid growth in its AI Cloud business, targeting more than 10,000 NVIDIA GPUs [3] Future Growth Potential - IREN is approaching $1.25 billion in total annualized revenue, with over $1 billion expected from Bitcoin mining under current mining economics [4] - The company anticipates $200-$250 million in annualized revenue from its AI Cloud business with 10.9k NVIDIA GPUs by December 2025 [4] - IREN has the capacity to deploy over 60,000 Nvidia Blackwell GPUs across existing British Columbia data centers and over 19,000 GB300s at Horizon 1 [4] - The company secured a second round of GPU financing covering 100% of the hardware purchase price, with additional financing efforts underway [4]

FY25 Results Presentation NASDAQ: IREN August 28, 2025 DISCLAIMER Forward-Looking Statements This investor update includes forward-looking statements within the meaning of Section 27A of the Securities Act of 1933, as amended ("Securities Act"), and Section 21E of the Securities Exchange Act of 1934, as amended ("Exchange Act, that involve substantial risks and uncertainties. Forward-looking statements include information concerning possible or assumed future results of operations, including descriptions of ...

Table of Contents UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 ________________________ FORM 10-K ________________________ (Mark One) x ANNUAL REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the fiscal year ended June 30, 2025 or o TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from ___________________ to ___________________ Commission File Number: 001-41072 ______________________ ...