Core Viewpoint - IREN Limited is experiencing significant attention in the stock market, with a price target of $80 set by Mike Colonnese from H.C. Wainwright, indicating a potential upside of approximately 58.27% from its current trading price of $50.55 [1][5] Financial Performance - Despite a recent 17% decline in stock price, IREN is still rated as a 'Strong Buy' due to its robust fundamentals and focus on growth driven by artificial intelligence [2][5] - The company aims to achieve $3.4 billion in annualized AI cloud revenue by the end of 2026, supported by multi-year contracts with major players like Microsoft [2] - IREN's financial metrics include a forward price-to-sales ratio below 5 and a fiscal year 2028 price-to-earnings ratio of 16, suggesting the stock is attractively valued [3][5] Market Activity - IREN's current stock price is $50.78, reflecting a slight increase of 0.89% or $0.45, with trading volume at 25.64 million shares, indicating active investor interest [4] - The stock has shown significant volatility over the past year, with a high of $76.87 and a low of $5.13 [4]

Core Viewpoint - IREN's stock was upgraded to Buy from Sell by H.C. Wainwright, with a price target of $80, highlighting 2026 as a transformative year due to AI infrastructure spending [1] Group 1: AI Infrastructure and Contracts - IREN secured a $9.7 billion, five-year AI cloud agreement with Microsoft, one of the largest contracts for a bitcoin miner, expected to generate approximately $1.94 billion in annual recurring revenue by the end of 2026 [2] - The deal will be fully monetized once 200 megawatts of critical IT capacity are deployed at the Childress site [2] Group 2: Growth Potential and Financials - IREN has a development pipeline of over 2 gigawatts of incremental capacity expected to be energized by 2027, providing opportunities for AI cloud growth and colocation [3] - The stock has fallen about 35% from its November 2025 highs, creating an attractive entry point, while IREN raised $2.3 billion through convertible offerings, increasing its cash balance to $1.8 billion as of October 2025 for AI data center expansion [3]

Core Viewpoint - IREN Limited has garnered investor interest following an upgrade from H.C. Wainwright, reflecting confidence in its AI-driven growth and strategic partnerships [1][6] Financial Performance - IREN's stock price is currently at $50.59, showing a slight increase of 0.52% today, with fluctuations between $49.82 and $51.84 [4] - The company has experienced a significant price range over the past year, with a high of $76.87 and a low of $5.13, indicating market volatility [4] - IREN has a market capitalization of approximately $14.34 billion and a trading volume of 18.47 million shares, positioning it as a notable player in the tech industry [5] Growth Projections - IREN aims for $3.4 billion in annualized AI cloud revenue by the end of 2026, supported by multi-year contracts and a partnership with Microsoft [2][6] - Despite a recent 17% decline in stock price, IREN is still rated as a 'Strong Buy' due to its growth potential [2] Valuation Metrics - The company trades at a forward price-to-sales ratio below 5 and a fiscal year 2028 price-to-earnings ratio of 16, suggesting an attractive valuation compared to peers [3][6]

智通财经APP获悉，周二，比特币涨超2.5%，站上9.35万美元，比特币概念股跟随走高。截至发稿， Strategy(MSTR.US)涨3.4%， Coinbase(COIN.US)涨超3%，Robinhood(HOOD.US)涨0.9%，Mara Holdings(MARA.US)涨超1%，Iren Ltd(IREN.US)涨0.5%。消息面上，根据一项备受关注的加密货币市 场结构法案，许多数字资产似乎仍可继续为持有稳定币的客户提供奖励。美国参议院银行委员会周一晚 些时候公布了一份两党联署的修正案，为计划于周四举行的审议会议做准备。该修正案中的措辞似乎旨 在禁止加密货币交易所提供与持有稳定币相关的奖励，但同时明确了某些可豁免于此限制的活动，包括 与忠诚度或激励计划会员身份相关的特定奖励。这一措辞可能会受到Coinbase等公司的欢迎，该公司目 前已为其客户提供稳定币持有奖励。 ...

IREN Limited ( IREN ) stock has lost approximately one-third of its value since its early November peak when the stock traded above $75. Such a significant dip occurred after the FQ1 2026 earnings release, which looks moreComing from an IT background, I have dived into the U.S. stock market seven years ago by managing portfolio of my family. Starting managing real money has been challenging for the first time, but long hours of mastering fundamental analysis of public companies paid off and now I feel very ...

Iren (NASDAQ:IREN), a vertically integrated data center operator previously specializing in Bitcoin (CRYPTO:BTC) mining, closed Monday at $50.33, up 9.34% on the day. Iren IPO'd in 2021 and has grown 106% since going public. Trading volume reached 52 million shares, coming in about 37% above versus its three-month average of 37.8 million shares.Monday's trading is reflecting renewed interest in crypto-exposed AI infrastructure plays, with investors watching Iren's Microsoft (NASDAQ:MSFT) AI contract and piv ...

Key Points IREN transitioned from small Bitcoin miner to an in-demand AI neocloud in 2025. After achieving Nvidia preferred partner status in August, supply and demand for IREN's capacity skyrocketed. Despite inking a landmark deal with Microsoft, IREN still has a massive amount of grid-connected land powered by renewable energy, which is a scarce asset for AI companies. 10 stocks we like better than Iren › Shares of Bitcoin (CRYPTO: BTC) miner-turned-AI-neocloud IREN Limited (NASDAQ: IREN) skyr ...

Key Points Iren is generting cash even as it's expanding its AI infrastructure. That is helping the company transition crypto mining operations into AI cloud infrastructure data centers. Iren has secured a $9.7 billion multi-year AI cloud contract with Microsoft. 10 stocks we like better than Iren › Artificial intelligence (AI) infrastructure names were all the rage in 2025. Iren Limited (NASDAQ: IREN) was one big beneficiary. It seemed to be in the right place at the right time. Its cryptocurren ...

Group 1 - The article discusses the author's analysis of IREN, highlighting its potential as a company of interest following the author's previous work on Nebius, which may become a customer of IREN [1] - The author has been involved in investing since 2016 and established Libra Capital in 2022, focusing on deep research before making investment decisions [1] - The article categorizes investment positions as "hold," "sell," or "long," indicating a neutral stance on the stock in the case of a "hold" recommendation [1] Group 2 - The author has a beneficial long position in IREN and NBIS, indicating a personal investment interest in these companies [2] - The article is presented as an independent opinion, with no compensation received for the analysis beyond the platform it is published on [2] - There is no business relationship disclosed with any company mentioned in the article, emphasizing the independence of the analysis [2]

Cryptocurrency mining rigs and servers process Bitcoin transactions, highlighting rising crypto infrastructure costs. Key Points Many Bitcoin mining companies saw share prices triple or more in the last year, despite some rockiness in the final weeks of 2025. Companies in this space remain highly speculative, particularly given the trend toward shifting operations in favor of AI and data center applications. IREN, TeraWulf, and Cipher Mining are all worth a closer look based on lucrative contracts and ...