Price (90d)
$44.84Signal Score (90d)
143Quote
Valuation & Ratios
Returns & Efficiency
Revenue & Net Income (Annual)
| Fiscal Year | Revenue | Net Income | EPS |
|---|---|---|---|
| 2025 | $501.02M | $86.94M | $0.41 |
| 2024 | $187.19M | $-28.92M | $-0.29 |
| 2023 | $75.51M | $-171.83M | $-3.14 |
| 2022 | $59.04M | $-419.77M | $-10.25 |
| 2021 | $5.93M | $-45.34M | $-1.14 |
Social Signal Score
Earnings
Thu, Aug 27(in 11 days)
Consensus estimate $-0.53 per share
Typical surprise -82.0% (median, so one quarter with a near-zero estimate can't distort it)
- Thu, May 7$-0.74 vs $-0.22miss
- Thu, Feb 5$-0.44 vs $-0.24miss
- Thu, Nov 6$-0.34 vs $0.15miss
- Thu, Aug 28$0.08 vs $0.18miss
- Wed, May 14$0.11 vs $0.17miss
- Wed, Feb 12$0.09 vs $-0.04beat
Estimates and results for IREN via Financial Modeling Prep. Beating consensus says the company cleared the bar analysts set, not that the business grew.
Valuation
Project earnings forward and see what return today's price implies.
EPS was negative in at least one boundary year, so a compound growth rate can't be computed from it. Set your own assumption.
- EPS in 5 years
- $0.60
- Implied price
- $21.43
- Return from $44.06
- -13.4% a year
To earn 15.0% a year on these assumptions you'd need to buy at $10.66 — -75.8% below today's price.
How sensitive is that answer?
Annual return across nearby assumptions. If the result is only attractive in one corner, that is the finding.
| growth \ P/E | 26 | 31 | 36 | 41 | 46 |
|---|---|---|---|---|---|
| -2.0% | -26.4% | -23.8% | -21.4% | -19.4% | -17.5% |
| 3.0% | -22.6% | -19.9% | -17.4% | -15.3% | -13.3% |
| 8.0% | -18.9% | -16.0% | -13.4% | -11.1% | -9.1% |
| 13.0% | -15.1% | -12.1% | -9.4% | -7.0% | -4.9% |
| 18.0% | -11.4% | -8.2% | -5.4% | -2.9% | -0.7% |
This is arithmetic on assumptions you chose, not a forecast or a recommendation. It ignores dividends, buybacks, share issuance and debt, and it assumes a company still earning money in 5 years. Change any input and the answer changes a lot — that sensitivity is the honest result, not a flaw in the model.
Mentions (7)
- Newsseekingalpha.com·2d ago·Positive
IREN: One AI Stock That Still Looks Cheap IREN (IREN) is pivoting from bitcoin mining to large-scale AI data center operations, targeting a 10x capacity buildout by 2028. I assign a Buy rating and $72.25 price target, reflecting ~65% upside as contracted ARR ramps from $4B in 2026 to $10B by 2028. Major partnerships with Microsoft and Nvidia underpin $2.8B+ in multi-year deals, with 85% of 2026 ARR already contracted and significant prepayments mitigating capex risk.
View source ↗ - News247wallst.com·2d ago·Negative
IREN Rallies 6% as Microsoft Signs Off on Horizon 1, NVIDIA Grants Exemplar Cloud Status IREN (NASDAQ:IREN) shares are up 6% to $46.42 in Thursday midday trading after the company said Microsoft (NASDAQ:MSFT | MSFT Price Prediction) formally accepted the Horizon 1 data center handoff at Childress, Texas.
View source ↗ - Newsglobenewswire.com·2d ago·Negative
IREN Delivers Horizon 1 to Microsoft and Achieves NVIDIA Exemplar Cloud Status on GB300 NVL72 NEW YORK, Aug. 13, 2026 (GLOBE NEWSWIRE) -- IREN Limited (NASDAQ: IREN) (“IREN”) today announced that Horizon 1 has been delivered to and accepted by Microsoft, and that IREN has achieved NVIDIA Exemplar Cloud status on NVIDIA GB300 NVL72.
View source ↗ - Newsinvezz.com·3d ago·Neutral
IREN stock analysis after CoreWeave earnings and Anthropic deal IREN stock rose by over 7.5% in the premarket session after a series of good news in the neocloud industry. It jumped to $43.3, up by nearly 50% from its lowest level on June 29 this year.
View source ↗ - News247wallst.com·4d ago·Neutral
Riot Platforms Soars 17% on $9.1B Anthropic Data Center Deal; AI Infrastructure Peers IREN, Applied Digital, TeraWulf Head Higher Shares of Riot Platforms (NASDAQ:RIOT | RIOT Price Prediction) are up 17% to $22.64 Tuesday morning after the company disclosed a landmark AI data center lease alongside its latest quarterly report.
View source ↗ - Newsfool.com·5d ago·Negative
IREN's $4 Billion AI Target Just Became Far More Credible IREN (IREN -4.49%) has raised its annualized AI cloud revenue target above $4 billion after signing $2.8 billion in new contracts. Its most valuable asset, however, may be the massive power pipeline supporting that growth.
View source ↗ - Newsfool.com·6d ago·Positive
Here's Why Iren Has an Edge in the Neocloud Market, According to Meta's Mark Zuckerberg The Meta Platforms CEO says AI compute is becoming more valuable as demand continues to outpace supply. Rather than locking up all its future capacity early, Iren retained uncommitted infrastructure that could command higher prices.
View source ↗