IREN - IREN Limited

Price: -- -- | CONSENSUS: Buy DETAILS | PRICE TARGET: $83.29 DETAILS

Stock News

IREN Vs Nebius: Which Neocloud Should You Buy and Why?

IREN (NASDAQ:IREN) and Nebius Group (NASDAQ:NBIS | NBIS Price Prediction) just posted quarters that expose two very different neocloud playbooks.

Jul 24, 2026 07:34 AM • 247wallst.com

The Big 3: GOOGL, SKHY, IREN

@ProsperTradingAcademy's Charles Moon talks all about tech for his Big 3 picks Thursday. He sees opportunity in Alphabet (GOOGL) as the stock sells off after earnings, compares SK Hynix's (SKHY) setup to the Mag 7 giant's earnings reaction, and sees IREN (IREN) as a high-risk, high-reward opportunity.

Jul 23, 2026 09:00 AM • youtube.com

IREN: From A Bitcoin Miner To An AI Infrastructure Play

I rate IREN Limited a Strong Buy with a $49 price target, implying 20% upside from current levels. My three modeled growth drivers are the 2026 AI Cloud revenue ramp, the additional 730MW planned for 2027, and lower financing costs from customer prepayments. Together, I estimate these drivers can produce approximately $2.03 in FWD non-GAAP adjusted EPS.

Jul 23, 2026 01:56 AM • seekingalpha.com

IREN's $4 Billion ARR Changes Everything

Approximately 85% of IREN Limited's targeted $4 billion AI Cloud ARR is backed by signed multi-year contracts, materially improving revenue visibility. Customers now prepay roughly 45% of GPU deployment costs, while a $3.65 billion financing facility reduces future equity dilution risk. Consensus forecasts $728 million in FY2026 revenue despite IREN management targeting over $4 billion ARR, creating a meaningful valuation disconnect if execution succeeds.

Jul 22, 2026 08:47 AM • seekingalpha.com

Alger Capital Appreciation Fund Q2 2026 Portfolio Update

Class A shares of the Alger Capital Appreciation Fund outperformed the Russell 1000 Growth Index during the second quarter of 2026. Nebius Group has positioned itself as a leading next-generation cloud provider purpose-built for machine learning and high-performance computing workloads. Netflix's shares detracted from performance during the quarter despite first-quarter results that beat on revenue and held full-year guidance intact.

Jul 22, 2026 07:35 AM • seekingalpha.com

Is Iren Stock Still a Buy After It Surges 20% on New Contracts?

Iren also increased its year-end AI cloud computing annual revenue run rate outlook to more than $4 billion.

Jul 22, 2026 06:56 AM • fool.com

IREN's AI Pivot Gains Strong Momentum: Time to Buy or Hold the Stock?

IREN's expanding AI cloud contracts, secured power and rapid buildout strengthen its growth case, but funding and execution risks support holding the stock.

Jul 21, 2026 09:11 AM • zacks.com

Neoclouds Nebius, IREN Tap Massive Hyperscaler AI Capex — Compute Is The New Oil

Neocloud stocks are emerging as "compute is the new oil" infrastructure plays, giving public‑market access to the massive AI buildout behind Microsoft Corp. (NASDAQ:MSFT), Open AI, Meta Platforms (NASDAQ:META), Anthropic and other hyperscale buyers.

Jul 21, 2026 08:54 AM • benzinga.com

IREN Expands AI Cloud Platform: Can It Sustain the Momentum?

IREN lands $2.8B in new multi-year AI cloud contracts and lifts its 2026 ARR target above $4B as demand fuels capacity expansion and growth in Europe.

Jul 21, 2026 07:46 AM • zacks.com

IREN's $2.8 Billion AI Contract Haul Changes the Stock's Story

IREN TodayIRENIREN$41.94 +1.74 (+4.33%) As of 10:40 AM Eastern This is a fair market value price provided by Massive. Learn more.52-Week Range$14.72▼$76.87P/E Ratio87.73Price Target$82.36Add to WatchlistIREN Limited NASDAQ: IREN recently sent a signal to the broader equity markets.

Jul 21, 2026 06:40 AM • marketbeat.com

IREN Limited (IREN) Soars 19.6%: Is Further Upside Left in the Stock?

IREN Limited (IREN) witnessed a jump in share price last session on above-average trading volume. The latest trend in earnings estimate revisions for the stock doesn't suggest further strength down the road.

Jul 21, 2026 05:06 AM • zacks.com

IREN Stock Rally Sparks 40% Surge in Leveraged ETFs After $2.8 Billion AI Deal Win

Leveraged ETFs tied to IREN Ltd. (NASDAQ:IREN) surged as much as 40% on Monday, dramatically outperforming the underlying stock after the AI infrastructure company raised its long-term cloud revenue outlook and unveiled $2.8 billion in new customer contracts.

Jul 20, 2026 10:40 AM • benzinga.com

Best-Performing Leveraged ETF Areas of Last Week

Middle East tensions, AI-driven tech weakness and stock-specific swings fueled big moves in leveraged ETFs. Here's a look at last week's top performers.

Jul 20, 2026 09:01 AM • zacks.com

Iren Stock Soars 15% After Landing $2.8 Billion in AI Cloud Contracts

Iren (IREN) shares surged about 15% on Monday after the AI cloud infrastructure provider signed $2.8 billion in new cloud services contracts and raised its 2026

Jul 20, 2026 08:09 AM • gurufocus.com

Why Iren Stock Is Soaring Today

New AI cloud contracts have Iren's revenue growth exploding. Iren says contract pricing keeps rising.

Jul 20, 2026 07:47 AM • fool.com

IREN stock tests major resistance as new contracts alleviate capex concerns

IREN Ltd (IREN) shares are ripping higher this morning following a significant operational update that alleviate capital expenditure concerns and boosts the firm's long-term financial outlook. The Australian vertically integrated data center and artificial intelligence (AI) cloud company says it has signed $2.8 billion in total contract value across new multi-year cloud services contracts.

Jul 20, 2026 07:27 AM • invezz.com

IREN Stock Gets Much-Needed Data Center Revenue Boost

IREN Ltd (NASDAQ:IREN) stock is up 16% to trade at $39.06, after the company hiked its 2026 year-end AI cloud annual recurring revenue (ARR) target to over $4 billion.

Jul 20, 2026 06:06 AM • schaeffersresearch.com