IREN LIMITED
IREN · Financial Services
$36.82
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IREN Stock Plunged Last Week. Now Could Be a Good Time to Buy.
IREN's stock fell 15% after quarterly earnings missed expectations, despite strong AI data center fundamentals. The cloud computing provider is nearly sold out of capacity through 2026 with $4 billion in annualized revenue secured. AI cloud services revenue more than doubled sequentially, though total revenue declined 5% due to cryptocurrency mining exit. Analysts remain bullish with price targets suggesting 150%+ upside potential.
Why the Summer Slump is Setting Up Wall Street's Next Rally
Technical analysis shows QQQ is positioned for a rally, with historical data indicating positive returns following eight consecutive down closes. Bearish sentiment has reached extreme levels for six consecutive weeks, a contrarian indicator that preceded a multi-week rally in April. NVIDIA exceeded Wall Street expectations with $96.2B in revenue and announced significant capacity expansion plans for Neocloud partners, signaling strength in the AI sector.
How IREN Is Cashing In on the AI Data Center Boom
Iris Energy rebranded as IREN in late 2024, transforming from a Bitcoin miner into an AI infrastructure company. The company has secured major contracts worth over $15 billion with Microsoft, Nvidia, and other customers, operating 800+ MW of data center capacity. Analysts project IREN's revenue will surge from $510 million in 2025 to $6.20 billion by 2028, with the stock rallying over 270% since rebranding and appearing reasonably valued at 5x estimated 2028 EBITDA.
Why Iren Stock Topped the Market on Thursday
Iren stock rose nearly 3% after announcing it delivered its first AI compute deployment to Microsoft under a $9.7 billion five-year cloud services contract. The Horizon 1 deployment in Texas is the first of four stages, and Nvidia certified the system architecture. Iren maintained its capacity targets of 480 megawatts by 2026 and 1.2 gigawatts by 2027.
Mark Cuban Compared Nvidia to a Dot-Com-Era IPO Machine "Funding Everyone and Anyone." Here's What That Means for AI Stocks.
Mark Cuban warned that Nvidia is functioning like a dot-com-era IPO machine, funding AI companies across the ecosystem. While Nvidia's investments may support future demand, companies like CoreWeave, Nebius, and Iren face significant risks as they burn cash on capital expenditures far exceeding their revenues. AI companies that can self-fund from operations are better positioned than those dependent on external financing.