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$IREN

IREN Limited · Nasdaq
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Company Snapshot
IREN Limited Ordinary Shares
Finance Services
Large Cap
Market Cap
$11.4B
P/E (TTM)
—
Dividend Yield
—
Beta
—
Avg Volume
—
200-Day Avg
—
Next Earnings
—
Employees
685

IREN owns data centers powered by renewable energy in Canada and the US for bitcoin mining and AI cloud infrastructure. The company is in the process of converting its existing bitcoin capacity for AI purposes and securing new power and land supply to expand its data center operations. IREN works closely with industry leaders in AI, such as Microsoft, to…

www.iren.com
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  1. 0
    $IRENLONGIREN Limited
    AI Compute Demand Outruns Financing Fears

    The October neocloud selloff is pricing in a financing and survival problem, while IREN has $4bn of ARR contracted for 2026 capacity and a Microsoft contract with a 20% prepayment. If delivery stays on schedule through December, the stock should re-rate on the AI compute trend.

    @joe· 10d agoHorizon Into Q1 FY27 earnings (est. Nov 5) and the Dec 31, 2026 ARR checkpoint; thesis r
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