IREN Limited (IREN)
IREN to Report Q4 Earnings: Should You Buy, Sell or Hold the Stock?
IREN's AI cloud growth and stronger funding face near-term pressure from falling Bitcoin mining revenues and impairments ahead of fiscal Q4 results.
IREN Heads Into FY2026 Results: Can Growth Momentum Continue?
IREN heads into fiscal 2026 results with AI cloud growth in focus as it targets over $4 billion in year-end annualized run-rate revenues.
IREN Jumps 6% but Then Gives Up Gains as Microsoft Accepts Horizon 1; TeraWulf Ticks Up, Cipher Digital Drops 5%
Former Bitcoin (CRYPTO:BTC) miners pivoting into AI infrastructure are moving Friday morning after a landmark acceptance milestone.
IREN Builds AI Cloud Momentum: Can Growth Accelerate From Here?
IREN's Horizon 1 acceptance, $9.7B Microsoft deal and contracted demand strengthen its AI cloud push as 2026 capacity targets come into focus.
Earnings Preview: IREN Limited (IREN) Q4 Earnings Expected to Decline
IREN Limited (IREN) doesn't possess the right combination of the two key ingredients for a likely earnings beat in its upcoming report. Get prepared with the key expectations.
What IREN's Microsoft Delivery Means for Its $9.7 Billion AI Pivot
IREN's Horizon 1 acceptance turns part of its $9.7B Microsoft AI deal into delivered infrastructure, with three 2026 phases still ahead.
Should Investors Buy IREN as AI Growth Meets a Premium Valuation?
IREN's AI cloud revenue is scaling fast, but a 4.59X forward sales multiple and heavy expansion spending raise the stakes for execution.
IREN Gains 11.7% in the Past Month as AI Cloud Momentum Accelerates
IREN shares gained 11.7% in a month as $2.8B in new AI cloud contracts and Horizon 1 acceptance sharpen visibility on its cloud transition.
IREN's NVIDIA Status and Microsoft Win: Time to Buy or Hold the Stock?
IREN's Microsoft delivery and NVIDIA Exemplar Cloud status boost its AI credibility, but capital needs and execution risks keep the risk-reward balanced.
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.
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.
IREN stock jumps 12% after Microsoft Horizon 1 delivery, Nvidia Exemplar Cloud status
IREN Ltd. shares rose more than 12% in Thursday morning trading after the AI cloud infrastructure provider announced it had delivered the first phase of its large-scale Microsoft deployment and secured Nvidia Exemplar Cloud status, marking two significant milestones in its push to become a leading provider of AI computing infrastructure. IREN said it had completed delivery of Horizon 1, the first of four planned 50-megawatt direct-to-chip liquid-cooled AI cloud deployments being built for Microsoft at the company's Childress, Texas campus.
