IREN Limited

5 hours ago · fool.com

Applied Digital is rapidly scaling its infrastructure to support high-performance computing and massive AI Factory campuses. IREN is executing a strategic pivot away from Bitcoin mining toward premium AI cloud services and large-scale data center development.

3 days ago · seekingalpha.com

IREN earns a Strong Buy in my model. The $185.85 base scenario for 2030 represents approximately 560% upside from the $28.17 reference price. The gap between current results and AI earnings potential interests me. Converting contracted demand into revenue requires credible delivery, disciplined capital allocation, and scalable margins. My model allows for depreciation, interest, and dilution. The $50 bear scenario is a slower growth case, not a floor under the stock.

4 days ago · 247wallst.com

Worries over how the biggest cloud spenders will pay for artificial intelligence (AI) are hitting the companies that build and rent them data center capacity. IREN Limited (NASDAQ:IREN) stock is at $27.04, down 6% by midday.

4 days ago · zacks.com

IREN Limited (IREN) possesses the right combination of the two key ingredients for a likely earnings beat in its upcoming report. Get prepared with the key expectations.

4 days ago · zacks.com

NBIS and IREN are expanding AI infrastructure amid surging demand, but differences in revenue growth, financing needs and valuation set the two stocks apart.

4 days ago · invezz.com

Neocloud stocks came under renewed pressure on Thursday after Microsoft's lower-than-expected capital expenditure revived concerns about the pace of artificial intelligence infrastructure expansion and the delivery of data centre capacity. Shares of CoreWeave, Nebius and Iren fell in pre-market trading after recovering over the previous two sessions.

4 days ago · seekingalpha.com

IREN is a leveraged play on AI data center buildout, with equity resembling a long-dated call option. Despite heavy dilution and $12B in additional funding needs, IREN's $4B contracted ARR and Microsoft partnership underpin a Buy rating. At 6.3x base case FY28 EBITDA, the market prices in significant execution risk; I target $37.65 (48% upside) with high volatility.

5 days ago · seekingalpha.com

IREN Limited stock is down 30% in the recent AI selloff. Funding and cost of capital concerns have been driving the negative sentiment. Despite infrastructure growth and the Mirantis acquisition, IREN remains closer to a bare-metal provider than a full-stack AI cloud platform.

5 days ago · businesswire.com

TUSTIN, Calif. & SYDNEY--(BUSINESS WIRE)--Wingspire Equipment Finance and IREN Limited (NASDAQ: IREN) (“IREN”) announced the closing of a $363 million equipment financing transaction supporting IREN's AI compute business.The Equipment Finance Agreement refinanced recently acquired, revenue-generating AI compute infrastructure, including GPU-based servers and networking systems deployed in high-density data center environments. Wingspire Equipment Finance completed the transaction with a six-lend.

6 days ago · 247wallst.com

Former Bitcoin miners turned AI data center builders are bouncing hard from a brutal month of selling, but the real question is whether their unfinished campuses and freshly expanded credit lines can back up the bold promises their executives made over the weekend.