IREN Limited (IREN)

AI Data Centers Are Banging on Crypto's Door

Developers desperately need access to electricity—and bitcoin miners are in a prime position to assist.

IREN Skyrockets 153.1% in 3 months: Buy, Sell or Hold the Stock?

IREN's 153.1% surge sparks debate as its AI pivot, heavy capex and fierce competition test the sustainability of its rapid growth.

IREN: ARR Could Grow 6.8x To $3.4B By Year-End 2026

My thesis rests mainly on IREN's AI Cloud ramp: a $9.7B Microsoft deal targeting $1.9B ARR, and total AI Cloud ARR guided to $3.4B by year-end 2026. The moat of IREN is its power contracts. 140K GPUs by 2026 will use only 16% of 2.91GW secured power, including 2.75GW of West Texas grid connections. The AI cloud segment is still in its early stage. Q1 FY26 revenue of this segment was only 3% of the consolidated revenue of the company.

IREN: A 40% Pullback In A $3.4B ARR Future

Iren Limited (IREN) is a rapidly growing dual data center business with a unique blend of Bitcoin mining and AI/HPC hosting operations. IREN's vertical integration, secured 2.9GW power capacity, and strong financing position it well for future growth, despite recent share price volatility. Valuation suggests significant upside potential if execution matches guidance, with a forward P/S ratio becoming attractive by 2027.

3 Crypto Mining Stocks To Buy Now

Crypto mining stocks have silently crushed the stock market this year as many crypto mining companies pivot to artificial intelligence.

Morgan Stanley's Stephen Byrd: Data centers will face 20% energy shortfall through 2028

Stephen Byrd, Morgan Stanley global head of thematic research, joins CNBC's 'Money Movers' to discuss outlooks on energy demand as AI buildouts ramps up across the U.S.

Bear of the Day: IREN Limited (IREN)

IREN Limited ( IREN ), formerly known as Iris Energy, delivered a solid report on Thursday for their Q1 FY26 financial results, with total revenue increasing 355% year-over-year to a record $240.3 million. And net income increased to a record $384.6 million vs.

IREN Shares Slip 12% on Q1 Earnings Miss, Revenues Rise Q/Q

IREN shares fall after Q1 earnings miss estimates, but soaring revenues, stronger liquidity, and bold AI targets hint at growth ahead.

IREN's Massive Microsoft Pact: Could This AI Powerhouse Triple to $200?

IREN: A Renewable-Powered Data Center Play Positioned for the AI Supercycle

IREN has all the intangibles needed to become a big winner, including, a booming AI industry, explosive EPS and revenue growth, and a bullish chart pattern.

Should You Buy, Sell or Hold IREN Stock Ahead of Q1 Earnings?

IREN's soaring bitcoin and AI revenues show promise, but mounting debt, competition, and valuation risks make caution key ahead of Q1 results.

This Bitcoin Miner's Stock Is Soaring on a $9.7B AI Data Center Deal With Microsoft

IREN (IREN) shares jumped to an all-time high Monday after the Australian Bitcoin miner and data center company said it inked a $9.7 billion deal with Microsoft (MSFT).

IREN Stock: Ride The Wave, But This Is A Long-Term Sell

IREN Limited is up 18% after securing a deal with Microsoft. The agreement puts IREN on the map and secures ~$2 billion in ARR. Despite current hype, IREN lacks a long-term economic moat and remains vulnerable if GPU demand or AI trends subside.

Can IREN Limited's Growing AI Cloud Business Push the Stock Higher?

IREN's AI cloud expansion and surging GPU investments push annualized revenue toward $1.25 billion, as shares soar over 500% year to date.

IREN Limited (IREN) Reports Next Week: Wall Street Expects Earnings Growth

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.

Applied Digital vs. IREN: Which AI Data Center Stock Has an Edge?

APLD's AI-optimized data centers, powered by its CoreWeave deal, give it an edge over IREN Limited's bitcoin-exposed growth story.

These stock categories are crushing it in 2025; Time to buy?

As the stock market hits new highs, equities in cryptocurrency mining and data center infrastructure are emerging as some of 2025's biggest winners.

IREN's 8.26X P/B Suggests Stretched Valuation: Hold or Fold the Stock?

IREN's soaring valuation at 8.26X P/B and modest earnings outlook raise doubts despite its rapid Bitcoin and AI Cloud growth.

Defiance Launches IRE: The First 2X Long ETF for IREN Limited

MIAMI, Oct. 21, 2025 (GLOBE NEWSWIRE) -- Defiance ETFs is proud to announce the launch of the Defiance Daily Target 2X Long IREN ETF (Ticker: IRE) , expanding its suite of single-stock leveraged ETFs designed for active traders seeking amplified exposure to innovative, high-growth companies. The newest addition, IRE, is designed for traders who seek magnified, short-term bullish exposure to IREN Limited (NASDAQ: IREN), a global data center operator and Bitcoin mining company.

IREN Limited (IREN) Moves 6.8% Higher: Will This Strength Last?

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.

3 Best Performing Stocks in 2025 (OKLO, IREN, NBIS)

Thus far, 2025 has been another good year for the stock market. The last month in particular has been especially strong, with the S&P 500 now up just over 15% year-to-date.

IREN: Juggernaut In The Making

IREN (IREN) is rapidly scaling datacenter capacity, leveraging vertical integration and standardized modular designs for unmatched efficiency and speed. IREN's AI cloud business is poised for significant growth, targeting $200–$250 million in annualized revenue, diversifying beyond its core Bitcoin mining operations. Strategic power procurement and secured 2.9 GW grid capacity position IREN for long-term cost advantages and scalable infrastructure expansion.

BTC To AI: IREN Stock Compelling After Sell Off?

IREN stock (NASDAQ: IREN), which is the largest publicly listed Bitcoin miner that has shifted its focus to AI cloud computing, has emerged as one of the most notable stocks of 2025, increasing nearly four times year-to-date to approximately $42. Nevertheless, the upward momentum weakened on Friday, as the stock dropped nearly 10% following JPMorgan's downgrade from neutral to underweight, effectively categorizing it as a sell.

IREN's Bull Run Faces Its Next Test

IREN's stock is up 380% year-to-date, with an additional 80% gain since prior coverage, reflecting massive AI-driven momentum. The company purchased $674 million in Nvidia and AMD GPUs, doubling its fleet to 23,000 units for AI workloads. Contracted grid power expanded to nearly 3 GW, while operating data center capacity tripled to 810 MW during FY25.

IREN: From Bitcoin Powerhouse To AI Cloud Contender

IREN (Iris Energy) is rapidly scaling as both a top-tier bitcoin miner and a credible AI cloud infrastructure provider. IREN's AI cloud business is gaining momentum, with NVIDIA Preferred Partner status, 23,000 GPUs, and a $500M+ ARR target by Q1 2026. The company's structural advantages include low-carbon power, efficient buildouts, and rapid deployment, positioning IREN ahead of competitors in AI and mining.

IREN Expands AI Cloud Capacity: Is the Growth Thesis Strengthening?

IREN doubles AI cloud capacity to 23k GPUs with a $674M purchase, targeting $500M ARR by early fiscal 2026.

IREN: Doubled AI GPUs, Revenue Is Next

IREN Limited doubled its AI GPU fleet to 23,000 GPUs, more than doubling its target of 10,900 by year's end. IREN's expansion primarily leverages Blackwell series Nvidia GPUs giving it a pricing edge and making us expect a fast-paced ARR growth for AI Cloud business, now estimated to be +$500M. There's little margin of safety at current levels if GPU deployment or utilization face any hiccups; however, we think any IREN stock pullback is a buying opportunity.

CRCL vs. IREN: Which Crypto-Exposure Stock Has an Edge Now?

Circle gains on USDC adoption, but IREN Limited's surging AI cloud revenues and bitcoin mining strength give it an edge.

Is $50 a Share Realistic for IREN Stock?

IREN Ltd. (NASDAQ:IREN), which operates data centers and mines Bitcoin (CRYPTO:BTC), went from under-the-radar to over-the-top in 2025.

The Big 4: OPEN, RKT, WULF, IREN

@Stockstotrade's Tim Bohen breaks the format of the Big 3 and gives us four stocks he believes investors need to watch. He says Opendoor (OPEN) still holds potential on a pullback despite its parabolic rally Thursday.