IREN IREN
Power-secured campuses pivoting to AI cloud
Fundamentals from public market data, refreshed daily (2026-10-30 21:21 UTC). Figures in reporting currency.
IREN · price with what management and the data said
Timeline: management commentary, data & earnings
8 events-
8
2026-08-27EarningsBeat / raise
Reported EPS -0.25 vs -0.45 expected (+44.1% surprise).
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7
2026-05-08EarningsBeat / raise
Reported EPS -0.16 vs -0.26 expected (+38.4% surprise).
-
6
2026-02-05EarningsBeat / raise
Reported EPS -0.03 vs -0.25 expected (+88.4% surprise).
-
5
2025-11-06EarningsMiss / cut
Reported EPS 0.01 vs 0.14 expected (-94.4% surprise).
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4
2025-08-28EarningsMiss / cut
Reported EPS 0.21 vs 0.22 expected (-2.5% surprise).
-
3
2025-05-14EarningsMiss / cut
Reported EPS 0.11 vs 0.14 expected (-25.5% surprise).
-
2
2025-02-12EarningsBeat / raise
Reported EPS 0.09 vs 0.06 expected (+35.7% surprise).
-
1
2024-11-26EarningsMiss / cut
Reported EPS -0.16 vs -0.07 expected (-114.8% surprise).
Latest headlines
Auto-updated daily- B. Riley’s $64 Target Says IREN’s Selloff Went Too Far2026-10-30
- Iren (IREN) Stock Sees Modest Fair Value Cut As Analysts Weigh AI Funding Risks2026-10-30
- IREN Limited (IREN) Expected to Beat Earnings Estimates: What to Know Ahead of Q1 Release2026-10-29
- CRWV, NBIS, IREN, APLD Stocks Drop After Microsoft Capex Falls Short On Delayed Third-Party Capacity2026-10-29
- IREN (IREN) Secures $363 Million Against GPUs And AI Contracts2026-10-29
- IREN’s $363M GPU Raise, Morgan Stanley’s Bullish TeraWulf Price Target, and SK Hynix’s Earnings2026-10-28
- IREN Just Borrowed $363M Against Its Nvidia GPUs. Here’s Why2026-10-28
Earnings history
EPS vs expectations| Date | Expected EPS | Reported EPS | Surprise |
|---|---|---|---|
| 2026-08-27 | -0.45 | -0.25 | +44.1% |
| 2026-05-08 | -0.26 | -0.16 | +38.4% |
| 2026-02-05 | -0.25 | -0.03 | +88.4% |
| 2025-11-06 | 0.14 | 0.01 | −94.4% |
| 2025-08-28 | 0.22 | 0.21 | −2.5% |
| 2025-05-14 | 0.14 | 0.11 | −25.5% |
| 2025-02-12 | 0.06 | 0.09 | +35.7% |
| 2024-11-26 | -0.07 | -0.16 | −114.8% |
| 2024-08-28 | 0.03 | -0.16 | −638.3% |
| 2024-02-15 | 0.06 | 0.08 | +29.0% |
| 2023-02-15 | -0.15 | -0.06 | +63.4% |
| 2023-02-14 | -0.13 | -0.39 | −190.3% |
| 2022-09-13 | -0.13 | -0.21 | −58.1% |
| 2022-05-11 | 0.07 | 0.03 | −56.6% |
| 2022-02-09 | 0.19 | 0.23 | +24.1% |
About IREN
Website ↗IREN Limited operates as a vertically integrated AI cloud services platform in Australia and Canada. It develops, owns, and operate data centers, including the associated land, grid connections, and substations, as well as buildings and cooling. The company also owns and operates compute layers, such as GPUs, CPUs, storage, servers, and networking deployed within that data center infrastructure; and software layers comprising managed services and enterprise support that enables customers to deploy, operate, and manage AI workloads. In addition, it is involved in Bitcoin mining. The company was formerly known as Iris Energy Limited and changed its name to IREN Limited in November 2024. IREN Limited was incorporated in 2018 and is based in Sydney, Australia.
Powered land, permits and local consent decide when megawatts become racks. Power access now matters more than steel and concrete.
What would prove us wrong. Weakens if vacant powered capacity appears in key metros with falling rents.
Who else supplies this
| Stock | Role | Last | 1D | 1M | YTD | Trend |
|---|---|---|---|---|---|---|
| EQIX Equinix | Global interconnection and colocation | $1,013.7 | −2.22% | +0.1% | +34.3% | |
| DLR Digital Realty | Powered shells and hyperscale campuses | $180.7 | −1.21% | +2.4% | +19.2% | |
| APLD Applied Digital | High-density AI campuses | $17.82 | −8.22% | −26.3% | −27.4% | |
| CORZ Core Scientific | Power-rich sites converted to AI hosting | $13.25 | −8.18% | −19.0% | −9.0% | |
| CRWV CoreWeave | GPU cloud; large consumer of powered shells | $54.87 | −9.66% | −38.0% | −23.4% |
Not investment advice. Prices delayed and in local currency. Quotes in "double quotes" are verbatim as reported by the linked source; other commentary is our paraphrase. Earnings dates are estimates.