NASDAQ
23.95USD
-2.30 (-8.76%)
We have scored 97 news catalysts on IREN Limited (IREN) over the past 12 months. The biggest single-day move next to one of them came Jan 2, 2026, when IREN closed +13.1%: “IREN: Building Its True Moat For Long-Term Value Creation”. Coverage across the window leans positive (average ticker sentiment +0.32). Most of the impact sits in sector technology and capex intensity.
Dots are scored news catalysts — size = impact, color = sentiment. Tap one to read it.
Market cap
9.7B
P/E
—
EPS
—
Beta
4.27
52W range
23.06-76.87
Day range
23.06–24.93
Open
24.40
Prev close
26.25
Volume
52.6M
Avg volume
45.6M
Dividend
0.00
IPO
2021-11-17
Analysts publish price targets on IREN, and they disagree. Where the share price actually sits among them shows which of their arguments the market is buying — and which it is ignoring.
9 analyst price targets from $44 to $100
as of 2026-08-27
Daily OHLCV with SMA overlays and session pivots. Draw your levels and trendlines on it, or ask the AI analyst what the price is reacting to.
Suppliers, customers, partners and competitors, derived from what the news actually says about IREN Limited — not a sector bucket. Click an edge to see the articles that established the link.
Suppliers, customers, partners and competitors of IREN Limited, taken from what the news actually said about them rather than from a sector bucket. The count is how many articles established each link.
Latest scored catalyst for IREN: .
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IREN Limited, established in 2018 and based in Sydney, Australia, operates a comprehensive, vertically integrated data center business spanning Australia and Canada. The company possesses and manages all essential infrastructure, including its computing hardware, electrical systems, and the data center facilities themselves. A primary undertaking for IREN Limited is the mining of Bitcoin, a scarce digital asset created and exchanged via a decentralized, peer-to-peer computer network utilizing specialized Bitcoin software. The company was previously named Iris Energy Limited, officially adopting IREN Limited in November 2024.
The reconstruction
At $23.95, the stock sits at the very bottom of a $44 to $100 analyst spread, meaning the market flatly rejects the multi-gigawatt, high-margin neocloud vision and prices only the current cash-burning construction phase.
What the disagreement turns on
Can IREN convert its massive contracted backlog into high-margin free cash flow before its capital-intensive buildout requires severe dilutive equity or debt raises, and quarterly AI Cloud revenue recognized from the Microsoft contract is the only observable that can measure this.
The price pays for
It declines to pay for
Written by a language model from the published models, the reported segments and a reverse-DCF — not a recommendation, and not a house view.
Claim by claim
Computed at $39.58 on 2026-08-27 — the quote has since moved -39%, so read this as a record of what was priced in then, not now.
