US · Financial Services · Capital Markets
EPS came in at -0.41 against a street estimate of -0.50 — a beat of 18.0%.
Analysts rate IREN Ltd a strong buy (11 buy, 1 hold, 0 sell out of 12) with an average price target of $77.84.
CONFIDENT IREN secured $4B ARR for 2026 (largely sold out), targeting 300MW IT load delivery this year and 500MW in 2027. GPU financing unlocked at scale; Horizon 1 delivered to Microsoft. 2027 CapEx guidance $25–30B supports 5GW+ portfolio. Margin pressure from mining decommissioning is temporary. Q4 FY26 (June 2026) IREN operates across five continents with flagship designs (Sweetwater 1) becoming template for future builds. Excess power at existing sites supports revenue growth without new grid capacity. Analysts pressed on Mirantis' commercial impact, CapEx breakdown, and GPU vs. data center allocation. Management emphasized Mirantis as market-broadening orchestration layer (smaller developers), CapEx as multi-year ramp not tied to single MW, and a self-funding loop via prepayments + debt at 90% gearing. 2026-08-27…
Full summary in the app.
| Fund | Stake |
|---|---|
| Defiance ETFs, LLC | 3.22% |
| Situational Awareness Partners LP | 2.97% |
| Citigroup Inc | 2.77% |
| Situational Awareness LP | 2.40% |
| The Goldman Sachs Group Inc | 1.41% |
| NORGES BANK | 1.32% |
| Value Aligned Research Advisors LLC | 1.21% |
| BlackRock Inc | 1.13% |
| Document | Date |
|---|---|
| Annual report FY2026 IREN LIMITED - ANNUAL REPORT SUMMARY (FISCAL YEAR ENDED JUNE 30, 2026) HEADLINE NUMBERS • Market capitalization: Approximately $11.9 billion as of D | 2026-08-27 |
| Results announced · Q1 FY2027 IREN FY26 RESULTS SUMMARY HEADLINE NUMBERS • Total Revenue FY26: $707.0m (vs $501.0m FY25) - AI Cloud Services: $128.8m (vs $16.4m FY25, ~8x growt | 2026-08-27 |
| Reg FD disclosure · Q1 FY2027 IREN LIMITED - FORM 8-K SUMMARY HEADLINE NUMBERS • Company: IREN Limited, Australian-based, trades on Nasdaq under ticker IREN • Report date: August | 2026-08-13 |
| Reg FD disclosure · Q1 FY2027 IREN LIMITED – FORM 8-K SUMMARY (August 4, 2026) HEADLINE NUMBERS • Acquisition of Mirantis, Inc. closed on August 3, 2026 • 11,981,668 ordinary sha | 2026-08-04 |
| Results announced · Q1 FY2027 IREN LIMITED – 8-K FILING SUMMARY HEADLINE NUMBERS • Report Date: July 20, 2026 • Company: IREN Limited (Nasdaq ticker: IREN) • Jurisdiction: Austra | 2026-07-20 |
| Quarterly report · Q3 FY2026 IREN LIMITED - Q1 2026 (MARCH 31, 2026) SUMMARY HEADLINE NUMBERS • Cash position: $2,213.3 million as of March 31, 2026 (up from $564.5 million at J | 2026-05-08 |
| Quarterly report · Q2 FY2026 IREN LIMITED - Q2 2026 (PERIOD ENDED DECEMBER 31, 2025) SUMMARY --- HEADLINE NUMBERS • Cash Position: $3,260,589 thousand (Dec 31, 2025) vs. $564,5 | 2026-02-05 |
| Quarterly report · Q1 FY2026 IREN LIMITED - Q1 FY2026 (QUARTER ENDED SEPTEMBER 30, 2025) SUMMARY HEADLINE NUMBERS • Total Revenue: $240.3 million (Q1 FY2026) vs. $52.8 million ( | 2025-11-06 |
Readable in the app.
| Announcement | Date |
|---|---|
| Delivery and acceptance of Horizon 1 system to Microsoft IREN Limited announced on August 13, 2026, that it successfully delivered its 'Horizon 1' product to Microsoft, and Microsoft has accepted it. Additionally, the company achieved 'NVIDIA Exem | 2026-08-13 |
| Closing of acquisition of Mirantis, Inc. announced IREN Limited completed its acquisition of Mirantis, Inc. on August 3, 2026. This is a significant corporate development that the company announced via press release on August 4, 2026. As par | 2026-08-04 |
| Secured $3.6B financing to fund GPU infrastructure for Microsoft services contract IREN Limited's subsidiary IE US Hardware 3 LLC secured $3.6 billion in financing to build GPU infrastructure for data centers in Texas supporting a Microsoft contract. The financing consists | 2026-06-01 |
| Dell to supply $1.6B in GPUs for AI cloud services IREN Limited announced it entered into a $1.6 billion GPU purchase agreement with Dell on May 19, 2026. The company's subsidiary, IE US Hardware, will buy graphics processing units and relat | 2026-05-26 |
| GPU and ancillary products purchase agreements totaling $3.5 billion IREN Limited announced two major purchase agreements with Dell on March 4, 2026, to buy GPUs (graphics processing units) and related products. The Canadian subsidiary will purchase approxima | 2026-03-04 |
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Google PlayApp StoreData updated 2026-09-18.