Market Cap
$16.1B
IREN
IREN Ltd
$41.76 ▲ +2.73%
Prev close $40.65Market cap$16.1B
ConsensusBuy
12-mo target$77.69 (+86.0%)
▲ Bullish
Analyst conviction 8/10
High Impact Filing (7/10) Crypto & Blockchain
Snapshot
The big-picture read on IREN right now — valuation, ownership and activity at a glance.
Cap Size
Large Cap
Analyst Consensus
Strong Buy (78%)
Insider Activity
$0.00 buy / $434.3K sell
Insider Net $
-$434.3K
Social Sentiment
63° Warm
SEC Reports
9
Press Releases
7
Price chart 30d +0.3%
Daily candles (open–high–low–close) with volume. Green = up day, red = down day.
No data for this timeframe.
Vol
Recent activity
The latest filings, insider trades, analyst actions, press and options flow — newest first.
Sep 11, 2026 ftd
Aug 27, 2026 SEC FTD: IREN — 26,168 shares ($1.1M) failed to deliver
Settlement: 20260911, Price: $43.64, FTD Value: $1,141,971.52, IREN LTD SHS (AUS)
IREN reported Q4 FY26 (June quarter) revenue of $137.2M, roughly in line with consensus, but GAAP EPS of -$0.74 missed t
PRESS-RELEASE — Impact 7/10
IREN announced that Microsoft has accepted delivery of Horizon 1, the first of four 50MW AI Cloud deployments under a fi
8-K — Impact 7/10
IREN completed its acquisition of Mirantis on August 3, 2026, issuing approximately 12.6 million ordinary shares plus ~$
8-K — Impact 6/10
Jul 1, 2026 Insider
ALFRED MICHAEL was granted 6,657 shares
Director
Jul 1, 2026 Insider
Roberts William Gregory was granted 9,099,328 shares
Co-Chief Executive Officer
Jul 1, 2026 Insider
Jun 15, 2026 Press Parasuraman Sunita was granted 6,657 shares
Director
IREN acquired Nostrum Group, a Spanish developer of grid-connected AI data centers, adding ~490MW of secured power in Sp
Impact 7/10
Analyst ratings buy % +9.9%
How Wall Street rates the stock today, and the latest firm-by-firm actions.
78% rate it Buy or better · 23 analysts
Recent analyst actions
| Date | Firm | Action | Rating | Firm rating |
|---|---|---|---|---|
| Sep 29, 2026 | B. Riley Securities | MAINTAIN | Buy | 54% |
| Sep 21, 2026 | Rothschild & Co | INITIATE | Neutral | 58% |
| Sep 18, 2026 | Northland Capital Markets | INITIATE | Outperform | 51% |
| Sep 14, 2026 | JP Morgan | UPGRADE | Overweight | 55% |
| Sep 14, 2026 | BTIG | REITERATE | Buy | 53% |
| Sep 2, 2026 | Freedom Capital Markets | MAINTAIN | Buy | 46% |
| Sep 2, 2026 | BTIG | REITERATE | Buy | 53% |
| Aug 28, 2026 | Macquarie | MAINTAIN | Outperform | 55% |
| Aug 28, 2026 | Freedom Capital Markets | MAINTAIN | Buy | 46% |
| Aug 28, 2026 | Canaccord Genuity | MAINTAIN | Buy | 47% |
Monthly consensus history
| Period | Str. Buy | Buy | Hold | Sell | Str. Sell | Buy % | Distribution |
|---|---|---|---|---|---|---|---|
| Sep 1, 2026 | 7 | 11 | 4 | 1 | 0 | 78% | |
| Aug 1, 2026 | 7 | 10 | 4 | 1 | 0 | 77% | |
| Jul 1, 2026 | 7 | 9 | 5 | 1 | 0 | 73% | |
| Jun 1, 2026 | 6 | 9 | 5 | 1 | 0 | 71% | |
| May 1, 2026 | 6 | 11 | 5 | 1 | 0 | 74% | |
| Apr 1, 2026 | 6 | 11 | 4 | 1 | 0 | 77% | |
| Mar 1, 2026 | 6 | 11 | 4 | 1 | 0 | 77% | |
| Feb 1, 2026 | 5 | 11 | 4 | 1 | 0 | 76% |
Price targets
Where 18 covering analysts think IREN trades over the next 12 months.
$77.69 +86.0% upside Strong Buy
Current$41.76 Low$40.00 Median$80.00 High$131.00 18 analysts
$40.00$131.00
Analyst rating Buy· 1.6/5 as of Oct 2, 2026
Social media sentiment mood +0.0%
Retail-investor mood aggregated across social media. 0° = very bearish, 100° = very bullish.
63°
Warm
BearishNeutralBullish
Recent posts
AI Stock Crash, while AI Tech is Universal - Prediction
▲ 0 · 💬 0
How did WSB's stock picks of 2026 perform - Q3 Check in
▲ 1 · 💬 5· ⚡ 0.5
IREN is the new jersey sponsor for Steph Curry and the Golden State Warriors. How much could this visibility affect the ticker?
▲ 1 · 💬 2· ⚡ 0.5
2026 WSB Index Status Check - The Empire Strikes Back
▲ 1 · 💬 7· ⚡ 0.5
IREN is way over valued
▲ 1 · 💬 0· ⚡ 0.5
Reports & filings
AI-scored summaries of recent SEC filings and press releases, with sentiment and impact.
9 SEC filing reports analyzed · 5 bullish, 1 bearish, 1 mixed, 2 neutral · avg impact 6.7/10.Plus 7 press releases.
BULLISHPRESS-RELEASE7/10
IREN reported Q4 FY26 (June quarter) revenue of $137.2M, roughly in line with consensus, but GAAP EP
Aug 27, 2026
BULLISH8-K7/10
IREN announced that Microsoft has accepted delivery of Horizon 1, the first of four 50MW AI Cloud de
Aug 13, 2026
MIXED8-K6/10
IREN completed its acquisition of Mirantis on August 3, 2026, issuing approximately 12.6 million ord
Aug 4, 2026
BULLISH8-K8/10
IREN announced $2.8bn in new multi-year AI cloud contracts with leading developers including Microso
Jul 20, 2026
Upcoming & catalyst events
Scheduled dates plus disclosed catalysts — earnings, dividends, enforcement, FDA and clinical-trial events. Colored dot = impact.
Sep 11, 2026
ftd
FTD: IREN — 26,168 shares ($1.1M) failed to deliver
Settlement: 20260911, Price: $43.64, FTD Value: $1,141,971.52, IREN LTD SHS (AUS)
Sep 10, 2026
ftd
FTD: IREN — 222,519 shares ($10.1M) failed to deliver
Settlement: 20260910, Price: $45.37, FTD Value: $10,095,687.03, IREN LTD SHS (AUS)
Sep 9, 2026
ftd
FTD: IREN — 245,138 shares ($11.5M) failed to deliver
Settlement: 20260909, Price: $46.93, FTD Value: $11,504,326.34, IREN LTD SHS (AUS)
Sep 8, 2026
other
IREN’s 2GW Sweetwater Hub Included as Base Load in ERCOT Batch Zero
NEW YORK, Sept. 08, 2026 (GLOBE NEWSWIRE) -- IREN Limited (NASDAQ: IREN) (“IREN”) today announced that its 2GW Sweetwater Hub (Sweetwater 1 and Sweetw
Sep 8, 2026
ftd
FTD: IREN — 1,457,586 shares ($65.1M) failed to deliver
Settlement: 20260908, Price: $44.68, FTD Value: $65,124,942.48, IREN LTD SHS (AUS)
Earnings estimates
Forecast earnings per share and revenue by period — and whether estimates are rising.
| Period | EPS Est. | Range | Growth | 30d Rev | Up/Dn | Revenue | # |
|---|---|---|---|---|---|---|---|
| Current Q | $-0.67 | $-0.82–$-0.51 | -8350.6% | -155.8% | 2↑ 1↓ | $0.2B | 2 |
| Next Q | $-1.34 | $-2.20–$-0.48 | -4536.7% | -1676.5% | 2↑ 1↓ | $0.4B | 2 |
| Current FY | $-3.42 | $-6.89–$-1.18 | -623.9% | -241.0% | 2↑ 1↓ | $2.8B | 4 |
| Next FY | $-3.98 | $-15.12–$0.66 | -16.4% | -1842.8% | — | $7.3B | 4 |
Current-quarter EPS estimate — revision history
| When | EPS estimate | Change vs now |
|---|---|---|
| Current | $-0.665 | — |
| 7d ago | $-0.510 | -0.155 |
| 30d ago | $-0.260 | -0.405 |
| 60d ago | $-0.260 | -0.405 |
| 90d ago | $-0.235 | -0.430 |
Insider activity
Buying and selling by company executives and directors (SEC Form 4).
7 insiders, 10 transactions. Net -$434.3K — $0.00 bought, $434.3K sold.
| Date | Insider | Title | Type | Shares | Price | Value |
|---|---|---|---|---|---|---|
| Jul 1, 2026 | ALFRED MICHAEL | Director | AWARD | 6,657 | — | — |
| Jul 1, 2026 | Roberts William Gregory | Co-Chief Executive Officer | AWARD | 9,099,328 | — | — |
| Jul 1, 2026 | Parasuraman Sunita | Director | AWARD | 6,657 | — | — |
| Jul 1, 2026 | Roberts Daniel John | Co-Chief Executive Officer | AWARD | 9,099,328 | — | — |
| Jul 1, 2026 | Lewis Anthony J | Chief Financial Officer | AWARD | 26,968 | — | — |
| Jul 1, 2026 | Guzowski Christopher | Director | AWARD | 6,657 | — | — |
| Jul 1, 2026 | Bartholomew David James | Director | AWARD | 8,369 | — | — |
| Jul 1, 2026 | Roberts Daniel John | Co-Chief Executive Officer | AWARD | 552,197 | — | — |
| Jul 1, 2026 | Roberts William Gregory | Co-Chief Executive Officer | AWARD | 552,197 | — | — |
| Sep 16, 2025 | Guzowski Christopher | Director | SELL | 11,958 | $36.32 | $434.3K |
Short interest & halts
FINRA semi-monthly short positions, Reg SHO threshold status, and recent trading halts for IREN.
Shares short
83,089,334
Settlement Sep 15, 2026
Change vs prior
-11.2%
Semi-monthly cycle
Days to cover
2.3
At avg daily volume
Of shares outstanding
≈21.1%
Estimate — not % of float
All IREN filing & press-release reports (16)
- PRESS-RELEASE reportAug 27, 2026
- 8-K reportAug 13, 2026
- 8-K reportAug 4, 2026
- 8-K reportJul 20, 2026
- DEFA14A reportJul 9, 2026
- PRESS-RELEASE reportJun 15, 2026
- PRESS-RELEASE reportJun 3, 2026
- 8-K reportJun 1, 2026
- 8-K reportMay 26, 2026
- PRESS-RELEASE reportMay 26, 2026
- PRESS-RELEASE reportMay 18, 2026
- 8-K reportMay 14, 2026
- 8-K reportMay 11, 2026
- PRESS-RELEASE reportMay 7, 2026
- PRESS-RELEASE reportMay 7, 2026
- PRESS-RELEASE reportMay 5, 2026