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Shares in AI data center operator IREN Limited (IREN) fell about 4% to around $21 on Tuesday morning. This came even after four-star JPMorgan analyst Richard Choe assigned the stock a Buy rating. Choe is bullish on IREN’s fiscal Q1 2027 earnings, which showed AI cloud revenue surged 182% quarter-over-quarter to $200 million. JPMorgan Backs IREN AI Cloud Growth, Strong Pricing According to Choe, IREN’s delivery of the first phase of its four-part data center project with Microsoft (MSFT) helped t
The company’s revenue backlog stood at approximately $132.5 billion as of the end of the quarter, up from approximately $104.2 billion as of June 30.
A fresh downgrade lands days after the AI cloud provider pushed its contracted revenue run-rate goal into early 2027.
IREN Limited is transitioning from Bitcoin mining to AI infrastructure, with rapid cloud revenue growth and a $20B contracted backlog. See why I rate IREN stock as Strong Buy.
JP Morgan analyst Reginald Smith maintains IREN (NASDAQ:IREN) with a Overweight and lowers the price target from $65 to $55.
IREN (NasdaqGS:IREN) is back in focus after fiscal Q1 results showed AI cloud revenue of US$200 million out of US$228 million total sales, along with a higher-margin profile. IREN’s stock has swung sharply this year, with a 1 day share price return of 20.02% after the Q1 update, but a 30 day share price return that is down 38.51% and a year-to-date share price return that is down 49.32%. The 3 year total shareholder return of about 7x highlights how powerful earlier gains were, even as recent...
IREN (NasdaqGS:IREN) plans to fully exit bitcoin mining operations by the end of 2026. The company intends to concentrate its capital on AI-focused data center infrastructure as its primary business line. Management describes the shift as a move to align IREN's future revenue mix with demand from AI cloud workloads. There is more to weigh at IREN than its decision to quit bitcoin mining and pursue AI infrastructure growth. We have also spotted 3 warning signs (2 major) worth knowing about at...
Key TakeawaysIREN stock is down 72% from its peak a year ago, and Cantor Fitzgerald cut its price target to $47 from $99 on Nov. 6 while keeping an Overweight rating.
IREN Limited's AI cloud backlog and revenue growth are overshadowed by negative free cash flow. Check out why IREN stock is downgraded to a hold.
IREN stock falls on Monday amid profit-taking after Friday's surge, as broader scrutiny hits AI cloud infrastructure providers.
IREN Limited Q1 highlights triple-digit AI cloud growth, rising margins, and discounted valuation. Click for this IREN update.
IREN stock plunged 60%, but AI Cloud revenue and backlog are surging. Click to read this bullish thesis on the IREN stock.
CoreWeave, IREN, and other neocloud companies are at risk of further downside as Microsoft starts to reassess their computing deals
IREN shifts to Hold as AI cloud drives 88% of revenue and margins surge. Click for more on IREN stock.
IREN Limited remains a Sell as dilution and debt risks grow despite AI cloud revenue gains. Click here for this IREN stock update.