IREN

IREN Ltd

Feb 05 • 04:00PM ET

39.79

-5.15 -11.46 %

Financial • Capital Markets • Australia • NASD

Feb 05, 10:12 PMIREN shares extend their slide—down earlier with Bitcoin and a further 13% after-hours—after Q2 FY26 results missed revenue estimates, with $184.7M revenue and a $155.4M net loss including over $219M in derivative-related losses and $31.8M in mining hardware impairments tied to its ASIC-to-GPU transition; the company also secured $3.6B in GPU financing tied to its Microsoft contract to add 140,000 GPUs and unveiled a 1.6GW Oklahoma data center campus targeting a projected $3.4B ARR by end-2026.

Peers: MARA RIOT BTBT CAN HIVE ARBK EBON HUT BITF SDIG

| Held by: WGMI ULTY BKCH DAPP BITQ IVES SPDW BLOX STCE BLOK

Scroll to Statements

Index	-	P/E	20.29	EPS (ttm)	1.96	Insider Own	9.94%	Shs Outstand	327.76M	Perf Week	-33.51%
Market Cap	13.03B	Forward P/E	169.98	EPS next Y	0.23	Insider Trans	-5.79%	Shs Float	295.19M	Perf Month	-13.33%
Enterprise Value	12.96B	PEG	2.65	EPS next Q	-0.08	Inst Own	46.10%	Short Float	17.43%	Perf Quarter	-40.28%
Income	604.62M	P/S	19.02	EPS this Y	150.23%	Inst Trans	-4.09%	Short Ratio	1.30	Perf Half Y	117.19%
Sales	685.28M	P/B	3.91	EPS next Y	-75.70%	ROA	21.79%	Short Interest	51.46M	Perf YTD	5.35%
Book/sh	10.17	P/C	12.62	EPS next 5Y	64.08%	ROE	30.19%	52W High	76.87 -48.24%	Perf Year	272.57%
Cash/sh	3.15	P/FCF	-	EPS past 3/5Y	- -	ROIC	15.74%	52W Low	5.12 676.39%	Perf 3Y	1759.35%
Dividend Est.	-	EV/EBITDA	56.38	Sales past 3/5Y	126.25% 195.91%	Gross Margin	31.17%	Volatility	13.80% 11.15%	Perf 5Y	-
Dividend TTM	-	EV/Sales	18.92	EPS Y/Y TTM	666.37%	Oper. Margin	-0.40%	ATR (14)	5.70	Perf 10Y	-
Dividend Ex-Date	-	Quick Ratio	5.52	Sales Y/Y TTM	236.14%	Profit Margin	88.23%	RSI (14)	38.19	Recom	1.60
Dividend Gr. 3/5Y	- -	Current Ratio	5.52	EPS Q/Q	496.19%	SMA20	-24.60%	Beta	4.31	Target Price	84.85
Payout	0.00%	Debt/Eq	0.34	Sales Q/Q	355.41%	SMA50	-14.88%	Rel Volume	1.57	Prev Close	44.94
Employees	457	LT Debt/Eq	0.34	Earnings	Feb 05 AMC	SMA200	22.17%	Avg Volume	39.54M	Price	39.79
IPO	Nov 17, 2021	Option/Short	Yes / Yes	EPS/Sales Surpr.	-374.89% -17.68%	Trades		Volume	61,943,016	Change	-11.46%

Date	Action	Analyst	Rating Change	Price Target Change
Jan-13-26	Upgrade	H.C. Wainwright	Sell → Buy	$80
Dec-18-25	Initiated	Goldman	Neutral	$39
Nov-19-25	Initiated	Citizens JMP	Mkt Outperform	$80
Oct-29-25	Downgrade	H.C. Wainwright	Buy → Sell	$45
Sep-26-25	Downgrade	JP Morgan	Neutral → Underweight	$24
Sep-24-25	Initiated	Arete	Buy	$78
Sep-15-25	Resumed	Compass Point	Buy
Jul-28-25	Downgrade	JP Morgan	Overweight → Neutral	$16
Mar-13-25	Upgrade	JP Morgan	Neutral → Overweight	$15 → $12
Dec-20-24	Initiated	BTIG Research	Buy	$33
Dec-10-24	Downgrade	JP Morgan	Overweight → Neutral	$9.50 → $15
Oct-02-24	Initiated	ROTH MKM	Buy	$14
Sep-04-24	Initiated	Needham	Hold
Jul-10-24	Initiated	Bernstein	Outperform	$26
Jun-11-24	Resumed	Cantor Fitzgerald	Overweight	$23
Oct-11-23	Upgrade	JP Morgan	Neutral → Overweight	$6 → $6.50
May-12-23	Upgrade	Cantor Fitzgerald	Neutral → Overweight	$4 → $7
Apr-06-23	Initiated	B. Riley Securities	Buy	$4
Feb-16-23	Upgrade	H.C. Wainwright	Neutral → Buy	$3 → $8
Nov-08-22	Downgrade	Cantor Fitzgerald	Overweight → Neutral	$3

Show Previous Ratings

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IREN Ltd. is a vertically integrated data center business powering the future of Bitcoin, AI and beyond with renewable energy. It is strategically located in renewable-rich, fiber-connected regions across the US and Canada. IREN's large-scale, grid-connected facilities are purpose-built for the next generation of power-dense computing applications. The company was founded by Daniel Roberts and William Roberts on November 6, 2018, and is headquartered in Sydney, Australia.

Insider Trading	Relationship	Date	Transaction	Cost	#Shares	Value ($)	#Shares Total	SEC Form 4
Roberts Daniel John	Co-Chief Executive Officer	Sep 11 '25	Sale	33.13	1,000,000	33,131,000	13,989,696	Sep 11 09:33 PM
William Roberts	Co-Founder, Co-CEO, and Direct	Sep 11 '25	Proposed Sale	33.13	1,000,000	33,131,000		Sep 11 09:31 PM
Roberts William Gregory	Co-Chief Executive Officer	Sep 11 '25	Sale	33.13	1,000,000	33,131,000	13,989,696	Sep 11 09:31 PM
Daniel Roberts	Co-Founder, Co-CEO, and Direct	Sep 11 '25	Proposed Sale	33.13	1,000,000	33,131,000		Sep 11 09:31 PM

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IREN

IREN Ltd

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