IREN IREN
Power-secured campuses pivoting to AI cloud
Fundamentals from public market data, refreshed daily (2026-10-24 02:59 UTC). Figures in reporting currency.
IREN · price with what management and the data said
Timeline: management commentary, data & earnings
8 events-
8
2026-08-27EarningsBeat / raise
Reported EPS -0.25 vs -0.45 expected (+44.1% surprise).
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7
2026-05-08EarningsBeat / raise
Reported EPS -0.16 vs -0.26 expected (+38.4% surprise).
-
6
2026-02-05EarningsBeat / raise
Reported EPS -0.03 vs -0.25 expected (+88.4% surprise).
-
5
2025-11-06EarningsMiss / cut
Reported EPS 0.01 vs 0.14 expected (-94.4% surprise).
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4
2025-08-28EarningsMiss / cut
Reported EPS 0.21 vs 0.22 expected (-2.5% surprise).
-
3
2025-05-14EarningsMiss / cut
Reported EPS 0.11 vs 0.14 expected (-25.5% surprise).
-
2
2025-02-12EarningsBeat / raise
Reported EPS 0.09 vs 0.06 expected (+35.7% surprise).
-
1
2024-11-26EarningsMiss / cut
Reported EPS -0.16 vs -0.07 expected (-114.8% surprise).
Latest headlines
Auto-updated daily- IREN (IREN) Stock Looks Near Fair Value On Sales2026-10-23
- IREN Rises 4% on 300MW Spanish “Sovereign AI” Campus as Neocloud Stocks Rebound2026-10-23
- IREN Stock Fell 8% in a Day After Its Spain Campus Rally. Here’s What Wall Street’s Targets Imply2026-10-23
- The Neocloud Bloodbath: NBIS, IREN, and CRWV Selloff Continues2026-10-22
- IREN vs. TeraWulf: Which AI Infrastructure Stock Carries Less Risk Now?2026-10-22
- IREN (IREN) Lands 300 MW Spain License And Opens IREN Europe2026-10-22
- IREN’s 300 MW data center in Spain would be on of Europe’s largest2026-10-22
Earnings history
EPS vs expectations| Date | Expected EPS | Reported EPS | Surprise |
|---|---|---|---|
| 2026-08-27 | -0.45 | -0.25 | +44.1% |
| 2026-05-08 | -0.26 | -0.16 | +38.4% |
| 2026-02-05 | -0.25 | -0.03 | +88.4% |
| 2025-11-06 | 0.14 | 0.01 | −94.4% |
| 2025-08-28 | 0.22 | 0.21 | −2.5% |
| 2025-05-14 | 0.14 | 0.11 | −25.5% |
| 2025-02-12 | 0.06 | 0.09 | +35.7% |
| 2024-11-26 | -0.07 | -0.16 | −114.8% |
| 2024-08-28 | 0.03 | -0.16 | −638.3% |
| 2024-02-15 | 0.06 | 0.08 | +29.0% |
| 2023-02-15 | -0.15 | -0.06 | +63.4% |
| 2023-02-14 | -0.13 | -0.39 | −190.3% |
| 2022-09-13 | -0.13 | -0.21 | −58.1% |
| 2022-05-11 | 0.07 | 0.03 | −56.6% |
| 2022-02-09 | 0.19 | 0.23 | +24.1% |
About IREN
Website ↗IREN Limited operates as a vertically integrated AI cloud services platform in Australia and Canada. It develops, owns, and operate data centers, including the associated land, grid connections, and substations, as well as buildings and cooling. The company also owns and operates compute layers, such as GPUs, CPUs, storage, servers, and networking deployed within that data center infrastructure; and software layers comprising managed services and enterprise support that enables customers to deploy, operate, and manage AI workloads. In addition, it is involved in Bitcoin mining. The company was formerly known as Iris Energy Limited and changed its name to IREN Limited in November 2024. IREN Limited was incorporated in 2018 and is based in Sydney, Australia.
Powered land, permits and local consent decide when megawatts become racks. Power access now matters more than steel and concrete.
What would prove us wrong. Weakens if vacant powered capacity appears in key metros with falling rents.
Who else supplies this
| Stock | Role | Last | 1D | 1M | YTD | Trend |
|---|---|---|---|---|---|---|
| EQIX Equinix | Global interconnection and colocation | $965.8 | +1.12% | −4.2% | +28.0% | |
| DLR Digital Realty | Powered shells and hyperscale campuses | $173.1 | +0.41% | −3.1% | +14.2% | |
| APLD Applied Digital | High-density AI campuses | $18.34 | +0.52% | −30.1% | −25.2% | |
| CORZ Core Scientific | Power-rich sites converted to AI hosting | $13.79 | +5.27% | −20.5% | −5.3% | |
| CRWV CoreWeave | GPU cloud; large consumer of powered shells | $56.97 | +5.03% | −35.0% | −20.4% |
Not investment advice. Prices delayed and in local currency. Quotes in "double quotes" are verbatim as reported by the linked source; other commentary is our paraphrase. Earnings dates are estimates.