IREN’s illuminated Childress data center campus
IREN logoIREN / NASDAQ / AI cloud & data centers

IREN

A new engine. A demanding transition.

AI cloud is taking the lead as mining winds down and investment ramps up.

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IREN Overview
LATEST RESULTS

THE QUARTER, IN FOCUS.

IREN’s illuminated Childress data center campus
LATEST EARNINGS

THE QUARTER. AT A GLANCE.

Q4 FY2026 · Aug 27, 2026

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NEXT EARNINGSNov 5, 2026Estimated · Company confirmation pending

Comparison incompletevs analyst estimates
RevenueBeat
ACTUAL$137.2M
vs
ESTIMATE$132.3M
+$4.9M (+3.7%)Reported revenue
Diluted EPSUnverified
ACTUAL−$1.98
vs
ESTIMATEUnavailable
Comparable estimate unavailableGAAP · Estimate basis unverified

THE BUSINESS, OVER TIME.

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Revenue · FY2026$707M
+41.1% vs previous year

Revenue increased across the last 3 years.

707.0M353.5M0.0M$187MFY2024$501MFY2025$707MFY2026
Select a period to inspectUSD · Reported · Retrieved Sep 13, 2026
LOOKING AHEAD

REVENUE EXPECTATIONS

Estimated annual revenue · FY2029$12.49B
17.7× FY2026 revenue
12.5B6.2B0.0B$707MFY2026$2.82BFY2027E$7.15BFY2028E$12.49BFY2029E
ReportedAnalyst estimate
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USD · Estimates are not guidance · Snapshot Sep 14, 2026

RATINGS & TARGETS

THE ANALYST VIEW

73%

11 of 15 analysts rate it BuyStrong Buy ratings included

11 Buy3 Hold1 Sell
Analyst price targets$83.56 average
$50 low$100 high$43.17 quote

Quote Sep 14, 2026 · Targets reflect analyst opinions.

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Snapshot · Sep 14, 2026

INSTITUTIONAL HOLDINGS · FORM 13F

HOW POSITIONS CHANGED.

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Opened or increased470reported positions

Reporting period
Jun 30, 2026

Reduced or closed187reported positions
New positions232
Increased238
Reduced140
Closed positions47

Changes in reported share holdings, not transaction dates or money flows.
Snapshot Sep 14, 2026 · Compared with prior reported holdings.

Insiders, Congress & institutions