IREN IREN Limited

IREN IREN Limited

Financial Services · Capital Markets

Desk view

Watchingmedium conviction

Market read

Scan convergence 2 scans as of 2026-08-17 2 neutral converging

POC $43.32 · VWAP $47.24 · -5.0% vs 12m avg buyer

collapse vol: normalgaps: stablechurn: quiet as of

Insiders no data — outside the Form 4 poll — US-filer feed only (foreign filers report via MAR managers'-transactions notices)

Coverage

7 related perspectives

Watchlists @ai-power@neoclouds

IREN Price Structure

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Peers

Every watchlist IREN belongs to, members best 30-day change first — IREN highlighted in place. Each pill: 30d change, 1d/7d, and a close spark over the last 30 calendar days (~21 sessions); hover for price, RSI, and the full chart.

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Decision history

1 scored call · newest first · projection

How to read this: Positive 30-day excess supports an enter call. For pass, avoid, sell, or exit calls, a positive number means the name kept rising after the call.

May 23 sell n/a Profit target -4.3% complete

Desk commentary

Authored analysis and challenge notes tied to IREN.

1

Next earnings IREN reports in 9 days Aug 27

Last report May 7

Reported the quarter ending 2026-03-31: revenue $145M, diluted EPS $-0.74, net income $-248M (SEC filing, corroborated by the desk's provider cache). Across the print the stock moved +0.4% (close before → first close after).

full note →

Against street estimates

How IREN's reported EPS compared with analyst consensus. Street estimates are single-source vendor consensus (yfinance). Actuals are vendor consensus-basis EPS (often non-GAAP); edgarEps is GAAP diluted from filings — disputed flags large disagreement only. EPS only.

8 quarters on file · newest report May 8 · projection Aug 17

Result
May 8 -0.34-0.16 GAAP ≠ +52.9%Beat
Feb 5 -0.25-0.03 GAAP ≠ +88.4%Beat
Nov 6 '25 0.140.01 GAAP ≠ -94.4%Miss
Aug 28 '25 0.220.21-2.5%Miss
May 14 '25 0.140.11 GAAP ≠ -25.5%Miss
Feb 12 '25 0.060.09 GAAP ≠ +35.7%Beat
Nov 26 '24 -0.07-0.16 GAAP ≠ -114.8%Miss
Aug 28 '24 0.03-0.16-638.3%Miss

News (last pull)

Headlines about IREN from the desk's news pull — links go to the publisher. Not a desk read: the market read above is the desk's own.

pulled 41 days ago · Jul 8

“On or before” marks an article that arrived without a publish date — the date shown is when the desk pulled it, so the article is at least that old.

Types
May 29 Deep Dive IREN
May 7 Catalyst IREN earnings
May 5 Deep Dive IREN
May 15 '24 Catalyst IREN earnings