IREN Limited (IREN) Expected to Beat Earnings Estimates: What to Know Ahead of Q1 Release

IREN Limited (IREN) possesses the right combination of the two key ingredients for a likely earnings beat in its upcoming report. Get prepared with the key expectations.

Zacks Investment Research • 8 hours ago

IREN: A $25 Stock That Trades Like A Call Option On The 2027 Build

IREN is a leveraged play on AI data center buildout, with equity resembling a long-dated call option. Despite heavy dilution and $12B in additional funding needs, IREN's $4B contracted ARR and Microsoft partnership underpin a Buy rating. At 6.3x base case FY28 EBITDA, the market prices in significant execution risk; I target $37.65 (48% upside) with high volatility.

Seeking Alpha • 18 hours ago

3 AI Stocks to Buy and Hold Through 2030

Data center spending could require $3 trillion in the next three years, and Iren, Broadcom, and TSMC each supply a different layer. Demand for Broadcom's XPUs is soaring, and Wall Street analysts expect Iren's fiscal 2029 EBITDA to reach nearly $10 billion.

The Motley Fool • 7 hours ago

5 Winning Leveraged ETFs Of October

Leveraged ETFs delivered massive gains in October despite market volatility. Explore four funds that emerged as big winners.

Zacks Investment Research • 9 hours ago

Nebius vs. IREN: Which AI Infrastructure Stock is the Better Buy?

NBIS and IREN are expanding AI infrastructure amid surging demand, but differences in revenue growth, financing needs and valuation set the two stocks apart.

Zacks Investment Research • 9 hours ago

CoreWeave and other neocloud stocks drop after Microsoft capex comes in below expectations

CoreWeave, Nebius and IREN fell as Microsoft's lower-than-expected capex figure points to infrastructure partners taking longer to deliver capacity. It's been a rocky past few weeks for neoclouds on concern that rising interest rates will make their buildouts too costly.

CNBC • Oct 28, 2026

IREN and Wingspire Equipment Finance Complete $363 Million Financing for High-Density AI Compute Assets

TUSTIN, Calif. & SYDNEY--(BUSINESS WIRE)--Wingspire Equipment Finance and IREN Limited (NASDAQ: IREN) (“IREN”) announced the closing of a $363 million equipment financing transaction supporting IREN's AI compute business.The Equipment Finance Agreement refinanced recently acquired, revenue-generating AI compute infrastructure, including GPU-based servers and networking systems deployed in high-density data center environments. Wingspire Equipment Finance completed the transaction with a six-lend.

Business Wire • Oct 28, 2026

IREN Stock: The AI Boom Is Hiding A Bigger Problem

IREN Limited stock is down 30% in the recent AI selloff. Funding and cost of capital concerns have been driving the negative sentiment. Despite infrastructure growth and the Mirantis acquisition, IREN remains closer to a bare-metal provider than a full-stack AI cloud platform.

Seeking Alpha • Oct 28, 2026

IREN Limited Fell by 33% in 2026 But 3 Analysts Believe It Will Nearly Quadruple in Price From Here

A neocloud panic wiped out a third of IREN's value in months, yet every analyst covering the stock refuses to issue a sell rating.

24/7 Wall Street • Oct 27, 2026

AI Infrastructure Stocks Rise as Rebound From Steep Selloff Extends: Cipher Digital Jumps 8%, IREN Climbs 7%, TeraWulf Gains 5%

AI infrastructure names are extending their rebound from a steep selloff. Gains are spread across former Bitcoin miners that now build data centers for AI and high-performance computing (HPC) tenants.

24/7 Wall Street • Oct 27, 2026