IREN Limited Rises 22% in 6 Months: Buy, Sell or Hold the Stock?

IREN surges 22% in six months on strong AI cloud momentum and big GPU expansion plans, but premium valuation and rising competition warrant caution.

Zacks Investment Research • a day ago

3 Millionaire-Maker Artificial Intelligence (AI) Stocks

Vertiv produces liquid cooling solutions that work with Nvidia chips, which has translated into accelerated revenue growth. Iren just entered into a purchase agreement for more than 50,000 additional Nvidia GPUs, boosting its chip fleet by more than 50%.

The Motley Fool • 16 hours ago

IREN Limited: Don't Fret GPU Spending

IREN Limited plans to acquire 50,000 additional GPUs, targeting $3.7 billion in AI Cloud ARR by end-2026. IREN faces market skepticism due to $3.5 billion in capex needs and an ATM filing for up to $6 billion in equity sales. The AI Cloud company faces concerns due to current revenue ramping slowly despite only 10% of future capacity being contracted.

Seeking Alpha • Mar 8, 2026

IREN's $6 Billion Stock Offering: Is This AMC Entertainment 2.0 for the AI Era?

Bitcoin miner-turned-AI cloud operator IREN ( NASDAQ:IREN ) shocked investors this week with a stunning announcement: it expanded its at-the-market (ATM) equity offering program to a whopping $6 billion — roughly half its current market capitalization.

24/7 Wall Street • Mar 7, 2026

IREN: Buying An AI Infrastructure Giant At A Discount Amid Iran Geopolitical Noise

IREN is accelerating its transformation from Bitcoin mining to AI cloud infrastructure, highlighted by a major 50,000 Nvidia GPU purchase and a $9.7B MSFT contract. Geopolitical tensions involving Iran create indirect headwinds for IREN, likely to fade if the situation stabilizes. Despite a recent share price correction and geopolitical risks, I maintain a Buy rating, citing a 17.6% valuation discount and strong growth prospects.

Seeking Alpha • Mar 6, 2026

Got $5,000? 3 Top Growth Stocks to Buy That Could Double Your Money.

Robinhood's most exciting growth opportunity has nothing to do with stocks or crypto. Micron's AI segment is heating up, and pulling resources away from consumer products can help the company maximize this opportunity.

The Motley Fool • Mar 6, 2026

Can IREN's GPU Expansion Drive $3.7B AI Cloud ARR by 2026?

IREN targets $3.7 billion AI cloud ARR by 2026 as its GPU fleet expands to 150,000 with new NVIDIA B300 deployments.

Zacks Investment Research • Mar 5, 2026

IREN Expands AI Cloud Capacity to 150,000 GPUs

NEW YORK, March 04, 2026 (GLOBE NEWSWIRE) -- IREN Limited (NASDAQ: IREN) (“IREN”) today announced it has entered into purchase agreements for over 50,000 NVIDIA B300 GPUs that will expand its total fleet to 150,000 GPUs.

GlobeNewsWire • Mar 4, 2026

From Bitcoin To AI: IREN's GW-Scale Platform Is Built For Hyperscalers

IREN is rapidly transforming from bitcoin mining to AI and HPC data center infrastructure, leveraging its energy assets for higher-margin growth. AI services revenue at IREN surged 137% quarter-over-quarter to $17.3 million, with gross margins of 86%, while bitcoin revenue and margins declined. IREN projects $3.4 billion in ARR for 2026, with $2.3 billion already under contract, anchored by a major Microsoft deal used as financing collateral.

Seeking Alpha • Feb 21, 2026

IREN: A Perfect Put-Selling Opportunity

IREN Limited is transitioning from bitcoin mining to AI cloud computing, anchored by a $9.7B Microsoft contract. Despite strong long-term prospects and 4.5 GW in secured power capacity, near-term earnings are pressured by upfront capex and execution risk. At ~4x 2026 ARR, IREN trades cheaply versus peers, but current revenue and profitability metrics remain weak, making valuation a key risk.

Seeking Alpha • Feb 20, 2026