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IREN Limited Ordinary Shares

IREN · NASDAQ-GS

Jun 2026upcoming

Next quarter

Consensus is -$0.80 EPS for Jun 2026 across 4 estimates, ranging -$1.92 to -$0.27.

IREN Mar 2026

Reported May 7, 2026

Miss 38.89%

EPS estimate: -$0.18
EPS actual: -$0.25
Revenue estimate: —
Revenue actual: —
1-day move: +7.65%

Call highlights have not been generated for this quarter.

Symbol: IREN
Type: Stock
Sector: Finance
Industry: Finance: Consumer Services
Country: Australia and South Pacific
Exchange: NASDAQ-GS

IREN is a vertically integrated AI Cloud provider, delivering large-scale data centers and compute for AI training and inference.

Key Issues

Bullish view

The $2.8 billion of new multi-year AI cloud contracts, the $9.7 billion Microsoft agreement, and the more-than-$4 billion year-end run-rate target provide tangible demand and revenue visibility.

Bearish view

The contracts require substantial infrastructure and GPU deployment, and the supplied evidence does not establish delivery timing, margins, or whether the run-rate target will be achieved.