Analyst Price Targets — IREN
| Date | Analyst | Firm | Target | Price @ Post | Source | Headline |
|---|---|---|---|---|---|---|
| August 28, 2026 11:43 am | Michael Donovan | Compass Point | $85.00 | $37.23 | StreetInsider | IREN Ltd. (IREN) PT Lowered to $85 at Compass Point |
| August 13, 2026 10:23 am | Gautam Chhugani | Bernstein | $100.00 | $43.67 | StreetInsider | Bernstein SocGen Group Reiterates Outperform Rating on IREN Ltd. (IREN) |
| July 22, 2026 10:03 am | Mike Colonnese | H.C. Wainwright | $90.00 | $41.29 | StreetInsider | H.C. Wainwright Reiterates Buy Rating on IREN Ltd. (IREN) |
| June 18, 2026 7:14 am | Jonathan Petersen | Jefferies | $79.00 | $58.11 | StreetInsider | Jefferies Starts IREN Ltd. (IREN) at Buy |
| June 4, 2026 11:53 am | — | Bernstein | $96.00 | $59.88 | StreetInsider | IREN Ltd. (IREN) PT Raised to $96 at B.Riley |
| June 3, 2026 6:55 pm | Paul Golding | Macquarie | $90.00 | $65.48 | StreetInsider | Macquarie Reiterates Outperform Rating on IREN Ltd. (IREN) |
| June 3, 2026 10:59 am | Joseph Vafi | Canaccord Genuity | $79.00 | $66.60 | StreetInsider | IREN Ltd. (IREN) PT Raised to $79 at Canaccord |
| May 28, 2026 11:29 am | Brett Knoblauch | Cantor Fitzgerald | $99.00 | $67.84 | TheFly | Iren price target raised to $99 from $77 at Cantor Fitzgerald |
| May 27, 2026 7:59 pm | Michael Ng | Goldman Sachs | $50.00 | $67.84 | StreetInsider | Goldman Sachs on IREN Ltd. (IREN) Purchase of Nvidia (NVDA) Blackwell Systems: 'This is a lower purchase price than we previously expected' |
| May 8, 2026 12:16 pm | Michael Ng | Goldman Sachs | $44.00 | $63.52 | TheFly | Iren price target raised to $44 from $39 at Goldman Sachs |
Latest News for IREN
Rising Treasury yields are carving through Bitcoin mining and AI infrastructure stocks Tuesday, but the real story is what a single basis point shift in long-term rates actually costs a company running a $25 billion capex pipeline.
I am reiterating my Strong Buy rating on IREN Limited and raising my price target to $52 per share following Q4 2026 results. IREN's entire $4 billion 2026 ARR target is now contracted, with demand risk shifting to execution and delivery of Horizon 2–4 capacity. Recent contract economics have improved, with 3-year deals above $20 million per IT MW and a broader AI customer base supporting higher monetization.
IREN Limited is downgraded to Strong Sell due to unsustainable economics and mounting financial risks. IREN's AI cloud revenue surpassed mining, but FY revenue missed estimates and adjusted EBITDA was insufficient to cover soaring stock-based compensation. Operating cash flow is inflated by deferred revenue, masking weak underlying business economics and significant liabilities.
IREN Limited IREN and Cipher Digital Inc. CIFR started from the same advantage — access to large amounts of power built for Bitcoin mining. The infrastructure has become more valuable as AI developers and hyperscalers compete for data center capacity, turning both companies into increasingly direct plays on the shortage of powered sites.
IREN targets over $4B in ARR by December, but late-quarter capacity additions push most revenue gains into March 2027.
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