IREN Ltd (IREN)
- Analysts15
- Implied upside+119.6%
- Target range$41.00 to $126.00
SEC filings
| Form | Filed | Description |
|---|---|---|
| 8-K | July 20, 2026 | 8-K |
| DEFA14A | July 9, 2026 | DEFA14A |
| 4 | July 1, 2026 | FORM 4 |
| 4 | July 1, 2026 | FORM 4 |
| 4 | July 1, 2026 | FORM 4 |
| 4 | July 1, 2026 | FORM 4 |
| 4 | July 1, 2026 | FORM 4 |
| 4 | July 1, 2026 | FORM 4 |
Our IREN coverage
25 articles
All seven Magnificent Seven stocks fell today. Here's where that money actually went (July 23, 2026)
All seven Magnificent Seven stocks were red by late morning Thursday, led by Tesla's 14% drop on an earnings miss and Alphabet's close-to-7% slide despite beating estimates, on another capex raise. Amazon and Meta sold off too ahead of next week's reports. The money didn't just leave, it rotated: into defense on Lockheed's earnings beat, and out of quantum, SaaS and space.
Tesla (TSLA) and Alphabet (GOOGL) are falling hard. The rest of the AI trade isn't (July 23, 2026)
Tesla and Alphabet kept falling through Thursday morning even as chipmakers, neoclouds and photonics stocks held up fine. Oil topped $100 a barrel after Trump threatened to bomb Iranian infrastructure over any new attack on shipping.
I let Claude AI trade $100 on Robinhood, week 5: it passed on CleanSpark (CLSK) near its low, then bought it at the highs
Two weeks ago, with CleanSpark (CLSK) around $12.65, Claude AI called it a falling knife and passed, buying MSTR instead, which lost money. Then CleanSpark landed a $6.6 billion AI data center lease. This morning Claude AI finally bought CLSK, at $15.53, about 23% above where it passed.
Cipher Digital (CIFR) is up 39% in two sessions, and its own AI news hasn't landed yet
Cipher Digital (CIFR) gained 39% in two trading sessions, but most of the credit belongs to Hut 8 and IREN's AI infrastructure deals. Cipher's own catalyst, its first AWS rent payment, doesn't land until August.
IREN signed $2.8 billion in AI contracts, and bitcoin miner stocks rallied with it
IREN closed up 19.6% after announcing $2.8 billion in new AI cloud contracts. Hut 8 and CleanSpark had data center lease news of their own, while CIFR, SLNH and KEEL rallied in sympathy. The fuel: Moonshot AI is turning away paying Kimi K3 subscribers because it ran out of GPU capacity.
I own SharonAI (SHAZ) at $65. It signed a $1.32 billion deal four days ago and dropped anyway
SharonAI (SHAZ) is down slightly while every other neocloud stock rallies hard, four days after a $1.32 billion cloud deal. I bought SHAZ at $65 and dug through SEC filings to find out why.
Frequently asked questions
What do analysts expect for IREN?
15 analysts cover IREN Ltd (IREN). The consensus rating is Buy and the average price target is $81.40, in a range of $41.00 to $126.00.
Are insiders buying or selling IREN?
We have no qualifying Form 4 insider purchases or sales on record for IREN Ltd (IREN). Sales are only tracked above a dollar threshold, so small routine trades may not appear.
Where can I see IREN SEC filings?
Recent filings are listed on this page, newest first. The latest is a 8-K filed July 20, 2026.