IREN IREN
Power-secured campuses pivoting to AI cloud
Fundamentals from public market data, refreshed daily (2026-11-12 22:21 UTC). Figures in reporting currency.
IREN · price with what management and the data said
Timeline: management commentary, data & earnings
8 events-
8
2026-08-27EarningsBeat / raise
Reported EPS -0.25 vs -0.45 expected (+44.1% surprise).
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7
2026-05-08EarningsBeat / raise
Reported EPS -0.16 vs -0.26 expected (+38.4% surprise).
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6
2026-02-05EarningsBeat / raise
Reported EPS -0.03 vs -0.25 expected (+88.4% surprise).
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5
2025-11-06EarningsMiss / cut
Reported EPS 0.01 vs 0.14 expected (-94.4% surprise).
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4
2025-08-28EarningsMiss / cut
Reported EPS 0.21 vs 0.22 expected (-2.5% surprise).
-
3
2025-05-14EarningsMiss / cut
Reported EPS 0.11 vs 0.14 expected (-25.5% surprise).
-
2
2025-02-12EarningsBeat / raise
Reported EPS 0.09 vs 0.06 expected (+35.7% surprise).
-
1
2024-11-26EarningsMiss / cut
Reported EPS -0.16 vs -0.07 expected (-114.8% surprise).
Latest headlines
Auto-updated dailyEarnings history
EPS vs expectations| Date | Expected EPS | Reported EPS | Surprise |
|---|---|---|---|
| 2026-08-27 | -0.45 | -0.25 | +44.1% |
| 2026-05-08 | -0.26 | -0.16 | +38.4% |
| 2026-02-05 | -0.25 | -0.03 | +88.4% |
| 2025-11-06 | 0.14 | 0.01 | −94.4% |
| 2025-08-28 | 0.22 | 0.21 | −2.5% |
| 2025-05-14 | 0.14 | 0.11 | −25.5% |
| 2025-02-12 | 0.06 | 0.09 | +35.7% |
| 2024-11-26 | -0.07 | -0.16 | −114.8% |
| 2024-08-28 | 0.03 | -0.16 | −638.3% |
| 2024-02-15 | 0.06 | 0.08 | +29.0% |
| 2023-02-15 | -0.15 | -0.06 | +63.4% |
| 2023-02-14 | -0.13 | -0.39 | −190.3% |
| 2022-09-13 | -0.13 | -0.21 | −58.1% |
| 2022-05-11 | 0.07 | 0.03 | −56.6% |
| 2022-02-09 | 0.19 | 0.23 | +24.1% |
About IREN
Website ↗IREN Limited operates as a vertically integrated AI cloud services platform in Australia and Canada. It develops, owns, and operates data centers, including the associated land, grid connections, and substations, as well as buildings and cooling. The company also owns and operates compute layers, such as GPUs, CPUs, storage, servers, and networking deployed within that data center infrastructure; and software layers comprising managed services and enterprise support that enables customers to deploy, operate, and manage AI workloads. In addition, it is involved in Bitcoin mining. Further, its division IREN Europe operates a planned AI data center in Badajoz, Spain that deliver approximately 300MW of capacity, including managed services to customers seeking greater choice over where their AI workloads run and how their data and infrastructure are managed in Europe. The company was formerly…
Powered land, permits and local consent decide when megawatts become racks. Power access now matters more than steel and concrete.
What would prove us wrong. Weakens if vacant powered capacity appears in key metros with falling rents.
Who else supplies this
| Stock | Role | Last | 1D | 1M | YTD | Trend |
|---|---|---|---|---|---|---|
| EQIX Equinix | Global interconnection and colocation | $1,072.8 | +0.44% | +7.7% | +42.1% | |
| DLR Digital Realty | Powered shells and hyperscale campuses | $183.5 | +1.29% | +6.6% | +21.0% | |
| APLD Applied Digital | High-density AI campuses | $16.95 | −5.36% | −16.6% | −30.9% | |
| CORZ Core Scientific | Power-rich sites converted to AI hosting | $14.38 | −1.30% | +6.4% | −1.2% | |
| CRWV CoreWeave | GPU cloud; large consumer of powered shells | $56.60 | −6.86% | −14.0% | −21.0% |
Not investment advice. Prices delayed and in local currency. Quotes in "double quotes" are verbatim as reported by the linked source; other commentary is our paraphrase. Earnings dates are estimates.