IREN Limited
Buzzing onWhy it's trendingX chatter picking upPrice and volume picking upBullish-leaning chatter$26.99-11.2%YTD-10.8%1Y-56.3%
Price updated 7h ago·X counts updated 5d ago
On X
The complete picture of $IREN on X — how loud the conversation is right now, how it has trended over the last two weeks, and which way the crowd is leaning.
7,117X posts · last 7 days
Chatter Meter
1.5×
How loud $IREN's conversation on X is versus its own normal — 1× is typical, higher means busier. Right now it's running louder than usual, louder than 95% of tracked names.
AI verdictAI analysisGenerated by AI from underlying data
TickerTalks' own read on what's driving $IREN — fundamentals, momentum, or an event — and whether it agrees with the X crowd.
What it does
Plain-English summary of the business — what they sell and how they make money.
Industry overviewAI analysisGenerated by AI from underlying data
Where Software - Services sits in its cycle right now — and what that implies for $IREN.
Software - Services
No material change from last week — DoorDash-Costco deal raises competitive threat to CART's grocery delivery moat.
What this means for $IREN
Neutral — Operates vertically integrated data centers for Bitcoin mining and AI HPC in Australia and Canada.
Top industry ETF
$XLKTechnology Select Sector SPDR
+34.1%YTD
+29.0%1Y
Fundamentals & catalyst
Profitability, valuation, and the next earnings event — at a glance, with rule-of-thumb signals.
Key ratios
P/E
153.1How much investors are paying per dollar of profit the company actually earned in the last 12 months. Lower means the stock looks cheaper relative to earnings.~15–25 is typical for the S&P 500; high-growth names trade 30+; hyper-growth or speculative can be 100+ or negative.ROIC
-4.8%What percentage return the business earns on every dollar of capital (equity + debt) deployed in operations. The cleanest measure of business quality.Above ~15% is high-quality; consistently above 25% suggests a real moat. Below the company's cost of capital is value-destroying.Op margin
-29.2%Operating profit (after sales, marketing, R&D, and overhead but before interest and taxes) as a percentage of revenue. The clearest view of how well the underlying business is run.Mature business above 20% is healthy; software businesses can run 30%+; commodity / retail businesses operate in single digits.FCF yield
-3.6%Free cash flow (operating cash flow minus capex) divided by the company's market cap. The cash-on-cash return you'd get owning the whole business at today's price.Above ~5% is attractive; below ~2% means you're paying up for growth. Capital-light businesses (software) run higher than capital-heavy ones (utilities).P/S
25.6Same idea as P/E but per dollar of revenue. Useful for companies that aren't profitable yet, where P/E is meaningless.Under ~2 is cheap; software / SaaS often runs 8–15; well above 20 implies the market is pricing in very high future growth.ROE
3.4%Net income as a percentage of shareholders' equity. Similar to ROIC but counts only the equity side.Above 20% is strong, but can be inflated by leverage — a heavily indebted company can show high ROE with weak underlying ROIC.Gross margin
53.6%Revenue minus the direct cost of producing what was sold, as a percentage of revenue. The first read on whether the product is structurally profitable.Software / SaaS is typically 70%+; consumer goods 30–50%; commodity / hardware businesses can be under 20%.D/E
1.5Total debt divided by shareholders' equity. Measures how much the business runs on borrowed money versus owner capital.Under 1 is conservative; 1–2 is typical for mature businesses; over 2 is leveraged and more sensitive to interest rates.Past earnings
QuarterReportedActualEstimateSurprise
Q2 2026Aug 27, 2026$-1.89$-0.55-243.1%
Q1 2026May 7, 2026$-0.74$-0.22-238.8%
Q4 2025Feb 5, 2026$-0.52$-0.24-115.1%
Q3 2025Nov 6, 2025$1.06$0.15+607.1%
Next earningsThu, Nov 5·consensus EPS $-0.67
Quarterly trend
QuarterRevenueYoYGrossOpEPSFCF
Q3 FY26$144.8M-0.0%64.6%-64.5%$-1.30$-919.7M
Q2 FY26$184.7M+59.0%59.8%-45.8%$-0.52$352.3M
Q1 FY26$240.3M+355.4%62.9%-25.0%$1.42$-138.3M
Q4 FY25$187.3M+229.8%26.9%9.0%$0.44$16.1M
Forward consensus
FYRevenueRangeEPSRangeAnalysts
FY26$702.0M$626.5M – $858.6M-$0.69-$0.83 – -$0.5312
FY27$2.7B$2.6B – $2.8B-$1.90-$14.60 – $17.4111
FY28$7.3B$4.6B – $10.3B-$0.05-$0.14 – $0.0010
FY29$13.2B$8.1B – $18.5B$3.41$1.50 – $5.194
FY30$25.3B$15.5B – $35.4B$1.33$0.66 – $2.022
Setup & momentum
Volume, range, and moving-average position — the technical setup driving short-term moves.
Right now
Vol vs 30dToday's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.1.6×Today's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.
52w rangeWhere the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.1%Where the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.
vs 50d MALatest close vs the 50-day simple moving average. Positive = short-term trend is up.-34.2%Latest close vs the 50-day simple moving average. Positive = short-term trend is up.
vs 200d MALatest close vs the 200-day simple moving average. Positive = long-term trend is up.-40.5%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.
Float & profile
FloatHigh float · 345.3M shFree-float shares — the slice of issued stock actually available to trade. Lower buckets squeeze harder on a catalyst.Traded today19.5% of floatToday's volume as a percent of the free float. Above 5% on a single day is unusually high turnover for the available share count.β4.275-year weekly beta vs the S&P 500. Above 1.5 means the stock typically moves more than the index; below 0.8 moves less.
Insider activity
Recent open-market buys and sells by officers and directors — flagged when multiple insiders cluster.
SEC filings
Material 8-K, 13D, S-3, and 424B5 events from the last 180 days — the filings that actually move the price.
Recent material filings
8-KPress release / Reg FDAug 138-K — Item 7.01: Press release / Reg FD
AI summary
8-KPress release / Reg FDAug 48-K — Item 7.01: Press release / Reg FD · Item 8.01: Other event
AI summary
8-KOfficer or director changeJul 18-K — Item 5.02: Officer or director change
AI summary
8-KMaterial agreementJun 18-K — Item 1.01: Material agreement · Item 2.03: Material debt obligation
AI summary
8-KMaterial agreementMay 268-K — Item 1.01: Material agreement · Item 7.01: Press release / Reg FD
AI summary
8-KMaterial agreementMay 148-K — Item 1.01: Material agreement · Item 2.03: Material debt obligation · Item 3.02: Unregistered equity sale · Item 8.01: Other event
AI summary
+ 17 other (4 earnings 8-Ks · 3 proxys · 3 13Gs · 2 routine 8-Ks) in window
Recent news
Latest headlines from major outlets, sourced and timestamped — context for whatever just moved.
AI Cloud Spending Is Splitting Companies Into the Funded and the StretchedCoreWeave Drops 6% as Debt Worries Linger; IREN Falls 4%, Nebius SlipsStock Market Today, Oct. 15: Iren Stock Recovers, but Still Slides on Concerns Over Neocloud Provider ViabilityStocks Trying to Push Past AI, Inflation HeadwindsIREN Expands Liquid Cooling Across AI Data Centers: Can Returns Rise?
In themes
Explore the broader themes this ticker is being talked about under.
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