NeoCapCompaniesValuationsScenariosMetrics

IREN

IREN-🇦🇺 Australia
Price
$21.30
as of Nov 6, 2026
Market cap
$9.0B
as of Nov 6, 2026

Guidance

7 active targets · 1 raised · 0 lowered · latest update Nov 5, 2026

EoY 2026in 2 months · 2 targets
Active PowerIT load
300MW

also guided as 480 MW gross (Aug 2026) — excluded from valuation

announced Aug 27, 2026Earnings Q2 2026
AI Cloud ARR▲ raised · was 3.7 B USD (May 2026)
4B USD
announced Aug 27, 2026Earnings Q2 2026
Q1 2027in 5 months · 1 target
ARR
>4B USD
Latest reported Annualized Run-Rate Revenue (ARR)1 B USD
announced Nov 5, 2026Earnings Q3 2026
FY 2027in 8 months · fiscal, ends Jun 2027 · 1 target
Capex
25–30B USD
announced Aug 27, 2026TranscriptEarnings Q2 2026
EoY 2027 / FY2027 / Upon Blackwell commissioning (early 2027)in 14 months · 3 targets
Active PowerIT load
800MW

also guided as 1.2 GW gross (Aug 2026) — excluded from valuation

announced Aug 27, 2026Earnings Q2 2026
Capex
15B USD
announced Nov 5, 2026Earnings Q3 2026
AI Cloud ARR
4.4B USD
announced May 26, 2026