ThinkSabio

$IREN

$47.90▲ +2.6% YTD

17 SEC 13D/G filings tracked · Last updated Sep 21, 2026

Filing History
News
IREN ▲ +2.6% - IREN Limited
CP $47.90▲ +2.6%Sep 21, 2026 · ThinkSabio Blog

$IREN int Neutral @ Redburn pt 40 Rothschild Redburn sees IREN’s unit economics and pipeline conversion risks as largely priced in, with tenant wins o…

News
IREN ▲ +0.0% - IREN Limited
CP $43.51▲ +0.0%Sep 18, 2026 · ThinkSabio Blog

$IREN initiated with an Outperform rating and $99 PT at Northland…

News
IREN ▲ +2.2% - IREN Limited
CP $45.65▲ +2.2%Sep 8, 2026 · ThinkSabio Blog

$IREN IREN: 2 GW Sweetwater Data Center Hub Included in ERCOT Batch Zero ? • Sweetwater 1 includes 1,400 MW and Sweetwater 2 another 600 MW, with ERCO…

News
IREN ▲ +1.8% - IREN Limited
CP $45.50▲ +1.8%Sep 8, 2026 · ThinkSabio Blog

$IREN - IREN’s 2GW Sweetwater Hub Included as Base Load in ERCOT Batch Zero…

News
IREN ▼ -12.7% - IREN Limited
CP $35.38▲ -12.7%Aug 28, 2026 · ThinkSabio Blog

$IREN new lod…

News
IREN ▼ -5.5% - IREN Limited
CP $38.30▲ -5.5%Aug 28, 2026 · ThinkSabio Blog

$IREN Compass lowers its target on a more measured 2027 capacity-ramp assumption, while IREN’s $4B+ December ARR target is now fully contracted versus…

News
IREN ▼ -7.1% - IREN Limited
CP $37.64▲ -7.1%Aug 28, 2026 · ThinkSabio Blog

$IREN earnings selloff a buying opportunity, says H.C. Wainwright H.C. Wainwright recommends using the post-earnings selloff in shares of Iren as a bu…

News
IREN ▼ -3.4% - IREN Limited
CP $38.23▲ -3.4%Aug 27, 2026 · ThinkSabio Blog

$IREN Says Future Growth Could Require “Arguably Little Equity” ? • IREN says GPUs represent roughly two-thirds of the fully loaded cost of an AI depl…

News
IREN ▼ -3.5% - IREN Limited
CP $38.18▲ -3.5%Aug 27, 2026 · ThinkSabio Blog

$IREN lows ah…

News
IREN ▼ -3.5% - IREN Limited
CP $38.18▲ -3.5%Aug 27, 2026 · ThinkSabio Blog

$IREN Says Announced Capacity Now Exceeds 5 GW With Additional Multi-GW Pipeline ? • IREN says announced capacity now exceeds 5 GW, with an additional…

News
IREN ▼ -3.5% - IREN Limited
CP $38.18▲ -3.5%Aug 27, 2026 · ThinkSabio Blog

$IREN Says 2026 Capacity Is Largely Sold Out With ~$4B of Contracted ARR ? • IREN says 2026 capacity is “largely sold out,” with ~$4B of ARR already c…

News
IREN ▼ -3.5% - IREN Limited
CP $38.18▲ -3.5%Aug 27, 2026 · ThinkSabio Blog

$IREN Says Current AI Contract Discussions Are at ~$25M Revenue per MW ? • IREN says recent three-year contracts are above $20M of revenue per MW of I…

News
IREN ▼ -2.1% - IREN Limited
CP $38.74▲ -2.1%Aug 27, 2026 · ThinkSabio Blog

$IREN lows ah…

News
IREN ▲ +2.6% - IREN Limited
CP $40.59▲ +2.6%Aug 27, 2026 · ThinkSabio Blog

$IREN Signs New Multi-Year AI Cloud Contract With Leading Frontier AI Lab; Says 2026 Capacity Largely Sold Out IREN Says $4B Of ARR Contracted For 202…

News
IREN ▲ +3.6% - IREN Limited
CP $41.00▲ +3.6%Aug 27, 2026 · ThinkSabio Blog

$IREN - IREN Reports FY26 Results…

SEC 13D/G
IREN - IREN Limited - SEC Filing Update (12-AUG-2026) | ThinkSabio - Stocks Simplified
$42.83▲ 0.30%Aug 12, 2026 · ThinkSabio Blog

$IREN SEC 13D/G institutional ownership filing. Financial Services sector. SEC Filing Update: #IREN IREN Limited : $42.83 Sector: Financial Services |…

SEC 13D/G
$IREN SEC Filing Update (03-AUG-2026) | ThinkSabio - Stocks Simplified
$39.43▼ -7.66%Aug 3, 2026 · ThinkSabio Blog

$IREN SEC 13D/G institutional ownership filing. Financial Services sector. SEC Filing Update: #IREN : $39.43 Sector: Financial Services | YTD: 🔽 -7.66…