$ IREN

IREN ▼ -12.7% - IREN Limited

CP $35.38▲ -12.7%Aug 28, 2026 · ThinkSabio Blog

$IREN new lod…

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…

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…

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…

$IREN lows ah…

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

$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…

$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…

IREN ▼ -2.1% - IREN Limited

CP $38.74▲ -2.1%Aug 27, 2026 · ThinkSabio Blog

$IREN lows ah…

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…

IREN ▲ +2.6% - IREN Limited

CP $40.59▲ +2.6%Aug 27, 2026 · ThinkSabio Blog

$IREN | New Multi-Year Contract with Leading Frontier AI Lab $4bn Contracted ARR for 2026 Capacity; $1bn Operating ARR Today(1,)(2)$2.8bn GPU Financin…