公司股价预期 - 分析师设定的平均目标股价为78.50美元，显示出对公司股票表现的积极预期 [2] - 当前平均目标股价较三个月前的57.17美元上涨37.3%，反映市场信心增强 [3] - 当前平均目标股价较一年前的51.86美元上涨51.3%，表明长期看好趋势 [4] 战略合作与业务发展 - 公司与微软签订了价值97亿美元的AI云服务合同，包括200MW容量和20%的预付款 [2] - 公司管理近3GW电力，其中810MW在加拿大不列颠哥伦比亚省和美国德克萨斯州已投入运营 [3] - 公司业务涉及数据中心和比特币挖矿，并专注于可再生能源 [1] 财务业绩展望 - 公司预计2026财年第一季度营收将达到2.31亿美元，较上年同期增长325% [4] - 公司预计2026财年第一季度每股收益为0.13美元，显示强劲的财务表现 [4]

IREN Limited (NASDAQ:IREN) shares are trading higher on Wednesday after the company recently signed a $9.7 billion AI cloud services agreement with Microsoft to deploy NVIDIA GB300 GPUs across its 750 MW Texas campus. • IREN is poised for a potential breakout. Check the market position here.What To Know: IREN announced it entered into a multi-year GPU cloud services contract with Microsoft, providing access to NVIDIA GB300 GPUs over a five-year term. The agreement carries a total contract value of approxima ...

智通财经APP获悉，周三，比特币短线拉升，现涨超2%，重回10.3万美元上方。美股加密货币概念股走 高，截至发稿，Bitmine Immersion Technologies(BMNR.US)涨超6%，Iren Ltd(IREN.US)涨超8%，Mara Holdings(MARA.US)涨超4%，Coinbase(COIN.US)涨超2.7%，Robinhood(HOOD.US)涨超2%， Circle(CRCL.US)涨超1.8%，Strategy(MSTR.US)涨超1.6%。 ...

公司业务转型 - 公司IREN Limited正从比特币矿商悄然转型为人工智能基础设施提供商[1] 投资研究方法论 - 投资研究专注于科技领域的多倍增值股 结合金融分析、行为金融学、心理学和社会科学进行评估[1] - 利用传统和非传统洞察力 在市场情绪中识别新兴趋势 投资于具有指数级增长潜力的变革性企业[1] - 市场波动由基本面、情绪和偏见共同驱动 投资者行为中的羊群效应和恐慌性抛售会造成持续的低效率[1] - 寻找信念滞后于现实的领域 关注叙事突然转变、早期社会关注度、创始人驱动的愿景等信号[1] - 评估机会的风险回报状况 追求下行风险有限而上行空间巨大的不对称性[1]

Key Takeaways IREN is a vertically integrated data center operator.IREN's technology is used to train AI workloads.IREN is experiencing explosive EPS and sales growth.IREN Company OverviewIREN Limited ((IREN) is a vertically-integrated data-center operator. IREN, which initially started as a crypto mining business, has transitioned its data centers to those that are built for high-performance computing (HPC) workloads necessary to run AI models like ChatGPT and Alphabet’s ((GOOGL) Gemini. With operations ma ...

Key Takeaways IREN is set to report fiscal Q1 results on Nov. 6, with earnings estimates steady at $0.17 per share.Growth is fueled by strong bitcoin mining profits and rapid AI cloud expansion with NVIDIA partnership.High debt, stretched valuation, and rising competition from peers weigh on IREN's near-term outlook.IREN Limited (IREN) is set to release first-quarter fiscal 2026 results on Nov. 6.The Zacks Consensus Estimate for earnings has remained steady at 17 cents per share over the past 30 days. The c ...

Wall Street continues to try and stay ahead of the hot-handed IREN (IREN) after yesterday's $9.7 billion agreement with Microsoft (MSFT) to supply 200 megawatts (MW) of AI data center capacity. The company's biggest sell-side fan is Cantor Fitzgerald's Brett Knoblauch. Bullish on the stock this past summer when it was trading for $10 and continually hiking his price target since, Knoblauch yesterday raised again, this time to $142 from $100. That implies more than a 100% upside from yesterday's close of $ ...

公司股价表现 - 公司股价在周一创下历史新高 盘中交易时达到52周新高7573美元 收盘上涨1152%至6775美元[1] - 公司是近期表现最佳的股票之一 在十只表现强劲的股票中名列前茅[1] 重大商业合作 - 公司与微软签署了一份为期五年 价值97亿美元的GPU云服务合同 根据合同公司将向微软提供英伟达GB300 GPU的访问权限[2] - 微软将预付合同总金额的20%[3] - 公司还与戴尔达成协议 将向其购买价值约58亿美元的设备和辅助设备[3] 运营进展与财务数据 - 公司已成功向现有AI合作伙伴部署了11000台英伟达Blackwell GPU 预计在年底前全面投入运营[4] - 剩余的12000台GPU预计在明年第一季度末前交付 仅AI业务一项预计将产生5亿美元的年化经常性收入[4] - 公司计划于11月6日周四市场收盘后公布第三季度财报[4] 业务能力与资产 - 公司将通过其位于德克萨斯州Childress的750兆瓦园区分阶段交付GPU[3]

In a significant shift from previous sentiment, CNBC host Jim Cramer has declared that his past doubts regarding AI infrastructure providers IREN Ltd. (NASDAQ:IREN) and Nebius Group NV (NASDAQ:NBIS) are now irrelevant, citing the “demand” in the booming artificial intelligence sector.Check out IREN and NBIS stock prices. Cramer Pivots On IREN, NebiusHis recent post on X suggests an overwhelming market need that eclipses earlier comparisons, including his prior favor for CoreWeave Inc. (NASDAQ:CRWV).Cramer’s ...

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