Azioni IREN Limited (IREN) — è una buona azienda?

Azioni IREN Limited (IREN) — è una buona azienda? — InspectStocks

Just reported

Q1 FY2027 results

From IREN's results release of 5 novembre 2026; its quarterly report has since been filed.

Revenue
Actual
228M USD
-5,0% y/y
+66% q/q
Guided
—
No guide given
EPS, GAAP
Actual
-0,66 USD
Guided
—
No guide given
Operating income, GAAP
Actual
-186M USD
Guided
—
No guide given

Set against the company's own guidance and the same quarter a year earlier, not analysts' estimates, which we do not hold. Adjusted figures are the company's own non-GAAP measures, as stated in the release.

The full earnings report →

Come guadagna

AI Cloud Services23%
Bitcoin mining77%

Le quote di ricavo sono stime per quarter ended March 31, 2026, non cifre tratte da un documento depositato.

Compete con

Che cosa vende4

Dedicated AI computing
Reserved access to servers equipped with GPUs, networking and storage for customers running AI training or inference workloads.
Managed AI cloud services
Computing capacity with software and support to help customers set up, operate and monitor AI workloads.
k0rdent AI
Software for managing AI computing equipment and workloads, including setting up GPU clusters, scheduling work and monitoring operations. IREN acquired its provider, Mirantis, in August 2026.
Bitcoin mining
Computing power contributed to the Bitcoin network in return for Bitcoin rewards and transaction fees; IREN is shifting some of this capacity to AI services.

Chi lo compra4

Large technology companies that reserve substantial amounts of dedicated computing capacity, often under multi-year contracts.
Businesses using AI in their products or internal work, which may buy managed services and technical support or reserve flexible computing capacity.
AI developers and research labs that need computing capacity to train or run AI models; they may use dedicated servers or managed services.
Cloud providers and other intermediaries that resell IREN's computing capacity as part of their own services.

Su cosa si regge e cosa potrebbe romperlo

Da che cosa dipende l'attività

1The business depends on access to electricity and grid connections for its data centers. Its projects also require utility arrangements, permits and approvals, and changes to grid procedures can delay or change the power available to sites.
2IREN relies on a limited number of suppliers for GPUs and other computing equipment, including NVIDIA and AMD, as well as suppliers and manufacturers of servers, networking and storage equipment.
3Building and equipping data centers requires substantial capital, construction work and equipment deliveries; IREN says it generally acts as its own general contractor rather than using a traditional fixed-price construction contract.
4AI services depend on customers taking delivery of and accepting computing capacity, and on IREN's ability to manage contract terms, customer payments and equipment financing together.

Che cosa potrebbe andare storto

1Power access, electricity prices and grid approvals can affect whether and when IREN can operate or expand its data centers. The filing describes evolving Texas grid review procedures that may delay or change the energization of projects, as well as new requirements for large electricity users in Texas and Oklahoma.
2IREN needs large amounts of capital and timely deliveries of GPUs and other equipment from a limited group of suppliers. Delayed or more costly equipment, construction or financing could disrupt expansion plans and the delivery of contracted computing capacity.
3The AI services business has significant customer concentration, and contract terms can affect when revenue starts and whether it continues. Construction delays, customer acceptance tests, service commitments or a customer's inability to pay could affect expected payments from those contracts.

Bilanci completi →

Informazioni su IREN Limited

IREN owns and operates data centers, power connections and cooling equipment, and installs graphics processing units (GPUs), servers, storage and networking to run artificial intelligence (AI) workloads. It rents computing capacity either as dedicated servers for a customer or as managed services that help customers run and monitor their workloads. Its operating AI computing capacity was approximately 40 megawatts (June 30, 2026, high); it also continues Bitcoin mining while reallocating some mining capacity to AI services.

Sede: Sydney, Australia
Fondata nel: 2018
Dipendenti: 685 (June 30, 2026, high)
Quotata su: NASDAQ
Chiusura dell'esercizio: June 30

Costruito dai documenti depositati da IREN Limited presso la Securities and Exchange Commission (SEC), l’autorità di vigilanza statunitense. Le cifre sono quelle dichiarate, con lo storico per azione ricalcolato sulla base azionaria di oggi. Questo descrive un’azienda: non è consulenza finanziaria né una raccomandazione di acquisto o vendita.

Just reported

Q1 FY2027 results

From IREN's results release of 5 novembre 2026; its quarterly report has since been filed.

Revenue
Actual
228M USD
-5,0% y/y
+66% q/q
Guided
—
No guide given
EPS, GAAP
Actual
-0,66 USD
Guided
—
No guide given
Operating income, GAAP
Actual
-186M USD
Guided
—
No guide given

The full earnings report →

Keep exploring

The themes IREN is part of, the highest-graded companies in its industry, and the companies in its sector whose grade rose recently.

The themes it is part of

Highest-graded in Capital Markets

Graded A or B and worth $2B or more: A first, then the largest.

All 83 graded companies in its industry

Grade rose recently in Financials

Rose to A or B on a filing in the last 90 days, worth $2B or more: largest first.

All grade rises

Come guadagna

AI Cloud Services23%
Bitcoin mining77%

Le quote di ricavo sono stime per quarter ended March 31, 2026, non cifre tratte da un documento depositato.

Compete con

Che cosa vende4

Dedicated AI computing
Reserved access to servers equipped with GPUs, networking and storage for customers running AI training or inference workloads.
Managed AI cloud services
Computing capacity with software and support to help customers set up, operate and monitor AI workloads.
k0rdent AI
Software for managing AI computing equipment and workloads, including setting up GPU clusters, scheduling work and monitoring operations. IREN acquired its provider, Mirantis, in August 2026.
Bitcoin mining
Computing power contributed to the Bitcoin network in return for Bitcoin rewards and transaction fees; IREN is shifting some of this capacity to AI services.

Chi lo compra4

Large technology companies that reserve substantial amounts of dedicated computing capacity, often under multi-year contracts.
Businesses using AI in their products or internal work, which may buy managed services and technical support or reserve flexible computing capacity.
AI developers and research labs that need computing capacity to train or run AI models; they may use dedicated servers or managed services.
Cloud providers and other intermediaries that resell IREN's computing capacity as part of their own services.