Iris Energy Aktie News

IREN controls over 4.5 GW of secured power, yet needs only ~460 MW to support $3.4 billion AI ARR by CY26. Approximately $2.3 billion of AI ARR is already contracted, including $1.9 billion from Microsoft and $0.4 billion from Prince George. Q2 revenue fell to $184.7 million, and net income swung to a $155 million loss, driven primarily by depreciation and non-cash charges.

Iren's pivot from Bitcoin mining to Microsoft-backed AI infrastructure is redefining its long-term narrative, today, Feb. 6, 2026.

Iren Limited is executing a strategic pivot from Bitcoin mining to contracted AI infrastructure, with AI Cloud revenue up 136% QoQ to $17 million. IREN secured $3.6 billion in GPU financing and $1.9 billion in customer prepayments, covering 95% of GPU capex and reducing future dilution risk. Despite a headline net loss, adjusted EBITDA remained positive at $75.3 million (41% margin), signaling ...

IREN Ltd. is downgraded to 'Sell' after a sharp Q2 2026 double miss on EPS and revenue. IREN's AI cloud revenue grew 137% QoQ but remains under 10% of total, while Bitcoin mining revenue slumped 28% QoQ. Execution risk is high as IREN must scale AI revenues ~68x to meet ambitious ARR targets, with zero margin for error.

The AI cloud infrastructure company disappointed investors with its latest earnings report. A sell-off in Bitcoin only increased concerns.

The digital asset sector is currently witnessing a massive divergence. As of the end of the first week of February, Bitcoin has corrected to approximately $62,000.

Shares of IREN Limited NASDAQ: IREN experienced a turbulent trading session on Feb. 5, 2026, closing down more than 11% after the company released its second-quarter financial results. The sell-off deepened in after-hours trading, driven by a revenue miss and a widened net loss that caught investors off guard.

IREN stock has been hit by concern over its cryptocurrency mining operations, even as it pivots toward artificial-intelligence computing.