AI Expansion Buzz: Recent chatter on X about Iris Energy Limited (IREN) has been dominated by its strategic pivot into AI cloud services alongside its core Bitcoin mining operations. Many are intrigued by a reported $9.7 billion GPU cloud services contract with a major tech firm, sparking excitement about future growth. Discussions highlight the potential for massive revenue boosts from this deal.
Mining Strength: Beyond AI, posts on X also focus on IREN’s strong performance in Bitcoin mining, with users noting record revenues and profitability in recent earnings. Some have pointed out the company’s efficient operations and low electricity costs as key advantages. The stock’s significant year-to-date gains are frequently mentioned as evidence of momentum.
Market Momentum: Conversations on X reflect a surge in IREN’s stock price, with some users marveling at gains exceeding 500% this year. There’s debate over whether the current price reflects the company’s potential or if further upside remains. The upcoming earnings and AI infrastructure developments keep the discussion lively.
Note: This discussion summary was generated from an AI condensation of post data.
Iris Energy Limited Insider Trading Activity
Iris Energy Limited insiders have traded $IREN stock on the open market 2 times in the past 6 months. Of those trades, 0 have been purchases and 2 have been sales.
Here’s a breakdown of recent trading of $IREN stock by insiders over the last 6 months:
- DANIEL JOHN ROBERTS (Co-Chief Executive Officer) sold 1,000,000 shares for an estimated $33,131,000
- WILLIAM GREGORY ROBERTS (Co-Chief Executive Officer) sold 1,000,000 shares for an estimated $33,131,000
To track insider transactions, check out Quiver Quantitative's insider trading dashboard.
Iris Energy Limited Congressional Stock Trading
Members of Congress have traded $IREN stock 3 times in the past 6 months. Of those trades, 3 have been purchases and 0 have been sales.
Here’s a breakdown of recent trading of $IREN stock by members of Congress over the last 6 months:
- REPRESENTATIVE CLEO FIELDS has traded it 3 times. They made 3 purchases worth up to $80,000 on 10/10, 07/10 and 0 sales.
To track congressional stock trading, check out Quiver Quantitative's congressional trading dashboard.
Iris Energy Limited Hedge Fund Activity
We have seen 201 institutional investors add shares of Iris Energy Limited stock to their portfolio, and 89 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- FMR LLC added 8,647,252 shares (+32777.1%) to their portfolio in Q2 2025, for an estimated $125,990,461
- BNP PARIBAS FINANCIAL MARKETS removed 7,298,836 shares (-99.9%) from their portfolio in Q2 2025, for an estimated $106,344,040
- HOOD RIVER CAPITAL MANAGEMENT LLC added 5,094,572 shares (+inf%) to their portfolio in Q2 2025, for an estimated $74,227,914
- JANE STREET GROUP, LLC added 5,041,519 shares (+152.3%) to their portfolio in Q2 2025, for an estimated $73,454,931
- WALLEYE TRADING LLC removed 3,606,413 shares (-99.5%) from their portfolio in Q2 2025, for an estimated $52,545,437
- D. E. SHAW & CO., INC. removed 3,511,320 shares (-100.0%) from their portfolio in Q2 2025, for an estimated $51,159,932
- VALUE ALIGNED RESEARCH ADVISORS, LLC added 3,266,148 shares (+inf%) to their portfolio in Q2 2025, for an estimated $47,587,776
To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard.
Iris Energy Limited Analyst Ratings
Wall Street analysts have issued reports on $IREN in the last several months. We have seen 7 firms issue buy ratings on the stock, and 2 firms issue sell ratings.
Here are some recent analyst ratings:
- HC Wainwright & Co. issued a "Sell" rating on 11/07/2025
- Cantor Fitzgerald issued a "Overweight" rating on 11/07/2025
- Macquarie issued a "Outperform" rating on 10/22/2025
- JP Morgan issued a "Underweight" rating on 09/26/2025
- Arete Research issued a "Buy" rating on 09/24/2025
- Roth Capital issued a "Buy" rating on 09/23/2025
- BTIG issued a "Buy" rating on 09/09/2025
To track analyst ratings and price targets for Iris Energy Limited, check out Quiver Quantitative's $IREN forecast page.
Iris Energy Limited Price Targets
Multiple analysts have issued price targets for $IREN recently. We have seen 9 analysts offer price targets for $IREN in the last 6 months, with a median target of $75.0.
Here are some recent targets:
- Brett Knoblauch from Cantor Fitzgerald set a target price of $136.0 on 11/07/2025
- Mike Colonnese from HC Wainwright & Co. set a target price of $56.0 on 11/07/2025
- Paul Golding from Macquarie set a target price of $86.0 on 10/22/2025
- Gregory Lewis from BTIG set a target price of $75.0 on 10/14/2025
- Reginald Smith from JP Morgan set a target price of $24.0 on 09/26/2025
- An analyst from Arete Research set a target price of $78.0 on 09/24/2025
- Darren Aftahi from Roth Capital set a target price of $82.0 on 09/23/2025
This article is not financial advice. See Quiver Quantitative's disclaimers for more information. Note that there may be inaccuracies due to mistakes in ticker-mapping, and other anomalies.
