AI Expansion Buzz: Recent chatter on X about Iris Energy Limited (IREN) has been dominated by its strategic pivot into AI cloud services alongside Bitcoin mining. Many are intrigued by reports of a massive GPU cloud services contract worth billions with a major tech firm. This move is seen as a bold step into a high-growth sector.
Stock Volatility Concerns: Despite the excitement, some on X have raised alarms over recent stock price drops, with significant declines noted in the past week. Discussions point to short-seller activity and skepticism about the sustainability of such rapid expansion. The volatility has sparked heated debates among traders.
Future Outlook Hopes: On the flip side, a segment of X users remains highly optimistic, citing the company’s strong power infrastructure and partnerships as key drivers for future growth. Posts highlight the potential for massive GPU scaling as a game-changer. The long-term vision keeps some investors firmly in the bull camp.
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 243 institutional investors add shares of Iris Energy Limited stock to their portfolio, and 139 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- D. E. SHAW & CO., INC. added 10,717,054 shares (+inf%) to their portfolio in Q3 2025, for an estimated $502,951,344
- BIT CAPITAL GMBH removed 10,439,655 shares (-64.3%) from their portfolio in Q3 2025, for an estimated $489,933,009
- WELLS FARGO & COMPANY/MN added 7,253,530 shares (+1154.0%) to their portfolio in Q3 2025, for an estimated $340,408,162
- FMR LLC removed 6,549,812 shares (-75.5%) from their portfolio in Q3 2025, for an estimated $307,382,677
- HOOD RIVER CAPITAL MANAGEMENT LLC removed 5,066,072 shares (-99.4%) from their portfolio in Q3 2025, for an estimated $237,750,758
- TWO SIGMA INVESTMENTS, LP added 4,207,667 shares (+449.7%) to their portfolio in Q3 2025, for an estimated $197,465,812
- SUSQUEHANNA INTERNATIONAL GROUP, LLP removed 3,865,682 shares (-67.5%) from their portfolio in Q3 2025, for an estimated $181,416,456
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 8 firms issue buy ratings on the stock, and 2 firms issue sell ratings.
Here are some recent analyst ratings:
- Citizens issued a "Market Outperform" rating on 11/19/2025
- Canaccord Genuity issued a "Buy" rating on 11/10/2025
- 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
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 10 analysts offer price targets for $IREN in the last 6 months, with a median target of $76.5.
Here are some recent targets:
- Greg Miller from Citizens set a target price of $80.0 on 11/19/2025
- Joseph Vafi from Canaccord Genuity set a target price of $70.0 on 11/10/2025
- 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
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.
