Recent chatter on X about Iris Energy Limited (IREN) has been notably active, driven by the company's strategic pivot towards AI infrastructure alongside its core Bitcoin mining operations. Many users have expressed enthusiasm over the firm's reported fiscal year 2025 results, highlighting a significant revenue increase and ambitious expansion plans in AI cloud services. The stock's dramatic year-to-date surge has also caught attention, fueling discussions about its long-term potential in high-performance computing.
However, not all sentiments are uniformly positive, as some voices on X have raised concerns about the high capital expenditure required for these expansions and the inherent volatility of the stock. A few have pointed to analyst downgrades and the challenges of balancing mining profitability with AI investments as potential risks. Despite these cautions, the overall tone leans towards optimism as the company continues to position itself at the intersection of cryptocurrency and cutting-edge technology.
Note: This discussion summary was generated from an AI condensation of post data.
Iris Energy Limited Congressional Stock Trading
Members of Congress have traded $IREN stock 1 times in the past 6 months. Of those trades, 1 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 purchased up to $50,000 on 07/10.
To track congressional stock trading, check out Quiver Quantitative's congressional trading dashboard.
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 Hedge Fund Activity
We have seen 147 institutional investors add shares of Iris Energy Limited stock to their portfolio, and 73 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 8 firms issue buy ratings on the stock, and 1 firms issue sell ratings.
Here are some recent analyst ratings:
- 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
- Canaccord Genuity issued a "Buy" rating on 08/29/2025
- Macquarie issued a "Outperform" rating on 08/29/2025
- HC Wainwright & Co. issued a "Buy" rating on 08/29/2025
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 $41.0.
Here are some recent targets:
- Paul Golding from Macquarie set a target price of $55.0 on 09/29/2025
- 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
- Joseph Vafi from Canaccord Genuity set a target price of $42.0 on 09/16/2025
- Gregory Lewis from BTIG set a target price of $32.0 on 09/09/2025
- Lucas Pipes from B. Riley Securities set a target price of $29.0 on 08/29/2025
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.
