AI Pivot Buzz: Recent chatter on social media about Iris Energy Limited has been lively, focusing on the company’s shift from Bitcoin mining to AI infrastructure. Many are excited about a major partnership with a tech giant for GPU cloud services, viewing it as a game-changer. Some even predict significant upside potential, citing the company’s energy portfolio as a key asset.
Concerns Surface: Despite the optimism, there’s a cautious undertone in some discussions about IREN’s stock. A few voices express skepticism over the sustainability of this AI pivot, pointing to recent price volatility and the risks of transitioning tech focus. Others worry about the cash needed for upgrades and the challenges of proving the new model.
Market Impact: The mix of enthusiasm and concern has fueled heated debates about IREN’s future. Some argue the stock could see a major rerating if the AI strategy pays off, while others warn of potential pitfalls if execution falters. It’s a polarizing topic drawing significant attention right now.
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 4 times in the past 6 months. Of those trades, 3 have been purchases and 1 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 4 times. They made 3 purchases worth up to $45,000 on 12/09, 10/10 and 1 sale worth up to $100,000 on 12/26.
To track congressional stock trading, check out Quiver Quantitative's congressional trading dashboard.
Iris Energy Limited Hedge Fund Activity
We have seen 248 institutional investors add shares of Iris Energy Limited stock to their portfolio, and 130 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:
- JP Morgan issued a "Underweight" rating on 11/24/2025
- Citizens issued a "Market Outperform" rating on 11/19/2025
- Canaccord Genuity issued a "Buy" rating on 11/10/2025
- Cantor Fitzgerald issued a "Overweight" rating on 11/07/2025
- HC Wainwright & Co. issued a "Sell" rating on 11/07/2025
- Macquarie issued a "Outperform" rating on 10/22/2025
- 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 11 analysts offer price targets for $IREN in the last 6 months, with a median target of $78.0.
Here are some recent targets:
- Mike Colonnese from HC Wainwright & Co. set a target price of $80.0 on 01/13/2026
- Michael Ng from Goldman Sachs set a target price of $39.0 on 12/18/2025
- Reginald Smith from JP Morgan set a target price of $39.0 on 11/24/2025
- 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
- Paul Golding from Macquarie set a target price of $86.0 on 10/22/2025
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.
