Recent discussions on X about Iris Energy Limited (IREN) have been lively, with much of the focus on the company’s strong fiscal year 2025 results and its strategic pivot toward AI infrastructure alongside Bitcoin mining. Many users are impressed by the reported 228% year-over-year revenue surge and the company’s partnership with Nvidia as a preferred provider, seeing these as significant catalysts for future growth. The excitement is palpable around their expansion into renewable-powered data centers and deployment of thousands of GPUs.
However, not all feedback is glowing, as some voices on X express concern over the sustainability of this rapid growth and recent operational hiccups, such as stagnant GPU installations and rising electricity costs. There’s a split in opinion on whether the stock’s impressive gains—up over 200% in the last quarter—fully reflect the risks of their ambitious plans. This dynamic conversation keeps the ticker at the forefront of investor attention.
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 Hedge Fund Activity
We have seen 148 institutional investors add shares of Iris Energy Limited stock to their portfolio, and 115 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
- ARROWSTREET CAPITAL, LIMITED PARTNERSHIP removed 5,684,836 shares (-100.0%) from their portfolio in Q1 2025, for an estimated $34,620,651
- 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
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 5 firms issue buy ratings on the stock, and 0 firms issue sell ratings.
Here are some recent analyst ratings:
- Canaccord Genuity issued a "Buy" rating on 08/29/2025
- Macquarie issued a "Outperform" rating on 08/29/2025
- B. Riley Securities issued a "Buy" rating on 08/29/2025
- Cantor Fitzgerald issued a "Overweight" 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 6 analysts offer price targets for $IREN in the last 6 months, with a median target of $34.5.
Here are some recent targets:
- Mike Colonnese from HC Wainwright & Co. set a target price of $36.0 on 08/29/2025
- Joseph Vafi from Canaccord Genuity set a target price of $37.0 on 08/29/2025
- Paul Golding from Macquarie set a target price of $33.0 on 08/29/2025
- Lucas Pipes from B. Riley Securities set a target price of $29.0 on 08/29/2025
- Brett Knoblauch from Cantor Fitzgerald set a target price of $41.0 on 08/29/2025
- Reginald Smith from JP Morgan set a target price of $16.0 on 07/28/2025
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.
