AI Power Deal Buzz: Recent chatter on social media about Iris Energy Limited has been dominated by its major AI cloud deal with Microsoft and a significant capital raise. Many are highlighting the company's pivot from Bitcoin mining to AI infrastructure as a bold, forward-thinking move. The reported $9.7 billion deal and $3.6 billion in funding have sparked intense interest.
Mixed Reactions: While some see this transition as a massive opportunity, pointing to projected revenue growth by 2026, others express concern over dilution from recent share offerings. Discussions also touch on the company’s ambitious energy production goals, with plans to scale to 5 GW by 2028. The volatility in stock price, including a recent dip and recovery, keeps the conversation 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 248 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:
- 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
- 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
- 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:
- 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
- Mike Colonnese from HC Wainwright & Co. set a target price of $56.0 on 11/07/2025
- 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
- Gregory Lewis from BTIG set a target price of $75.0 on 10/14/2025
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.
