IREN
- Ticker
- IREN
- Beat
- datacenters
- Size
- Public Company
- Researched · Fresh
- today
An AI-cloud landlord that finally delivered — Horizon 1 accepted by Microsoft on schedule, ~$4bn of 2026-capacity ARR contracted, $16.6bn of total contracted value — but the equity is the shock absorber: NVIDIA's '$70 stake' is an unexercised option IREN paid for inside its GPU cost, and every megawatt past 2026 needs new debt, converts or ATM stock.
Weekly closes
No Friday close is on the record for IREN yet. The weekly job prices the covered universe; a name it cannot price is listed as missing rather than estimated.
Who is buying
- Shares sold shortFINRA · settled 31 Aug 2026
- 93,610,835 shares
- Days to unwind the shortFINRA · settled 31 Aug 2026
- 2.06
The research around IREN
Covered in the Knowledge Base
Datacenters & Digital Infrastructure
Company details
| Industry | Cloud Computing |
| Size | Public Company |
Others in datacenters
5 namesWhere IREN sits against the other names we cover on this beat. Each line is that company’s verdict, not a summary of it.
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