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irenstock
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IREN stock: FY2026 revenue grew 41% to $707 million. Net loss was $703 million. The company plans $25 billion to $30 billion in FY2027 capex for AI data centers, funded partly through a $2.4 billion Blue Owl Capital financing deal. Contracted ARR near $4 billion with multi-year hyperscale agreements.
Stock dropped 7% to 13% post-earnings despite a beat because the market is pricing execution risk on the capex plan. I trade IREN perpetual futures on Bitunix with defined stops. The perpetual does not pay dividends and is not equity. Your risk tolerance may differ.
$IREN #IrenStock #AICloud #DataCenter The BTC mining side still generates bridge cash flow while AI Cloud ramps. Neocloud peers CoreWeave and Nebius are also building out. Analyst targets range from $46 to $99. Q3 earnings next.
Stock dropped 7% to 13% post-earnings despite a beat because the market is pricing execution risk on the capex plan. I trade IREN perpetual futures on Bitunix with defined stops. The perpetual does not pay dividends and is not equity. Your risk tolerance may differ.
$IREN #IrenStock #AICloud #DataCenter The BTC mining side still generates bridge cash flow while AI Cloud ramps. Neocloud peers CoreWeave and Nebius are also building out. Analyst targets range from $46 to $99. Q3 earnings next.
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