IREN - Q4 2026 Results
$IREN 40.73 [Up 1.7% after hours]
❌ Revenue: $137.2 million (Expected: $152.03 million)
❌ Adjusted EPS: Not reported (Expected: +$1.55)
Other Metrics:
AI Cloud Revenue: $70.5 million [120% QoQ]
Bitcoin Mining Revenue: $66.7 million [35% QoQ]
Adjusted EBITDA: $19.2 million
Adjusted EBITDA Margin: 14%
Net Loss: -$684 million
Cash: $5.9 billion
AI Cloud/Outlook:
Contracted ARR for 2026: $4 billion
Current Operating ARR: $1 billion
2026 Capacity: Nearly Sold Out
Recent Three-Year Contracts: Revenue per Megawatt Exceeds $20 million
2027 Capacity Target: Approximately 0.8 GW IT
Data Center Project Plans: Over 5 GW
Best Buy Opportunity: $30-$35, Significant Upside Potential. Follow me and turn on notifications so you don't miss a single post.
$SKHY, $MU, $SNDK, $AAPL Memory stocks are worth considering; please see my previous two posts.
Happy new week, bro!
I'm responding to some ignorant bloggers here: $MU (Micron Technology) won't fall below $900.
This morning I've been watching the development of $MU (Micron Technology) and various bloggers' comments on it.
I saw a blogger's post saying that $MU will fall below $900. I found it ridiculous; this person is truly ignorant. I believe many of my followers have already made profits, so let's keep up the good work this week.
Today I've already shared my holdings and last week's profits. Last week, over 50 followers started following me and turned on notifications. I've also helped many people by sharing information. If you're interested in stocks, please follow me and turn on notifications.