IREN Earnings
Wednesday, May 13 2026
EPS Estimate
$-0.26
$-0.34 – $-0.18
Revenue Estimate
$220M
Current Price
$45.17
Our Position
bullishIREN benefits from AI data center delays, PT cut
est. revisions rising
(+76.9pp / 30d)
IREN's existing AI data center operations position it to capitalize on reduced competition, underpinning long-term growth prospects despite short-term valuation pressures and insider selling risks.
Watch: Monitor upcoming earnings for updates on AI contract ramp and whether pricing power translates into sustainable revenue growth.
Data Signal Summary
0 bullish
2 bearish
Insider selling cluster
Price downtrend
Key Context
Insider Activity
selling
Price Trend
downtrend
From 52w High
-7.5%
P/E Ratio
33.1
Est. Revisions (30d)
+0.0% 3up/0dn
Analyst Target (mean)
$72 $26–$125 +60%
Options P/C Ratio
0.74 2C/2P unusual
Est. Dispersion
62% 2 analysts
Insider Cluster
strong sell
Fund Convergence
moderate Citadel, Bridgewater
Recent Activity
insider trades
9 transactions
Sell
·
ROBERTS WILLIAM GREGORY (Chief Executive Officer)
·1,000,000 shares
·$33,131,000
Sell
·
ROBERTS DANIEL JOHN (Chief Executive Officer)
·1,000,000 shares
·$33,131,000
Award
·
ALFRED MICHAEL (Director)
·39,168 shares
Award
·
PARASURAMAN SUNITA (Director)
·39,168 shares
Award
·
GUZOWSKI CHRISTOPHER (Director)
·39,168 shares
4 more
Award
·
ROBERTS WILLIAM GREGORY
·1,793,392 shr
Award
·
NUCIFORA BELINDA
·63,910 shr
Award
·
ROBERTS DANIEL JOHN
·1,793,392 shr
Award
·
BARTHOLOMEW DAVID JAMES
·48,960 shr
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