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IREN Limited — Wall Street Analyst Estimates & Price Targets

IREN
NASDAQTechnologySoftware - ServicesCIK 0001878848iren.comAbout IREN
Quant grade ?C
Last close · Oct 30, 202623.95−2.30 (−8.76%)

The analysts at a glance

close of Oct 30, 2026
$85.00median of 5 firms' latest targets, 255% above the last close of $23.95
$85.0$40.0$100last close $23.9
Firms with a target · last 90 days
5
Lowest – highest target
$40.00 – $100.00
Current grades of 8 firms: positive / neutral / negative
8 / 0 / 0
Upgrades / downgrades · 12 months
3 / 0
Consensus revenue growth · next 3 FY
+164% a year

Price and published targets

daily close, 12 months · each dot a target, a firm's latest darker
$25.0$50.0$75.0$100$125NovJan 2026MarMayJulSep2025-11-03 · Roth Capital: $94.02025-11-07 · Cantor Fitzgerald: $1362025-11-07 · Compass Point: $1052025-11-19 · JMP Securities: $80.02025-12-18 · Goldman Sachs: $39.02026-01-13 · H.C. Wainwright: $80.02026-02-06 · Macquarie: $70.02026-02-06 · Cantor Fitzgerald: $82.02026-04-09 · Cantor Fitzgerald: $61.02026-05-08 · Goldman Sachs: $44.02026-05-27 · Goldman Sachs: $50.02026-05-28 · Cantor Fitzgerald: $99.02026-06-03 · Macquarie: $90.02026-06-03 · Canaccord Genuity: $79.02026-06-04 · Bernstein: $96.02026-06-18 · Jefferies: $79.02026-07-22 · H.C. Wainwright: $90.02026-08-13 · Bernstein: $1002026-08-28 · Compass Point: $85.02026-09-14 · BTIG: $80.02026-09-18 · Northland Securities: $99.02026-09-21 · Rothschild & Co Redburn: $40.0
$25.0$50.0$75.0$100$125NovFebMayAug

Each firm's latest target

last 90 days · 5 firms
DateFirmTargetPreviousChangeVs price thenVs price now
2026-09-21Rothschild & Co Redburn$40.00——-14%+67%
2026-09-18Northland Securities$99.00——+128%+313%
2026-09-14BTIG$80.00——+83%+234%
2026-08-28Compass Point$85.00$105.00▼ 19%+128%+255%
2026-08-13Bernstein$100.00$96.00▲ 4%+129%+318%

Current grades

each firm's latest · 8 firms
As ofFirmGrade
2026-10-30B. Riley“Buy”
2026-09-14BTIG“Buy”
2026-09-14J.P. Morgan“Overweight”
2026-09-02Freedom Capital Markets“Buy”
2026-08-28Canaccord Genuity“Buy”
2026-08-28Macquarie“Outperform”
2026-08-28H.C. Wainwright“Buy”
2026-08-28Cantor Fitzgerald“Overweight”

Grade changes

last 24 months · 9
DateFirmGrade
2026-09-14J.P. Morgan“Underweight” → “Overweight” upgrade
2026-07-06Freedom Capital Markets“Hold” → “Buy” upgrade
2026-01-13H.C. Wainwright“Sell” → “Buy” upgrade
2025-10-29H.C. Wainwright“Buy” → “Sell” downgrade
2025-09-26J.P. Morgan“Neutral” → “Underweight” downgrade
2025-09-02Jones Trading“Buy” → “Hold” downgrade
2025-07-28J.P. Morgan“Overweight” → “Neutral” downgrade
2025-03-13J.P. Morgan“Neutral” → “Overweight” upgrade
2024-12-10J.P. Morgan“Overweight” → “Neutral” downgrade
8 older than 24 months
2023-10-11J.P. Morgan“Neutral” → “Overweight” upgrade
2023-05-12Cantor Fitzgerald“Neutral” → “Overweight” upgrade
2023-02-16H.C. Wainwright“Neutral” → “Buy” upgrade
2022-11-22H.C. Wainwright“Buy” → “Neutral” downgrade
2022-11-08Cantor Fitzgerald“Overweight” → “Neutral” downgrade
2022-09-23TD Cowen“Outperform” → “Market Perform” downgrade
2022-09-14Compass Point“Neutral” → “Buy” upgrade
2022-03-08Compass Point“Buy” → “Neutral” downgrade

Consensus estimates

revenue and EPS by fiscal year · reported years marked
FYRevenueYoYEPSYoYRevenue rangeEPS rangeAnalysts
2023reported$75.5M+28%-$3.14—est. $76.1M-1%est. -$3.476
2024reported$187.2M+148%-$0.29—est. $208.8M-10%est. -$0.583
2025reported$501.0M+168%$0.39—est. $510.5M-2%est. $0.077
2026reported$707.0M+41%-$2.22-669%est. $702.0M+1%est. -$0.6912
2027$2.7B+284%-$1.95—$2.5B–$2.8B-$13.05–$15.5612
2028$7.3B+168%-$0.19—$4.4B–$11.4B-$57.28–$42.4210
2029$13.1B+80%$3.41—$7.8B–$19.9B$1.50–$5.194
2030$25.3B+94%$1.33-61%$15.1B–$38.5B$0.64–$2.232
A reported year shows the company's figures, with the consensus beside it (revenue against it in %). Reported EPS is GAAP diluted; the analysts' EPS usually leaves items such as stock compensation out, so the two are not like for like. Faded: a year the valuation models do not read — they read the first 3, and a later one only while 10 or more analysts cover every year up to it — or one under 5 analysts.

Targets, grades and estimates are quoted from third parties (via Financial Modeling Prep) and are theirs, not ours; each target links to the report it was published in. A firm counts once, at its latest target or grade.