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Wall Street analysts are turning more bullish on AI infrastructure names after the summer selloff, with IREN and Cipher Digital receiving higher price targets tied to contract growth, power availability…
Today, we open with reports that Anthropic and OpenAI are expanding their power search to sub-50 MW sites, plus bullish investment bank forecasts for IREN and Cipher.
Here’s what could happen to IREN shares next.
IREN raised expected 2026 ARR to $4.0 billion from $3.4 billion in November
Investment bank JPMorgan issued a double upgrade on Iren, citing its multi-billion-dollar Nvidia deal and rising contract value as catalysts.
Richard Choe reversed JPMorgan’s bearish rating as customer signings, higher neocloud pricing and 2027 capacity strengthened the bank’s outlook for IREN.
JPMorgan's vertically integrated AI infrastructure gives it a more direct path to monetizing its power capacity, in contrast to MARA's partner-led data center approach, according to the bank.
Nebius stock is rallying as Freedom Capital issues a bullish note in its favor. Here’s how high NBIS could realistically fly in 2026.
IREN Limited (NASDAQ:IREN) is one of the 10 Best Growth Stocks With Highest Upside Potential. On July 6, 2026, Freedom Capital upgraded IREN Limited (NASDAQ:IREN) to Buy from Hold with an unchanged price target of $58. The firm said the shares have fallen with peers, creating “enough upside” to warrant a higher rating. Freedom Capital […]
Shares of TeraWulf (NASDAQ:WULF) are down 8% to $20.41 in Tuesday’s midday session, reversing yesterday’s rally on the Anthropic mega-deal. The drop lands in a broad AI-infrastructure pullback, with the NASDAQ 100 down 1.5% intraday. The move gives back most of the July 6 pop but leaves TeraWulf stock still up 78% year to date ... TeraWulf Drops 8% Even as Analysts Raise Price Targets on $19B Anthropic Deal, IREN Falls 7%, Applied Digital Slides 6%
IREN rallies as bullish analyst backs $58 price target
B. Riley Securities lifted its IREN price target to $96 from $88 after the company secured a transmission connection agreement for a planned 800 MW data center campus in South…
Nvidia's dramatic 2,400% increase of its quarterly dividend from $0.01 to $0.25 per share coincides with the release of its latest Q1 fiscal 2027 earnings record, which highlights revenue of $81.6 billion. But bulls are betting on growth.
JPMorgan Chase (NYSE:JPM) raised its price target on Iren (NASDAQ:IREN) stock to $46 from $39 while keeping an Underweight rating. The unusual combination, a price target raise paired with a bearish stance, reflects the firm’s skepticism about the structure of Iren’s blockbuster NVIDIA (NASDAQ:NVDA) partnership. For prudent IREN stock investors, the call is a reminder ... JPMorgan Hikes IREN Price Target to $46 but Stays Underweight on Circular NVIDIA Deal Concerns
Bernstein analysts see IREN’s AI cloud prospects growing substantially in the coming years—and its Bitcoin business disappearing entirely.
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