
The latest update on IREN trims the Fair Value estimate from US$80.93 to US$79.03, a relatively modest adjustment given the size of its AI ambitions. Analysts link this move to a mix of growing AI cloud contracts and ongoing questions around execution and supply build out through 2027, which both influence how comfortable they are with the stock’s valuation. As you read on, you will see how these shifting assumptions and fresh research calls are shaping the evolving IREN story and what it...





















