IREN Limited's stock dropped 33% in 2026 amid a sector-wide selloff and company-specific issues, including infrastructure problems and a disappointing fiscal Q4. Despite this, analysts remain optimistic due to $4 billion in contracted annual recurring revenue from major deals with Microsoft and NVIDIA, strong pricing power, and substantial funding. The stock currently trades at $25.43 with an average target price of $77.81, implying a potential 206% upside. The key to this bullish outlook is the successful delivery of upcoming contract phases and securing additional GPU financing. Risks include infrastructure setbacks and tightening credit markets.
As of Oct 27, 2026 19:51 WIB, Microsoft (MSFT) trades at USD 529.19 with a 1-day change of -0.64%, while Nvidia (NVDA) is priced at USD 218.40, up 1.10% on the day. These technology giants, which have major contracts with IREN Limited, show mixed market sentiment on Pluang, where Nvidia sees a higher buy activity at 57%. The notable figure is Nvidia's market cap of $5.22 trillion, highlighting its significant scale in the sector.
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