Bitcoin News Update: Analysts Say IREN's Shift to AI, Not Its Bitcoin Origins, Drives 500% Stock Growth Potential
IREN Shares Could Jump Nearly 500% by 2028 Thanks to
IREN Limited (IREN) has established itself as a significant force in the AI infrastructure industry after securing a major $9.7 billion GPU cloud agreement with Microsoft, fueling bullish sentiment among analysts regarding the stock’s future. Cantor Fitzgerald boosted its price target for
The agreement with Microsoft features a 20% upfront payment, which is expected to yield a 32% leveraged internal rate of return and finance about half of the $3 billion needed for the Horizon data center expansion
Analysts pointed to IREN’s vertically integrated approach—controlling energy, land, and infrastructure—as a major advantage. The company aims to expand its GPU inventory to 140,000 units by 2026, with a goal of reaching $3.4 billion in annualized AI cloud revenue
The Sweetwater 1 data center, a two-gigawatt facility scheduled to open in 2026, is seen as a pivotal growth driver. Canaccord Genuity valued this site at $32 per share, noting IREN’s access to low-cost energy and its ability to scale without depending on external co-location services
Despite ongoing risks such as execution hurdles and possible dilution, the Microsoft partnership has dramatically altered IREN’s outlook. With a 20% prepayment enhancing capital efficiency and an anticipated 85% EBITDA margin for the contract
Disclaimer: The content of this article solely reflects the author's opinion and does not represent the platform in any capacity. This article is not intended to serve as a reference for making investment decisions.
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