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Target price $IREN 2026 -> 103.79$

$IREN (+6,84%) If IREN manages to present sales of 3.4 billion in 2026 as announced in the figures, they are fairly valued at a P/S (KUV) = 10 with a share price of USD 103.79, according to my calculations. I don't think a P/S ratio of 10 is too high for this industry. Let's see how the year 2026 goes. I will sell my next tranche at 100$. As I have already made my stake here with a 25% sale and am therefore a $IREN (+6,84%) a freerunner in my portfolio... I'm very relaxed about the whole thing!

🚀 I wish all investors that my price target works out!

4 Commenti

Lupo201@Lupo201

IREN is targeting an annual recurring turnover of 3.4 billion US dollars in the AI cloud sector by the end of 2026 and plans to expand to 140,000 GPUs.

This means that sales of 3.4 billion US dollars will not be achieved in 2026.

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Buyandhold91@Buyandhold91

@Lupo201 You're right, but if it turns out to be true that the ARR Annual Recurring Revenue comes true and 3.4bn can be expected annually, I think they should also be valued according to this multiple. Nvidia is also valued with the future in mind. And Q126, which reflects IREN July-Sept2025, has already seen an increase of 355%, without the Microsoft deal. The ARR is the annual recurring revenue, which is already as good as fixed and there are also unplannable revenues and profits from cryptomining

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Klein-Anleger@Klein-Anleger

I actually think that we will easily be in the 120$ - 150$ range by the end of the year

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Buyandhold91@Buyandhold91

@Klein-Anleger I would definitely be very happy🚀

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