Iren LTD

Market Movers (8-K)

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NASDAQ
IREN Limited announced the successful delivery and acceptance of its Horizon 1 AI Cloud deployment by Microsoft, alongside achieving NVIDIA Exemplar Cloud status.
NASDAQ
IREN Limited announced the successful closing of its acquisition of Mirantis, Inc., significantly enhancing its AI Cloud platform with Mirantis' software expertise and customer base.
NASDAQ
IREN Limited announced new multi-year cloud services contracts valued at $2.8 billion with leading AI developers, raising its year-end AI Cloud annualized run-rate revenue (ARR) target to over $4 billion.
NASDAQ
IREN Limited announced the approval of significant restricted stock unit grants to its Co-Chief Executive Officers, William Roberts and Daniel Roberts, as part of a long-term incentive and retention strategy.
NASDAQ
IREN Limited's subsidiary, IE US Hardware 3 LLC, has entered into financing agreements totaling approximately $3.6 billion to support its GPU infrastructure contract with Microsoft.
Capital raise
NASDAQ
IREN Limited announces a $1.6 billion purchase agreement with Dell for Blackwell systems to support its $3.4 billion AI cloud contract, projecting an increase in annualized run-rate revenue to $4.4 billion.

Quarterly Earnings (10-Q)

NASDAQ
IREN Limited reports strong revenue growth driven by its strategic pivot to AI Cloud Services, securing a significant $9.7 billion agreement with Microsoft, despite a net loss for the quarter.
Capital raise
Better than expected
NASDAQ
IREN Limited reported a significant turnaround to net income in Q1 2026, driven by robust Bitcoin mining revenue and a strategic expansion into AI Cloud Services, highlighted by a major agreement with Microsoft.
Capital raise
Better than expected

Annual Reports (10-K)

NASDAQ
IREN Limited reported a significant return to net income in fiscal year 2025, driven by increased Bitcoin mining revenue and strategic expansion into high-performance computing and AI cloud services.
Delay expected
Capital raise
Better than expected

Insider Trading (Form 4)

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NASDAQ
IREN Ltd's Chief Financial Officer, Anthony J. Lewis, was granted restricted stock units on July 1, 2026, with vesting contingent on meeting specific conditions.
NASDAQ
Director Christopher Guzowski of IREN Ltd has reported transactions involving ordinary shares, including the acquisition of restricted stock units.
NASDAQ
Director Sunita Parasuraman of IREN Ltd was granted 6,657 restricted stock units on July 1, 2026, subject to vesting conditions.
NASDAQ
IREN Ltd director Daniel John Roberts has been granted restricted stock units (RSUs) for fiscal year 2027, vesting over four years, with a subsequent two-year holding period.
NASDAQ
IREN Ltd reports a significant grant of restricted stock units to Director William Gregory Roberts, with a multi-year vesting and holding period.
NASDAQ
Michael Alfred, a Director at IREN Ltd, has acquired 6,657 ordinary shares through a restricted stock unit grant.

Proxy Statements (Def-14A)

NASDAQ
IREN Limited has filed a Definitive Proxy Statement with the U.S. Securities and Exchange Commission.
NASDAQ
IREN Limited announces its 2025 Annual General Meeting to be held virtually on November 19, 2025, proposing key constitutional amendments, executive compensation votes, and share repurchase approvals.
Capital raise
Better than expected

Schedule 13G - Passive Investments

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NASDAQ
The Goldman Sachs Group, Inc. and its subsidiary Goldman Sachs & Co. LLC have reported a beneficial ownership of 9.4% in IREN LIMITED's ordinary shares.
NASDAQ
Bank of America Corporation disclosed a beneficial ownership of 5.8% in IREN Ltd's ordinary shares as of June 30, 2026.
NASDAQ
A group of Susquehanna-affiliated entities has disclosed a passive beneficial ownership of 4.2% in IREN Limited, totaling 13,954,021 ordinary shares.
NASDAQ
Jane Street Group, LLC and its affiliates reported a 4.7% beneficial ownership stake in IREN Ltd as of December 31, 2025, primarily through shared voting and dispositive power.
Capital raise
NASDAQ
Jane Street Group, LLC and its affiliates have disclosed a 6.4% beneficial ownership stake in IREN Ltd, totaling 17,465,660.17 ordinary shares.
NASDAQ
A group of affiliated entities, including Capital Ventures International and Susquehanna Advisors Group, Inc., reported a 7.0% beneficial ownership stake in IREN Limited as of September 30, 2025.