Análisis Argos
IREN
IRENSin veredicto1 señal de riesgo
IREN Limited · Technology
US$ 41.29
precio al 2026-07-21
Valor justo Argos*
Sin estimar
vs. su valor justo
Sin estimar
Score Argos
33/100
Sin veredicto
LA RESPUESTA
No tenemos un veredicto de valuación confiable acá: su flujo de caja no permite una estimación sólida. Mirá su calidad y su salud para formarte una idea — preferimos eso a inventarte un número.
Recompensas
Sin recompensas destacadas.
Riesgos
!Balance frágil: la deuda pesa sobre el negocio.
!FCF negativo con deuda creciente
VALOR1/6FUTURO6/6PASADO2/6SALUD2/6DIVIDENDO1/6
El Iris de calidad
VALOR1/6FUTURO6/6PASADO2/6SALUD2/6DIVIDENDO1/6
ValorCotiza por encima de su valor justo
FuturoIngresos creciendo con fuerza
PasadoHistorial aceptable
SaludBalance razonable
DividendoEl dividendo aún duerme
Score Argos33de 100Sin veredicto
Ingresos▲163%
US$ 0.5 B
Margen operativo▼130%
4.4%
Flujo de caja libre▲163%
US$ -1.1 B
Deuda neta
US$ 0.4 B
Lo esencial, sin ruido
Cap. de mercadoUS$ 14.7B
P/E169.5x
EV/EBITDA74.5x
FCF yield-7.6%
ROIC0.9%
Margen operativo4.4%
Crecim. ingresos+167.7%/año
Piotroski F6/9
Novedades

Noticias recientes

zacks.com · 21 jul
IREN's AI Pivot Gains Strong Momentum: Time to Buy or Hold the Stock?
IREN's expanding AI cloud contracts, secured power and rapid buildout strengthen its growth case, but funding and execution risks support holding the stock.
benzinga.com · 21 jul
Neoclouds Nebius, IREN Tap Massive Hyperscaler AI Capex — Compute Is The New Oil
Neocloud stocks are emerging as "compute is the new oil" infrastructure plays, giving public‑market access to the massive AI buildout behind Microsoft Corp. (NASDAQ:MSFT), Open AI, Meta Platforms (NASDAQ:META), Anthropic and other hyperscale buyers.
zacks.com · 21 jul
IREN Expands AI Cloud Platform: Can It Sustain the Momentum?
IREN lands $2.8B in new multi-year AI cloud contracts and lifts its 2026 ARR target above $4B as demand fuels capacity expansion and growth in Europe.
marketbeat.com · 21 jul
IREN's $2.8 Billion AI Contract Haul Changes the Stock's Story
IREN TodayIRENIREN$41.94 +1.74 (+4.33%) As of 10:40 AM Eastern This is a fair market value price provided by Massive. Learn more.52-Week Range$14.72▼$76.87P/E Ratio87.73Price Target$82.36Add to WatchlistIREN Limited NASDAQ: IREN recently sent a signal to the broader equity markets.
zacks.com · 21 jul
IREN Limited (IREN) Soars 19.6%: Is Further Upside Left in the Stock?
IREN Limited (IREN) witnessed a jump in share price last session on above-average trading volume. The latest trend in earnings estimate revisions for the stock doesn't suggest further strength down the road.
benzinga.com · 20 jul
IREN Stock Rally Sparks 40% Surge in Leveraged ETFs After $2.8 Billion AI Deal Win
Leveraged ETFs tied to IREN Ltd. (NASDAQ:IREN) surged as much as 40% on Monday, dramatically outperforming the underlying stock after the AI infrastructure company raised its long-term cloud revenue outlook and unveiled $2.8 billion in new customer contracts.
zacks.com · 20 jul
Best-Performing Leveraged ETF Areas of Last Week
Middle East tensions, AI-driven tech weakness and stock-specific swings fueled big moves in leveraged ETFs. Here's a look at last week's top performers.
gurufocus.com · 20 jul
Iren Stock Soars 15% After Landing $2.8 Billion in AI Cloud Contracts
Iren (IREN) shares surged about 15% on Monday after the AI cloud infrastructure provider signed $2.8 billion in new cloud services contracts and raised its 2026

* Valor justo Argos: estimación educativa del valor intrínseco según el propio flujo de caja de la empresa y su capacidad de crecimiento — no un precio objetivo ni una recomendación. Esto es información y educación, no asesoría de inversión. Rendimiento pasado no garantiza resultados futuros.