Analysts See Over 100% Upside in IREN (IREN) Amid Growing Demand for AI-Linked Compute Infrastructure
Over 70% of covering analysts, as of April 1, 2026, remain bullish on IREN Ltd. (NASDAQ:IREN).
| No. | Hedge Fund | Shares | Value | Activity | % Port |
|---|---|---|---|---|---|
| 1. | D E Shaw D. E. Shaw | 11,684,671 | $441,330,024 | +10% | 0.24% |
| 2. | 11,360,400 | $429,082,308 | +26% | 0.06% | |
| 3. | 10,429,700 | $393,929,769 | -19% | 0.06% | |
| 4. | Situational Awareness LP Leopold Aschenbrenner | 8,700,621 | $328,622,455 | +21% | 5.96% |
| 5. | 8,012,100 | $302,617,017 | +12% | 1.55% |
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $33.13 | 1,000,000 | $33,131,000.00 | 13,989,696 | 2025-09-11 | Filing | |
| $33.13 | 1,000,000 | $33,131,000.00 | 13,989,696 | 2025-09-11 | Filing |
| No. | Name | Shares | Value | % Port |
|---|---|---|---|---|
| 1. | 125,985 | $4,380,507 | 0.01% | |
| 2. | 65,115 | $2,219,770 | 0.02% | |
| 3. | 8,310 | $284,880 | 0.01% | |
| 4. | 2,192 | $75,142 | 0.01% | |
| 5. | 848 | $29,069 | 0.01% |