Iron Mountain Global Inc (IRM)

AI pick-and-shovel stocks are getting more attention as investors look beyond model builders and toward the companies supplying the hardware, power, and physical capacity needed to make AI work.

Is IRM a good stock to buy? We came across a bullish thesis on Iron Mountain Incorporated on X.com by @MoneyShow. In this article, we will summarize the bulls’ thesis on IRM.

​On January 13, Andy Power, CEO of Digital Realty, appeared on a CNBC Property Play interview to discuss the state of data center real estate.

In a report last week, the Atlantic Council noted that the rise of artificial intelligence (AI) and global demand for cloud computing is rapidly redrawing the geography of digital infrastructure.

Operator: Good morning, and welcome to the Iron Mountain First Quarter 2026 Earnings Conference Call. [Operator Instructions] Please note, this event is being recorded.

Baron Capital, an investment management company, released its Q4 2025 letter for its “Baron Real Estate Income Fund”. A copy of the letter can be downloaded here.

Operator: Good morning, and welcome to the Iron Mountain Incorporated Fourth Quarter 2025 Earnings Conference Call. All participants will be in listen-only mode.

On January 13, 2026, Barclays raised its price target for Iron Mountain Incorporated (NYSE:IRM) from $123 to $126, while reiterating an Overweight rating on the stock.

The surge in AI data center buildout continued in late January, with demand signals extending beyond Nvidia's flagship processors.