Northwise Company Research

IREN
IRENEnergy & Infrastructure · AI & Compute Infrastructure · Energy & Power Infrastructure
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IREN Stock Infrastructure Analysis
Get to know the business before exploring its models and valuation.
Market Price
$34.80
End-of-day price · Oct 12, 2026
Northwise Valuation
Premium investment conclusions
The interactive forecast shows its workbook assumption date and any labelled alpha assumptions. Its baseline may differ from this published model.
Financial Model
IREN Financial Model
Structured Northwise model framework, scenario architecture, and revision history. Investment conclusions and valuation outputs are reserved for Premium members.
Premium Excel Workbook
IREN September 2026 expanded model
Published Oct 2, 2026 · XLSX · 368 KB
Current Revision
Sep 30, 2026
2026-10-01 IREN shareholder economics model
Model Horizon
Dec 2030
Scenarios
3
Dynamic scenario framework
Model History
2 published revisions
First model · Jul 25, 2026
Scenario Valuation
View scenario targets, probabilities, and live market upsideRegister for Northwise PremiumValuation Framework
Methods currently used by the published Northwise model. Methodology is public. Valuation outputs remain protected.
Latest Model Report
IREN Stock Dilution: Can the Build Reach Shareholders?
IREN stock analysis of AI growth, funding and dilution through 2030. Read our full valuation, 27 scenarios and price zones free. Excel model is Premium.
Primary Northwise model research for IREN
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