IREN Ltd (IREN) — the earnings record

As of the 2026-11-03 card — updated after each print. An investment research diary, not advice.

The record at a glance

4/10EPS beats

3/10revenue beats

5 · 2 · 3up · flat · down (+3d, ±3%)

2026-11-05next print

Reactions across the covered prints span -21.1% to +32.0% — the beat column and the reaction column frequently disagree, which is the whole reason the record scores them separately. The street carries Reported 5 November after the close: loss of $0.62 a share vs $0.72, revenue $228.0M vs ~$228.3M (vendor) — EPS beat, revenue a hair under the vendor figure; more than $4B of planned yearly AI-cloud revenue now starts January 2027 at the earliest. Window from Thursday’s close of 18.03: paid ≥ 18.57, sold < 17.49, scored Tuesday 10 November. into the next print.

Print by print

Print	Date	EPS	Revenue
Aug 26	2026-08-27	✗ miss	✓ beat
May 26	2026-05-07	✗ miss	✗ miss
Feb 26	2026-02-05	✗ miss	✗ miss
Nov 25	2025-11-06	✓ beat	✗ miss
Aug 25	2025-08-28	✓ beat	✗ miss
May 25	2025-05-14	✗ miss	✗ miss
Feb 25	2025-02-12	✓ beat	✓ beat
Nov 24	2024-11-26	✗ miss	✗ miss
Aug 24	2024-08-29	✗ miss	✗ miss
May 24	2024-05-15	✓ beat	✓ beat

The per-print reaction chart, the load-bearing metric and the behavior read live on the full IREN print-record card — free registration.

FAQ · from the current data · as of 2026-11-03

Quick answers

How often does IREN Ltd beat earnings estimates?

Across the last 10 covered prints (as of the 2026-11-03 card), IREN Ltd beat EPS estimates 4 of 10 times and revenue estimates 3 of 10 times, with 2 double beats.

How does IREN stock react to earnings?

Measured close-of-print-day to the close three sessions later: 5 of the last 10 prints resolved up (beyond +3%), 2 flat, 3 down (as of the 2026-11-03 card) — reactions spanning -21.1% to +32.0%. Beat-or-miss and reaction are scored separately because they frequently disagree.

What was IREN's biggest earnings reaction?

+32% over the three sessions after the Nov 24 print (2024-11-26).

When does IREN Ltd report earnings next?

2026-11-05 (Reported 5 November after the close: loss of $0.62 a share vs $0.72, revenue $228.0M vs ~$228.3M (vendor) — EPS beat, revenue a hair under the vendor figure; more than $4B of planned yearly AI-cloud revenue now starts January 2027 at the earliest. Window from Thursday’s close of 18.03: paid ≥ 18.57, sold < 17.49, scored Tuesday 10 November.). The full print-record card — reaction chart, the load-bearing metric and the behavior read — updates after each print; registration is free. An investment research diary, not advice.

Mentioned on Closelooknet

Where IREN appears in the diary — 33 pieces, newest first. Every link is our own writing.

Long reads

AI Stocks — The First Week Chose the Users: If the Pattern HoldsWeekly Signal · 8 Nov 2026Eight of the house's earnings windows are graded in the first two sessions: Datadog, Novo Nordisk, Coherent and MercadoLibre on Monday; Cloudflare, JFrog, Applied Optoelectronics and IREN on Tuesday — a mix of builders and users.
Bitcoin — New Life for the Coins and the StocksWeekly Signal · 20 Sept 2026This is the sector the diary already tracks inside Rubin and the Agentic Ecosystem, and the week shows why the mining history no longer decides the price: IREN +6.5% to 46.68 and Cipher +8.8% to 18.34 rose with the chip bid on Thursday…
Situational Awareness — Crushed While CorrectReport · 2 Aug 2026Major additions: Intel option/reference exposure, Broadcom, Onto Innovation, EQT, CoreWeave, Core Scientific, Applied Digital, IREN.
Portfolio Construction — Build a Barbell · Closelooknet Heresy IIIHeresy · 16 May 2026Live cohort as of May 2026: COHR · CRWV · GLW · INTC · IREN · LITE · MRVL · NBIS · NOK · SNPS.
Pattern 03 — NVIDIA Strategic Authority InvestmentReport · 12 May 2026Tier 2 typically appears bundled inside Tier 1 events: Lumentum's capacity-access rights, Coherent's purchase commitments, and IREN's 5 GW deployment partnership all rode in on the same 8-Ks as the equity investments.
Nvidia’s Equity Stakes — Follow the Wise Men, Pattern 03 PreviewWeekly Signal · 10 May 2026NVIDIA's capital deployments since September 2025 cluster in a very specific subset of these sectors: LITE, COHR, MRVL silicon photonics → High-Speed Interconnects (+462%) GLW → Advanced Materials (+212%) and High-Speed…

Dailies

AI Trade — Korea Jumps 4.4%, SoftBank Soars 14% After Wall Street's Best Day Since AprilMorning 10 · 10 Nov 2026After Monday, Cloudflare stood about 20% above its entry of 244.51, JFrog 45% above 74.62, IREN 19% above 18.03 and Applied Optoelectronics 11% above 46.89; only today's close counts.
Inflation — Prices Rise 0.4%, the 10-Year Yield Hits 5% and Nvidia Slides Another 6%Midday 10 · 10 Nov 2026Nebius falls 4.7% to 134.77 and IREN 7.8% to 19.74.
Chips — Up 6% Without Nvidia: AMD Jumps 11%, Broadcom 8%, Nvidia Slides 6%Midday 10 · 9 Nov 2026IREN is flat at 21.63 after swinging between 20.05 and 22.31.
Nvidia — CEO Admits Affair With Suspected Chinese Spy; Nasdaq Futures Slip 1%, Taiwan Jumps 4.9%Morning 10 · 9 Nov 2026Cloudflare (entry 244.51), JFrog, Applied Optoelectronics and IREN are graded at Tuesday's close.
Nvidia — Down 5% as Its Suppliers RiseDaily Pulse · 9 Nov 2026Our earnings record grades Datadog, Novo Nordisk, MercadoLibre and Coherent at today's close and Cloudflare, JFrog, Applied Optoelectronics and IREN at Tuesday's.
AI Builders — Chips Bounce 4%, AMD Jumps 10% and IREN 20% After a Strong Jobs ReportMidday 10 · 6 Nov 2026IREN — up 20% as AI cloud revenue nearly triples
AI Trade — Kospi Halted, Nikkei Enters a Bear Market After US Chip Stocks Lose 12%Morning 10 · 6 Nov 2026IREN rose 10.6% to 19.94 on revenue of $228 million, although more than $4 billion of yearly AI-cloud revenue it had planned for 2026 is now pushed to at least January 2027 (CNBC).
AI Build-Out — Chip Stocks Sink 8%, Nasdaq Drops 4% and the Fear Gauge Jumps 43%Midday 10 · 5 Nov 2026Nebius falls 14.2% to 121.44, IREN 13.9% to 18.69 and CoreWeave 10.5% to 43.32.

Related in the Closelooknet universe

same Closelooknet index seat first, then Capital Markets. Scored names rank on their Closelooknet score; names without one rank on trend state — above or below their 50- and 200-day averages — never on a score they do not carry.