Contracted ARR tied to year-end capacity
Company: IREN
The claim, verbatim
$4 billion of contracted ARR tied to capacity expected online by year-end 2026
Source (primary)
Northland starts IREN at Outperform with $99 target, implying 128% upside - t.co (-, news_article)
View cached copy (2026-09-25)Live source ↗Archive.org ↗
Quote: “$4 billion of contracted ARR tied to capacity expected online by year-end”
How we checked this
Checked on September 27, 2026. The cited source supports every part of this claim.
The September 2026 article cites $4 billion of contracted ARR tied to capacity expected online by year-end, in the context of IREN's year-end 2026 target.
Confirmed in the source:
- IREN had $4 billion of contracted ARR
- The contracted ARR is tied to capacity expected online by year-end 2026
What we did: Read our cached copy of the publisher (https://t.co/I12mT3FX2r) in full (8,772 characters, retrieved September 25, 2026) and checked each assertion in the claim against it.
Additional evidence
confirms Northland starts IREN at Outperform with $99 target, implying 128% upside - t.co
Quote: “$4 billion of contracted ARR tied to capacity expected online by year-end”