Contracted ARR for year-end 2026
Company: IREN
The claim, verbatim
Company has $4 billion of contracted ARR tied to capacity expected online by year-end
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 28, 2026. The cited source supports every part of this claim.
The article reports that as of August 26 IREN had $4 billion of contracted ARR tied to capacity expected online by year-end.
Confirmed in the source:
- IREN had $4 billion of contracted ARR as of August 26, 2026
- That contracted ARR is tied to capacity expected online by year-end
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”