2026 ARR guidance increased to over $4 billion
Company: IREN
The claim, verbatim
Raised 2026 ARR estimates to more than $4 billion, up from prior estimate of $3.7 billion, following signing of new multi-year cloud services contracts worth $2.8 billion
Source (primary)
CRWV vs IREN: Which Stock Does Jim Cramer Think Is The Better Neocloud Bet? - Stocktwits (-, news_article)
View cached copy (2026-09-27)Live source ↗Archive.org ↗
Quote: “Last month, IREN raised its 2026 ARR estimates to more than $4 billion, up from $3.7 billion, after signing new multi-year cloud services contracts worth $2.8 billion.”
How we checked this
Checked on September 29, 2026. The cited source supports every part of this claim.
The article states that IREN raised its 2026 ARR estimates from $3.7 billion to more than $4 billion after signing new multi-year cloud services contracts worth $2.8 billion.
Confirmed in the source:
- IREN raised its 2026 ARR estimates to more than $4 billion
- IREN's prior 2026 ARR estimate was $3.7 billion
- The increase came after IREN signed new multi-year cloud services contracts
- The new contracts are worth $2.8 billion
What we did: Read our cached copy of the publisher (https://stocktwits.com/news-articles/markets/equity/crwv-vs-iren-which-stock-does-jim-cramer-think-is-the-better-neocloud-bet/cZoODvcRJBE) in full (4,581 characters, retrieved September 27, 2026) and checked each assertion in the claim against it.
Additional evidence
confirms CRWV vs IREN: Which Stock Does Jim Cramer Think Is The Better Neocloud Bet? - Stocktwits
Quote: “Last month, IREN raised its 2026 ARR estimates to more than $4 billion, up from $3.7 billion, after signing new multi-year cloud services contracts worth $2.8 billion.”