Back to top

Image: Bigstock

Zacks Investment Ideas feature highlights: Iren, Nvidia and Vertiv

Read MoreHide Full Article

For Immediate Release

Chicago, IL – August 18, 2025 – Today, Zacks Investment Ideas feature highlights Iren Ltd. (IREN - Free Report) , Nvidia (NVDA - Free Report) and Vertiv (VRT - Free Report) .

Iren Ltd: An AI, Crypto and Cloud-Computing Stock

Every so often, I come across a stock in my research that checks nearly every box I look for: innovation, growth, strong fundamentals, and technical momentum. Iren Ltd. is one of those rare finds. The company sits at the intersection of three of the most exciting technology trends, artificial intelligence, cryptocurrency, and cloud computing, while also boasting a top Zacks Rank, a reasonable valuation, and strong price momentum.

While 2025 has been volatile for the stock, IREN has proven resilient, climbing an impressive 93% year-to-date. The recent price action suggests a period of healthy consolidation, setting the stage for a potential breakout to new highs.

Iren Limited operates next-generation, vertically integrated data centers built for AI, crypto mining, and high-performance cloud workloads entirely powered by renewable energy. Founded in 2018 and headquartered in Sydney, Iren operates large-scale, grid-connected facilities across North America, delivering scalable, energy efficient compute infrastructure in the rapidly growing AI and blockchain space.

While stocks like Nvidia and Vertiv are well known ways to invest in the AI space, these companies are mammoth compared to Iren. For investors looking to play the trend in a considerably smaller market cap than Nvidia and Vertiv, Iren Limited may be worth considering.

Shares of IREN Appear Fundamentally Robust

Iren Limited has a lot going for it from a fundamental perspective. Over the past two months, analysts have made substantial upward revisions to the company’s earnings forecasts. Current quarter estimates have been raised by 31%, while FY25 projections have surged 134%, earning the stock a Zacks Rank #2 (Buy) rating.

Revenue growth expectations are equally impressive. Sales are projected to soar 173% this year to roughly $515 million, and then climb another 86% next year to approach $960 million. This pace of expansion underscores the company’s ability to capitalize on its positioning in AI, crypto, and cloud computing.

Even with such explosive growth on the horizon, IREN trades at a forward earnings multiple of just 16.6x, a valuation that looks very attractive given its momentum, earnings revisions, and sector tailwinds.

Iren Limited Stock Poised to Break Out

The technical setup for IREN is extremely compelling. After a powerful rally off its April lows, climbing more than 250%, the stock has spent the past six weeks forming a large, orderly consolidation pattern. This kind of pause often serves as the launchpad for the next leg higher in a strong trend.

Currently, shares are hovering just beneath a key resistance level around $19.15. A decisive move and close above that threshold would confirm a technical breakout, potentially triggering fresh momentum buying and fueling another major bull run. With the stock’s strong underlying trend and favorable fundamental backdrop, a breakout could set the stage for significant upside in the weeks ahead.

Should Investors Buy Shares in IREN?

In a market where giants like Nvidia and Vertiv dominate the AI and data center headlines, Iren Limited offers a smaller, faster-growing player with explosive upside potential. Its unique combination of renewable powered, high-performance computer infrastructure positions it to capture growth across AI, crypto, and cloud computing without the valuation premium of its larger peers.

With upward trending earnings revisions, massive projected revenue growth, a reasonable valuation, and a textbook technical setup on the verge of a breakout, IREN is emerging as a high conviction idea for growth-oriented investors. If the stock can push through resistance, the next leg higher could be substantial.

Why Haven't You Looked at Zacks' Top Stocks?

Since 2000, our top stock-picking strategies have blown away the S&P's +7.7% average gain per year. Amazingly, they soared with average gains of +48.4%, +50.2% and +56.7% per year.

Today you can access their live picks without cost or obligation.

See Stocks Free >>

Media Contact

Zacks Investment Research

800-767-3771 ext. 9339

support@zacks.com

https://www.zacks.com

Past performance is no guarantee of future results. Inherent in any investment is the potential for loss. This material is being provided for informational purposes only and nothing herein constitutes investment, legal, accounting or tax advice, or a recommendation to buy, sell or hold a security. No recommendation or advice is being given as to whether any investment is suitable for a particular investor. It should not be assumed that any investments in securities, companies, sectors or markets identified and described were or will be profitable. All information is current as of the date of herein and is subject to change without notice. Any views or opinions expressed may not reflect those of the firm as a whole. Zacks Investment Research does not engage in investment banking, market making or asset management activities of any securities. These returns are from hypothetical portfolios consisting of stocks with Zacks Rank = 1 that were rebalanced monthly with zero transaction costs. These are not the returns of actual portfolios of stocks. The S&P 500 is an unmanaged index. Visit https://www.zacks.com/performance for information about the performance numbers displayed in this press release.


See More Zacks Research for These Tickers


Normally $25 each - click below to receive one report FREE:


NVIDIA Corporation (NVDA) - free report >>

Vertiv Holdings Co. (VRT) - free report >>

IREN Limited (IREN) - free report >>

Published in