2026-01-12 20:55:32

Analyst consensus pegs $IREN at an average price target of $80.40, reflecting growing institutional interest in the sector.

Bernstein has positioned Iris Energy as their premier AI thematic pick heading into 2026, signaling strong conviction. Meanwhile, B Riley holds steady with a $74 price target, underpinned by an optimistic market view.

Not all firms are bullish though—Goldman Sachs takes a different stance, maintaining a neutral rating and more measured perspective on the asset's near-term trajectory.

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LuckyBlindCat

· 01-15 14:15

$80 average price? Goldman Sachs is still lollygagging, hilarious. There are always skeptics. --- Bernstein is hyping it up so much. Can the 2026 AI theme hold up? Let's wait and see. --- B Riley's consensus is 74 vs 80, another situation of disagreement. --- Institutions are also betting, but Goldman Sachs's neutral stance is indeed steady. --- The average price has already reached 80. When will we see the real results? --- Each major bank has its own opinion. This is the market.

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BTCWaveRider

· 01-14 08:03

Is it worth entering at just over 80? It depends on what gs says. Neutral is neutral. I trust gs's caution.

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ProxyCollector

· 01-14 04:03

Wait, is GS still neutral? These people are really steady. It's already 2026, and they still can't see the prospects of AI computing power.

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PancakeFlippa

· 01-12 21:25

Just over 80? GS is still slacking off. These people will never understand the logic of AI energy. Bernstein finally got the point, there's still a chance in 2026. Wait, is it good or should we run when institutions rush in? Are we going to get cut again this round?

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LayerHopper

· 01-12 21:25

Over 80? Hmm... waiting for GS to speak. This neutral attitude is a bit discouraging.

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FOMOSapien

· 01-12 21:22

Average price of 80 dollars? GS is still slacking off, that's really incredible. Don't institutions have to go crazy?

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SatoshiHeir

· 01-12 21:21

It should be noted that Bernstein regards IREN as the top tier of AI themes in 2026. I need to carefully ponder the underlying logic behind this... Undoubtedly, institutional funds are quietly entering the market, but why are the GS folks still on the sidelines? This is a point worth deeper investigation. --- $80.4 this consensus price... It’s obvious that market expectations are heating up, but can on-chain data support this wave of confidence? I need to double-check. --- Laughs, here we go again—Bernstein is bullish, GS is bearish, this is the current market ecosystem. According to historical patterns, true alpha is often hidden within such disagreements. --- Gentlemen, listen to me: institutional consensus is forming, but that "caution" precisely hints at something? We understood this in the Satoshi era: those following institutions are often chasing yesterday’s story. --- It should be noted that the signals from B Riley at $74 and Bernstein’s enthusiastic narrative seem quite contradictory... Who is fooling whom?

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LayerZeroEnjoyer

· 01-12 21:19

Target price of over 80, just listen to it. GS still maintains a neutral stance, got it? The consistency among institutions has never been great.

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