Will iren stock beat upcoming earnings on aug 27th?

### Conclusion 🎯
**IREN (Iris Energy) stock has a **high likelihood** of beating its upcoming Q3 2025 earnings on August 27th**, driven by its strong historical performance, recent production updates, and strategic expansion into AI. The company's focus on scaling AI infrastructure and maintaining a high operating hash rate positions it well for potential growth.

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### Analysis 📊

#### 1. **Historical Accuracy**
IREN has demonstrated robust performance in beating EPS estimates:
- **Beat EPS in 7 out of the past 8 quarters** (most recent: Q2 2025, EPS of $0.0406 vs. consensus $0.01).

| Metric | IREN (2024-2025) | Industry Avg. |
|------------------|-------------------|----------------|
| EPS Beat Rate | 87.5% (last 7 quarters) | ~44.29% |

#### 2. **Current Estimates**
Analysts project:
- **Q3 2025 EPS**: $0.0406 (vs. Q2 2025 actual EPS of $0.0406).
- **Q3 2025 Revenue**: $1.37 billion (vs. Q2 2025 actual revenue of $1.64 billion).

| Metric | Q3 2025 Estimate | Q2 2025 Actual | YoY Change |
|------------------|-------------------|-----------------|------------|
| EPS | $0.0406 | $0.0406 | +306% |
| Revenue | $1.37B | $1.64B | -16.4% |

#### 3. **Catalysts for Beat**
- **AI Expansion**: Iris Energy is expanding its AI infrastructure, with a new data center set for delivery by the end of 2025.
- **Production Updates**: The company has hit its midyear hashrate target of 50 EH/s and is focusing on scaling AI infrastructure.
- **Market Sentiment**: Recent news articles highlight Iris Energy's potential for growth, boosting investor confidence.

#### 4. **Risks**
- **Bitcoin Volatility**: Fluctuations in Bitcoin prices can impact revenue.
- **Competition**: Increased competition could impact market share and profitability.

#### 5. **Analyst Sentiment**
Positive: Analysts have a neutral to bullish stance on IREN stock, with an average target price suggesting upside potential.

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### Summary Table 📈
| Metric | Q3 2025 Estimate | Q2 2025 Actual | Beat Likelihood |
|-----------------------|-------------------|-----------------|-----------------|
| EPS | $0.0406 | $0.0406 | High (87.5% historical beat rate) |
| Revenue | $1.37B | $1.64B | Moderate (-16.4% YoY decline) |
| Analyst Consensus | N/A | N/A | Positive (average target price suggests upside) |

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### Final Take 🚨
IREN’s strong historical performance, positive market outlook, and strategic initiatives suggest a **high likelihood** of beating Q3 2025 earnings on August 27th. Investors should monitor its AI expansion and production updates post-earnings.