IREN Ltd (IREN) — the peer cohort

As of 2026-09-18 — scores re-bake nightly. Cohort = shared Closelook index membership first, then sector. Diary readings, not advice.

IREN Ltd ranks 16 of 16 in its cohort on the Closelook composite (28/100) — the cohort is led by AIB Group PLC at 72/100.

Name	Composite	Momentum	Quality	Valuation	Signal	Off 52w high
IREN IREN Ltd	28	15	18	9	neutral	43.4%
CGNX Cognex Corporation	58	60	60	20	watch	16.5%
CRWV CoreWeave, Inc. Class A Common Stock	33	13	20	13	bear	48%
DELL Dell Technologies Inc	63	98	53	42	bull	0.9%
LSCC Lattice Semiconductor Corporation	52	43	45	20	bear	30.9%
ORCL Oracle Corporation	46	13	62	40	info	56.1%
ROK Rockwell Automation Inc	52	47	70	30	watch	17.6%
S SentinelOne Inc	48	93	23	14	bull	4.4%
TEAM Atlassian Corp Plc	54	97	38	23	bull	2.2%
0B2.DE Bawag Group AG	43	81	36	33	ok	2.7%
2NN.DE NN Group N.V.	46	78	20	63	ok	0.5%
ACT Enact Holdings Inc	66	77	81	73	ok	3.6%
AFI.AU Australian Foundation Investment Company Ltd	55	51	68	45	info	6.7%
AGS.BR ageas SA/NV	70	82	85	85	ok	0.3%
AIBG.L AIB Group PLC	72	79	72	64	ok	2%
ANTIN.PA Antin IP SA	62	12	85	82	warn	34%

Scores are relative readings across the Closelook coverage universe — methodology in the company-scoring explainer. Signal lights come from the nightly signal board.

FAQ · from the current data · as of 2026-09-18

Quick answers

Who are IREN Ltd's peers in the Closelook universe?

The cohort is drawn from shared Closelook index membership first, then sector: Cognex Corporation (CGNX), CoreWeave, Inc. Class A Common Stock (CRWV), Dell Technologies Inc (DELL), Lattice Semiconductor Corporation (LSCC), Oracle Corporation (ORCL), Rockwell Automation Inc (ROK), SentinelOne Inc (S), Atlassian Corp Plc (TEAM) and others.

How does IREN score against its peers?

IREN Ltd's composite reads 28/100, ranking 16 of 16 in its cohort as of 2026-09-18; the cohort's highest composite is AIB Group PLC at 72/100. Closelook scores are research diary readings, not ratings or advice.

Mentioned on Closelook

Where IREN appears in the diary — 14 pieces, newest first. Every link is our own writing.

Long reads

Situational Awareness — Crushed While CorrectReport · 2 Aug 2026Major additions: Intel option/reference exposure, Broadcom, Onto Innovation, EQT, CoreWeave, Core Scientific, Applied Digital, IREN.
Portfolio Construction — Build a Barbell · Closelook Heresy IIIHeresy · 16 May 2026Live cohort as of May 2026: COHR · CRWV · GLW · INTC · IREN · LITE · MRVL · NBIS · NOK · SNPS.
Pattern 03 — NVIDIA Strategic Authority InvestmentReport · 12 May 2026Tier 2 typically appears bundled inside Tier 1 events: Lumentum's capacity-access rights, Coherent's purchase commitments, and IREN's 5 GW deployment partnership all rode in on the same 8-Ks as the equity investments.
Nvidia’s Equity Stakes — Follow the Wise Men, Pattern 03 PreviewWeekly Signal · 10 May 2026NVIDIA's capital deployments since September 2025 cluster in a very specific subset of these sectors: LITE, COHR, MRVL silicon photonics → High-Speed Interconnects (+462%) GLW → Advanced Materials (+212%) and High-Speed…

Dailies

Great numbers, falling stocks — the market has stopped rewarding even record earningsMorning 10 · 2 Sept 2026Marvell, Autodesk and IREN fell too; only Elastic was rewarded, and Workday finished a dollar short.
Software and semis sell off together at midday — the green sits outside techMidday 10 · 1 Sept 2026On top of the prints, the six windows from last Thursday — Rubrik, Marvell, IREN, Autodesk, Elastic, Workday — are scored at this very close.
The Yield March Breaks Three Decades of LinesDaily Pulse · 1 Sept 2026Tonight's close scores six earnings windows — Rubrik, Marvell, IREN, Autodesk, Elastic, Workday — and MongoDB and GitLab print after the bell.
Verdict day two: six earnings windows close as MongoDB and GitLab printMorning 10 · 1 Sept 2026Rubrik, Marvell, Autodesk, Elastic, IREN and Workday get scored at tonight's close from last Thursday's prints, while MongoDB and GitLab open new cards after the bell and September's minus-five-percent frame begins scoring.
Daylight doubles the punishments — Rubrik −11%, IREN −12%, Marvell −9% extend their overnight sells while the old-guard Mag 7 catches the bid.Midday 10 · 28 Aug 2026IREN is the day's hardest hit at 35.56, down 12.3%, the revenue miss outweighing $4 billion of contracted ARR and the Microsoft Horizon 1 acceptance.
The bar moves overnight: three beat-and-raise prints get sold after hours.Morning 10 · 28 Aug 2026IREN's Smaller-Than-Feared Loss and $4B Contracted ARR Still Sold −8.4%
Daylight pays the five-print evening at scale — Salesforce +20%, Okta +27%, CrowdStrike +18%, Nvidia +7.6% — while ten of eleven sectors trade red and technology alone carries the index.Midday 10 · 27 Aug 2026Five more prints land tonight: Rubrik — a print-record card with zero flat reactions in its history — alongside Workday, which trades +3.25% to 196.94 into its own report, Autodesk, Elastic and IREN.
In-line core PCE leaves both bond lines standing as the tape flattens into a five-print evening — Nvidia the refereeMidday 10 · 26 Aug 2026IREN and Duolingo take the sharpest cuts