▲ 38 r/irenstocks
IREN TO OFFER $2B CONV NOTES DUE 2033
They really need to stop diluting all the time …!!!!
u/Empty-Ad3536 — 2 days ago
u/Empty-Ad3536
▲ 38 r/irenstocks
IREN: Bernstein $100 target and other insights.
Source: Bloomberg.
NVIDIA Partnership Changes The Story
Bernstein analysts said the long-term strategic agreement gives IREN both critical AI infrastructure credibility and stronger access to next-generation GPU supply, The Block reported on Friday.
The deal also includes an equity option allowing NVIDIA to invest $2.1 billion into IREN at $70 per share.
According to Bernstein, NVIDIA's involvement materially strengthens IREN's positioning around its flagship 2GW Sweetwater AI data center project.
IREN still needs to secure anchor enterprise customers for the Sweetwater site, but Bernstein says the NVIDIA relationship substantially improves execution credibility.
Microsoft Project Still On Track
Bernstein also noted IREN remains on schedule for its 200MW Horizon data center buildout tied to Microsoft Corp (NASDAQ:MSFT).
The first 50MW facility is expected to come online in the third quarter.
The analysts added that IREN's recent $625 million Mirantis acquisition strengthens the company's software and cloud orchestration capabilities.
That deal helps move IREN beyond basic infrastructure leasing toward becoming a vertically integrated AI cloud operator capable of offering managed GPU services.
u/Empty-Ad3536 — 4 days ago
▲ 19 r/NovoNordisk_Stock
NVO US: next set of catalysts and timing..?
Open Q here from existing shareholder in 7 figures.. whats the next set of catalyst (positive and/or negative) for the stock now that we are all past results?
u/Empty-Ad3536 — 5 days ago
Below chart from BBERG.
To be honest I was a bit surprised by only a 2.5% increase in stock price post results but one can argue stock is up 15%+ in less than a month.. need to see what the analyst community believes will happen next re catalyst and performances. Have not seen any earnings upgrades so far.
Focus now shifts to regular updates on how the company is performing. Wegovy needs to continue its path of strength. Be great to hear what othes are thinking?
(Red lines are drawn by me)
u/Empty-Ad3536 — 7 days ago
▲ 27 r/NovoNordisk_Stock
(Dow Jones) -- May 6 (Financial News Systems) - Novo Nordisk reports 1Q sales of DKK 96.8 billion, which beats FactSet consensus estimates of DKK 71.1 billion.
-- 1Q EPS of DKK 10.91 -- 1Q operating profit of DKK 59.6 billion -- 1Q net income of DKK 48.6 billion
Mike Doustdar (CEO) says: "Wegovy is driving a strong start to 2026 for Novo Nordisk, led by the rapid adoption of Wegovy pill - the most efficacious GLP-1 tablet now used by more than one million patients since its January launch. As the global momentum behind peptide-based therapies accelerates, Wegovy pill is defining a novel category as the only oral peptide for the treatment of obesity, setting a new benchmark for what patients and physicians can expect."
Source: FNS - Financial News Systems: https://www.financialnewssystems.com/
Waiting for the call and conf takeaways now.
u/Empty-Ad3536 — 8 days ago
▲ 39 r/NovoNordisk_Stock
Shares of Eli Lilly & Co dropped as much as 4.1% in premarket trading Friday after industry prescription data showed total weekly prescriptions for the drugmaker’s blockbuster obesity shot, Zepbound, and its newly approved oral drug, Foundayo that disappointed Wall Street.
IQVIA’s weekly data showed total prescriptions for Zepbound for the week ending April 17, fell 2% compared to the week prior, according to Cantor analyst Carter Gould
That’s compared to an increase for rival Novo Nordisk’s drug, where total prescriptions for Novo’s injectable Wegovy grew 7% for the same week.
Source: https://blinks.bloomberg.com/news/stories/TDZVZOKGZALL
u/Empty-Ad3536 — 19 days ago