IREN Ltd (IREN) — the peer cohort

As of 2026-10-30 — scores re-bake nightly. Cohort = shared Closelooknet index membership first, then sector. Diary readings, not advice.

IREN Ltd ranks 16 of 16 in its cohort on the Closelooknet composite (27/100) — the cohort is led by Futu Holdings Ltd at 73/100.

Name	Composite	Momentum	Quality	Valuation	Signal	Off 52w high
IREN IREN Ltd	27	5	19	10	bear	68.4%
DELL Dell Technologies Inc	60	73	55	49	bear	28.4%
HUBS HubSpot Inc	58	39	47	46	bull	54.9%
DT Dynatrace Holdings LLC	57	88	56	26	bear	13%
CGNX Cognex Corporation	56	44	63	23	bear	23.1%
HPE Hewlett Packard Enterprise Co	55	80	37	58	bear	25.2%
TEAM Atlassian Corp Plc	54	90	40	22	bear	15.8%
ROK Rockwell Automation Inc	54	55	72	29	bull	11.3%
LSCC Lattice Semiconductor Corporation	48	23	47	21	bear	40.6%
ORCL Oracle Corporation	48	21	63	44	info	59%
S SentinelOne Inc	48	92	25	14	watch	6.7%
CRWV CoreWeave, Inc. Class A Common Stock	33	6	21	16	bear	64.5%
FUTU Futu Holdings Ltd	73	17	94	90	warn	50.6%
PJT PJT Partners Inc	68	43	80	64	warn	23.1%
CFT.SW Compagnie Financiere Tradition	60	25	71	69	warn	26.6%
SNEX Stonex Group Inc	52	22	34	82	—	—

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

FAQ · from the current data · as of 2026-10-30

Quick answers

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

The cohort is drawn from shared Closelooknet index membership first, then sector: Dell Technologies Inc (DELL), HubSpot Inc (HUBS), Dynatrace Holdings LLC (DT), Cognex Corporation (CGNX), Hewlett Packard Enterprise Co (HPE), Atlassian Corp Plc (TEAM), Rockwell Automation Inc (ROK), Lattice Semiconductor Corporation (LSCC) and others.

How does IREN score against its peers?

IREN Ltd's composite reads 27/100, ranking 16 of 16 in its cohort as of 2026-10-30; the cohort's highest composite is Futu Holdings Ltd at 73/100. Closelooknet scores are research diary readings, not ratings or advice.

Mentioned on Closelooknet

Where IREN appears in the diary — 20 pieces, newest first. Every link is our own writing.

Long reads

Bitcoin — New Life for the Coins and the StocksWeekly Signal · 20 Sept 2026This is the sector the diary already tracks inside Rubin and the Agentic Ecosystem, and the week shows why the mining history no longer decides the price: IREN +6.5% to 46.68 and Cipher +8.8% to 18.34 rose with the chip bid on Thursday…
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 · Closelooknet 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

AI Trade — The Rocky Period May Have BegunDaily Pulse · 30 Oct 2026Both reported quarterly capital spending below analysts' estimates, CNBC reported, and the neoclouds that rent out capacity, CoreWeave, Nebius and IREN, fell after the reports.
AI Suppliers — Celestica +13%, Cadence +7%, Amkor +6%: the market finally pays for a beatMidday 10 · 27 Oct 2026The AI cloud renters extend Monday's reversal of Musk's die-off post: Nebius +11.2% to 170.40, CoreWeave +7.7% to 59.45 on news it is adding capacity in Denmark, IREN +7.5%.
AI Credit — Musk Calls a Neocloud Die-OffDaily Pulse · 26 Oct 2026Overnight the market sold them identically — both down 2.3%, with Australia's IREN off 2% — which says the first reaction priced the sector, not the balance sheets.
Brazil — EWZ −20% on Lula while the chips bounce 3.5% and Tesla rallies out of its sold zoneMidday 10 · 26 Oct 2026The neoclouds reversed Musk's overnight hit: CoreWeave +3.5%, IREN +4.5%.
AI Hardware — Not One TradeDaily Pulse · 6 Oct 2026Compute Operators fell 7.6% since June: IREN −28.8%, CoreWeave −21.5%, Nebius −18.0%.
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.

Related in the Closelooknet universe

same Closelooknet index seat first, then Capital Markets. Scored names rank on their Closelooknet score; names without one rank on trend state — above or below their 50- and 200-day averages — never on a score they do not carry.