Narrative Edge

IRM

USD 105.50 +4.60% · 1Y
Latest: bull
Price
Oct 30 Nov 2 Nov 3 Nov 4 Nov 5 118.81 115.48 112.15 108.83 105.50
Oct 6 Oct 14 Oct 21 Oct 28 Nov 5 118.66 115.37 112.08 108.79 105.50
Aug 6 Aug 28 Sep 22 Oct 14 Nov 5 129.90 123.80 117.70 111.60 105.50
May 6 Jun 23 Aug 7 Sep 22 Nov 5 133.06 126.17 119.28 112.39 105.50
Nov 6 Feb 6 May 8 Aug 10 Nov 5 133.06 119.51 105.96 92.41 78.86
Nov 4 May 5 Nov 3 May 11 Nov 5 132.44 118.63 104.82 91.00 77.19
Nov 6 Aug 5 May 5 Feb 9 Nov 5 132.44 114.19 95.94 77.69 59.44
Full synthesis

Viewpoint Synthesis

Bull Thesis

IRM benefits from a structural shift toward traditional data center infrastructure as neoclouds face funding headwinds.

1. Funding risk rotation

  • Analyst preference for traditional data centers over neoclouds lowers IRM's capital dependency risk. ↴
Bear Thesis

No bear evidence available from provided sources.

No bear arguments extracted yet.
Opinion timeline

Opinion Timeline

Bull Plane
TIME
Bear Plane

The analyst prefers traditional data center infrastructure, including this company, over neoclouds due to the latter's funding risks.

2026-09-21 Back to thesis
2026-09-21
No bear argument in this report.
Sources and method

Research through 2026-09-21 · 2026-09-21 to 2026-09-21 · 1 source reports.

Price through 2026-11-05 · USD
Price cutoff for each chart range
RangePrices through
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1M
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AI synthesis current. Synthesis as of 2026-10-01; evidence available through 2026-09-21. Verified source bindings; generated 2026-10-01, analyzed evidence through 2026-09-21.
Research coverage and method

Research through 2026-11-03. Artifact validity does not establish factual accuracy or research freshness.

Technical diagnostics
Research source: 2026-11-03 Processed through: 2026-11-03 Generated: 2026-11-05T21:55:38+00:00 · 0d ago Generation SHA: aedfe3ef5807 Service SHA: 50f2a97952e8