IRM Iron Mountain Loading... : Bullish and Bearish Analyst Opinions
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Top Calls
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17:46
Jun 30
Jun 30
The author reports daily performance of stocks on a focus list without stating any.
The author reports daily performance of stocks on a focus list without stating any forward-looking position or trade idea.
LOW
01:11
Jun 24
Jun 24
Watch data-center REITs and infrastructure owners as powered capacity becomes the scarce input.
Watch data-center REITs and infrastructure owners as powered capacity becomes the scarce input in AI compute.
MED
01:11
Jun 24
Jun 24
Watch owners of powered AI-ready data center capacity as demand for space and power intensifies.
Watch owners of powered AI-ready data center capacity as demand for space and power intensifies across GPU and non-GPU architectures.
MED
14:22
Jun 17
Jun 17
Watch data center REITs benefiting from sustained AI data center demand.
Watch data center REITs benefiting from sustained AI data center demand, though power and interconnection bottlenecks remain.
MED
00:41
May 28
May 28
Long AI data center stocks
He is a long-term AI bull and owns data center stocks that benefit from AI demand, specifically TeraWulf, Cipher Mining, and Iron Mountain. He has held these positions for years and believes the AI capex cycle supports them.
HIGH
12:28
May 06
May 06
Long colocation and power-generating assets as AI infrastructure demand shifts value to ready.
Long colocation and power-generating assets as AI infrastructure demand shifts value to ready, energized capacity.
HIGH
15:52
May 05
May 05
Watch IRM as mixed low-to-medium impact from data center development risks.
Watch IRM as mixed low-to-medium impact from data center development risks, though established assets may benefit from supply constraints.
HIGH
23:53
Apr 30
Apr 30
Iron Mountain pivots to data centers
Iron Mountain has pivoted from paper shredding to leasing its massive document storage facilities to hyperscalers for AI data center racks, cashing in on the buildout.
LOW
13:35
Apr 30
Apr 30
Long data-center operators with dense metro footprints and interconnection ecosystems.
Long data-center operators with dense metro footprints and interconnection ecosystems, as Equinix's earnings confirm broad AI inference demand driving higher utilization and pricing.
HIGH
12:30
Apr 30
Apr 30
Management raised full-year guidance across revenue, EBITDA, and AFFO, citing broad-based strength in ALM, data centers, and government business, signaling sustained double-digit growth.
HIGH
13:30
Feb 12
Feb 12
Guidance is strongly optimistic, with record results across all segments, a large data center backlog, and plans for significant revenue growth in high-margin businesses. Management expects continued double-digit growth and margin expansion into 2026.
HIGH
About IRM Analyst Coverage
Buzzberg tracks IRM (Iron Mountain) across 5 sources. 2 bullish vs 0 bearish calls from 6 analysts. Sentiment: predominantly bullish (18%). 11 total trade ideas tracked. Latest voices: Mark Minervini, TheValueist, Nick Carter.