Entry112.06→Now114.34
Bullish IRM on data center pivot, dividend growth Open original source
IRM Iron Mountain Loading... : Investor Sentiment and Bull/Bear Views
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Top Calls
Entry114.0→Now114.34
Buy Iron Mountain after pullback. Open original source
Price change since each call, adjusted for long/short direction. Results calculated:
Feed
23:47
Sep 17
Sep 17
Buy Iron Mountain after pullback.
Cramer says Iron Mountain has been an incredible stock, functions like a real estate investment, has a 3% yield, and is down 20 points from its high. He thinks it is a buy.
MED
01:24
Sep 15
Sep 15
Iron Mountain undervalued on data center transition
The author argues Iron Mountain is undervalued as it transitions from a paper records storage company into an information infrastructure platform and digital data center business. The company pays a good dividend that it increased last year, and the author would not be surprised by another increase given guidance raises and easy earnings beats. No specific price target, catalyst date, or stated risk is provided.
HIGH
00:17
Sep 15
Sep 15
Bullish IRM on data center pivot, dividend growth
The author argues Iron Mountain is executing well on its pivot into data centers, which supports the business and its dividend growth trajectory. They note the company raised its dividend last November and blew out its last earnings, leading them to expect another dividend increase this November. The main stated risk is that debt has increased alongside the data center expansion.
HIGH
22:56
Aug 27
Aug 27
Iron Mountain mixed cooling demand outlook
Watch Iron Mountain as a mixed beneficiary from liquid cooling demand, with newer capacity benefiting while older facilities face retrofit costs and economic obsolescence risk.
MED
12:56
Aug 22
Aug 22
Buy AI infrastructure/security names on agentic pivot
Buy MSFT, MDB, RBRK, IRM, MCO and CRWD, PANW, NET as enterprise AI pivots from generic LLMs to agentic workflows and proprietary data, making these infrastructure/security layers core beneficiaries.
MED
12:30
Aug 05
Aug 05
Management raised full-year guidance across revenue, EBITDA, and AFFO, citing strong momentum in ALM, data center leasing, and digital services, signaling robust growth ahead.
HIGH
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
00:44
Feb 26
Feb 26
Watch colocation providers on broadening AI demand.
Watch EQIX, DLR, and IRM as broadening enterprise and sovereign AI demand supports high-power colocation and land/power banking.
MED
02:14
Feb 21
Feb 21
Watch colocation REITs on data center constraints.
Watch colocation REITs as data center supply constraints and long lead times increase the value of existing powered-shell inventory.
MED
15:16
Feb 12
Feb 12
Watch peers on AI colocation demand trends
Watch DLR, IRM, and AMT on EQIX read-throughs highlighting AI-driven metro colocation demand and capital intensity headwinds.
MED
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 Investor Commentary
Across the available history and selected sources, Buzzberg tracks IRM (Iron Mountain) across 8 sources: 6 bullish vs 0 bearish calls from 9 authors. Historical directional balance: 30% = 100 × (bullish − bearish) / all deduplicated idea records, including other directions. This is neither a probability of a price rise nor the share of bullish authors. 20 total trade ideas tracked. Past 7 days, before deduplication: 3 bullish. Latest voices: Jim Cramer, u/Apprehensive-Size150, TheValueist.