DailyIQ
Last updated 1 minute ago

IRM·Iron Mountain Incorporated

$.
-. (-.%)
After Hours
High
$128.67
Open
$127.90
Market Cap
38.20B
52W High
$134.09
Low
$126.84
P. Close
$127.02
P/E
140.29
52W Low
$77.77
Fwd P/E
48.02
Mean Target
$131.55
Technical Score (1D)
82
BUY
News Sentiment
57
BULLISH
Iron Mountain (IRM) is being highlighted as a compelling growth stock pick, with a favorable Zacks Growth Score and Rank reinforcing a positive outlook. This assessment is primarily driven by the company's strong earnings growth prospects, which are seen as a key factor for investor interest and potential market outperformance. These fundamental strengths are expected to translate into significant gains for investors seeking growth opportunities. Investors should watch for continued evidence of this robust earnings growth to confirm the positive trajectory.
Earnings Summary
Iron Mountain provides comprehensive solutions for managing physical and digital assets, serving over 240,000 clients globally across 61 countries. Operating within the Specialty REIT industry in the Real Estate sector, the company assists organizations in extracting value from their data through services like information management, digital transformation, data security, and data center operations. Recent quarterly performance indicates a positive trajectory. For Q1 2026, Iron Mountain reported EPS of $1.43 against an estimate of $0.5202, and revenue of $1.936 billion, significantly exceeding expectations. This followed Q4 2025, where actual EPS was $1.44 compared to an estimate of $0.48598, with revenue at $1.843 billion. The preceding quarters, Q3 2025 and Q2 2025, also showed actual EPS of $0.54 and $0.48 respectively, against estimates of $0.52714 and $0.50116, with revenues of $1.754 billion and $1.712 billion. Iron Mountain has consistently beaten EPS estimates in the most recent quarters, particularly in Q4 2025 and Q1 2026, where the actual EPS significantly surpassed projections. The year-over-year growth trajectory appears strong, driven by robust revenue performance and substantial EPS beats. Recent news indicates positive analyst sentiment, with Wells Fargo maintaining an Overweight rating and increasing its price target, citing storage segment stability and data center demand. The company was also recognized as a Google Cloud Partner of the Year. Institutional investors, such as Vert Asset Management, have increased their stakes, signaling ongoing confidence. However, Baron Real Estate Income Fund exited its position. Investors should watch for management's commentary on key business drivers, particularly data center expansion and storage cash flows, and how the company addresses market perceptions following valuation adjustments and the nuanced guidance updates in the upcoming earnings calls.

EPS

EstBeatMiss
$0.25$0.58$0.92$1.26$1.60Q1'25Q2'25Q3'25Q4'25Q1'26
QtrEstActual+/−
Q1'26$0.52$1.43+174.9%
Q4'25$0.49$1.44+196.3%
Q3'25$0.53$0.54+2.4%
Q2'25$0.50$0.48-4.2%
Q1'25$0.40$0.43+7.0%

Revenue

EstBeatMiss
$1.5B$1.7B$1.8B$1.9B$2.0BQ1'25Q2'25Q3'25Q4'25Q1'26
QtrEstActual+/−
Q1'26$1.9B$1.9B+3.0%
Q4'25$1.8B$1.8B+3.4%
Q3'25 - $1.8B -
Q2'25 - $1.7B -
Q1'25 - $1.6B -

Market Data

IRM Stock Snapshot

IRM is currently trading at $127.01, giving Iron Mountain Incorporated a market cap of 38.20B and a P/E ratio of 140.3. Today's range spans $126.84–$128.67, with shares opening at $127.90 and moving down $0.01 (0.0%) from the prior close. DailyIQ's technical score sits at 82/100 (BUY) with a news sentiment reading of 57/100.

Over the past year IRM has traded between $77.77 and $134.09 - the current price is +63.3% off the 52-week low and -5.3% from the high. 17 analysts cover the stock with a Buy consensus and a mean 12-month target of $131.55 (range $44.00–$149.00), implying upside of +3.6%.

IRM is scoring 82/100 technically (BUY) and sits at $127.01 - in the upper portion of its 52-week range in its $77.77–$134.09 annual range. Sentiment at 57/100 is neutral. At 38.20B in Real Estate market cap The current P/E ratio stands at 140.3., this is the tier where earnings revision cycles have the most impact on price: upward revisions in a large-cap company with bullish momentum tend to attract analyst upgrades, which in turn attract new institutional mandates.

Earnings revision cycles in large-cap Real Estate names tend to compound: when technicals confirm a BUY thesis (82/100) and news sentiment (57/100, neutral) supports the narrative, analyst upgrades follow price rather than lead it. At $127.01 (in the upper portion of its 52-week range), IRM's position within the $77.77–$134.09 annual range suggests there's room for multiple expansion before the stock encounters meaningful technical resistance.