IRM Iron Mountain Inc.

Cramer's lightning round: Buy BlackBerry $irm Iron Mountain: “It’s been an incredible stock. It’s a real estate investment trust. ... I think it’s a buy.” https://www.cnbc.com/2026/09/17/cramers-lightning-round-buy-blackberry.html?__source=iosappshare%7Ccom.stocktwits.StockTwits.STShareExtension

$IRM record earnings last two years. Raised dividend 7 -8 per cent a year. Record earnings predicted this year. Northern Virginia data centers leasing as we speak digitalizing government records service business doing well. Good company good management.

$IRM record earnings predicted again this year. Hopefully dividend raise. Raised last two years 6 to 7%. Yep paper storage going nowhere. Data Center, Northern, VA converting government paper into digital. Service revenue. They serviced the hospital in my town. It’s either trucks there once in a while. Still shredding.

$IRM Iron Mountain initiated with a Buy at Rothschild & Co Redburn Rothschild & Co Redburn initiated coverage of Iron Mountain with a Buy rating and $132 price target. While the equity narrative across the generative AI infrastructure "remains firmly bullish," credit markets are "beginning to price risks that equities largely ignore," the analyst tells investors in a research note. Rothschild believe the credit market "is sending the more important signal." The firm says the true economic leverage of the hyperscalers, which support much of the infrastructure buildout, is materially higher once off balance sheet commitments are included. This reduces their capacity to continue backstopping the next phase of investment, contends the analyst. Rothschild is negative on the neoclouds, where it believes earnings and valuations are "cyclically inflated." It is neutral on AI infrastructure. Traditional real estate investment trusts "stand out as underappreciated second-derivative beneficiaries of the buildout," adds the firm.

$IRM great stock excellent management. Record earnings. Every year. Northern va. Dats center. Making government file digital. Raising dividends. Dont let any short tell you paper storage is going away. Nope. Live near a hospital. Irm trucks outside all the time. Shredding also.