Iron Mountain now trades at a compelling valuation after a sharp selloff, with a forward 'true' AFFO multiple of 17x and 11% growth. The legacy records business continues to show pricing power, while data center expansion is delivering double-digit IRRs with derisked, pre-leased contracts. Key risks include potential margin compression from international mix shift and future data center overbuild, but fundamentals remain robust and support a long position.

Brookstone Capital Management boosted its position in shares of Iron Mountain Incorporated (NYSE: IRM) by 40.1% during the undefined quarter, according to the company in its most recent filing with the SEC. The institutional investor owned 207,443 shares of the financial services provider's stock after purchasing an additional 59,383 shares during the period.

IRM is an even better Buy after the steep correction, thanks to the robust data center monetization trends and the resilient legacy RIM business for excellent capital appreciation/dividend returns. The data center segment drives profitable, high growth trends while being supported by aggressive capex, strong leasing pipelines, and higher renewal rates. IRM's main monetization avenue through legacy RIM/storage business remains resilient to the rapidly changing industry trends, thanks to the wide customer base with lease terms at ~14.5 years.

Iron Mountain Incorporated has shifted toward data centers and digital solutions, driving double-digit revenue growth but not translating into sustainable free cash flow. IRM's aggressive use of non-GAAP metrics and rising leverage—actual net debt/EBITDA near 7.8x—raises material concerns about transparency and financial health. Despite a 10% dividend hike and a 4% yield, IRM's cash burn and high debt levels threaten long-term sustainability and credit quality.

Iron Mountain Incorporated (IRM) Presents at Barclays 23rd Annual Global Technology Conference Transcript

Federated Hermes Inc. increased its position in shares of Iron Mountain Incorporated (NYSE: IRM) by 1,537.3% in the undefined quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The firm owned 162,932 shares of the financial services provider's stock after buying an additional 152,981 shares during

The artificial intelligence boom will continue to create massive demand for data centers. Right now, according to MIT Technology Review, there are about 3,000 data centers across the U.S. Plus, according to a report from McKinsey, $5.2 trillion in AI infrastructure investments will be needed by 2030. McKinsey's analysis also "suggests that demand for AI-ready... AI Data Centers are Booming and These 3 Stocks Are Cashing In.

CW Advisors LLC grew its holdings in Iron Mountain Incorporated (NYSE: IRM) by 85.9% in the undefined quarter, according to the company in its most recent Form 13F filing with the SEC. The institutional investor owned 54,950 shares of the financial services provider's stock after acquiring an additional 25,391 shares during the quarter.

PORTSMOUTH, N.H.--(BUSINESS WIRE)--Iron Mountain Incorporated (NYSE: IRM), a global leader in information management services, announced today that it will participate in a fireside chat at the Barclays 23rd Annual Global Technology Conference in San Francisco, CA. Date: Thursday, December 11, 2025 Time: 10:25 am PT Presenters: Barry A. Hytinen, Executive Vice President and Chief Financial Officer The presentation is being webcast and it will be accessible on the Investor Relations section of w.

Digital Realty counts some of the world's largest tech companies among its customers. Equinix owns data centers in 77 metropolitan areas across 36 countries.