IRS

IRSA Inversiones y RepresentacionesC

NYSE / Real Estate Management & Development

At close

2026-06-03

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AI scenario view

RankAlpha Sentiment AI

B+

Bull case

20%

Probability

Target price

$33.00

+122.4% vs current

Most likely

Base case

60%

Probability

Target price

$21.00

+41.5% vs current

B-

Bear case

20%

Probability

Target price

$13.00

-12.4% vs current

AI sentiment snapshot

Latest data as of 2026-03-28

AI commentary

Market commentary is mixed but tilted toward upside: several analyst aggregators show a median near $21 and a high near $33, implying market expectation of recovery/re-rating [#SERP-2] . Company IR releases emphasize improving rental EBITDA in H1 FY2026, which supports constructive sentiment if the trend continues [#IR-2026-02-04]. Overall newsflow remains focused on quarterly operating metrics and the filed FY-2025 20-F [#IR-2025-10-24].

RankAlpha Sentiment AI - 2026-03-28

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Evidence flagged

No evidence quality warning is currently attached to this memo.

Impact

standard

Confidence

AI events

2026-06-26eventNext quarterly (Q3 FY2026) results: rental and office occupancy / pricing read-throughHigh impact

Next quarterly results will be the nearest discrete readout to confirm whether rental-segment adjusted EBITDA momentum continues; monitor the Q3 release for occupancy, lease renewals and ARS rental escalation detail (prior IR releases provide the comparables set) [#IR-2026-02-04] [#IR-2025-11-06].

2027-03-28catalystSustained rental-segment EBITDA growth supporting NAV re-ratingHigh impact

Management reported that adjusted EBITDA from rental segments rose to ARS 147,190m in H1 FY2026 (up 4.9% y/y); continued rental recovery and margin expansion could drive a re-rating of the ADR toward analyst medians if trends persist [#IR-2026-02-04].

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Recommendation

N/A

No formal recommendation provided.

Open AI Memo

As of 2026-03-28 • Updated nightlySource: Internal modelMethodology