IPX
IPERIONX Ltd
$35.22
-12.58%
$1.4B
No data for this timeframe.
Vol
Market Cap$1.4B
Cap SizeSmall Cap
Analyst ConsensusStrong Buy (80%)
Inst. Holders4 funds
Inst. Value$6.0M
Inst. Activity3 buys / 1 sells
Insider Activity9B / 0S
Insider Net $$5.6M
Reddit Sentiment44° Neutral
SEC Reports9
Press Releases1
Recent Activity
Jun 5, 2026
SEC
IperionX released a Definitive Feasibility Study (DFS) for its 100%-owned Titan Critical Minerals Project in Tennessee,
6-K — Impact 7/10
Jun 1, 2026
SEC
IperionX announced that U.S. Army DEVCOM GVSC and independent WMTR testing validated its titanium Ti-6Al-4V fasteners ex
6-K — Impact 7/10
May 21, 2026
SEC
IperionX announced the commissioning of a 300-ton six-axis SACMI powder metallurgy press at its Titanium Manufacturing C
6-K — Impact 7/10
Apr 29, 2026
Insider
Hannigan Todd bought 260,000 shares
Executive Chairman @ $4.20 ($1.1M)
Apr 28, 2026
Insider
Hannigan Todd bought 220,000 shares
Executive Chairman @ $4.48 ($986.0K)
Apr 28, 2026
Insider
Arima Anastasios bought 110,000 shares
Chief Executive Officer @ $4.49 ($493.6K)
Inst.
MORGAN STANLEY — DOUBLED
130,506 shares ($4.7M)
Inst.
BANK OF AMERICA CORP — ADD
31,161 shares ($1.1M)
Price Targets
$54.40
+54.5% upside
Strong Buy
Current $35.22
Low $40.00
Median $53.00
High $71.00
5 analysts
$40.00
$71.00
Analyst Ratings
1Strong Buy
3Buy
1Hold
0Sell
0Strong Sell
Recent Analyst Actions
| Date | Firm | Action | Rating |
|---|---|---|---|
| Jun 5, 2026 | BTIG | MAINTAIN | Buy → Buy |
| Mar 27, 2026 | BTIG | INITIATE | Buy |
| Mar 13, 2026 | B. Riley Securities | MAINTAIN | Buy → Buy |
| Jan 20, 2026 | Roth Capital | REITERATE | Buy → Buy |
| Jan 13, 2026 | William Blair | INITIATE | Outperform |
Earnings Estimates
| Period | EPS Est. | Range | Growth | # |
|---|---|---|---|---|
| Current Q | $-0.55 | $-0.55 — $-0.55 | 1 | |
| Next Q | $-0.33 | $-0.33 — $-0.33 | 1 | |
| Current FY | $-0.98 | $-2.13 — $-0.04 | -721% YoY | 4 |
| Next FY | $-0.49 | $-1.16 — $0.02 | 50% YoY | 4 |
Latest Reports
BULLISH
6-K
7/10
IperionX released a Definitive Feasibility Study (DFS) for its 100%-owned Titan Critical Minerals Project in Tennessee,
Jun 5, 2026
BULLISH
6-K
7/10
IperionX announced that U.S. Army DEVCOM GVSC and independent WMTR testing validated its titanium Ti-6Al-4V fasteners ex
Jun 1, 2026
BULLISH
Press
6/10
IperionX commissioned a 300-ton SACMI powder metallurgy press at its Virginia campus, tripling compaction capacity and e
May 21, 2026
Top Institutional Holders
| Fund | Value | Move |
|---|---|---|
| MORGAN STANLEY | $4.7M | DOUBLED |
| BANK OF AMERICA CORP | $1.1M | ADD |
| WELLS FARGO & COMPANY/MN | $155.6K | TRIM |
| FMR LLC | $4.3K | DOUBLED |
Recent Insider Trades
| Date | Insider | Type | Value |
|---|---|---|---|
| Apr 29, 2026 | Hannigan Todd | BUY | $1.1M |
| Apr 28, 2026 | Hannigan Todd | BUY | $986.0K |
| Apr 28, 2026 | Arima Anastasios | BUY | $493.6K |
| Apr 28, 2026 | Martin Lorraine | BUY | $149.6K |
| Apr 2, 2026 | Castro Marcela | A | $0.00 |
Reddit Sentiment
44°
Neutral
Bearish
Neutral
Bullish
4 institutional holders with $6.0M total value (166,085 shares) as of 2025-Q4. Top holders: MORGAN, BANK, WELLS. Net buying activity: 3 institutions added/increased vs 1 reduced.
Top Institutional Holders — 2025-Q4
| # | Fund | Shares | Value | % of Tracked | Last Move |
|---|---|---|---|---|---|
| 1 | MORGAN STANLEY | 130,506 | $4.7M | 78.6% | DOUBLED +135.3% |
| 2 | BANK OF AMERICA CORP /DE/ | 31,161 | $1.1M | 18.8% | ADD +32.9% |
| 3 | WELLS FARGO & COMPANY/MN | 4,300 | $155.6K | 2.6% | TRIM -29.4% |
| 4 | FMR LLC | 118 | $4.3K | 0.1% | DOUBLED +140.8% |
Recent Position Changes
| Fund | Action | Prev Shares | Curr Shares | Change % | Value | Quarter |
|---|---|---|---|---|---|---|
| MORGAN STANLEY | DOUBLED | 55,472 | 130,506 | +135.3% | $4.7M | 2025-Q4 |
| BANK OF AMERICA CORP /DE/ | ADD | 23,444 | 31,161 | +32.9% | $1.1M | 2025-Q4 |
| WELLS FARGO & COMPANY/MN | TRIM | 6,090 | 4,300 | -29.4% | $155.6K | 2025-Q4 |
| FMR LLC | DOUBLED | 49 | 118 | +140.8% | $4.3K | 2025-Q4 |
| MORGAN STANLEY | DOUBLED | 6,639 | 55,472 | +735.5% | $2.7M | 2025-Q3 |
| BANK OF AMERICA CORP /DE/ | TRIM | 35,441 | 23,444 | -33.9% | $1.2M | 2025-Q3 |
| BANK OF AMERICA CORP /DE/ | ADD | 20,974 | 35,441 | +69.0% | $1.1M | 2025-Q2 |
| MORGAN STANLEY | NEAR_EXIT | 38,397 | 6,639 | -82.7% | $209.1K | 2025-Q2 |
| UBS Group AG | NEW | — | 50,593 | — | $910.2K | 2025-Q1 |
| MORGAN STANLEY | DOUBLED | 15,750 | 38,397 | +143.8% | $690.8K | 2025-Q1 |
| CITADEL ADVISORS LLC | EXIT | 8,240 | 0 | -100.0% | $0.00 | 2025-Q1 |
| MORGAN STANLEY | TRIM | 32,600 | 15,750 | -51.7% | $541.8K | 2024-Q4 |
| CITADEL ADVISORS LLC | NEW | — | 8,240 | — | $283.5K | 2024-Q4 |
6 unique insiders with 9 transactions. Net insider value: $5.6M ($5.6M bought, $0.00 sold).
Insider Transactions
| Date | Insider | Title | Type | Shares | Price | Value |
|---|---|---|---|---|---|---|
| Apr 29, 2026 | Hannigan Todd | Executive Chairman | BUY | 260,000 | $4.20 | $1.1M |
| Apr 28, 2026 | Hannigan Todd | Executive Chairman | BUY | 220,000 | $4.48 | $986.0K |
| Apr 28, 2026 | Arima Anastasios | Chief Executive Officer | BUY | 110,000 | $4.49 | $493.6K |
| Apr 28, 2026 | Martin Lorraine M | Director | BUY | 4,755 | $31.46 | $149.6K |
| Apr 2, 2026 | Castro Marcela Rocha | Chief Financial Officer | A | 52,258 | $0.00 | $0.00 |
| Apr 2, 2026 | Castro Marcela Rocha | Chief Financial Officer | A | 127,993 | $0.00 | $0.00 |
| Apr 2, 2026 | Hannigan Todd | Executive Chairman | A | 196,086 | $0.00 | $0.00 |
| Apr 2, 2026 | Hannigan Todd | Executive Chairman | A | 465,410 | $0.00 | $0.00 |
| Apr 2, 2026 | Hannigan Todd | Executive Chairman | A | 526,760 | $0.00 | $0.00 |
| Apr 2, 2026 | Arima Anastasios | Chief Executive Officer | A | 237,944 | $0.00 | $0.00 |
| Apr 2, 2026 | Arima Anastasios | Chief Executive Officer | A | 564,759 | $18.00 | $10.2M |
| Apr 2, 2026 | Arima Anastasios | Chief Executive Officer | A | 639,205 | $22.00 | $14.1M |
| Apr 2, 2026 | Symonds Toby Edgcumbe | President | A | 226,047 | $0.00 | $0.00 |
| Apr 2, 2026 | Symonds Toby Edgcumbe | President | A | 536,521 | $0.00 | $0.00 |
| Apr 2, 2026 | Symonds Toby Edgcumbe | President | A | 607,244 | $0.00 | $0.00 |
| Mar 27, 2026 | Arima Anastasios | Chief Executive Officer | BUY | 467,000 | $3.20 | $1.5M |
| Mar 27, 2026 | Arima Anastasios | Chief Executive Officer | BUY | 12,800 | $23.41 | $299.6K |
| Mar 27, 2026 | Hannigan Todd | Director | BUY | 225,225 | $3.20 | $720.9K |
| Mar 27, 2026 | Tripeny R Tony | Director | BUY | 4,187 | $23.76 | $99.5K |
| Mar 27, 2026 | Symonds Toby Edgcumbe | President | BUY | 11,000 | $23.87 | $262.6K |
9 SEC filing reports analyzed. Sentiment: 6 bullish, 0 bearish, 0 mixed, 3 neutral. Avg impact: 5.3/10.
BULLISH
6-K
7/10
IperionX released a Definitive Feasibility Study (DFS) for its 100%-owned Titan Critical Minerals Pr
Jun 5, 2026
BULLISH
6-K
7/10
IperionX announced that U.S. Army DEVCOM GVSC and independent WMTR testing validated its titanium Ti
Jun 1, 2026
BULLISH
6-K
7/10
IperionX announced the commissioning of a 300-ton six-axis SACMI powder metallurgy press at its Tita
May 21, 2026
BULLISH
CLUSTER
6/10
Three IPX insiders, including the CEO and Executive Chairman, made open-market purchases totaling $1
Apr 30, 2026
BULLISH
CLUSTER
5/10
Executive Chairman Todd Hannigan and CEO Anastasios Arima made open-market purchases totaling $1.48M
Apr 30, 2026
NEUTRAL
6-K
1/10
IperionX filed a 6-K to report the posting of a corporate investor presentation on its website on Ap
Apr 28, 2026
NEUTRAL
PRESS-RELEASE
4/10
IperionX transitioned to 24/7 titanium powder production at its Virginia facility, achieving an annu
Apr 27, 2026
NEUTRAL
6-K
4/10
IperionX reported a transition from commissioning to continuous 24/7 operations at its Virginia tita
Apr 27, 2026
BULLISH
CLUSTER
7/10
Analysis based on filing metadata only — document content was unavailable. However, cross-filing con
Mar 30, 2026
Current analyst consensus: Strong Buy (80% buy). Based on 5 analysts: 1 strong buy, 3 buy, 1 hold, 0 sell, 0 strong sell.
Analyst Price Targets
$54.40 mean target
+54.5% upside
Strong Buy (1.00)
$40.00 Low
$71.00 High
| Metric | Value |
|---|---|
| Current Price | $35.22 |
| Target Low | $40.00 |
| Target Mean | $54.40 |
| Target Median | $53.00 |
| Target High | $71.00 |
| # Analysts | 5 |
| Recommendation | Strong Buy (1.00) |
Earnings Estimates & Revisions
| Period | EPS Avg | EPS Low | EPS High | EPS Growth | 30d Rev. | Up/Down | Rev. Avg | Rev. Growth | Analysts |
|---|---|---|---|---|---|---|---|---|---|
| Current Q 2026-06-30 |
$-0.55 | $-0.55 | $-0.55 | — | +0.0% | — | $0.0B | — | 1 |
| Next Q 2026-09-30 |
$-0.33 | $-0.33 | $-0.33 | — | +0.0% | — | $0.0B | — | 1 |
| Current FY 2026-06-30 |
$-0.98 | $-2.13 | $-0.04 | -720.8% | +0.0% | — | $0.0B | 0.0% | 4 |
| Next FY 2027-06-30 |
$-0.49 | $-1.16 | $0.02 | 49.8% | +0.0% | — | $0.1B | 1092.6% | 4 |
Current Quarter EPS Revision History
| Timepoint | EPS Estimate | Change |
|---|---|---|
| Current | $-0.550 | |
| 7d ago | $-0.550 | |
| 30d ago | $-0.550 | |
| 60d ago | $-0.550 | |
| 90d ago | $-0.110 | -0.440 |
4 analyst firms have rated this stock: 0 upgrades, 0 downgrades, 2 initiations.
Individual Analyst Actions
| Date | Analyst Firm | Action | Previous Rating | New Rating |
|---|---|---|---|---|
| Jun 5, 2026 | BTIG | MAINTAIN | Buy | Buy |
| Mar 27, 2026 | BTIG | INITIATE | — | Buy |
| Mar 13, 2026 | B. Riley Securities | MAINTAIN | Buy | Buy |
| Jan 20, 2026 | Roth Capital | REITERATE | Buy | Buy |
| Jan 13, 2026 | William Blair | INITIATE | — | Outperform |
Monthly Consensus History
| Period | Strong Buy | Buy | Hold | Sell | Strong Sell | Buy % | Distribution |
|---|---|---|---|---|---|---|---|
| Jun 1, 2026 | 1 | 3 | 1 | 0 | 0 | 80% | |
| May 1, 2026 | 1 | 4 | 1 | 0 | 0 | 83% | |
| Apr 1, 2026 | 1 | 4 | 1 | 0 | 0 | 83% | |
| Mar 1, 2026 | 1 | 4 | 1 | 0 | 0 | 83% | |
| Feb 1, 2026 | 1 | 4 | 1 | 0 | 0 | 83% | |
| Jan 1, 2026 | 1 | 4 | 1 | 0 | 0 | 83% |
Strong BuyBuyHoldSellStrong Sell
No congressional trading data available for this ticker. Data is sourced from Senate and House financial disclosure filings.
44°
Neutral
Bearish
Neutral
Bullish
4 mentions
1 bullish
2 bearish
4 time periods
Reddit Sentiment History
| Date | Mentions | Sentiment | Bullish | Bearish | Threads |
|---|---|---|---|---|---|
| Apr 2, 2026 | 1 | 60° Warm | 1 | 0 | 1 |
| Mar 16, 2026 | 1 | 44° Neutral | 0 | 0 | 1 |
| Mar 7, 2026 | 1 | 40° Cool | 0 | 1 | 1 |
| Mar 7, 2026 | 1 | 40° Cool | 0 | 1 | 1 |
Recent Reddit Threads
IPX insider trading
▲ 2
💬 4
⚡ 0.5
May 21, 2026
contract
IperionX Commissions Six-Axis Powder Metallurgy Press, Expanding U.S. Titanium Component Manufacturing Capabilities
IPERIONX COMMISSIONS SIX-AXIS POWDER METALLURGY PRESS, EXPANDING U.S. TITANIUM COMPONENT MANUFACTURING CAPABILITIES
May 8, 2026
short_interest
FTD: IPX — 16,110 shares ($0.7M) failed to deliver
Settlement: 20260508, Price: $40.67, FTD Value: $655,193.7, IPERIONX LTD SPONSORED ADS (AU
Apr 27, 2026
earnings
IperionX – March 2026 Quarterly Report
IPERIONX – MARCH 2026 QUARTERLY REPORT
Mar 30, 2026
other
Iperionx – Change of Directors and Officers Ownership
IPERIONX – CHANGE OF DIRECTORS AND OFFICERS OWNERSHIP
Mar 25, 2026
short_interest
FTD: IPX — 31,961 shares ($0.7M) failed to deliver
Settlement: 20260325, Price: $23.25, FTD Value: $743,093.25, IPERIONX LTD SPONSORED ADS (AU
Mar 24, 2026
short_interest
FTD: IPX — 24,942 shares ($0.6M) failed to deliver
Settlement: 20260324, Price: $24.68, FTD Value: $615,568.56, IPERIONX LTD SPONSORED ADS (AU
Mar 23, 2026
short_interest
FTD: IPX — 22,906 shares ($0.5M) failed to deliver
Settlement: 20260323, Price: $23.29, FTD Value: $533,480.74, IPERIONX LTD SPONSORED ADS (AU
Feb 4, 2026
short_interest
FTD: IPX — 12,764 shares ($0.6M) failed to deliver
Settlement: 20260204, Price: $50.09, FTD Value: $639,348.76, IPERIONX LTD SPONSORED ADS (AU