[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.] [Iron Mountain Inc](/topic/iron-mountain-inc) ### Top Social Posts *Showing only X posts for non-authenticated requests. Use your API key in requests for full results.* "The Valuation Disconnect $IRM The core investment opportunity lies in a valuation disconnect. The market continues to view Iron Mountain primarily through the lens of a stable storage REIT. It has not yet fully priced in the reality that a significant and rapidly growing portion of its business is a high-margin mission-critical IT services provider. The sustained double-digit growth in Revenue Adjusted EBITDA and AFFO per share over the last four years points to a fundamental re-rating of the company's valuation multiple as the narrative catches up to the results" [X Link](https://x.com/crux_capital_/status/1979651193187250543) [@crux_capital_](/creator/x/crux_capital_) 2025-10-18T20:49Z 1755 followers, XX engagements "Conclusion $IRM Iron Mountain represents the premier institutional-quality investment to capitalize on the multi-decade growth of the digital landfill. The company offers a powerful combination of a business in transformation a durable competitive moat built on trust and a compelling risk-adjusted return profile. The exceptional financial track record and clear growth strategy make it a cornerstone holding for this theme" [X Link](https://x.com/crux_capital_/status/1979651196211364048) [@crux_capital_](/creator/x/crux_capital_) 2025-10-18T20:49Z 1759 followers, XXX engagements "A Superior Risk-Adjusted Profile $IRM When compared to alternatives IRM's unique position becomes clear. Its Data Center business another key part of its growth portfolio is expecting nearly XX% revenue growth in 2025 and is on a path to exceed $X billion in revenue by 2026. This high-growth tech-adjacent segment further differentiates it from industrial specialists like Clean Harbors $CLH or speculative tech plays like PureCycle $PCT. Iron Mountain offers a compelling synthesis: direct exposure to digital infrastructure growth de-risked by a stable core business" [X Link](https://x.com/crux_capital_/status/1979651190171599039) [@crux_capital_](/creator/x/crux_capital_) 2025-10-18T20:49Z 1755 followers, XX engagements "Catalysts and Forward Momentum $IRM Management's confidence is high reflected in their decision to raise full-year 2025 guidance for revenue EBITDA and AFFO after the strong Q2 performance. The company now expects XX% revenue growth and XX% Adjusted EBITDA growth for the full year. The primary near-term catalyst will be the next quarterly earnings report estimated for 11/5/2025 Continued double-digit growth in the ALM segment will provide further proof of the transformation thesis and the strength of their outlook" [X Link](https://x.com/crux_capital_/status/1979651186480525335) [@crux_capital_](/creator/x/crux_capital_) 2025-10-18T20:49Z 1755 followers, XX engagements
[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.]
Showing only X posts for non-authenticated requests. Use your API key in requests for full results.
"The Valuation Disconnect $IRM The core investment opportunity lies in a valuation disconnect. The market continues to view Iron Mountain primarily through the lens of a stable storage REIT. It has not yet fully priced in the reality that a significant and rapidly growing portion of its business is a high-margin mission-critical IT services provider. The sustained double-digit growth in Revenue Adjusted EBITDA and AFFO per share over the last four years points to a fundamental re-rating of the company's valuation multiple as the narrative catches up to the results"
X Link @crux_capital_ 2025-10-18T20:49Z 1755 followers, XX engagements
"Conclusion $IRM Iron Mountain represents the premier institutional-quality investment to capitalize on the multi-decade growth of the digital landfill. The company offers a powerful combination of a business in transformation a durable competitive moat built on trust and a compelling risk-adjusted return profile. The exceptional financial track record and clear growth strategy make it a cornerstone holding for this theme"
X Link @crux_capital_ 2025-10-18T20:49Z 1759 followers, XXX engagements
"A Superior Risk-Adjusted Profile $IRM When compared to alternatives IRM's unique position becomes clear. Its Data Center business another key part of its growth portfolio is expecting nearly XX% revenue growth in 2025 and is on a path to exceed $X billion in revenue by 2026. This high-growth tech-adjacent segment further differentiates it from industrial specialists like Clean Harbors $CLH or speculative tech plays like PureCycle $PCT. Iron Mountain offers a compelling synthesis: direct exposure to digital infrastructure growth de-risked by a stable core business"
X Link @crux_capital_ 2025-10-18T20:49Z 1755 followers, XX engagements
"Catalysts and Forward Momentum $IRM Management's confidence is high reflected in their decision to raise full-year 2025 guidance for revenue EBITDA and AFFO after the strong Q2 performance. The company now expects XX% revenue growth and XX% Adjusted EBITDA growth for the full year. The primary near-term catalyst will be the next quarterly earnings report estimated for 11/5/2025 Continued double-digit growth in the ALM segment will provide further proof of the transformation thesis and the strength of their outlook"
X Link @crux_capital_ 2025-10-18T20:49Z 1755 followers, XX engagements
/topic/iron-mountain-inc/posts