Equities Analysts Issue Forecasts for IMSR FY2026 Earnings

Terrestrial Energy Inc. (NASDAQ:IMSR) – Analysts at Northland Securities boosted their FY2026 earnings estimates for Terrestrial Energy in a report issued on Wednesday, November 11th. Northland Securities analyst J. Grampp now expects that the company will earn ($0.41) per share for the year, up from their prior forecast of ($0.44). Northland Securities has a “Market Perform” rating and a $3.25 price target on the stock. The consensus estimate for Terrestrial Energy’s current full-year earnings is ($0.40) per share. Northland Securities also issued estimates for Terrestrial Energy’s Q4 2026 earnings at ($0.11) EPS, Q1 2027 earnings at ($0.15) EPS, Q2 2027 earnings at ($0.15) EPS, Q3 2027 earnings at ($0.15) EPS, Q4 2027 earnings at ($0.15) EPS and FY2027 earnings at ($0.59) EPS.

Terrestrial Energy (NASDAQ:IMSR) last posted its earnings results on Tuesday, November 10th. The company reported ($0.10) EPS for the quarter, topping analysts’ consensus estimates of ($0.15) by $0.05.

A number of other equities analysts also recently issued reports on IMSR. Lake Street Capital assumed coverage on shares of Terrestrial Energy in a report on Wednesday, October 21st. They issued a “buy” rating and a $15.00 price objective on the stock. UBS Group set a $10.00 target price on Terrestrial Energy in a research report on Monday, October 26th. Wedbush set a $4.00 price target on Terrestrial Energy and gave the stock a “neutral” rating in a research report on Thursday. Weiss Ratings cut Terrestrial Energy from a “sell (d-)” rating to a “sell (e+)” rating in a research report on Tuesday. Finally, Roth Capital started coverage on Terrestrial Energy in a research note on Tuesday, September 22nd. They issued a “buy” rating and a $15.00 price objective on the stock. One research analyst has rated the stock with a Strong Buy rating, three have given a Buy rating, three have issued a Hold rating and one has given a Sell rating to the stock. Based on data from MarketBeat, the stock presently has a consensus rating of “Moderate Buy” and a consensus price target of $9.88.

Terrestrial Energy Price Performance

NASDAQ IMSR opened at $2.50 on Friday. Terrestrial Energy has a 1-year low of $2.39 and a 1-year high of $13.52. The business’s fifty day moving average price is $3.67 and its 200-day moving average price is $5.97.

Institutional Inflows and Outflows

Large investors have recently modified their holdings of the company. Renaissance Technologies LLC boosted its holdings in Terrestrial Energy by 136.1% in the 1st quarter. Renaissance Technologies LLC now owns 407,900 shares of the company’s stock worth $2,449,000 after buying an additional 235,100 shares during the period. Yorkville Advisors Global LP purchased a new stake in Terrestrial Energy in the 1st quarter worth $733,000. FNY Investment Advisers LLC raised its holdings in Terrestrial Energy by 129.2% during the second quarter. FNY Investment Advisers LLC now owns 151,650 shares of the company’s stock valued at $1,073,000 after acquiring an additional 85,490 shares during the period. Swiss National Bank purchased a new position in shares of Terrestrial Energy in the first quarter valued at about $340,000. Finally, Flax Pond Capital LLC bought a new position in shares of Terrestrial Energy in the first quarter worth about $96,000.

Insider Buying and Selling at Terrestrial Energy

In other news, CEO Simon Irish acquired 16,900 shares of Terrestrial Energy stock in a transaction dated Tuesday, October 13th. The stock was purchased at an average cost of $3.01 per share, with a total value of $50,869.00. Following the completion of the purchase, the chief executive officer directly owned 2,312,834 shares in the company, valued at approximately $6,961,630.34. This trade represents a 0.74% increase in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available through this hyperlink. 28.60% of the stock is currently owned by insiders.

Terrestrial Energy announced that its board has initiated a stock repurchase program on Tuesday, October 27th that allows the company to repurchase $25 million in outstanding shares. This buyback authorization allows the company to repurchase shares of its stock through open market purchases. Stock buyback programs are often an indication that the company’s leadership believes its shares are undervalued.

About Terrestrial Energy

Terrestrial Energy (Nasdaq: IMSR) is a developer of Generation IV nuclear plants that use its proprietary Integral Molten Salt Reactor (IMSR). The IMSR captures the operating benefits of molten salt reactor technology in a plant design that prioritizes capital efficiency, cost reduction, versatility and functionality of nuclear energy supply. IMSR plants are designed to be small and modular for distributed supply of low-cost, reliable, dispatchable, clean, high-temperature industrial heat and electricity, extending the application of nuclear energy beyond electric power markets to industrial applications such as petrochemical and chemical synthesis and data center operation.