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IMIMSR

Terrestrial Energy Inc.

$IMSR·$487M·Regulated Electric·Utilities
$4.63-2.1%YTD-26.4%1Y-79.6%
Mentions · last 7 days
2026-07-10: 4 posts2026-07-11: 3 posts2026-07-12: 1 posts2026-07-13: 12 posts2026-07-14: 11 posts2026-07-15: 16 posts2026-07-16: 26 posts730%
Price updated 3h ago·X counts updated 1d ago
IMIMSR
$IMSRTerrestrial Energy Inc.
$4.63-2.12%73 posts0%
AI analysisFundamentalsVoices on X
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AI verdict & sentimentAI analysisGenerated by AI from underlying data

Top X posts

Today's AI verdict on what's driving $IMSR, plus how loud the X conversation is and which way it's leaning.

AI analysis

TickerTalks’ read on the fundamentals and what’s driving the move.

Driven by hypeCooling offAI verdict · as of 2026-07-17

Catching its breath after a run — could pick back up or fade from here.

Terrestrial Energy SMR molten-salt reactor developer down 79% t12m — coiling ahead of Q2 in one month.

Terrestrial Energy is a nuclear-energy developer focused on Integral Molten Salt Reactor (IMSR) technology — Gen-IV small modular reactor design specifically targeting AI data centers.

Where the setup nets out:

  • Zero commercial revenue: pre-commercial developer.
  • Cash burn: FCFy -4.9%.
  • The June 18 Texas A&M partnership for IMSR commercial deployment and R&D at Texas A&M-RELLIS is a real ecosystem-development event.
  • The US-Japan-South Korea pact for accelerated SMR deployments is a real macro tailwind.
  • Insider action: none disclosed.
  • Position: today -9%, YTD -25%, t12m -79% — the tape has largely capitulated after prior momentum.

The forward view: the August 13 Q2 print is the referee for cash runway. A specific commercial-utility PPA or a Canadian regulatory milestone (Gen-IV Vendor Design Review completed) restarts the coil upward. What keeps it stuck: another cash-burn quarter without commercial-scale visibility. What breaks it lower: a dilutive raise, or a Canadian permitting setback. This is a pre-commercial SMR nuclear play — position sizing matters far more than conviction.

Agrees with X sentimentThe bullish X read on the completed Canadian Gen-IV Vendor Design Review and US/Japan/Korea SMR pact is directionally right on the narrative tailwinds. Our take agrees the setup is compelling but pre-commercial.

What to watch: August 13 Q2 earnings for cash runway, and any commercial-utility PPA or Canadian regulatory milestone; a dilutive raise or permitting setback would break the coil the wrong way.

On the calendar: 2026-08-13 — Q2 2026 earnings

X sentiment

What the X crowd is saying right now — descriptive, summarised from the day’s posts.

Mixed sentiment9 posts analyzed · as of 2026-07-17

NuScale-style molten-salt reactor company IMSR chatter is emotional-conviction-versus-broken-tape. Bulls set out that IMSR still has 0-2 commercial plant announcements to make in 2026 - most likely an Ameresco-developed US project under the June 2025 collaboration - and lay out a nuclear-plus-New-York thesis paired with WULF as the 'buy the fkn dip' setup while Trump is expected to keep pumping data-center power. The bear thread is loud personal capitulation: 'the thesis isn't broken, but my bank account, my heart, my will, and my spirit are,' 'you can stop selling now, I was crying uncle at 7, now I'm on a variety of depression meds,' and general 'stop selling if fully allocated, definitely don't sell.' One nuclear speculator bought a starter today. The tone is patient-bull under severe drawdown pain.

Read the AI verdict + X sentiment for $IMSR

  • One-line verdict on what's driving the move — fundamentals, momentum, both, or an event
  • Next dated catalyst when there is one (earnings, deal closing, activist clock)
  • X crowd read with bullish/bearish call + post volume
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What it does

Plain-English summary of the business — what they sell and how they make money.

Developer of molten salt small modular reactor technology targeting carbon-free industrial heat and electricity generation.

Industry overviewAI analysisGenerated by AI from underlying data

Where Regulated Electric sits in its cycle right now — and what that implies for $IMSR.

Regulated Electric · Utilities

No material change from last week — Dominion Virginia (D) is the primary data center utility, and nuclear power re-rating (CEG, Oklo's DOE clearance milestone this week) continues as the..

What this means for $IMSR

Neutral — Developer of molten salt small modular reactor technology targeting carbon-free industrial heat and electricity generation; this business's revenue is largely decoupled from the data center load growth and nuclear PPA re-rating of rate base.

Industry benchmark

23-name peer basket
+426.1%YTD
+9.9%1Y

Fundamentals & catalyst

Profitability, valuation, and the next earnings event — at a glance, with rule-of-thumb signals.

Key ratios

P/E
-17.4How much investors are paying per dollar of profit the company actually earned in the last 12 months. Lower means the stock looks cheaper relative to earnings.~15–25 is typical for the S&P 500; high-growth names trade 30+; hyper-growth or speculative can be 100+ or negative.
ROIC
-13.7%What percentage return the business earns on every dollar of capital (equity + debt) deployed in operations. The cleanest measure of business quality.Above ~15% is high-quality; consistently above 25% suggests a real moat. Below the company's cost of capital is value-destroying.
Op margin
0.0%Operating profit (after sales, marketing, R&D, and overhead but before interest and taxes) as a percentage of revenue. The clearest view of how well the underlying business is run.Mature business above 20% is healthy; software businesses can run 30%+; commodity / retail businesses operate in single digits.
FCF yield
-4.9%Free cash flow (operating cash flow minus capex) divided by the company's market cap. The cash-on-cash return you'd get owning the whole business at today's price.Above ~5% is attractive; below ~2% means you're paying up for growth. Capital-light businesses (software) run higher than capital-heavy ones (utilities).
P/S
0.0Same idea as P/E but per dollar of revenue. Useful for companies that aren't profitable yet, where P/E is meaningless.Under ~2 is cheap; software / SaaS often runs 8–15; well above 20 implies the market is pricing in very high future growth.
ROE
-23.4%Net income as a percentage of shareholders' equity. Similar to ROIC but counts only the equity side.Above 20% is strong, but can be inflated by leverage — a heavily indebted company can show high ROE with weak underlying ROIC.
Gross margin
0.0%Revenue minus the direct cost of producing what was sold, as a percentage of revenue. The first read on whether the product is structurally profitable.Software / SaaS is typically 70%+; consumer goods 30–50%; commodity / hardware businesses can be under 20%.
D/E
0.0Total debt divided by shareholders' equity. Measures how much the business runs on borrowed money versus owner capital.Under 1 is conservative; 1–2 is typical for mature businesses; over 2 is leveraged and more sensitive to interest rates.

Past earnings

QuarterReportedActualEstimateSurprise
Q1 2026May 14, 2026$-0.10$-0.09-11.1%
Q4 2025Mar 30, 2026$-0.39$-0.20-95.0%
Next earningsThu, Aug 13·consensus EPS $-0.18

Quarterly trend

QuarterRevenueYoYGrossOpEPSFCF
Q1 FY26$0———$-0.10$-9.1M
Q4 FY25$0———$-0.30$-16.5M
Q3 FY25$0-100.0%——$0.07$-512K
Q2 FY25$0———$-0.07$-4.5M

Forward consensus

5-year forecast · up to 1 analysts
FYRevenueRangeEPSRangeAnalysts
FY26$0$0 – $0-$0.66-$0.66 – -$0.660
FY27$0$0 – $0-$0.82-$0.82 – -$0.820
FY28$0$0 – $0-$0.89-$0.89 – -$0.890
FY29$0$0 – $0-$0.84-$0.84 – -$0.840
FY30$75.0M$75.0M – $75.0M-$0.60-$0.60 – -$0.601

Setup & momentum

Volume, range, and moving-average position — the technical setup driving short-term moves.

Right now

Vol vs 30dToday's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.1.2×Today's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.
52w rangeWhere the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.—Where the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.
vs 50d MALatest close vs the 50-day simple moving average. Positive = short-term trend is up.-34.8%Latest close vs the 50-day simple moving average. Positive = short-term trend is up.
vs 200d MALatest close vs the 200-day simple moving average. Positive = long-term trend is up.—Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

Float & profile

FloatTiny float · 1.2M shFree-float shares — the slice of issued stock actually available to trade. Lower buckets squeeze harder on a catalyst.Traded today235.0% of floatToday's volume as a percent of the free float. Above 5% on a single day is unusually high turnover for the available share count.β2.245-year weekly beta vs the S&P 500. Above 1.5 means the stock typically moves more than the index; below 0.8 moves less.

Insider activity

Recent open-market buys and sells by officers and directors — flagged when multiple insiders cluster.

Recent transactions

No open-market buys or sells in the last 180 days.

+ 4 other (4 awards) in window

See when $IMSR insiders are putting their own money in

  • Real-time open-market buys and sells from Form 4 filings
  • Cluster-buy detection when multiple insiders pile in at once
  • 30 / 60 / 180-day windows so you can spot building conviction
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SEC filings

Material 8-K, 13D, S-3, and 424B5 events from the last 180 days — the filings that actually move the price.

Recent material filings

8-KShareholder voteJun 128-K — Item 5.07: Shareholder vote
AI summary

Terrestrial Energy Inc. (ticker IMSR) held its 2026 Annual Meeting on June 11, 2026. Shareholders elected three nominees as Class I directors to serve three-year terms, along with other standard proposals per the April 29, 2026 proxy; the company has both common stock and warrants listed. Routine governance filing for a small-cap nuclear energy company developing integral molten salt reactor (IMSR) technology.

8-KOfficer or director changeMay 88-K — Item 5.02: Officer or director change
AI summary

IMSR (IMSR) filed an 8-K under Item 5.02 disclosing a change in its executive leadership or board composition. The filing reports both a departure and an appointment in CEO. Individuals named in the filing include Employer Identification, Tyvola Road. Leadership changes at the C-suite and board level are material events requiring 8-K disclosure within four business days, as they can affect company strategy, investor confidence, and operational continuity.

8-KOfficer or director changeApr 168-K — Item 5.02: Officer or director change
AI summary

IMSR (IMSR) filed an 8-K under Item 5.02 disclosing a change in its executive leadership or board composition. The filing reports both a departure and an appointment in CEO. Individuals named in the filing include Employer Identification, Tyvola Road. Leadership changes at the C-suite and board level are material events requiring 8-K disclosure within four business days, as they can affect company strategy, investor confidence, and operational continuity.

3/ANew insider — initial holdingsFeb 173/A
8-KPress release / Reg FDJan 298-K — Item 7.01: Press release / Reg FD
3New insider — initial holdingsJan 223
+ 15 other (2 earnings 8-Ks · 2 proxys · 2 POS EXs · 2 13Gs) in window

Recent news

Latest headlines from major outlets, sourced and timestamped — context for whatever just moved.

Terrestrial Energy and The Texas A&M University System Sign Agreements Advancing IMSR Commercial Deployment and R&D Projects at Texas A&M-RELLISbusinesswire.com·30d agoAdvanced Reactors Hit Key Commercialization Milestonesetftrends.com·53d agoAI Provides Tailwind for the Next Phase of the Nuclear Renaissanceetftrends.com·58d agoTerrestrial Energy Q1 Earnings Call Highlightsmarketbeat.com·65d agoTerrestrial Energy Reports First Quarter 2026 Resultsbusinesswire.com·65d ago

In themes

Explore the broader themes this ticker is being talked about under.

Nuclear Renaissance

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