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IMIMSR

Terrestrial Energy Inc.

$IMSR·$271M·Regulated Electric·Utilities
$3.22+9.5%YTD-50.5%1Y-85.8%
Price updated 9h ago·X counts updated 4d ago
IMIMSR
$IMSRTerrestrial Energy Inc.
$3.22+9.52%54 posts0.9×
AI analysisFundamentalsVoices on X
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On X

The complete picture of $IMSR on X — how loud the conversation is right now, how it has trended over the last two weeks, and which way the crowd is leaning.

54X posts · last 7 days
Sep 28Oct 11
Chatter Meter
0.9×
QuietNormal · 1×Loud

How loud $IMSR's conversation on X is versus its own normal — 1× is typical, higher means busier. Right now it's about its usual level.

Bullish sentimentAI analysisGenerated by AI from underlying data13 posts analyzed · as of 2026-08-18

Chatter is bullish on Terrestrial Energy after Q2 pushed estimated lifetime revenue per reactor to $2.7B from $2.1B at a 33% blended gross margin, alongside $283.4M in cash and investments, quarterly cash burn easing to $6.4M with no dilution, and a net loss narrowing to $9.4M. Bulls highlight a partnership with Riot to power future infrastructure, growing sell-side coverage (four analyst questions on the call), and framing that the small modular reactor bottom may be in with the stock reclaiming $6.

Read what X is saying about $IMSR

  • Bullish vs bearish call — with the AI summary of the day's posts
  • Divergence flag when the top-engagement posts argue the other side
  • How loud the conversation is versus this ticker's own normal
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AI verdictAI analysisGenerated by AI from underlying data

TickerTalks' own read on what's driving $IMSR — fundamentals, momentum, or an event — and whether it agrees with the X crowd.

Too early to tellStalledAI verdict · as of 2026-10-03

The move has stalled — likely just drifts unless something new shows up.

Terrestrial Energy is a pre-revenue SMR nuclear developer — Ameresco/US Army Aberdeen Proving Ground deal is the first commercial lever.

Terrestrial Energy is a pre-commercial advanced-reactor developer — Integral Molten Salt Reactor (IMSR) technology, with a focus on heat and power applications. The stock has lost 83% TTM, now with the first signs of operational momentum.

  • No revenue: four quarters at zero with Q1 2026 EPS of -$0.10 — this is pre-commercial economics with the entire thesis riding on NRC regulatory progression and commercial-contract wins.
  • EPS trajectory is improving: last four prints at +49%, -11%, -95%, +135% — the Q1 2026 beat (+135%) was off a high loss base, with 2026 consensus EPS at -$0.15.
  • The Ameresco + US Army Aberdeen Proving Ground deal (Sep 21) is the first visible commercial lever — plus the Graphite Topical Report submission to the NRC (Sep 10) advancing the regulatory program.

A Nov 10 Q3 print with cash runway through NRC licensing plus commercial-contract progression restarts the thesis; another regulatory delay or a dilutive capital raise before scale and the stock stays range-bound in the $3 handle.

Agrees with X sentimentX correctly flags the Q2 lifetime revenue per reactor estimate raised to $2.7B (from $2.1B) at 33% blended gross margin, $283.4M cash and investments, quarterly cash burn easing to $6.4M with no dilution, and net loss narrowing. The Riot partnership and growing sell-side coverage are real signs of institutional interest.

What to watch: Nov 10 Q3 earnings — cash runway, NRC regulatory progression (Graphite Topical Report outcome), US Army Aberdeen Proving Ground deal commercial progression, and any new commercial-partner wins. A commercial-partner win or NRC milestone re-rates sharply; another dilutive raise and the stock drifts.

On the calendar: 2026-11-10 — Q3 2026 earnings

Read the AI verdict on $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)
  • Whether TickerTalks' read agrees with or diverges from the X crowd
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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

AI data-center load growth is re-rating regulated electric utility earnings power — utilities with exposure to hyperscaler cluster siting (Dominion Virginia, AEP Texas, Duke Southeast) are securing direct long-term power purchase agreements at premium rates. Renewable capacity additions (solar, wind) compress fuel costs while stranded-cost recovery of coal retirements is the regulatory negotiation variable.

What this means for $IMSR

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

Industry benchmark

26-name peer basket
-1.7%YTD
-3.2%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
Q2 2026Aug 11, 2026$-0.09$-0.17+48.6%
Q1 2026May 14, 2026$-0.10$-0.09-11.1%
Q4 2025Mar 30, 2026$-0.39$-0.20-95.0%
Q3 2025Nov 14, 2025$0.07$-0.20+135.0%
Next earningsTue, Nov 10·consensus EPS $-0.15

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-$0.57-$0.63 – -$0.500
FY27$0$0 – $0-$0.80-$0.91 – -$0.680
FY28$0$0 – $0-$0.79-$0.79 – -$0.790
FY29$0$0 – $0-$0.69-$0.69 – -$0.690
FY30$87.5M$87.5M – $87.5M-$0.53-$0.53 – -$0.531

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.1.5×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.2%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.-31.4%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.-51.4%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

Float & profile

β2.525-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.

Cluster buy3 insiders bought shares in the last 30 days.

Recent transactions

BuyOct 14Charles G PardeeDirector7.5K sh$22KBuyOct 13Simon IrishCEO16.9K sh$51KBuyOct 9Frederick W BuckmanDirector12.0K sh$39K
+ 2 other (2 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

3New insider — initial holdingsJul 313
AI summary

An insider (Amount or Number of Shares Explanation of Responses: Remarks:) at IMSR (IMSR) filed a Form 3 on 2026-07-31 reporting initial or updated beneficial ownership. This is a routine insider reporting disclosure required within 10 days of becoming a 10%+ holder or new officer/director. It has limited standalone market impact but establishes the baseline for tracking future insider transactions.

8-KOfficer or director changeJul 318-K — Item 5.02: Officer or director change
AI summary

IMSR (IMSR) disclosed a leadership departure/resignation in an 8-K filed on 2026-07-31. ​ On July 27, 2026, Shawn Matthews informed Terrestrial Energy Inc. (the “Company”) that he was resigning from the Company’s Board of Directors (the “Board”), effective July 27, 2026. Mr. Matthews’ decision to resign from the Board is not the result of any disagreement on any matter relating to the This is largely an administrative personnel disclosure with limited direct financial impact.

8-KOfficer or director changeJul 288-K — Item 5.02: Officer or director change · Item 7.01: Press release / Reg FD
AI summary

IMSR (IMSR) disclosed a leadership departure of Kathryn McCarthy to serve as in an 8-K filed on 2026-07-28. ​ (d) On July 22, 2026, the Board of Directors (the "Board") of Terrestrial Energy Inc. (the “Company”) appointed Kathryn McCarthy to serve as a director of the Company, effective on July 22, 2026. Ms. McCarthy has served as Senior Advisor at Oak Ridge National Laboratory since 2025, supporting stra This is largely an administrative personnel disclosure with limited direct financial impact.

3New insider — initial holdingsJul 273
AI summary

An insider (Amount or Number of Shares Explanation of Responses: Remarks:) at IMSR (IMSR) filed a Form 3 on 2026-07-27 reporting initial or updated beneficial ownership. This is a routine insider reporting disclosure required within 10 days of becoming a 10%+ holder or new officer/director. It has limited standalone market impact but establishes the baseline for tracking future insider transactions.

8-KPress release / Reg FDJul 218-K — Item 7.01: Press release / Reg FD
AI summary

Terrestrial Energy Inc. (ticker IMSR) published an updated investor presentation on its IR website on July 21, 2026 and filed it as Exhibit 99.1 pursuant to Regulation FD, for use in general corporate and investor communications. Signed by CEO Simon Irish. No specific new milestones, financials, or commercial developments are described in the filing body. This is a routine investor communications update — the presentation itself contains the relevant corporate and technology status details.

8-KOfficer or director changeJul 178-K — Item 5.02: Officer or director change
AI summary

Terrestrial Energy disclosed that Steven Millsap, its General Counsel and CLO, is departing effective September 12, 2026, with no successor announced. For a nuclear energy startup navigating complex regulatory frameworks and licensing activities, losing chief legal counsel adds meaningful execution risk to its IMSR advanced reactor approval process.

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.

+ 10 other (2 10-Qs · 2 earnings 8-Ks · 2 proxys · 1 EFFECT) in window

Recent news

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

Head-To-Head Comparison: Terrestrial Energy (NASDAQ:IMSR) vs. Asia Pacific Wire & Cable (NASDAQ:APWC)defenseworld.net·4d agoTerrestrial Energy Eyes Scalable IMSR Deployment With Standard Uranium Fuelmarketbeat.com·7d agoTerrestrial Energy Submits Topical Report to NRC to Confirm IMSR Plant's Thermal and Electric Facility Can Be Built and Operated Ahead of Nuclear Licensingbusinesswire.com·8d agoTerrestrial Energy (NASDAQ:IMSR) and CSLM Acquisition (NASDAQ:SPWR) Head-To-Head Comparisondefenseworld.net·12d agoAmeresco and Terrestrial Energy to Deliver IMSR Advanced Nuclear Power to U.S. Army's Aberdeen Proving Groundbusinesswire.com·25d ago

In themes

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

Nuclear Renaissance

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Voices on X · last 7 days

No standout posts about $IMSR on X in the last 7 days.

TickerTalks is a research tool, not financial advice. We surface social-attention data; we do not make stock recommendations. Past attention is not predictive of future price movements.

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