Equities Analysts Issue Forecasts for IMSR FY2026 Earnings

Terrestrial Energy Inc. (NASDAQ:IMSR) – Stock analysts at Northland Securities lifted their FY2026 EPS estimates for Terrestrial Energy in a note issued to investors on Wednesday, November 11th. Northland Securities analyst J. Grampp now forecasts that the company will earn ($0.41) per share for the year, up from their prior estimate of ($0.44). Northland Securities has a “Market Perform” rating and a $3.25 price objective 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.

IMSR has been the subject of a number of other research reports. Lake Street Capital initiated coverage on Terrestrial Energy in a research report on Wednesday, October 21st. They set a “buy” rating and a $15.00 price objective for the company. UBS Group set a $10.00 target price on Terrestrial Energy in a report on Monday, October 26th. Wedbush set a $4.00 target price on Terrestrial Energy and gave the stock a “neutral” rating in a research note on Thursday. Weiss Ratings downgraded Terrestrial Energy from a “sell (d-)” rating to a “sell (e+)” rating in a report on Tuesday. Finally, Wall Street Zen lowered Terrestrial Energy from a “sell” rating to a “strong sell” rating in a research report on Monday. One analyst has rated the stock with a Strong Buy rating, three have given a Buy rating, three have assigned a Hold rating and one has given a Sell rating to the company’s stock. Based on data from MarketBeat, the stock has a consensus rating of “Moderate Buy” and a consensus price target of $9.88.

Terrestrial Energy Price Performance

Shares of IMSR opened at $2.50 on Friday. The business’s 50 day moving average price is $3.67 and its 200-day moving average price is $5.97. Terrestrial Energy has a 52 week low of $2.39 and a 52 week high of $13.52.

Terrestrial Energy (NASDAQ:IMSR) last released its earnings results on Tuesday, November 10th. The company reported ($0.10) earnings per share (EPS) for the quarter, beating the consensus estimate of ($0.15) by $0.05.

Terrestrial Energy announced that its board has approved a stock repurchase program on Tuesday, October 27th that allows the company to repurchase $25 million in shares. This repurchase authorization allows the company to repurchase shares of its stock through open market purchases. Stock repurchase programs are generally a sign that the company’s board of directors believes its shares are undervalued.

Insider Activity

In other news, CEO Simon Irish purchased 16,900 shares of the business’s stock in a transaction dated Tuesday, October 13th. The shares were purchased at an average price of $3.01 per share, for a total transaction of $50,869.00. Following the completion of the acquisition, the chief executive officer directly owned 2,312,834 shares in the company, valued at $6,961,630.34. This represents a 0.74% increase in their position. The purchase was disclosed in a document filed with the SEC, which can be accessed through this hyperlink. Corporate insiders own 28.60% of the company’s stock.

Hedge Funds Weigh In On Terrestrial Energy

A number of hedge funds have recently added to or reduced their stakes in IMSR. Creek Drive Management Group LLC increased its holdings in shares of Terrestrial Energy by 48.6% in the 3rd quarter. Creek Drive Management Group LLC now owns 260,000 shares of the company’s stock worth $1,011,000 after purchasing an additional 85,000 shares in the last quarter. Landscape Capital Management L.L.C. bought a new position in shares of Terrestrial Energy during the third quarter valued at $594,000. Cornerstone Advisory LLC bought a new position in shares of Terrestrial Energy during the third quarter valued at $39,000. Periscope Capital Inc. purchased a new stake in shares of Terrestrial Energy during the third quarter valued at $440,000. Finally, StoneX Group Inc. purchased a new stake in shares of Terrestrial Energy during the third quarter valued at $67,000.

Terrestrial Energy Company Profile

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.