IMSRW · Terrestrial Energy Inc.
Price & Indicators
The closing range uses available history since Jul 23, 2026; less than a full year is stored.
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Latest filings
Terrestrial Energy authorized a share repurchase program of up to $25 million, funded from cash on hand and expiring October 22, 2027.
Read the 8-KAI Brief
Q2 FY26 earnings call · Aug 11, 2026TL;DR. Terrestrial Energy reported second-quarter 2026 progress across engineering, supply chain, and commercial pillars, including NRC approval of its PIE topical report, Texas A&M site control, and an MOU with Riot Platforms, while raising estimated lifetime revenue per IMSR plant to $2.7 billion from $2.1 billion at a 33% blended gross margin, lifting the 2050 serviceable addressable market to $2.3 trillion. The company posted a $9.4 million net loss with $6.4 million of cash burn and $283.4 million in cash and investments at quarter-end.
- + Updated unit economics raise lifetime revenue per IMSR plant to $2.7B from $2.1B at 33% blended gross margin
- + Serviceable addressable market estimate raised to $2.3 trillion by 2050 from $1.9 trillion
- + NRC approved the PIE methodology topical report, advancing the IMSR licensing basis
- + Secured Texas A&M-RELLIS site with ground lease covering 77 acres to enable site characterization and NRC construction permit work
- + Signed MOU with Riot Platforms targeting up to 4 GW of IMSR generation, lifting pipeline indicative capacity to 7.8 GW
- + Strong liquidity with $283.4M in cash and investments and no debt
- − Net loss of $9.4M for the quarter
- − Cash burn expected to rise in second half of 2026 as Texas A&M site work and testing programs scale
- − G&A rose ~$700K sequentially driven by headcount-related and stock-based compensation increases
AI-generated from the earnings call and 8-K · may contain errors · not investment advice
Technicals
trend & momentum for long-term holders illustrative — not investment adviceIllustrative technical + ownership context — a signal mix, not investment advice.
Key metrics
Earlier KPI extraction records exist, but do not meet the current evidence-completeness requirements. No current verified series is available. Earlier figures remain withheld until revalidated; this is not evidence that the company reports no KPIs.
Versus peers
Utilities - Regulated Electric — same industry group| Company | Mkt cap | YTD | Rev growth Y/Y | P/E | Short % shares |
|---|---|---|---|---|---|
|
IMSRW
this stock
Terrestrial Energy Inc.
|
$348.53M | — | — | — | — |
|
NEE
Nextera Energy Inc
|
$171.87B | +2.7% | -7.1% | 14.8 | 3.0% |
|
SO
Southern Co
|
$104.48B | +6.3% | +10.6% | 22.3 | 2.6% |
|
DUK
Duke Energy CORP
|
$97.29B | +6.5% | +35.1% | 18.8 | 0.0% |
|
NGG
National Grid PLC
|
$82.20B | +5.7% | — | — | 0.1% |
Peers by industry group · P/E from as-reported trailing EPS · short % is of shares outstanding
At a glance
key data from every sectionPerformance
| 5D | 20D | 120D | MTD | YTD | |
|---|---|---|---|---|---|
| IMSRW | +4.4% | -51.4% | — | -48.6% | — |
| SPY | +0.1% | +0.7% | +4.9% | +0.9% | +12.9% |
| vs SPY | +4.3% | -52.1% | — | -49.5% | — |