Terrestrial Energy Inc (IMSR)
NASDAQUtilitiesRegulated ElectricSnapshot 2026-10-29
NASDAQUtilitiesRegulated ElectricSnapshot 2026-10-29
Research Workspace
Put IMSR beside peers and holdings, graph the same metric, and keep your notes with the evidence.
Daily closes. Earnings/event dots are placed inline.
Industries move in repeating boom-and-bust cycles. This shows where this stock’s industry sits in that cycle, stage by stage (recovery → expansion → supercycle → steady → deceleration → contraction), from its fundamentals (orders, revenue, capital spending), not the stock’s price.
A booming industry is a tailwind for the names in it; a contracting one is a headwind. Companies in the same industry tend to rise and fall together with the cycle, the way a tide lifts and lowers every boat in the harbor at once, so a large part of a stock’s swing can come from where its industry sits rather than from the company itself. It’s context for reading the company’s results, not a buy/sell call. Full explanation →
Electric Utilities is in steady. Describes the industry's cycle state, not a call on this stock.
The stage band shows the industry’s cycle over the chart’s timeline (each color a stage); a ▼ marks a quarter its growth inflected down — amber is an unconfirmed watch, red is confirmed the next quarter. Use “Overlay cycle on chart” to tint the price chart by stage. The industry’s fundamentals, not a signal on this stock.
Management is running behind on a stated commitment.
View ThesisThis stock is highly volatile — it swings about 4% on a typical day and fell roughly 85% in its worst 12-month stretch.
View RiskIMSR’s bet rests on commercializing its reactor through recurring fuel and component revenue. That model depends on long-term contracts, not construction fees. The latest quarter beat adjusted earnings expectations, though reported earnings remained negative. Revenue growth data is unavailable, so the growth trend remains unclear. The desk has no valuation multiple or peer comparison to define what price reflects. A specific risk is management running behind on a stated commitment. The model puts next-quarter earnings miss probability at 26%. The thesis is on watch; peer multiples imply no available valuation read. This read is provisional.
Trailing returns as of 2026-10-29. IMSR is total return (includes dividends); the S&P 500 benchmark is price return (the index excludes dividends).
Based on 5 analysts currently covering IMSR (as of Oct 2026).
Analyst ratings and price targets are third-party Wall Street estimates, not QuarterlyIQ’s view. Not investment advice.
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Compare IMSR with peers and holdings, graph the same reported metric, keep your questions beside the evidence, and return when the facts change.
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| Compare | Company | Living FV | P/E | Revenue % | Quality |
|---|---|---|---|---|---|
| IMSR Selected company | Graph | Compare | Trend | Review | |
| Peer Add a competitor | Graph | Compare | Trend | Review | |
| Holding Compare a holding | Graph | Compare | Trend | Review |
Selected metric trend
Quarterly · checked companies · value or % of revenue
A consensus fair price across 0 valuation methods, at three horizons. As of 2026-10-29. Estimates are diagnostics, not price targets. Short-horizon estimates are close to coin-flips, so confidence is a method-agreement read, not a prediction.
Today's peer multiple on trailing earnings, with no growth credited. This is the headline read.
Adds projected growth, so it leans optimistic by design. Read it as upside context, not a base case.
A price-focused, side-by-side fair-value read versus Electric Utilities — fair value, gap to price, and forward P/E.
Compare the value case
Put IMSR next to peers and holdings, compare Living FV and multiples, then graph the driver behind the difference.
Advances: Achieve regulatory milestones for IMSR reactor licensing
Submission supports regulatory milestones for IMSR reactor licensing.
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
End-of-day figures as of 2026-10-29. EPS is implied from price ÷ P/E. Not investment advice.
A long-thesis check that carries the widest uncertainty of the three horizons.

Advances: Advance development and commercialization of IMSR nuclear technology
Significant revenue growth supports technology commercialization efforts.

New projects signal growth and innovation potential.
Beating EPS expectations indicates financial strength.