As the demand for power surges, driven by the artificial intelligence data center buildout, Canaccord Genuity thinks an Italian nuclear company could be a winner. The firm initiated coverage on Terra Innovatum on Friday with a buy rating. Its $10 price target suggests nearly 140% upside from Friday’s close. This comes after shares of the company have tumbled more than 80% from their 52-week-high in October. Terra Innovatum is off 9% in 2026. NKLR YTD mountain Terra Innovatum in 2026 Nuclear energy is poised to be the answer to rising power demand, thanks to increasing political will, regulatory frameworks that are becoming streamlined and support from hyperscalers embarking on AI capital expenditures, analyst George Gianarikas said. Terra Innovatum is set to benefit with its “SOLO” micro-reactor. “Its distinction lies in a sophisticated synthesis of inherent safety protocols and the proven operational pedigree of high-temperature gas-cooled reactor technology,” Gianarikas wrote about the reactor. “By utilizing a ‘fab-less,’ factory-assembled construction model, SOLO bypasses the traditional logistical nightmares of nuclear infrastructure, drastically reducing ‘overnight construction costs’ while maintaining fuel flexibility and robust proliferation safeguards,” he said. To be sure, the company also faces several headwinds. They include lengthy regulatory approval timelines, the reactor’s reliance on costly specialized resources, such as graphite and helium, and the reactor’s small size potentially hurting traditional economies of scale, the analyst said. Despite these hurdles, Gianarikas still thinks tailwinds within the nuclear industry could win out. “Set against the backdrop of, likely, extraordinary industry momentum, we see significant opportunity for Terra Innovatum,” he wrote.
This nuclear stock could double, says Canaccord Genuity
Related Posts
Risk Disclosure and Disclaimer for PropFirmFinance.com
Trading financial instruments, including forex, stocks, commodities, and cryptocurrencies, involves a high level of risk and may not be suitable for all investors. The value of financial instruments can fluctuate significantly due to market volatility, economic events, regulatory actions, or political developments. You may sustain a loss of some or all of your invested capital. Trading on margin or using leverage can further amplify losses and increase your financial exposure.
Before engaging in any trading activity, carefully assess your investment goals, level of experience, and risk appetite. It is strongly recommended to seek advice from a licensed financial advisor if you are uncertain about the risks involved.
PropFirmFinance.com provides content for informational and educational purposes only. While we strive to offer accurate, timely, and up-to-date information, we do not guarantee the accuracy, completeness, or reliability of any data presented on this website. Market data, prices, charts, and signals may not always be real-time or sourced from official exchanges. Such information is provided on an “as-is” basis and should not be used for trading or investment decisions.
PropFirmFinance.com, its owners, contributors, and partners shall not be held responsible for any losses or damages incurred as a result of using the information provided on this website. Users assume full responsibility for their trading actions and outcomes.
All content on this site, including data, text, graphics, and logos, is protected by applicable intellectual property laws. Any reproduction, redistribution, or unauthorized use of material from this website is strictly prohibited without prior written consent.
We may receive compensation from partners and advertisers featured on this website. Compensation may influence the placement or visibility of certain content but does not affect our editorial integrity or objectivity.
By using this website, you acknowledge and agree to the terms of this disclaimer.
