Because the demand for energy surges, pushed by the synthetic intelligence knowledge heart buildout, Canaccord Genuity thinks an Italian nuclear firm could possibly be a winner. The agency initiated protection on Terra Innovatum on Friday with a purchase ranking. Its $10 worth goal suggests practically 140% upside from Friday’s shut. This comes after shares of the corporate have tumbled greater than 80% from their 52-week-high in October. Terra Innovatum is off 9% in 2026. NKLR YTD mountain Terra Innovatum in 2026 Nuclear power is poised to be the reply to rising energy demand, because of growing political will, regulatory frameworks which might be changing into streamlined and assist from hyperscalers embarking on AI capital expenditures, analyst George Gianarikas stated. Terra Innovatum is about to learn with its “SOLO” micro-reactor. “Its distinction lies in a classy synthesis of inherent security protocols and the confirmed operational pedigree of high-temperature gas-cooled reactor know-how,” Gianarikas wrote concerning the reactor. “By using a ‘fab-less,’ factory-assembled building mannequin, SOLO bypasses the normal logistical nightmares of nuclear infrastructure, drastically decreasing ‘in a single day building prices’ whereas sustaining gas flexibility and sturdy proliferation safeguards,” he stated. To make sure, the corporate additionally faces a number of headwinds. They embrace prolonged regulatory approval timelines, the reactor’s reliance on pricey specialised sources, resembling graphite and helium, and the reactor’s small measurement doubtlessly hurting conventional economies of scale, the analyst stated. Regardless of these hurdles, Gianarikas nonetheless thinks tailwinds inside the nuclear business may win out. “Set towards the backdrop of, probably, extraordinary business momentum, we see vital alternative for Terra Innovatum,” he wrote.