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IMAX

IMAX Corporation

IMAX

NYSE·Communication Services·Entertainment·Mkt cap $2.8B

$51.64

-0.54%

P/E

69.84

Mkt Cap

$2.8B

52-Wk Range

$29.89–$55.57

52-Week Range

$29.89 - $55.57

P/E

69.84

Fwd P/E

28.40

Beta

0.40

Div Yield

0.00%

Avg Vol

1.3M

Shares Out

54.0M

Mkt Cap

$2.8B

Price action

Price chart

Up 66.5% over the trailing year

Total returns

Price performance

Total return across standard periods - splits & dividends adjusted by FMP. Periods longer than 1Y show annualized in the tooltip.

Why we rate it this way

The thesis at a glance

Bull and bear case · plain-English context across the five lenses we evaluate.

Bull Case

5 reasons

  • Proprietary large-format projection technology with 57-year brand heritage and global network effects
  • IMAX DMR software that digitally enhances standard films for premium theatrical experiences, creating studio partnerships and recurring licensing revenue
  • Diversified revenue model spanning equipment sales, leases, revenue-sharing, content distribution, and theater operations reducing cyclical exhibition risk
  • Exclusive intellectual property portfolio including trademarks (IMAX, IMAX 3D, IMAX Enhanced) and specialized equipment creating high switching costs
  • Institutional and theme park presence beyond multiplexes providing countercyclical revenue streams independent of theatrical box office trends

Bear Case

2 risks

  • Low volatility (beta 0.4).
  • Premium valuation to Video Streaming peers

Growth

Stable outlook

Steady revenue growth (16% YoY)

Value

Premium valuation to Video Streaming peers

Momentum

Hot

+32.0% over 3m

Quality

Strong

Excellent business quality

Dividend

None

No dividend

Earnings track record

Latest print - beat on both lines

AI-summarized recap of last quarter, plus the surprise on every print.

Next: Oct 22, 2026

Q3 26 RECAP

JUL 23, 2026

Reported EPS of $0.43 vs $0.30 consensus (+41.1% surprise). Revenue of $102.8M vs $96.1M expected (+7.0%). Beat on both top and bottom lines.

EPS beat +41.1%
Rev beat +7.0%
Double beat

EPS surprise · last 4Q

1 of 1 beats

Estimate

Actual

Q3 26

+41.1%

Revenue trend · last 8Q

+8%

+10%

+3%

+16%

+35%

-6%

+12%

Q3 24

Q4 24

Q1 25

Q2 25

Q3 25

Q4 25

Q1 26

Q2 26

$91.5M

$92.7M

$86.7M

$91.7M

$106.2M

$125.2M

$81.4M

$102.8M

Margins · last 8Q

Gross

61.2%

Operating

20.2%

Profit

15.0%

Wall Street consensus

11 analysts · 91% Buy

Live ratings and price targets aggregated across covering analysts.

Buy

10

91%

Hold

1

9%

Sell

0%

Median Price Target

Latest: Roth Capital · Sep 3, 2026

vs Industry

How IMAX stacks vs Entertainment

Stock metrics vs industry averages. Green = better than industry.

Industry comparison data unavailable for this stock.