Immersion Corporation
IMMR
NASDAQ·Technology·Software - Application·Mkt cap $255.9M
$7.71
▲ +1.98%
P/E
59.31
Mkt Cap
$255.9M
52-Wk Range
$5.25–$8.05
52-Week Range
$5.25 - $8.05
P/E
Fwd P/E
Beta
Div Yield
Avg Vol
Shares Out
Mkt Cap
Price action
Price chart
Up 8.1% 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
- Extensive patent portfolio with 3,000+ patents in haptic technology
- Established licensing relationships with major OEMs and device manufacturers
- Comprehensive SDK and developer tools reducing time-to-market for licensees
- Asset-light business model with high-margin recurring licensing revenue
- 30+ years of R&D and market leadership in haptic innovation
Bear Case
2 risks
- Average volatility.
- Premium valuation to Enterprise SaaS peers
Growth
Stable outlook
Rising demand for immersive experiences in gaming and metaverse applications
Value
Premium valuation to Enterprise SaaS peers
Momentum
Strong
+15.6% over 3m
Quality
Stable
Strong fundamentals
Dividend
Solid
3.50% yield
Smart-money signal
Who's buying IMMR right now
Insider Form 4s, 13F institutional filings, and Congressional disclosures - at a glance.
Earnings track record
Latest print - beat on both lines
AI-summarized recap of last quarter, plus the surprise on every print.
Next: Sep 30, 2026
JUL 24, 2026
Reported EPS of $0.12 vs $0.05 consensus (+140.0% surprise). Revenue of $270.0M vs $230.0M expected (+17.4%). Beat on both top and bottom lines.
EPS surprise · last 4Q
1 of 2 beats
Estimate
Actual
Q3 26
+140.0%
Q3 26
-46.2%
Revenue trend · last 8Q
—
—
—
+542%
+194%
+6%
+9%
-4%
Q2 24
Q3 24
Q4 25
Q1 25
Q2 25
Q3 25
Q4 25
Q1 26
$99.4M
$616.2M
$474.8M
$281.4M
$292.0M
$650.2M
$518.5M
$270.0M
Margins · last 8Q
Gross
27.4%
Operating
0.1%
Profit
1.4%
Wall Street consensus
1 analyst · 100% Buy
Live ratings and price targets aggregated across covering analysts.
Buy
100%
Hold
0%
Sell
0%
Median Price Target
—
Latest: BWS Financial · Jul 28, 2026
vs Industry
How IMMR stacks vs Software - Application
Stock metrics vs industry averages. Green = better than industry.
Industry comparison data unavailable for this stock.
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