Immersion Corp. (IMMR)

NASDAQInformation TechnologySoftware - ApplicationSnapshot 2026-11-04

$6.67-6.84%

Close 2026-11-05 · 1-day change

Immersion Corp. (IMMR) Outlook: What's Priced In | QuarterlyIQ

Investment OutlookAs of Nov 4, 2026

What could strengthen or challenge Immersion Corp.’s outlook?

The long-term thesis, the evidence coming in, and the environment around it. Thesis dated Jul 8, 2026.

Higher potential upsideImproving expectations

Next-FY EPS estimate change · 30 days

Comparable estimates unavailable

+10% or more+5%0%−5%−10% or less

Matching fiscal periods, usable estimates and at least one analyst are required.

Higher risk of downsideWeakening expectations

One observable signal. This measures changing earnings expectations, not the probability of a gain or loss.

How this is measured

The calculation requires same-period, same-provider snapshots, positive EPS, at least one analyst and a baseline within three days of the requested lookback.

Price, analyst earnings & P/E reference

The EPS and P/E reference is not available for IMMR yet.

Measure / period	Management expectations	Analyst expectations

Management figures unavailable.

Current consensus figures unavailable.

What the Thesis Depends On

4 published thesis conditions, with dated milestones shown separately.

Key Factor	Why It Matters	Current Status	Break Condition	Latest Evidence
Continue paying quarterly dividends at $0.075 per share	The company pays a steady dividend of $0.075 per share.	Intact	Dividend is cut below $0.075 per share	Required source inputs unavailable Cannot calculate Dividend per share from the available matching source inputs. Missing inputs are not treated as zero. Date unavailableLast status assessment Nov 4, 2026Compare required operating outcomes Compare scope, accounting basis and period before treating this evidence as progress against an annual requirement.

Incoming Evidence

Compare these dated observations with the operating requirements above

Expectations trend

Same fiscal period

FY2028 · fiscal year ending 2028-04-30 · alphavantage

FY2028 EPS: comparable history unavailable.

FY2028 revenue: comparable history unavailable.

Exact estimates & source dates

One fiscal period and provider throughout. At least five contributors are required for each plotted metric; missing coverage stays a gap. Axes show the observed range. Counts measure coverage, not revisions.

FY2028 estimate observations · alphavantage
Snapshot	EPS	Revenue	EPS / revenue analysts
2026-07-29	Unavailable	Unavailable	— / 0
2026-07-30	Unavailable	Unavailable	— / 0
2026-07-31	Unavailable	Unavailable	— / 0
2026-08-02	Unavailable	Unavailable	— / 0
2026-08-03	Unavailable	Unavailable	— / 0
2026-08-04	Unavailable

Outlook in Brief

The evidence, the remaining questions, and what comes next

What's improving

No recovery evidence is reported in the available driver assessments.

Still unresolved / key risks

Continue paying quarterly dividends at $0.075 per shareRequired source inputs unavailable
Improve operating income to achieve sustained profitabilityOperating income: $4.985M
Sustain revenue growth to support business recoveryRevenue: $518.488M

Next proof point

Next earnings date unavailable

Look for updated results and guidance against the published targets, plus direct evidence for unresolved drivers.

Historical risk context

Observed price history; separate from operating scenarios

Price sensitivity

1.1%Typical daily move · historical

Downside history

-22.9%Maximum drawdown · trailing year

Read detailed Outlook Company context, assumptions & risks

Immersion Corp. outlook in detail

The weekly editorial context below is a separate assessment from the dated monitor evidence above. Recovery observations do not automatically change the published thesis. Unverified outside influences are hypotheses, not measured driver evidence.

Updated Oct 31, 2026

What kind of bet this is

This is a small-cap, intellectual-property-focused business with a value-oriented setup, rather than a clear, steady compounder. The long-term thesis is intact, but earnings quality is fragile, management execution is volatile, and overall risk is elevated.

What's priced into Immersion Corp.

IMMR is assessed as cheap versus peers, and its valuation score has fallen recently. The available evidence suggests markets reflect weak execution quality, but not the full combination of expensive valuation, weak execution, and turbulence; the expectations gap is therefore not clearly one-sided.

What the fundamentals likely do

Recent financial performance is neutral, with earnings beats in July and September and results holding in the top half of the industry. Near-term execution remains uncertain: earnings surprises have been erratic, and the company has disclosed a Nasdaq filing-compliance challenge with no reported resolution. Management continues to emphasize intellectual-property monetization and dividends, but disclosed evidence of delivery is limited beyond the ongoing dividend payments.

What Immersion Corp. hinges on

A guidance cut at the next call would be a meaningful negative, especially given the history of estimates being revised down after weaker guidance. The favorable case depends in part on lower interest rates and stabilization among major technology companies, which could improve the sector backdrop. For the multi-year thesis, progress on intellectual-property monetization and resolution of the filing-compliance issue are also important, though the evidence snapshot gives no specific milestones.

Bottom line

Over the next 1 to 3 years, the thesis rests on continued financial resilience and better evidence of execution, while near-term guidance and compliance remain key risks. The valuation is cheap versus peers, but that alone does not resolve the business uncertainties. Not investment advice.

Development preview · refreshed Nov 5, 2026Open Living FV detail

Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.

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Analyst view

Monthly observations

Buy / Strong BuyHoldSell / Strong Sell

Exact monthly counts

Monthly rating snapshots · fmp. Missing snapshots are not zero.
Date	Buy*	Hold	Sell*
2026-06-01	1	0	0
2026-07-01	1	0	0
2026-08-01	1	0	0
2026-09-01	1	0	0
2026-10-01	1	0	0
2026-11-01	1	0	0

*Buy includes Strong Buy; Sell includes Strong Sell. Monthly counts describe the analyst mix, not the firms behind each recent action.

Latest: 1 Buy / Strong Buy · 0 Hold · 0 Sell / Strong Sell

0 upgrades0 downgrades0 maintains

Recent actions · Oct 6–Nov 4 · 0 recorded

What could strengthen or challenge Immersion Corp.’s outlook?

Price, analyst earnings & P/E reference

What the Thesis Depends On

Incoming Evidence

Expectations trend

Outlook in Brief

What's improving

Still unresolved / key risks

Next proof point

Historical risk context

Immersion Corp. outlook in detail

What kind of bet this is

What's priced into Immersion Corp.

What the fundamentals likely do

What Immersion Corp. hinges on

Bottom line

Analyst view

Price-target changes

Bottom line