Immersion Corp. (IMMR)
NASDAQInformation TechnologySoftware - ApplicationSnapshot 2026-09-04
$7.71+1.98%
Close 2026-09-04 · 1-day change
NASDAQInformation TechnologySoftware - ApplicationSnapshot 2026-09-04
QuarterlyIQ Insights · IMMR
What must go right, what could break, what the price assumes, and what evidence comes next.
The current health of the standing investment case.
Recent financial performance is holding in the top half of its industry — the reason to own it looks intact.
One-year growth currently built into the price, compared with our model's estimate.
| Measure | Marker shape | Value |
|---|---|---|
| Growth built into the price | circle | 1.8% |
| Our one-year growth estimate | diamond | Not available |
Growth built into the price is above our model estimate.
A comparable growth gap is not available.
The one-year revenue growth assumption on Valuation.
For each item: what to watch, what would become a concern, and what would make it less concerning.
A reporting-risk estimate, not a forecast of the stock-price response.
Model as of 2026-09-04 · Compared with 120 industry peers · Company calendar date is not available
IMMR — dividend update
Dated 2026-07-02
Other Events. On July 2, 2026, the Company announced that its Board of Directors (the “Board”) declared a quarterly cash dividend of $0.075 per share on the Company’s outstanding common stock payable, subject to any prior revocation, on July 31, 2026 to stockholders of record on July 20, 2026. Future dividends will be subject to further review and approval by the Board in accordance with applicable law. The Board reserves the right to declare, adjust or withdraw quarterly dividends in future…
Why it matters: Compliance is crucial for maintaining the company's stock listing. Non-compliance can lead to delisting risks.
Worry ifManagement says they fixed the Nasdaq compliance problems.
Less concerning ifThere are more Nasdaq notices for not filing required reports.
Why it matters: Operating income trends show how profitable the company is. Good trends can mean financial health.
Watch forOperating income keeps improving from the last quarter.
Also watch forOperating income falls or stays the same.
Why it matters: Revenue trends show how well management is making money from intellectual property. Falling revenue may mean bigger problems.
Worry ifTotal revenues for the next quarter remain above $270 million.
Less concerning ifTotal revenues fall below $250 million in the next quarter.
Why it matters: Sustained revenue growth is key for Immersion's market presence. It shows demand for their products.
Supportive ifRevenue growth continues to increase quarter over quarter.
Worry ifRevenue growth stagnates or declines in the next quarter.
Why it matters: Future dividends show management's trust in cash flow. Investors watch for stable dividends.
Supportive ifManagement announces a new dividend of at least $0.075 per share.
Worry ifManagement cuts or stops the dividend payment.
Why it matters: Following rules is important for keeping the stock listed and for investor trust.
Worry ifThe company fixes all Nasdaq notices and files reports on time.
Less concerning ifThe company gets more notices from Nasdaq for not filing reports.
Why it matters: Revenue trends show market presence. Declining revenue raises concerns about growth.
Worry ifQ2 revenue reported below $300 million.
Less concerning ifQ2 revenue reported above $400 million.
Why it matters: If revenue growth falls below its median, it signals a slowdown in the tech sector. This could hurt Immersion's performance.
Worry ifSector revenue growth drops below its median for the last year.
Less concerning ifSector revenue growth remains above its median for the last year.
Why it matters: Making money from intellectual property is important for long-term growth. Management says this is a top priority.
Supportive ifA new licensing deal or renewal that brings in a lot of money.
Worry ifNo new licensing deals or renewals announced in the next quarter.
We watch for confirming and disproving signals on each item. Resolutions are found automatically where possible and checked by hand for unclear cases. Last 90 days shown.
Historical relationships that met the evidence threshold. They do not prove cause or forecast a move.
Usually moved in the same direction.
Price observations: 365 days
Most sensitive to the broad stock market.
Based on historical daily prices through 2026-09-04.
Past price behavior in dollars on a $10,000 position. This does not measure permanent business risk.
How much price usually moves either way.
A larger daily loss that occurred about once in every 20 trading days.
Deepest peak-to-trough drop in the last year.
| Measure | Value | Meaning |
|---|---|---|
| Typical day | ±$174 on $10,000 · ±1.7% | How much price usually moves either way. |
| Bad day | $394 loss on $10,000 · 3.9% | A larger daily loss that occurred about once in every 20 trading days. |
| Largest peak-to-trough drop in the past year | $2,478 loss on $10,000 · 24.8% | Deepest peak-to-trough drop in the last year. |
Past year. 1.00 means similar movement; 1.20 means about 20% more.
Past year. 1.00 means similar movement to the sector. This is secondary context.
Latest 30 trading days, shown as an annual percentage.
Latest 252 trading days, shown as an annual percentage.
20-trading-day average in US dollars.
Trading days used by the source risk snapshot.
Past results, not a forecast. Not investment advice.
Use the underlying financial and sector pages to investigate the cause.
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.