Immersion Corp. (IMMR)
NASDAQInformation TechnologySoftware - ApplicationSnapshot 2026-11-04
NASDAQInformation TechnologySoftware - ApplicationSnapshot 2026-11-04
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 | -34.9% |
| Our one-year growth estimate | diamond | Not available |
Growth built into the price is above our model estimate.
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.
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 2026-11-04.
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.
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.
A comparable growth gap is not available.
The one-year revenue growth assumption on Valuation.
Model as of 2026-11-04 · Compared with 35 industry peers · Company calendar date is not available
IMMR — dividend update
Dated 2026-09-14
Other Events. On September 14, 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 October 30, 2026 to stockholders of record on October 16, 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 dividend…
Why it matters: Q1 revenue was $294.4 million, while non-GAAP profit was $16.6 million. Another weak quarter could signal that results are slipping.
Watch forFiscal Q2 revenue is at least $294.4 million and non-GAAP profit is at least $16.6 million.
Also watch forFiscal Q2 revenue falls below $270 million or non-GAAP profit falls below $9.9 million.
Why it matters: New deals can show that Immersion is earning money from its haptics patents. Management named this a key goal but gave no deal targets.
Supportive ifA company filing or release names a new or renewed license deal and its terms or revenue impact.
Worry ifA filing reports a major license loss. Or, the next results show no new or renewed deal and lower licensing revenue.
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.
Deepest peak-to-trough drop in the last year.
| Measure | Value | Meaning |
|---|---|---|
| Typical day | ±$110 on $10,000 · ±1.1% | How much price usually moves either way. |
| Bad day | $407 loss on $10,000 · 4.1% | A larger daily loss that occurred about once in every 20 trading days. |
| Largest peak-to-trough drop in the past year | $2,286 loss on $10,000 · 22.9% | 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.