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Company

IMMERSION CORP

Ticker
IMMR
Sector
Industry
Report date
March 30, 2026
Valye AI Score

100

Very high visibility
Recent developments
Recent developments summary

Recent news coverage highlights Immersion Corporation's positioning in the computer peripheral equipment industry, analyst buy recommendations, and dividend declarations.

Recent developments:
  • BWS Financial maintained a buy recommendation on Immersion, reflecting positive analyst sentiment as of October 16, 2025 [N1].
  • Zacks highlighted Immersion in its industry outlook alongside other technology companies, indicating sector relevance as of September 30, 2025 [N2].
  • Immersion was featured among stocks to watch in a thriving computer peripheral equipment industry in multiple articles during mid-2025 [N3,N4,N8].
  • The company declared a quarterly cash dividend of $0.075 per share payable May 1, 2026, subject to board approval and capital allocation review [S7,S12].
  • Recent articles discuss Immersion's stock performance relative to the broader market, noting both outperformance and lagging periods, providing context on market perception [N5,N6].
Overview

Immersion Corporation is a publicly traded company incorporated in Delaware, with its common stock listed on the Nasdaq Global Market under the symbol IMMR. The company is headquartered in Aventura, Florida. It operates within the computer peripheral equipment industry, as indicated by recent industry-focused news coverage. The company maintains a strong liquidity position with current assets significantly exceeding current liabilities as of the latest quarterly report. It reported a net loss and negative earnings per share for the quarter ended July 31, 2025. The Board has declared a quarterly cash dividend, reflecting a capital allocation strategy that includes shareholder returns. Immersion has a history of filing detailed SEC reports including annual and quarterly filings with comprehensive disclosures on financials, governance, and securities.

Executive summary

Financial figures (if any) are summarized from the latest available SEC filings and are provided for informational purposes only — not financial advice. Immersion Corporation is a Delaware-based company trading on Nasdaq under ticker IMMR. As of July 31, 2025, the company reported $90.14 million in cash and equivalents, $61.31 million in short-term investments, and a current ratio of 2.23, indicating solid liquidity. The company reported a net loss of $0.93 million and EPS of -$0.03 for the quarter ended July 31, 2025. Recent news coverage highlights the company as a notable small-cap stock in the computer peripheral equipment industry with analyst buy recommendations and sector outlooks [S1,S2,N1,N2].

Scenarios for IMMR

Bull case model:

The company benefits from analyst buy recommendations and positive industry outlooks highlighting its position in a thriving computer peripheral equipment sector. Its strong liquidity ratios and capital allocation through dividends indicate financial discipline. Immersion's licensing agreements with major technology companies may provide steady revenue streams and competitive positioning. Continued industry relevance and analyst interest suggest potential for operational improvements and market recognition.

Bear case model:

Immersion Corporation reported a net loss and negative earnings per share in the latest quarter, reflecting ongoing profitability challenges. The company's revenue figures are dated, with the most recent annual revenue reported for 2018, indicating limited recent public disclosure of top-line growth. The company operates in a competitive technology sector where rapid innovation and market shifts pose risks. Dependence on licensing agreements and potential customer concentration may expose the company to revenue volatility. Dividend payments are subject to board approval and may fluctuate with financial performance.

Moat:

Immersion Corporation's moat appears to be linked to its specialized position within the computer peripheral equipment industry, supported by licensing agreements and intellectual property as indicated in SEC filings. The company has established relationships with major technology firms through licensing and settlement agreements, which may provide competitive advantages. Its liquidity position and ability to pay dividends suggest financial stability that supports ongoing operations and potential strategic initiatives. However, the company reported a net loss in the most recent quarter, indicating challenges in profitability.

Risks overview
Risks summary
The primary risks for Immersion Corporation include ongoing profitability challenges, limited recent revenue disclosure, and exposure to competitive and licensing-related uncertainties in the technology sector.
Risks details:

• Profitability Risk: The company reported a net loss of $0.93 million and negative EPS in the latest quarter, indicating challenges in achieving consistent profitability.
• Revenue Disclosure Gap: The most recent revenue figure publicly disclosed is from 2018, limiting visibility into current top-line performance and growth trends.
• Industry Competition: Operating in the computer peripheral equipment industry exposes the company to rapid technological changes and competitive pressures.
• Customer and Licensing Dependence: Revenue may be dependent on licensing agreements with major technology firms, which could pose concentration and renewal risks.
• Dividend Uncertainty: Quarterly dividends are subject to board approval and may be adjusted or withdrawn based on capital allocation decisions and financial conditions.

FINAL FORECAST FOR IMMR

Final take one line
Immersion Corporation exhibits very high visibility through detailed SEC disclosures and active industry-focused news coverage highlighting its liquidity, licensing-based business model, and market positioning.
Final take 12 to 24 month view

Business trends: Continued analyst interest and industry relevance in the computer peripheral equipment sector, with ongoing licensing agreements supporting revenue streams.
Execution milestones: Maintaining liquidity and capital allocation through dividend payments; ongoing SEC compliance and disclosure.
Key risks: Profitability challenges, limited recent revenue disclosure, competitive pressures, and dependency on licensing agreements and customer concentration.

Valye AI Visibility Research Score

Very high visibility

Visibility score reflects the breadth and consistency of available disclosure across SEC filings, recent public reporting, and baseline business context (research-only; not investment advice).

100
LLM visibility overview
LLM Visibility known facts
  • Immersion Corporation is a Delaware-incorporated company with common stock trading on the Nasdaq Global Market under the ticker IMMR [S1].
  • The company is headquartered at 2999 N.E. 191st Street, Suite 610, Aventura, FL 33180 [S1].
  • As of March 4, 2026, there were 32,921,888 shares of common stock outstanding [S1].
  • The company reported cash and cash equivalents of $90.14 million and short-term investments of $61.31 million as of July 31, 2025 [S2].
  • Current assets were $796.87 million and current liabilities were $357.99 million as of July 31, 2025, resulting in a current ratio of 2.23 and a cash ratio of 0.42 [S2].
  • The company reported a net loss of $0.93 million and basic and diluted EPS of -$0.03 for the quarter ended July 31, 2025 [S2].
  • Revenue of $10.87 million was reported for the fiscal year ended December 31, 2018 [S2].
  • The company has a history of filing SEC reports including 10-K/A and 10-Q filings with detailed disclosures on corporate governance, securities, and financial statements [S1,S2].
  • The Board of Directors declared a quarterly cash dividend of $0.075 per share payable May 1, 2026, subject to review and approval [S7,S12].
  • Immersion Corporation operates in the computer peripheral equipment industry, with recent news highlighting it as a notable small-cap stock in this sector [N3,N4,N8].
  • Recent news coverage includes buy recommendations and industry outlooks from sources such as BWS Financial and Zacks, indicating analyst interest and sector relevance [N1,N2,N7].
  • The company has been mentioned in multiple recent news articles discussing its stock performance relative to the broader market and industry peers [N5,N6].
Sources
Sources - Context summary

Generated 2026-03-30

Sources - Earning calls
Sources - Other context
Sources - SEC Filings
  • S1 | 2026-03-13 | 10-K/A
  • S2 | 2026-03-25 | 10-Q
Sources - News headlines
  • N1 | 2025-10-16 | www.nasdaq.com | BWS Financial Maintains Immersion (IMMR) Buy Recommendation | https://www.nasdaq.com/articles/bws-financial-maintains-immersion-immr-buy-recommendation
  • N2 | 2025-09-30 | www.nasdaq.com | Zacks Industry Outlook Highlights Logitech, Immersion, Identiv and TransAct | https://www.nasdaq.com/articles/zacks-industry-outlook-highlights-logitech-immersion-identiv-and-transact
  • N3 | 2025-09-29 | www.nasdaq.com | 4 Computer Peripheral Equipment Stocks in Focus in a Thriving Industry | https://www.nasdaq.com/articles/4-computer-peripheral-equipment-stocks-focus-thriving-industry
  • N4 | 2025-09-24 | www.nasdaq.com | 3 Small-Cap Stocks to Watch After the Fed’s Rate Cuts | https://www.nasdaq.com/articles/3-small-cap-stocks-watch-after-feds-rate-cuts
  • N5 | 2025-08-12 | www.nasdaq.com | Immersion (IMMR) Outperforms Broader Market: What You Need to Know | https://www.nasdaq.com/articles/immersion-immr-outperforms-broader-market-what-you-need-know
  • N6 | 2025-08-04 | www.nasdaq.com | Immersion (IMMR) Rises Yet Lags Behind Market: Some Facts Worth Knowing | https://www.nasdaq.com/articles/immersion-immr-rises-yet-lags-behind-market-some-facts-worth-knowing
  • N7 | 2025-07-09 | www.nasdaq.com | Zacks Industry Outlook Highlights LG Display, Immersion and TransAct | https://www.nasdaq.com/articles/zacks-industry-outlook-highlights-lg-display-immersion-and-transact
  • N8 | 2025-07-08 | www.nasdaq.com | 3 Stocks to Watch in a Thriving Computer Peripheral Equipment Industry | https://www.nasdaq.com/articles/3-stocks-watch-thriving-computer-peripheral-equipment-industry
Important legal disclaimer

This material is for informational purposes only and does not constitute investment, financial, legal or tax advice, or an offer or solicitation to buy or sell any security. The Valye AI Score is a model-based estimate derived from public information and is subject to change without notice. No representation or warranty, express or implied, is made as to the accuracy, completeness or fairness of the information herein. Past performance is not indicative of future results. Investors should conduct their own research and consult a qualified financial adviser before making any investment decisions.

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