Immersion Corporation (IMMR) Stock Analysis
For informational purposes only. Not financial advice. Analysis by Sedat ANAK, Founder & Editor-in-Chief | AI-powered analysis. Data sourced from SEC filings and institutional-grade financial providers. Editorially reviewed. Not financial advice.
Immersion Corporation (IMMR) trades at $7.59 with AI Score 76/100 (Grade A). Immersion Corporation invents, scales, and licenses haptic technologies, enabling users to experience digital products through touch. Market cap: $252M, Sector: Technology.
Price as of Aug 20, 2026 · Last analyzed: May 5, 2026Analyst Coverage for IMMR: IMMR does not currently have published analyst price targets in our coverage universe. This is common for smaller-cap names with limited Wall Street coverage. In the absence of analyst consensus, our AI model evaluates IMMR against Technology peers across nine fundamental dimensions and assigns a relatively strong fundamental profile based on the underlying data.
IMMR: 2/3 scored disciplines lean bullish. Dominant signal: Ken Griffin bullish.
How is this calculated? →Why this analysis is different
- A sector-relative MoonshotScore — five pillars (business quality, financial safety, valuation, growth durability, momentum) re-ranked nightly against the full universe of US-listed common stocks.
- An AI Council read across up to eight perspectives — value, macro, quantitative, and momentum lenses — that shows where they disagree instead of averaging the tension away.
- Figures come straight from FMP and Yahoo Finance filings data. The AI writes the narrative around the numbers — it never edits the numbers.
Immersion Corporation (IMMR) Technology Profile & Competitive Position
Immersion Corporation specializes in haptic technology, licensing its innovations to enhance digital experiences across mobile, gaming, and automotive sectors. With a high gross margin of 82.7%, the company focuses on providing technology, patents, and software development kits to integrate tactile feedback into various products, maintaining a niche position in the application software industry.
What Is the Investment Thesis for IMMR?
Immersion Corporation presents a unique investment opportunity within the haptic technology sector. The company's high gross margin of 82.7% indicates a strong pricing power and efficient licensing model. A dividend yield of 3.78% may attract income-focused investors. Growth catalysts include expansion in the automotive and VR markets, where haptic feedback is increasingly valued. However, the company's negative profit margin of -0.3% raises concerns about profitability and operational efficiency. Key risks include competition from alternative haptic solutions and the potential for patent infringement. Investors should closely monitor Immersion's ability to convert its licensing revenue into sustainable profits and capitalize on emerging market opportunities. The company's small size and limited number of employees also present operational challenges.
Based on FMP financials and quantitative analysis
IMMR Key Highlights
Gross Margin of 82.7% indicates strong pricing power in its licensing business.
- Dividend Yield of 3.78% provides an attractive income stream for investors.
- Market Cap of $252M reflects its position as a smaller player in the technology sector.
- Beta of 0.92 suggests relatively low volatility compared to the broader market.
- Focus on haptic technology licensing positions it in a niche market with growth potential in automotive and VR sectors.
Who Are IMMR's Competitors?
IMMR is benchmarked below against 8 industry peers on price, market cap, and our AI MoonshotScore.
| Company | Price | Change | Market Cap | AI Score |
|---|---|---|---|---|
| TRAK ReposiTrak, Inc. | $8.14 | +0.25% | $148M | 80 |
| RMNI Rimini Street, Inc. | $5.06 | +1.00% | $472M | 79 |
| OPFI OppFi Inc. | $7.18 | +2.57% | $613M | 72 |
| DJCO Daily Journal Corporation | $598.15 | -0.40% | $824M | 72 |
| DSP Viant Technology Inc. | $12.59 | -2.48% | $826M | 81 |
| MITK Mitek Systems, Inc. | $18.52 | -1.91% | $836M | 88 |
| RSSS Research Solutions, Inc. | $2.21 | -0.90% | $73.9M | 75 |
| WFCF Where Food Comes From, Inc. | $13.05 | +4.40% | $65.8M | 71 |
AI Score by Stock Expert AI · Price data: FMP / Yahoo Finance
What Are IMMR's Key Strengths?
Strong patent portfolio protecting its haptic technology.
- Established licensing model generating recurring revenue.
- Expertise in haptic feedback and tactile technology.
- Diverse market reach across mobile, gaming, automotive, and VR.
What Are IMMR's Weaknesses?
Small company size with limited resources.
- Negative profit margin indicating profitability challenges.
- Reliance on licensing revenue, which can be volatile.
- Limited brand recognition compared to larger technology companies.
What Could Drive IMMR Stock Higher?
Potential new licensing agreements with automotive manufacturers for haptic interfaces.
- Increasing adoption of haptic technology in virtual reality (VR) applications.
- Expansion of haptic feedback in mobile gaming and applications.
- Development and release of advanced haptic SDKs for developers.
What Are the Key Risks for IMMR?
Negative return on equity (-1.6%) — the business is not currently generating profit on shareholder capital.
- Competition from alternative haptic solutions and technologies.
- Patent infringement and intellectual property disputes.
- Economic downturns affecting demand for consumer electronics and automotive products.
- Reliance on licensing revenue, which can be volatile.
- Small company size with limited resources.
What Are the Growth Opportunities for IMMR?
- Expansion in the Automotive Market: The automotive industry is increasingly integrating haptic feedback into vehicle interfaces to enhance safety and user experience. Immersion can capitalize on this trend by licensing its technology to automotive manufacturers for applications such as infotainment systems, steering wheel feedback, and advanced driver-assistance systems (ADAS). The automotive haptic feedback market is projected to reach $3.5 billion by 2028, offering significant growth potential for Immersion.
- Penetration of the Virtual Reality (VR) Market: Haptic feedback is crucial for creating immersive VR experiences, allowing users to feel virtual objects and environments. Immersion can expand its presence in the VR market by partnering with VR headset manufacturers and content developers to integrate its haptic technology into VR games, simulations, and training applications.
- Growth in Mobile Gaming and Applications: Haptic feedback enhances the gaming experience on mobile devices, providing tactile sensations that correspond to in-game events. Immersion can expand its licensing agreements with mobile game developers and application providers to integrate its haptic technology into a wider range of mobile games and applications. The mobile gaming market is projected to reach $150 billion by 2026, offering a large addressable market for Immersion's haptic solutions.
- Development of Advanced Haptic SDKs: Immersion can invest in developing more advanced and user-friendly software development kits (SDKs) to simplify the integration of haptic feedback into various applications. By providing developers with comprehensive tools and resources, Immersion can attract more licensees and expand its ecosystem of haptic-enabled content. The market for developer tools and SDKs is growing, driven by the increasing demand for customized and immersive user experiences.
- Strategic Partnerships and Acquisitions: Immersion can pursue strategic partnerships and acquisitions to expand its technology portfolio and market reach. By partnering with complementary technology providers or acquiring companies with innovative haptic solutions, Immersion can strengthen its competitive position and accelerate its growth in the haptic technology market. Strategic alliances can provide access to new markets, technologies, and customer segments.
What Are IMMR's Competitive Advantages?
- Patent portfolio protecting its haptic technology innovations.
- Established licensing model with recurring revenue streams.
- Expertise in haptic feedback and tactile technology.
- Long-standing relationships with key players in various industries.
What Does IMMR Do?
Immersion Corporation, founded in 1993 and headquartered in Aventura, Florida, is a technology licensing company focused on haptic feedback. The company invents, scales, and licenses haptic technologies that allow people to use their sense of touch to engage with and experience various digital products. Immersion's core business revolves around providing technology, patent, and combined licenses to a diverse range of industries. Its offerings include software development kits (SDKs) comprising tools, integration software, and effect libraries that enable the design, encoding, and playback of tactile effects in content. Over the years, Immersion has expanded its reach into various markets, including mobile communications, wearables, consumer electronics, gaming and virtual reality (VR), and automotive. The company also provides reference designs and reference technology, engineering and integration services, and software and firmware services to support its licensees. Immersion's business model centers on generating revenue through licensing fees and related services, leveraging its intellectual property portfolio to establish a presence in the haptic technology market. Despite a small team of 14 employees, Immersion has a global presence, serving customers in North America, Europe, and Asia.
What Products and Services Does IMMR Offer?
- Invents and develops haptic technology solutions.
- Licenses its haptic technology and patents to various industries.
- Provides software development kits (SDKs) for integrating haptic feedback.
- Offers engineering and integration services to support licensees.
- Develops reference designs and reference technology for haptic applications.
- Serves markets including mobile, gaming, automotive, and VR.
How Does IMMR Make Money?
- Generates revenue through technology and patent licensing fees.
- Provides software development kits (SDKs) for haptic integration.
- Offers engineering and integration services to support licensees.
- Revenue is derived from various markets, including mobile, gaming, automotive, and VR.
What Industry Does IMMR Operate In?
Immersion Corporation operates in the application software industry, specifically focusing on haptic technology. The haptic feedback market is experiencing growth, driven by increasing demand for immersive experiences in gaming, VR, automotive, and mobile devices. The competitive landscape includes companies developing alternative haptic solutions and larger technology firms integrating haptic feedback into their products. Immersion differentiates itself through its patent portfolio and licensing model, targeting companies that want to incorporate haptic technology without developing it in-house. The industry is characterized by rapid innovation and evolving standards, requiring companies like Immersion to continuously adapt and protect their intellectual property.
Who Are IMMR's Key Customers?
- Mobile device manufacturers integrating haptic feedback.
- Gaming companies incorporating haptics into games and controllers.
- Automotive companies using haptics in vehicle interfaces.
- Virtual reality (VR) headset manufacturers and content developers.
Immersion Corporation Financial Trajectory
Immersion Corporation (IMMR) reported $270.0M in revenue for Q2 2026, a decline of 47.9% compared to the prior quarter. The company recorded net income of $3.7M, with diluted EPS of $0.11. Revenue has contracted over three consecutive quarters, which investors in this micro-cap Technology stock should monitor closely. Across the four most recent quarters, IMMR averaged $0.03 in diluted EPS.
Company Profile
Immersion Corporation operates in the Software - Application industry within the Technology sector. It is headquartered in Aventura, US. The company is led by CEO Eric Brandon Singer. IMMR has traded publicly since 1999.
How Immersion Corporation Is Valued
Immersion Corporation carries a market capitalization of $252M, placing it in the micro-cap category. Relative to its peer group, IMMR's quantitative score of 76/100 is roughly in line with the peer average of 77/100.
Key Financial Metrics
Return on equity for Immersion Corporation stands at -1.6%, a gauge of how efficiently it converts shareholder capital into profit. Return on assets is -0.3%, showing how much profit it generates from its asset base. Its free cash flow yield is 4.7%, a gauge of the cash the business throws off relative to its market value. A current ratio of 1.83 indicates the company holds enough short-term assets to cover its near-term obligations. Its earnings yield is -2.1%, the inverse of the P/E and a quick read on earnings relative to price.
Financial Health
Immersion Corporation's Piotroski F-Score is 6/9, a 9-point checklist of profitability, leverage and efficiency — a middling fundamental profile. Its Altman Z-Score of 2.37 places it in the grey zone, a middle ground that warrants monitoring.
Earnings Track Record
Immersion Corporation has beaten Wall Street's EPS estimate in 6 of its last 8 reported quarters — a consistent record of delivering on expectations. Reported results have landed about 77.5% above estimates on average.
Forward Outlook
Wall Street analysts project Immersion Corporation revenue of about $14.3M for fiscal 2027, with EPS near $0.26.
IMMR Financials
Fundamental Snapshot
Based on FMP financials and quantitative analysis · FY 2025
Bull Case vs Bear Case
Bull Case
- Recent insider buying suggests confidence in the company's future, indicating that leadership believes in its growth potential.
- Community sentiment has been increasingly positive, with discussions highlighting the innovative technologies Immersion is developing.
- The recent partnerships announced in the last month have generated excitement around new applications for their haptic technology.
- Market perception is shifting favorably as more businesses explore immersive experiences, positioning Immersion as a key player in this trend.
Bear Case
- Concerns about competition in the haptic technology space are rising, with several new entrants challenging Immersion's market share.
- Recent earnings reports have been mixed, leading to skepticism among some investors about the company's growth trajectory.
- Social sentiment has shown some volatility, with bearish opinions emerging regarding the sustainability of current partnerships.
- There are ongoing regulatory challenges that could impact the company's ability to operate effectively in certain markets, causing caution among investors.
AI-generated arguments based on insider flow, news sentiment and technicals — not financial advice · April 2026
Recent Quarterly Results
| Quarter | Revenue | Net Income | EPS |
|---|---|---|---|
| Q2 2026 | $270M | $4M | $0.11 |
| Q1 2026 | $518M | -$10M | -$0.31 |
| Q4 2025 | $650M | $12M | $0.36 |
| Q3 2025 | $292M | -$930,000 | -$0.03 |
Based on FMP financials and quantitative analysis
IMMR Latest News
-
12 Information Technology Stocks Moving In Monday's Intraday Session
benzinga · Jul 27, 2026
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Why BitMine's Selloff May Be Missing the Bigger Story
marketbeat.com · Jun 23, 2026
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Immersion Corporation: Another Value Play For The Patient Investor
seekingalpha.com · Jun 22, 2026
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Stocks That Hit 52-Week Highs On Wednesday
· Feb 10, 2021
IMMR Analyst Consensus
Consensus Rating
Aggregated Buy/Hold/Sell recommendations from Benzinga, Yahoo Finance, and Finnhub for IMMR.
Price Targets
Wall Street price target analysis for IMMR.
IMMR MoonshotScore
What does this score mean?
The MoonshotScore rates IMMR 0-100 on quantitative fundamentals — growth, financial health, valuation, momentum, and risk.
Latest News
12 Information Technology Stocks Moving In Monday's Intraday Session
Why BitMine's Selloff May Be Missing the Bigger Story
Immersion Corporation: Another Value Play For The Patient Investor
Stocks That Hit 52-Week Highs On Wednesday
Leadership: Eric Brandon Singer
CEO
Eric Brandon Singer serves as the CEO of Immersion Corporation, managing a team of 14 employees. His background includes extensive experience in technology licensing and intellectual property management. Prior to joining Immersion, Singer held leadership positions at various technology companies, focusing on strategic partnerships, business development, and patent monetization. He brings a wealth of knowledge in navigating the complexities of the technology licensing landscape and driving revenue growth through strategic initiatives.
Track Record: Under Eric Brandon Singer's leadership, Immersion Corporation has focused on expanding its licensing agreements and strengthening its patent portfolio. Key achievements include securing partnerships with automotive manufacturers and VR headset developers to integrate Immersion's haptic technology into their products. Singer has also overseen the development of advanced haptic SDKs to simplify the integration process for licensees. His strategic decisions have aimed at positioning Immersion as a leader in the haptic technology market.
Immersion Corporation Technology Stock: Key Questions Answered
What does the AI Score mean for IMMR?
IMMR holds an AI Score of 76/100 (Grade: A). This is an educational research signal, not a buy or sell recommendation. Immersion Corporation invents, scales, and licenses haptic technologies, enabling users to experience digital products through touch. The company serves mobile, gaming, automotive, and other …
What does Immersion Corporation do?
Immersion Corporation is a technology licensing company that specializes in haptic feedback. The company invents, scales, and licenses haptic technologies that allow users to experience digital products through touch. Immersion's business model centers on providing technology, patent, and combined licenses to a diverse range of industries, including mobile communications, wearables, consumer electronics, gaming and virtual reality (VR), and automotive.
What do analysts say about IMMR stock?
Analyst coverage of Immersion Corporation (IMMR) is limited, reflecting its small market capitalization and niche focus. Key valuation metrics include its price-to-sales ratio and dividend yield. Growth considerations center on its ability to expand its licensing agreements and penetrate new markets, such as automotive and VR. Investors should closely monitor its profitability and cash flow generation.
What are the main risks for IMMR?
The main risks for Immersion Corporation include competition from alternative haptic solutions and technologies, potential patent infringement and intellectual property disputes, and economic downturns affecting demand for consumer electronics and automotive products. The company's reliance on licensing revenue also poses a risk, as changes in licensing agreements or market conditions could impact its financial performance.
What are the key factors to evaluate for IMMR?
Immersion Corporation (IMMR) holds an AI score of 76/100 (high). P/E: 9.2x vs the S&P 500's ~20-25x. Not financial advice.
How frequently does IMMR data refresh on this page?
IMMR's price was last updated on Aug 20, 2026 and refreshes on page view during U.S. market hours — it is not a real-time exchange feed. Fundamentals update after quarterly filings; the MoonshotScore recalculates nightly; news aggregates continuously.
What has driven IMMR's recent stock price performance?
Immersion Corporation (IMMR) moves on earnings results, analyst revisions, sector rotation, and market sentiment. Notable catalyst: Strong patent portfolio protecting its haptic technology. See the News tab for the latest drivers. Past performance does not predict future results.
Should investors consider IMMR overvalued or undervalued right now?
Immersion Corporation (IMMR) trades at 9.2x earnings. Compare P/E, P/S, and EV/EBITDA against sector peers for a full view.
How do I research IMMR before investing?
Before investing in Immersion Corporation (IMMR), research these four areas: (1) the company's revenue model and competitive position (see Company Overview), (2) financial health through revenue growth, margins, and cash flow (see MoonshotScore), (3) analyst consensus ratings and price targets (see Analyst tab), and (4) specific risk factors that could impact the stock (see Risk Factors section).
Disclaimer: This content is for informational purposes only and does not constitute investment advice. Always do your own research and consult a financial advisor.
Official Resources
Data provided for informational purposes only.
- Limited analyst coverage for IMMR stock.