IMMERSION CORPORATION
Last · NASDAQ$7.09-0.22 (-3.01%)close · yahoo · 14h ago
Market cap$235.43M33.2M sh
P/E · TTM20.9fwd 12.9 · eps 0.34
Beta0.99vs S&P 500
Div yield4.10%annual · TTM
52w range
$5.25$8.05
Volume476.5Ksession
| Revenue | $1.7B |
|---|---|
| Operating income | $25.9M |
| Net income | $4.5M |
| Free cash flow | $42.9M |
| Operating margin | 1.5% |
| Net margin | 0.3% |
| Return on equity | 1.5% |
| Period | 2026 |
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OpenFilings analyst
Our analyst
From latest 10-K · 2026-07-24
- Royalty Revenue Decline
- Bned Acquisition
- Material Weakness
- Customer Concentration
- Patent Licensing Risk
- Abl Debt
- Impairment Risk
Red flags
- Management concluded disclosure controls were ineffective as of April 30, 2026 because of material weaknesses related to Barnes & Noble Education and the accounting and consolidation of the acquisition.
- Immersion operating income fell 92% to $3.8 million from $48.3 million in FY2025; royalty and license revenue fell 79% to $15.9 million, including a 95% decline in fixed-fee license revenue.
- BNED recognized a $5.1 million impairment loss in FY2026, while its ABL balance was $71.0 million against a committed facility of up to $325 million and principal is due at maturity on June 9, 2028.
- FY2026 net income attributable to Immersion stockholders was only $4.5 million, or $0.14 diluted EPS, versus $62.6 million and $1.90 in FY2025.
- The company repurchased only $10 thousand of stock in FY2026 while retaining $39.3 million of authorization, suggesting limited buyback support despite the stated capital-return program.
Upcoming earnings
1:30 PM UTC+1
Period
Oct 2026
Est. EPS
$0.04
Est. revenue
3.4M