Company Deep Dive
Business segments breakdown, earnings transcript analysis, management credibility scoring, competitive landscape, and scenario modelling.
IMMR
BuySecond WindFLAGImmersion Corporation · Technology · United States · $254M · Avg Vol: $3M/d
Immersion has value exactly at V60 and momentum M66, but quality at Q52 misses the all-three-above-60 path, and insiders sold 0.01% with no offsetting purchase, which is separately adverse.
COMPANY DESCRIPTION
Immersion Corporation is a leading developer and licensor of haptic feedback technology, enabling tactile sensations in electronic devices ranging from smartphones and gaming consoles to automotive displays and medical instruments. The company's competitive moat is built on its extensive portfolio of intellectual property, including numerous patents that are widely licensed to major global technology companies. Immersion operates as a pure-play IP firm, driving the integration of touch-based user experiences across diverse industries.
FINANCIAL SUMMARY (USD)
| Year | 2021 | 2022 | 2023 | 2025 | 2026 | CAGR | TTM | 2027E | Fwd CAGR |
|---|---|---|---|---|---|---|---|---|---|
| Revenue | 35.1M | 38.5M | 33.9M | 1.6B | 1.7B | 118.1% | 1.7B | 1.6B | -10.1% |
| EPS | 0.40 | 0.92 | 1.05 | 1.94 | 0.14 | -18.9% | 0.14 | 0.26 | 82.9% |
| Shares | 34.4M | 32.2M | 31.5M | 32.5M | 33.1M | -3.7% | 33.2M | — | — |
| Debt | 1.1M | 0.5M | 39.0K | 273.0M | 222.7M | 189.3% | 222.7M | — | — |
| Equity | 141.3M | 157.7M | 183.1M | 298.1M | 297.2M | 16.0% | — | — | — |
| Op CF | 17.4M | 40.1M | 20.6M | -57.6M | 59.1M | 27.6% | 59.1M | — | — |
| Inv CF | -87.7M | -29.4M | 3.4M | 3.4M | 51.5M | — | — | — | — |
| Fin CF | 62.2M | -13.4M | -16.7M | 61.0M | -44.8M | — | — | — | — |
SCORE BREAKDOWN
FUNDAMENTALS
SECTOR PEERS
Closest peers in Technology, ranked by industry match, size, and score similarity. Cross-listings of IMMR are excluded.
| Ticker | Company | Mkt Cap | StockRank | Signal |
|---|---|---|---|---|
| IMMR | Immersion Corporation(you) | $254M | 80 | Buy |
| XPER | Xperi Inc. | $293M | 80 | Strong Buy |
| EXFY | Expensify, Inc. | $235M | 71 | Buy |
| EGHT | 8x8, Inc. | $287M | 66 | Buy |
| DHX | DHI Group, Inc. | $175M | 90 | Strong Buy |
| CRNC | Cerence Inc. | $384M | 69 | Buy |
| OOMA | Ooma, Inc. | $629M | 81 | Strong Buy |
| RMNI | Rimini Street, Inc. | $527M | 86 | Strong Buy |
| TRAK | ReposiTrak, Inc. | $151M | 66 | Buy |
| IBTA | Ibotta, Inc. | $861M | 79 | Buy |
Peer medians: ROE 4.6% · P/E 35.1x · Gross margin 51.3%