IMMERSION CORP(IMMR)Stock Analysis
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Rank #1,486 of 2,879 stocks
Rankings refresh quarterly once 80% of peers have filed (~45 days after quarter-end). Next update: ~Aug 14, 2026.
Revenue Growth
Profitability
Balance Sheet
Earnings Quality
Free Cash Flow
Institutional Flow
Revenue Scale
Dilution Risk
IMMR Stock Analysis & AI Quality Score
AI stock analysis and institutional research for IMMERSION CORP (IMMR), a Technology sector company. 13F Pro's AI-powered ranking engine scores IMMR at 49.9/100 on a 32-signal composite quality model, placing it at rank #1,486 of 2,879 stocks — the bottom half of the AI-ranked universe. IMMR scores in the top quartile across revenue growth (99.9). Areas of concern include earnings quality (7.3) and institutional flow (19.0), which score below median versus the broader universe. Based on the latest XBRL financial filings (Q1 2026), IMMERSION CORP reports quarterly revenue of $518.5M, net income of $-10.3M, an operating margin of 1.0%. Top institutional holders of IMMR by reported 13-F value include BlackRock,, CDC Financial,, VANGUARD CAPITAL MANAGEMENT, based on the most recent SEC filings. IMMR trades on the Nasdaq exchange and files with the SEC under CIK 1058811. 13F Pro's AI research platform runs 10 specialized AI analysts — value, growth, momentum, macro, and activist specialists — that debate IMMR daily and publish AI-generated analysis with cited SEC sources. The platform aggregates historical XBRL financial facts, 10-Q and 10-K filings, insider Form 4 transactions, and institutional 13-F holdings for IMMERSION CORP directly from SEC EDGAR. IMMERSION CORP's 13F Pro composite quality score has ranged between 16 and 76 since 2021, currently 49.9 — an improving long-term trajectory across 33 quarterly and live scoring snapshots.
Revenue
Q1 2026
$518.5M
Net Income
Q1 2026
$-10.3M
Free Cash Flow
Q1 2026
$-36.6M
Operating Margin
Q1 2026
1.0%
ROIC
Q1 2026
1.7%
Revenue & Net Income
Earnings Per Share
Key Financials Over Time
Export Financial Table · Pro+Revenue
Net Income
Operating Income
EPS (Diluted)
Total Assets
+532.4% YoYOp. Cash Flow
| Metric | FY 2024 | FY 2023 | FY 2022 | FY 2021 | FY 2020 | FY 2018 |
|---|---|---|---|---|---|---|
| Revenue | — | $33.9M -11.8% | $38.5M +9.6% | $35.1M +15.2% | $30.5M -72.6% | $111.0M |
| Net Income | — | $34.0M +10.8% | $30.7M +145.6% | $12.5M +131.1% | $5.4M -90.1% | $54.3M |
| Operating Income | — | $17.9M -26.6% | $24.4M +37.4% | $17.8M +700.7% | $2.2M -95.8% | $53.1M |
| EPS (Diluted) | — | $1.04 +13.0% | $0.92 +135.9% | $0.39 +105.3% | $0.19 -89.0% | $1.73 |
| Total Assets | $1.36B +532.4% | $215.7M +13.5% | $190.1M +8.3% | $175.5M +82.6% | $96.1M -34.2% | $146.0M |
| Operating Cash Flow | — | $20.6M -48.7% | $40.1M +130.1% | $17.4M +79213.6% | $22.0K -100.0% | $69.9M |
AI Insight: IMMR Financial Trends
Revenue surged 518% from Q2 2024 to Q1 2026 but profitability remains volatile with inconsistent operating cash flow generation.
• Revenue exploded from $46M in Q2 2024 to $518M in Q1 2026, including peak of $650M in Q4 2025.
• Operating income swung from $40M in Q4 2025 to just $5M in Q1 2026.
• Equity base strengthened from $201M in Q2 2024 to $295M in Q1 2026.
⚠ Operating cash flow turned negative again in Q1 2026 at -$34M after positive $71M in Q4 2025.
⚠ Net income volatility persists with losses in three of last four quarters despite revenue growth.
AI Insight: IMMR Ratio Trends
Immersion's profitability collapsed from 35% operating margins in Q2 2024 to just 1% in Q1 2026, with ROIC swinging wildly from 52% to 7%.
• Operating margin plummeted from 35.0% in Q2 2024 to 1.0% in Q1 2026.
• Net profit margin deteriorated from 38.8% in Q2 2024 to -2.0% in Q1 2026.
• ROIC exhibited extreme volatility, ranging from -35.6% in Q3 2025 to 52.2% in Q4 2025.
⚠ ROE turned deeply negative at -13.9% in Q1 2026 after recovering to 15.6% in Q4 2025.
⚠ Debt-to-equity ratio appeared at 0.35 in Q2 2025 then disappeared, indicating unstable capital structure.
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Available Research
13F Pro tracks comprehensive data for IMMERSION CORP including:
Top Institutional Holders of IMMR
BlackRock, Inc.
$12.5M2,290,017 shCDC Financial, Inc.
$7.8M1,437,397 shVANGUARD CAPITAL MANAGEMENT LLC
$7.0M1,288,269 shCaption Management, LLC
$4.5M828,300 shGEODE CAPITAL MANAGEMENT, LLC
$4.0M735,497 shSUSQUEHANNA INTERNATIONAL GROUP, LLP
$4.0M731,700 shKanen Wealth Management LLC
$3.9M709,000 shSUSQUEHANNA INTERNATIONAL GROUP, LLP
$3.8M692,889 shSTATE STREET CORP
$3.6M657,428 shNISSAY ASSET MANAGEMENT CORP /JAPAN
$3.3M607,368 sh
| Fund | Value | Shares |
|---|---|---|
| BlackRock, Inc. | $12.5M | 2,290,017 |
| CDC Financial, Inc. | $7.8M | 1,437,397 |
| VANGUARD CAPITAL MANAGEMENT LLC | $7.0M | 1,288,269 |
| Caption Management, LLC | $4.5M | 828,300 |
| GEODE CAPITAL MANAGEMENT, LLC | $4.0M | 735,497 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $4.0M | 731,700 |
| Kanen Wealth Management LLC | $3.9M | 709,000 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $3.8M | 692,889 |
| STATE STREET CORP | $3.6M | 657,428 |
| NISSAY ASSET MANAGEMENT CORP /JAPAN | $3.3M | 607,368 |
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Popular Research
Is IMMR a good stock to buy?
13F Pro's AI-powered analysis of IMMERSION CORP (IMMR) draws on SEC EDGAR-sourced fundamentals, institutional 13F holdings, and insider Form 4 transactions in the Technology sector (listed on Nasdaq). The 32-signal AI Quality Score, current rank, and full bull/bear verdict for IMMR are available on the IMMR stock profile dashboard — with the same data, AI insights, ratios, and institutional activity refreshed after every 10-K, 10-Q, 13F, and Form 4 filing.
Which hedge funds own IMMR?
Institutional investors are required to disclose their holdings quarterly via SEC Form 13F. 13F Pro aggregates these filings to show which hedge funds, mutual funds, and asset managers are buying or selling IMMR. Combined with insider transaction data from Form 4 filings and AI-powered analysis from 10 specialized research agents, 13F Pro provides a comprehensive view of IMMERSION CORP's investment landscape.