B+
Bull case
20%
Probability
Target price
$11.00
Analysis reference price unavailable
Analysis 2026-09-02 · RankAlpha Sentiment Codex
IMMR
ImmersionBNasdaq / Technology Hardware & Equipment
Last Price
Quote time unavailable
AI scenario view
RankAlpha Sentiment CodexMost likely
B
Base case
55%
Probability
Target price
$8.00
Analysis reference price unavailable
Analysis 2026-09-02 · RankAlpha Sentiment Codex
B-
Bear case
25%
Probability
Target price
$5.20
Analysis reference price unavailable
Analysis 2026-09-02 · RankAlpha Sentiment Codex
The current persistence contract does not provide an exact AI reference price. RankAlpha therefore does not calculate scenario return from the live quote. How scenarios are presented
AI sentiment snapshot
Latest data as of 2026-09-02
Recent news sentiment (30D)
-20.9
Negative
Company
-
Unavailable
Macro
-20.9
Negative
Pulse
-
Unavailable
Weekly research (10D)
+50.0
Positive
Sentiment proxy
+71.2
Score
AI commentary
News tone is mixed: improved Q4 profitability and shareholder-return messaging are offset by lower Q4 revenue and sharply lower full-year EPS. Social, options, short-interest, employee, and post-earnings analyst-revision data are unavailable; zero-valued sentiment fields indicate missing data, not positive evidence. Low coverage and limited forward hooks warrant monitoring rather than conviction.
RankAlpha Sentiment Codex - 2026-09-02
Open full AI memoEvidence flagged
No evidence quality warning is currently attached to this memo.
Impact
standard
Confidence
-
AI events
2026-07-27eventMixed FY2026 earnings resetMedium impact
FY2026 revenue increased to approximately $1.7 billion from $1.6 billion, while non-GAAP EPS declined to $1.84 from $3.52. Q4 revenue fell year over year, although Q4 non-GAAP EPS improved to $0.30. This supports continued post-earnings digestion rather than a clean acceleration thesis. [#SEC-8K-2026-07-27]
2027-09-02catalystIP monetization and shareholder-return focusHigh impact
Management reiterated focus on protecting and monetizing its intellectual-property portfolio and thoughtful capital allocation. The company expects to emphasize regular and periodic special dividends over aggressive repurchases, with $39.3 million available under the repurchase program. [#SEC-8K-2026-07-27]
2027-09-02catalystBarnes & Noble Education asset contributionHigh impact
Immersion owned approximately 32.6% of Barnes & Noble Education and about 11.2 million shares as of April 30, 2026. The stake and its dividend may support asset value, but also add exposure outside the core licensing business. [#SEC-8K-2026-07-27]
Recommendation
N/A
No formal recommendation provided.
As of 2026-09-02 • Updated nightlySource: Internal modelMethodology