B+
Bull case
25%
Probability
Target price
$8.40
Analysis reference price unavailable
Analysis 2026-10-17 · RankAlpha Sentiment Codex
IMMR
ImmersionANasdaq / Technology Hardware & Equipment
Last Price
Quote time unavailable
AI scenario view
RankAlpha Sentiment CodexMost likely
B
Base case
50%
Probability
Target price
$7.10
Analysis reference price unavailable
Analysis 2026-10-17 · RankAlpha Sentiment Codex
B-
Bear case
25%
Probability
Target price
$5.20
Analysis reference price unavailable
Analysis 2026-10-17 · 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 2026-10-17
Recent news sentiment (30D)
+7.2
Positive
Company
-30.0
Negative
Macro
+8.5
Positive
Pulse
-
Unavailable
Weekly research (10D)
-42.0
Negative
Sentiment proxy
+54.8
Score
AI commentary
The verified earnings evidence is mixed, and no reliable post-release price reaction or analyst estimate and target revisions were supplied. The October 7 8-K excerpt confirms an annual meeting, not an operating inflection. [#8-K-2026-10-07] Zero-valued sentiment fields indicate unavailable measurements, not neutral readings. Low coverage and limited forward visibility favor monitoring.
RankAlpha Sentiment Codex - 2026-10-17
Open full AI memoEvidence flagged
No evidence quality warning is currently attached to this memo.
Impact
standard
Confidence
-
AI events
2026-09-14eventMixed fiscal Q1 resultsMedium impact
Fiscal Q1 2027 revenue rose to $294.4 million from $292.0 million, and GAAP EPS improved to $0.17 from a $0.03 loss. Non-GAAP EPS slipped to $0.50 from $0.52, limiting the case for an earnings inflection. [#SEC-8K-2026-09-14]
2026-10-30catalystDeclared quarterly dividendMedium impact
Immersion declared a $0.075-per-share dividend payable October 30 to holders of record October 16. The declared payment offers a near-term cash return, not evidence of a rising payout. [#SEC-8K-2026-09-14]
2027-10-17catalystTest of consolidated earnings qualityHigh impact
Immersion consolidates Barnes & Noble Education even though its ownership had declined to 32.3% by July 31, 2026. Subsequent results could clarify how much value accrues to Immersion shareholders, but no dated operating milestone or guidance is available. [#SEC-8K-2026-09-14]
Recommendation
N/A
No formal recommendation provided.
As of 2026-10-17 • Updated nightlySource: Internal modelMethodology