IMMERSION CORP (IMMR)
NASDAQ · Computers & Hardware · Computer Peripheral Equipment, NEC
- Price
- $7.29
- Day
- -1.09%
- Market cap
- $242.07M
- P/E
- 13.2
Close 2026-09-24.
The company
Markets Mobile Communications, Wearables, and Consumer Electronics. We license our intellectual property relating to haptic technology to original equipment manufacturers (“OEMs”) in the mobile, gaming, and related consumer electronics markets. Our licensees currently include some of the top makers of mobile devices in the world, including Samsung, Google, Sony, Panasonic, as well as integrated circuit manufacturers such as Awinic and Dongwoon Anatech. Immersion Segment revenue generated from OEMs and integrated circuit customers in the mobile communications market represented 28% and 64% of our total Royalty and license revenue for the fiscal years ended April 30, 2026 and 2025, respectively. Gaming and VR. We have licensed our patents directly to Microsoft, Sony and Nintendo for use in their console gaming products. We have also licensed our patents to Sony for use in virtual reality (“VR”) products. Additionally, we have licensed our patents to third party gaming peripheral manufacturers and distributors for use in spinning mass and force feedback devices such as controllers, steering wheels and joysticks, to be used with PC platforms running on Microsoft Windows and other operating systems, as well as in connection with video game consoles made by Microsoft, Sony, Nintendo and others. Our PC gaming licensees include Guillemot and Microsoft. We will not receive any further royalties from Microsoft under our current agreement with Microsoft, including with respect to Microsoft’s gaming products or any other haptic-related product that Microsoft produces or sells.
From Item 1: Markets.
By business segment
- Barnes and Noble Education — 95%
- Immersion — 5%
Institutional holders
Largest positions reported on Form 13F for the quarter ended 2026-06-30, by value.
- CDC Financial, Inc. — $8.75M
- VANGUARD CAPITAL MANAGEMENT LLC — $8.71M
- BlackRock, Inc. — $7.93M
- Kanen Wealth Management LLC — $7.02M
- SUSQUEHANNA INTERNATIONAL GROUP, LLP — $6.58M
- BlackRock, Inc. — $6.05M
- STATE STREET CORP — $4.37M
- GEODE CAPITAL MANAGEMENT, LLC — $4.36M
Insider trades
Open-market buys and sales filed on Form 4, newest first. Grants, option exercises and tax withholding are left out.
- DODSON J MICHAEL (Chief Financial Officer) sold 4,899 shares at $6.54 on 2026-06-12
- DODSON J MICHAEL (Chief Financial Officer) sold 5,921 shares at $7.53 on 2025-06-12
- Singer Eric (President and CEO) bought 5,000 shares at $7.47 on 2025-03-21
- MARTIN WILLIAM C (Chief Strategy Officer) bought 27,150 shares at $7.55 on 2025-03-20
- Singer Eric (President and CEO) bought 42,638 shares at $7.51 on 2025-03-20
- Wasch Childress Frederick (Director) bought 1,155 shares at $8.68 on 2024-08-28
Recent filings
- 8-K — 2026-09-14
- 10-Q — 2026-09-14
- 4 — 2026-09-11
- 4 — 2026-09-04
- ARS — 2026-08-28
- DEF 14A — 2026-08-28
- DEFA14A — 2026-08-28
- SCHEDULE 13D — 2026-08-21
- 4 — 2026-08-19
- 4 — 2026-08-12