Immersion: Core Business Still Intact

Immersion Corporation remains undervalued, trading below intrinsic value despite delayed financials tied to its activist BNED investment. IMMR's core haptics licensing business continues to generate lumpy but attractive free cash flow, supporting a conservative balance sheet with $188.8M in cash and investments. The BNED stake introduces both upside potential and reporting risks; successful turnaround could double IMMR's value, but delays and restatements present near-term headwinds.

Seeking Alpha • Dec 9, 2025

Immersion Corporation Announces Significant Increase in Quarterly Dividend and Cooperation Agreement with Largest Shareholder

AVENTURA, Fla.--(BUSINESS WIRE)--Immersion Corporation (“Immersion,” the “Company,” “we,” “us,” or “our”) (NASDAQ: IMMR), a leading provider of haptics technology, today announced that its Board of Directors (the “Board”) has approved an increase in the quarterly dividend from $0.045 per share to $0.075 per share and has entered into a Cooperation Agreement with Scott A. Larson (the “Cooperation Agreement”). The quarterly cash dividend of $0.075 per share will be paid, subject to any prior revo.

Business Wire • Dec 8, 2025

Immersion Board Adopts Temporary Shareholder Rights Plan to Protect Long-Term Interests of All Shareholders

AVENTURA, Fla.--(BUSINESS WIRE)--Immersion Corporation (“Immersion,” the “Company,” “we,” “us” or “our”) (Nasdaq: IMMR), a leading provider of technologies for haptics, today announced that its Board of Directors (“Board”) has adopted a temporary shareholder rights plan (the “Rights Plan”) designed to protect the interests of all shareholders by reducing the likelihood that any person or group could gain control of the Company without appropriately compensating Company shareholders for control.

Business Wire • Nov 10, 2025

Immersion Corporation Announces Receipt of a Delinquency Compliance Alert Notice from Nasdaq

AVENTURA, Fla.--(BUSINESS WIRE)--Immersion Corporation (“Immersion”, the “Company”, “we”, “us” or “our”) (Nasdaq: IMMR), a leading provider of technologies for haptics, announced that on September 29, 2025, it received a delinquency compliance alert notice (the “10-Q Nasdaq Notification Letter”) from the Listing Qualifications Department of The Nasdaq Stock Market LLC (“Nasdaq”) notifying the Company that it did not timely file its Quarterly Report on Form 10-Q for the fiscal quarter ended July.

Business Wire • Oct 2, 2025

4 Computer Peripheral Equipment Stocks in Focus in a Thriving Industry

The Zacks Computer-Peripheral Equipment industry participants like LOGI, IMMR, INVE and TACT are likely to benefit from the growing demand for RFID, touchscreen devices and the recovery in PC sales.

Zacks Investment Research • Sep 29, 2025

3 Small-Cap Stocks to Watch After the Fed's Rate Cuts

The Russell 2000 index (i.e., the small-cap stock index) is up about 2.5% in the five days ending September 19.

MarketBeat • Sep 29, 2025

Immersion (IMMR) Outperforms Broader Market: What You Need to Know

Immersion (IMMR) concluded the recent trading session at $7.18, signifying a +1.99% move from its prior day's close.

Zacks Investment Research • Aug 12, 2025

Immersion (IMMR) Rises Yet Lags Behind Market: Some Facts Worth Knowing

Immersion (IMMR) concluded the recent trading session at $6.9, signifying a +1.32% move from its prior day's close.

Zacks Investment Research • Aug 4, 2025

3 Stocks to Watch in a Thriving Computer Peripheral Equipment Industry

The Zacks Computer-Peripheral Equipment industry participants like LPL, IMMR and TACT are likely to benefit from the growing demand for professional gaming accessories, touchscreen devices, smart glasses and the recovery in PC sales.

Zacks Investment Research • Jul 8, 2025

Immersion Corporation: 2 Near-Term Catalysts To Consider

Immersion Corporation's shares have been rangebound as of late, mainly due to a lack of exciting news regarding this holding company. At current prices, IMMR trades at a more than 20% discount to the value of its cash and securities portfolio. However, potential upside could be greater, given the company's solid set of near and long-term catalysts.

Seeking Alpha • Jun 8, 2025