Immersion Corporation

Company Details:

Company Symbol: IMMR
Sector: Software
Company Rating:
URL: http://www.immersion.com

Related Research

  • 03/03/17 Update IMMR ($10.69, Buy; $10.50 PT): Q4 Miss and Shaky 2017 Guidance; IP Litigation with Apple and an Unlicensed Samsung Continue to Weight on IMMR; Reducing PT from $13.00 to $10.50
  • 03/03/17 Morning Note B. Riley AM Note: CAMT, CDZI, CIEN, DCO, DKS, FNSR, GCO, HCHC, HIBB, IDSY, IMMR, MRVL, PRGO, ROG, SRI, SSI, STMP, SUP, TIVO, WEYS
  • 02/27/17 Morning Note B. Riley AM Note: CROX, DRAD, FL, IDSY, IMMR, JCP (downgrade), NTRI, NWL, PRGO, PRGX, SHOO (upgrade), SQNS, TREC; Internet (NAME, XOXO), Semiconductors (AVGO, MRVL, NLST, ON, SLAB, SMTC)
  • 02/27/17 Update IMMR ($11.49, Buy; $13.00 PT): Earnings Preview: Raising PT from $11 to $13 After Favorable Markman Ruling; Eyeing 2017 Guidance Following a String of Detail-light License Agreements
  • 02/17/17 Morning Note B. Riley AM Note: AVP, AXTI, BCOV, CNK, COHU, CTG, DMRC, IMMR, MCS, MZOR, NTCT, RCKY, ROG, SPCB (discontinuation), TRUE, VIVE, VPG; Footwear (COLM, CROX, DECK, VFC, WEYS, WWW), Boardsport (DECK, NKE, VFC)
  • 02/08/17 Morning Note B. Riley AM Note: AKAM, CALD, COTY, DHX, EMKR, EVLV, FARM, IMMR, IPHI, LITE, MCHP, SKX; The Weiser Consumer (EL, FLWS, FTD, MAT, NWL, PBH, TUP)
  • 01/17/17 Morning Note B. Riley AM Note: ASML, GSM, HEAR, IMMR, KLIC, LLTC, NWL, RTEC, SWKS; ICR Xchange (AEO, AVP, BOOT, FTD, GCO, GES, OXM, PBH, RCKY, SHOO, SSI, TLYS), Semi. Cap. Equipment (ACLS, AMAT, ASML, BRKS, CAMT, COHU, FORM, IVAC, KLAC, KLIC, LRCX, RTEC, UTEK XCRA)
  • 01/12/17 Morning Note B. Riley AM Note: ABTL, IL (downgrade), IMMR, NMRX, SIMO
  • 11/04/16 Morning Note B. Riley AM Note: ABTL, AOSL, CARB, CFMS, CTSO, CVU, DCO, DHX, FARM, FN, GUID, IMMR, KE, KW, LGF, MAT, NPTN, PBH, REIS, RNWK, ROG, SENS, STMP, SWKS, TIVO, TREC, TRUE, UEIC, VPG, WEB, WYY; B. Riley & Co. Focus List Update
  • 11/04/16 Update IMMR ($7.09, Buy; $11.00 PT): Q3 Miss but Impressive Cash Generation; Reaffirms 2016 Guidance; Samsung and Apple Remain in Limbo; Lowering FY ’17 and Reducing PT from $12.00 to $11.00
  • 11/01/16 Update IMMR ($8.16, Buy; $12.00 PT): Earnings Preview: $19MM Samsung Award to Buttress Q3 Results; Closely-watched Apple Litigation Continues to Mosey Ahead
  • 11/01/16 Morning Note B. Riley AM Note: ARC, AVP, CBR, CKEC, DCO, DTSI, HDSN, IL, IMMR, KE, NLS, NPTN, PBH, SWKS, TIVO; November Focus List (ABTL, BV, DKS, FLEX, KTOS, LITE, MEI, MRVL, PBH, PFSW, SANM, TIVO, TLYS, TNAV, VVI)
  • 09/08/16 Morning Note B. Riley AM Note: BV, CLS, FLEX, IMMR, INTC, MBUU, MCHP, MRVL, RNWK, SANM, SPA, TIVO
  • 08/05/16 Morning Note B. Riley AM Note: ABTL, CBR, CSOD, CVU, DCO, DMD, EMKR, FTD, HEAR, IDSY, IEC, III, IMMR, ITI, KE, KTOS, KW, LGF, LIOX, MRVL, MWW, NMRX, NVDA, PBH, PFSW, REIS, TACT, TREC, TROX, TRUE, UEIC; Internet (APPS, NAME, YELP), Optical Components (IPHI, LITE, NPTN)
  • 08/05/16 Update IMMR ($7.50, Buy; $12.00 PT): IMMR Posts a Q2 Miss but Reaffirms 2016 Guidance; Customer Adoption May Slow in the Near Term; Lowering FY ’17 and Reducing PT from $13.00 to $12.00
  • 08/02/16 Update IMMR ($7.46, Buy; $13.00 PT): Earnings Preview: Favorable Recent Announcements Indicate Improving Foothold; Apple Litigation Pursuit Continues
  • 08/02/16 Morning Note B. Riley AM Note: AMC, BLKB, CBR, CKEC, CROX, CVU, EMKR, FTD, IDTI, IMMR, IVAC, KE, LIOX, LLNW, NLS, PBH, SBH, TST, XOXO
  • 07/19/16 Morning Note B. Riley AM Note: IMMR, INTC, JAKK, MAT, OUTR, SIMO, SLAB, SMTC, SQNS, TUP, YHOO
  • 06/28/16 Morning Note B. Riley AM Note: CSCD, FORM, IMMR, PRGO, RELY, SKX, VSAT; Internet (AKAM, ABTL, APPS, BCOV, DMD, GDDY, GOOGL, GRPN, LLNW, P, NAME, RUBI, TRUE, WEB, XOXO, YELP, YHOO)
  • 06/22/16 Morning Note B. Riley AM Note: FINL, IDCC, IMMR, INTC, LLNW, NIKE, NVDA, OSIS, UTEK
  • 05/06/16 Update IMMR ($7.27, Buy; $13.00 PT): Q1 Revenue and Pro Forma EPS In Line with Consensus; Reaffirms 2016 Guidance; Starting Arbitration with Samsung; Files Second Claim Against Apple and AT&T
  • 05/06/16 Morning Note B. Riley AM Note: ABTL, CAMT, CBR, DWA, EMKR, FARM, FTD, GUID, HEAR, IDSY, IMMR, KE, LIOX, MCFT, MWW, NMRX, NTCT, PCTI, RDNT, RNWK, TREC, TROX, TRUE, UEIC, WEB, YELP
  • 05/03/16 Morning Note B. Riley AM Note: ACLS, AVP, AXTI, FARM, CKEC, ELNK, FN, FTD, HDSN, IDSY, IMMR, IVAC, LGF, LITE, MWW, PCTI, RDEN, ROG, ROVI, RTEC, SBH, SRI, TIVO, TYL, WEYS; The Weiser Consumer (CL, FLWS, NWL, PG, PRGO)
  • 05/02/16 Update IMMR ($7.28, Buy; $13.00 PT): Earnings Preview: Limited Visibility as IMMR Wrestles with Apple and Samsung; High-reward Situation but with Elevated Risk
  • 02/26/16 Update IMMR ($7.76, Buy; $13.00 PT): IMMR Posts a Sizable Q4 Beat; Revenue Guidance In Line; Accelerated Apple Litigation Expenses Result in Lower FY ’16 EBITDA; No Change to FY ’17 or PT
  • 02/26/16 Morning Note B. Riley AM Note: AMSWA, ARTX, AVGO, BRCM, CSGP, GPX, IMMR, KW, NCMI, NPTN, NTRI, ROVI, STMP, TIVO, XCRA; Boardsport Survey (DECK, NKE, VFC)
  • 02/24/16 Desk Report B. Riley AM Note: ACLS, ARC, ATNY, CTG, DKS, DRAD, DTSI, DWA, FL, IMMR, JAKK, JCP, MRVL, NEWP, ROG, RUBI, SNDK, TROX, TST, WWW
  • 02/23/16 Update IMMR ($7.93, Buy; $13.00 PT): Earnings Preview: Reducing Estimates Due to Temporary Samsung License Lapse and Apple Litigation Expenses; Lowering PT from $16.00 to $13.00
  • 02/12/16 Update IMMR ($7.08, Buy; $16.00 PT): Immersion Looks to Take a Bite out of Apple; Files Complaints Against Apple and AT&T with the ITC and U.S. Federal District Court; Shares Up 7% After Hours
  • 02/12/16 Morning Note B. Riley AM Note: AVP, BCOV, CAMT, COHU, COLM, DLB, GRPN, GUID, IMMR, ITI, JCP, LIOX, MAMS, MWW, P, RCKY, ROVI, TYPE, WEB; Internet (NAME, TRUE)
  • 01/08/16 Morning Note B. Riley AM Note: ARC, AVP, CHKE, DMRC, FC, FINL, IMMR, JCP, NAME, WDFC
  • 10/30/15 Morning Note B. Riley AM Note: AXTI, BC, BCOV, BLKB, COHU, CAMT, COLM, CSCD, CSGP, DECK, FLWS, FN, GPX, IMMR, MTSN, MWW, NPTN, NTCT, ON, OUTR, PLXS, PRMW, REIS, RLD, ROG, SHOO, SIMO, TNAV, VIAV, VVI, WWWW
  • 10/30/15 Update IMMR ($11.14, Buy; $16.00 PT): Heightened Risk, Same Reward as Xiaomi License Lapses, Samsung Looms, and Apple Negotiations Continue
  • 10/26/15 Morning Note B. Riley AM Note: AMC, BOOT, DHX, DMRC, IMMR, JCP, KMB, PG, PRGX, SIMO, SONS, TNAV, VFC; Internet, Optical Components, Semiconductors & Semi. Cap. Equipment
  • 10/26/15 Update IMMR ($11.70, Buy; $16.00 PT): Earnings Preview: High-Reward but Elevated Uncertainty amid Multiple License Negotiations
  • 09/07/15 Update B. Riley Silicon Valley Tech Tour Review - Small Cap Tech
  • 08/27/15 Morning Note B. Riley AM Notes: AVGO, BRCM, BV, GES, GSM, HEAR, SWKS, TLYS, YELP; Tech Tour Previews: FLEX, IMMR, JBL, LITE, NEWP, SANM, SIMO, TNAV, VIAV
  • 08/26/15 Update B. Riley & Co. Tech Tour Preview: Small Cap Tech with Big Prospects
  • 07/31/15 Morning Note Morning Notes: AVP, AXTI, BCOV, CALD, CL, COHR, COHU, COLM, CROX, CSGP, DECK, ELNK, EVOL, GPX, GUID, IMMR, KLAC, KTCC, LLNW, MTSN, MWW, NTCT, OUTR, PCCC, REIS, RGC, ROVI, SHOO, SRI, WMAR, WWWW; July Focus List (updated): CHKE, CONN, EMKR, GUID, ISIL, KTOS, NTRI, PRMW, RLD, RUBI, SRI
  • 07/31/15 Update IMMR ($11.53, Buy; $16.00 PT): Record Q2 Revenues Drive Top and Bottom Line Q2 Beat; Making Headway on Multiple Fronts
  • 07/28/15 Morning Note B. Riley & Co. Morning Notes: ACW, AKAM, AMC, AVP, CKEC, CL, DECK, FORM, GIG, GPX, IMMR, MTSN, MWW, NTCT, NTRI, OUTR, PCMI, PG, SIMO, SONS, SHOO, Semi Cap Eqp (CSCD, LRCX, COHU, KLAC), Semiconductors (SLAB, ISIL, BRCM, ON)
  • 07/28/15 Update IMMR ($11.75, Buy; $16.00 PT): Earnings Preview: Apple License Appears Ripe for the Picking; Introducing 2017 Estimates; Raising PT from $13.00 to $16.00
  • 06/11/15 Morning Note Morning Notes: CHKE, FNJN, IMMR, KTOS, OUTR, RLD, RUBI, SPCB
  • 05/01/15 Morning Note B. Riley & Co. Morning Notes: AVP, AXTI, BCOV, BRKS, CALD, CAMT, CLRO, COHU, CSGP, DWA, EL, FN, IMAX, IMMR, JDSU, LLNW, NTCT, NTRI, PCCC, REIS, RGC, ROVI, SBH, SWKS, UNTD, WMAR, WWWW; May Focus List (CHKE, CKEC, CONN, EMKR, GUID, ISIL, KTOS, NTRI, PRMW)
  • 05/01/15 Update IMMR ($10.83, Buy; $13.00 PT): Record Revenues Drive Top and Bottom Line Q1 Beat, while License Opportunities Continue to Provide Additional Near-term Upside
  • 04/29/15 Morning Note B. Riley & Co. Morning Notes: ACW, AKAM, AXTI, BCOV, CLX, CTG, DORM, FLWS, IIVI, IMAX, IMMR, LLNW, PCMI, PRGX, SIMO
  • 04/28/15 Update IMMR ($10.08, Buy; $13.00 PT): Earnings Preview: Expecting a Noisy Q1; Conservative Guidance Plus Near-term Growth Catalysts Could Lead to Upside Revisions
  • 04/17/15 Morning Note B. Riley & Co. Morning Notes: CHKE, IMMR, MAT, RUBI, SGRH, ZUMZ
  • 03/31/15 Morning Note B. Riley & Co. Morning Notes: ADI, FC, IMMR, OUTR, TUP; Commercial Vehicle (ACW, REMY), Internet (AMZN, ANGI, GRPN, YELP)
  • 03/24/15 Morning Note B. Riley & Co. Morning Notes: GME, IMMR
  • 03/12/15 Morning Note B. Riley & Co. Morning Notes: FLWS, IMMR, NEWP, RLD, SONS, WYY, ZUMZ
  • 02/27/15 Morning Note B. Riley & Co. Morning Notes: AMSWA, BBY, CSGP, IMMR, KW, NPTN, NTRI, ONNN, RUBI, TIVO, TREC, TROX, TUP, WMAR, XCRA; Optical Components (FNSR, JDSU, NPTN, OCLR)
  • 02/27/15 Update IMMR ($8.50, Buy; $13.00 PT): Q4 In Line but Lowering PT from $16.50 to $13.00 on Opex Ramp
  • 02/24/15 Update IMMR ($8.66, Buy; $16.50 PT): Earnings Preview: IMMR Reporting Q4, Remains Value-Priced Growth Opportunity with Ample Catalysts
  • 02/24/15 Morning Note B. Riley & Co. Morning Notes: ABTL, AMSWA, AXTI, DTSI, GSM, IMMR, JAKK, NLS, NTRI
  • 02/18/15 Morning Note B. Riley & Co. Morning Notes: ADI, AMC, AXTI, CSGP, DMRC, ELNK, IMMR, NAME, SIX; Auto Parts (DORM, MPAA, REMY), Consumer Products Weekly (AVP, MAT, NWL)
  • 02/12/15 Morning Note B. Riley & Co. Morning Notes: ACW, AMAT, CSOD, IMMR, LGF, NVDA, RLD, RNWK, SKX, STMP
  • 02/04/15 Morning Note B. Riley & Co. Morning Notes: AFOP, AOSL, BRCM, CALD, DCO, IMMR, OCLR, PBH, PCOM, PLNR, PRGO, SBH, TROX, YELP; Consumer Products Weekly (AVP, IPAR, KMB, MAT, PG, PRGO, TUP)
  • 01/12/15 Morning Note B. Riley & Co. Morning Notes: IMAX, NTRI, SHOO, VNCE, VOXX; CES Notes (EGHT, ELNK, GTRQ, IMMR, SIMO, SWIR, VSAT), Semiconductors & Semi. Cap. Equipment (AOSL, ADI, AMAT, ASML, BRCM, BRKS, EXAR, ISSI, INTC, ISIL, KLAC, LRCX, LLTC)
  • 10/31/14 Update IMMR ($8.48, Buy; $16.50 PT): Q3 EPS Beat Despite Top Line Miss; Compelling FCF Growth Story
  • 10/31/14 Morning Note B. Riley & Co. Morning Notes: AXTI, AVP, BCOV, COHU, CSGP, GPX, GRPN, HGG, IMAX, IMMR, MCHP, NEWP, NILE, ONNN, OPLK, OUTR, PCTI, REMY, SHOO, SIMO, TREC
  • 10/29/14 Morning Note B. Riley & Co. Morning Notes: AKAM, AMC, CSCD, DORM, EGHT, FORM, GRPN, GSM, HGG, IIVI, IMMR, IPAR, LGF, NILE, OPLK, PRGX, SWKS, UNTD
  • 10/28/14 Update IMMR ($8.34, Buy; $16.50 PT): Earnings Preview: Valuation Disconnect; Near-Term Focus Masks Sizable FCF Grower
  • 09/17/14 Morning Note B. Riley & Co. Morning Notes: CALD, DORM, EXAR, IDSY, IMMR, JAKK, SNDK
  • 09/02/14 Morning Note B. Riley & Co. Morning Notes: DTSI; Focus List Update (BC, CALD, CNVR, DECK, EMKR, GME, ISIL, KTOS, NTRI, PRMW, TIVO), Tech Tour Review (ADI, AKAM, AMAT, BRCM, IMMR, INTC, ISIL, JDSU, KLAC, LRCX, MRVL, MCHP, NVDA, P, SIMO, SNDK, SWKS, YELP)
  • 09/02/14 Update Silicon Valley Tech Tour Review - Two Free Cash Flow Generators (IMMR, SIMO)
  • 08/20/14 Update Industry Update: IMMR & SIMO - Tech Tour Preview: Two Free Cash Flow Generators
  • 08/20/14 Morning Note B. Riley & Co. Morning Notes: DWA, IMMR, JDSU, RDEN, SIMO; Tech Tour Previews, Semiconductors & Semi. Cap. Equipment (AMAT, BRCM, ISIL, INTC, KLAC, LRCX, MRVL, NVDA, SNDK)
  • 08/01/14 Morning Note B. Riley & Co. Morning Notes: ABTL, AVP, AXTI, BRKS, CALD, CTP, GPX, HGG, IMMR, MCHP, ONNN, OUTR, PLNR, REIS, SBH, SHOO, SNAK, SUP, TREC, WWWW; Focus List Update
  • 08/01/14 Update IMMR ($13.65, Buy; $16.50 PT): Q2 Results Below Expectations as License Negotiations Result in Near-term Setback; Long-term Thesis Remains Intact
  • 07/28/14 Update IMMR ($13.14, Buy; $16.50 PT) Earnings Preview: Multiple Tailwinds Provide Ample FCF Growth
  • 07/28/14 Morning Note B. Riley & Co. Morning Notes: AMC, BC, CAMT, DMD, DORM, IMMR, KLIC, OUTR, PCTI, PRGX, ROVI, SLAB, STMP; Focus List Update, Consumer Products, Semiconductors
  • 06/11/14 Morning Note B. Riley & Co. Morning Notes: CHKE, FNSR, IMMR, RSH, SWKS; Consumer Products Weekly
  • 05/02/14 Update IMMR ($10.78, Buy; $16.50 PT): Q1 Results In Line as IMMR Embarks on FCF Growth Curve
  • 05/02/14 Morning Note B. Riley & Co. Morning Notes: ABTL, AKAM, AVP, AXTI, BIRT, CALD, COHR, CSOD, GIG, GPX, IEC, IIVI, IMMR, NEWP, NILE, NTRI, OCLR, OMCL, ONNN, OUTR, PPC, REIS, REMY, SHOO, SNDK, TYPE, UEIC, VCRA, WWWW
  • 05/01/14 Morning Note B. Riley & Co. Morning Notes: ACLS, BCOV, BIRT, CALD, CKEC, CNK, FORM, IMMR, ISIL, ISSI, JDSU, KTOS, MDAS, MRGE, NCMI, OPLK, ROVI, STMP, UEIC, UNTD, WWWW, YELP; Focus List Update
  • 04/30/14 Update IMMR ($11.06, Buy; $16.50 PT): Earnings Preview: Still Time to Get IMMR Early in FCF Growth Curve
  • 04/21/14 Initiation of Coverage IMMR ($10.78, Buy; $16.50): Market Leader in the Rapidly Expanding Haptic Technology Market; Initiating Coverage with Buy and $16.50 PT
  • 08/20/13 Morning Note Morning Notes: AVP, GWAY, P, Tech Tour Preview (EGHT, ELNK, IMMR, SANM, SIMO)
  • 08/20/13 Update B. Riley & Co. Industry Update: 2013 Tech Tour Preview: A Walk on the Eclectic Side (EGHT, ELNK, IMMR, SANM, SIMO)
  • 11/10/10 Research Review Tech America AeA Classic 40th Annual Financial Conference: Notes and Highlights
  • 08/24/08 Update B. Riley & Co. Morning Notes: CRTS Index III IMMR SOV