IMAX licenses its proprietary large-format projection systems and sound technology to theater operators, and earns recurring revenue from equipment placements, film-related services and box office participation on IMAX-screened titles. Its moat rests on the premium-format installed base and the exclusive relationships with major studios and exhibitors that make a 12.2% revenue growth rate and a 59.7% gross margin possible for a hardware-adjacent business. The near-term driver is the box office recovery and the expansion of the IMAX screen network, which feeds directly into the recurring share of revenue. At 29.0 times forward earnings against 70.6 times trailing, the market is pricing in a sharp step-up in profitability, with a 22.5% operating margin and 11.0% return on equity giving the reader something concrete to test. Worth a deeper look to see whether the earnings recovery is already in the number.
Plain-English pros, cons, and what to watch. Pro feature.
See what each model says, the assumptions behind it, the bad, normal and good cases, and why the fair value changed.
The full quality picture: a reason under every score, how the scores moved, and the conviction breakdown.
The full analyst picture: the price-target distribution against the current price, forward consensus estimates, and how ACCE's own models compare.
Trades are only made public after a delay. We show the delay so you know how old the news is.
Follow the informed money: 13F position changes, insider and Congress trades, and 13D activist filings.
| Date | Type | New | Previous | Price |
|---|---|---|---|---|
| 18 Oct 2026, 00:00 CEST | Fair value | $23.20 | $22.29 | $50.82 |
| 14 Oct 2026, 00:00 CEST | Fair value | $22.29 | $21.16 | $51.70 |
| 11 Oct 2026, 00:00 CEST | ACCE price target | $52.00 | first publication | $50.80 |
| 9 Oct 2026, 00:00 CEST | Fair value | $21.16 | $20.80 | $51.45 |
| 6 Oct 2026, 00:00 CEST | Fair value | $20.80 | $21.09 | $52.72 |
| 29 Sept 2026, 00:00 CEST | Fair value | $21.09 | $21.56 | $56.05 |
| 21 Sept 2026, 00:00 CEST | Fair value | $21.56 | $22.16 | $52.77 |
| 18 Sept 2026, 00:00 CEST | Fair value | $22.16 | $21.66 | $52.07 |
| 15 Sept 2026, 00:00 CEST | Fair value | $21.66 | $21.33 | $52.09 |
| 13 Sept 2026, 00:00 CEST | Fair value | $21.33 | $21.67 | $52.09 |
Answered from Imax Corporation Common Stock fundamentals + recent valuations. Every number shows its source and date.
| Company | Price | Fair value | vs fair value | P/E | ROE | Quality | Score |
|---|---|---|---|---|---|---|---|
| IMAX Imax Corporation Common Stock | $53.38 | $23 | 130% above | 73.1x | 11.0% | 62 | 68 |
| BATRK Atlanta Braves Holdings Inc. Series C Common Stock | $49.71 | - | - | - | -12.0% | 21 | 38 |
| AMC AMC Entertainment Holdings Inc. Class A Common Stock | $2.93 | - | - | - | 0.0% | 29 | 42 |
| BATRA Atlanta Braves Holdings Inc. Series A Common Stock | $54.69 | - | - | - | -12.0% | 21 | 36 |
| MSGE Madison Square Garden Entertainment Corp. Class A Common Stock | $78.41 | $42 | 85% above | 56.4x | 40.8% | 69 | 63 |
| BNJ.AS Banijay Group N.V. | €8.06 | €9 | 8% below | 16.3x | 28.5% | 61 | 59 |
| SPHR Sphere Entertainment Co. Class A Common Stock | $111.61 | $42 | 166% above | - | -3.1% | 39 | 40 |
Where IMAX ranks against its sector peers on each metric.