Zacks Industry Outlook Highlights News, Cinemark, IMAX and CuriosityStream
The Film and Television Production and Distribution industry is experiencing increased demand for digital entertainment, leading to rising content costs and intense competition. Despite these challenges, Zacks Industry Rank indicates bright prospects, with four key companies—CuriosityStream, IMAX, News Corporation, and Cinemark—highlighted for their strong fundamentals and growth catalysts. The industry has outperformed the broader Consumer Discretionary sector but lagged the S&P 500 over the past year.
Imax Corp (IMAX) Stock Down 4.2% but Still Overvalued -- GF Scor
Imax Corp (IMAX) shares dropped 4.2% to $52.52, but the stock is still considered significantly overvalued according to GuruFocus's GF Value™, which estimates its intrinsic value at $29.72. The company has a GF Score™ of 71/100, indicating above-average performance, primarily driven by strong profitability, but its valuation rank is notably weak at 1/10. Insider selling of $74.7 million over the past year, with no insider buying, further suggests caution for potential investors.
437,023 Shares of IMAX Corporation $IMAX Bought by Bank of America Corp DE
Bank of America Corp DE has acquired 437,023 shares of IMAX Corporation, valued at approximately $17.4 million, representing about 0.80% of the company. IMAX reported strong quarterly results with revenue up 12.2% year-over-year and earnings per share exceeding analyst expectations. Despite a high P/E ratio, analysts maintain a "Moderate Buy" rating with a target price of $55.17, though insiders have recently sold a significant number of shares.
Morgan Stanley Says Imax Is Now Essential for Theaters, Initiates With $63 Target
Morgan Stanley has initiated coverage of IMAX Corp. with an Overweight rating and a $63 price target, projecting an 18% upside. The firm believes IMAX is becoming essential to the moviegoing experience due to its expanding screen network and diverse film slate, which is expected to drive significant box office growth. This bullish outlook is supported by the success of films like "The Odyssey" and aligns with a generally positive Wall Street consensus.
IMAX Stock’s Rally May Be Just The Start, Morgan Stanley Says — Why ‘The Odyssey’ Is Reshaping The Moviegoing Experience
Morgan Stanley initiated coverage of IMAX with an "Overweight" rating and a $63 price target, citing the company's expanding screen network and stronger film slate as drivers for increased box office revenue and free cash flow. The firm projects global IMAX box office to grow from $1.5 billion in 2026 to $1.7 billion in 2028, bolstered by the success of films like "The Odyssey." Analysts generally share a bullish sentiment, with nine out of eleven rating IMAX as "Buy" or "Strong Buy."
HBK Investments L P Invests $8.06 Million in IMAX Corporation $IMAX
HBK Investments L P recently invested $8.06 million in IMAX Corporation, acquiring 202,160 shares, which represents about 0.37% of the company. Institutional investors collectively hold 93.51% of IMAX shares, and analysts maintain a "Moderate Buy" rating with an average price target of $54.45. Despite positive earnings results where IMAX beat estimates with $0.43 per share and 12.2% revenue growth, company insiders have sold over $26.6 million worth of shares in the past 90 days.
Squarepoint Ops LLC Reduces Stock Holdings in IMAX Corporation $IMAX
Squarepoint Ops LLC significantly reduced its stake in IMAX Corporation by 43.9% in the second quarter, selling 163,260 shares but still retaining 208,401 shares valued at $8.3 million. Despite this reduction and recent insider selling, institutional investors maintain a substantial 93.51% ownership, and analysts hold a "Moderate Buy" consensus rating for IMAX. The company recently reported strong quarterly earnings, beating EPS estimates, and its revenue increased by 12.2% year over year.
Rosenblatt Securities Maintains IMAX Corp(IMAX.US) With Buy Rating, Raises Target Price to $65
Rosenblatt Securities has reiterated its Buy rating for IMAX Corp (IMAX.US) and increased its target price to $65. This adjustment reflects the firm's continued confidence in IMAX's financial outlook and growth prospects.
Insider at IMAX (NYSE: IMAX) to sell 22,500 shares
IMAX insider Robert D. Lister plans to sell 22,500 Class A Common Shares with an aggregate market value of $1,160,577 through Merrill Lynch, as per a Rule 144 notice. The shares relate to restricted stock units that vested on March 7, 2026, with a proposed sale date of September 10, 2026. This transaction will affect a small portion of the 54,842,114 Class A Common Shares outstanding.
Rosenblatt raises Imax stock price target on record summer results By Investing.com
Rosenblatt has increased its price target for Imax Corporation (NYSE:IMAX) shares to $65 from $60, maintaining a Buy rating. This adjustment follows Imax's record summer performance, including $322 million in August box office revenue and significant contributions from the film "The Odyssey." The firm also raised its financial estimates for Q3 2026, FY 2026, and FY 2027, noting the stock's current momentum and strong content slate.
IMAX Corporation $IMAX Shares Bought by UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC
UBS Asset Management significantly increased its stake in IMAX Corporation by 5,002.8% in the second quarter, now owning 140,838 shares valued at $5.6 million. This comes despite recent insider sales by CEO Richard Gelfond and Kenneth Weissman, totaling over $30 million. IMAX reported strong Q2 earnings, with EPS of $0.43 and revenue up 12.2% year-over-year, and analysts maintain a "Moderate Buy" rating with an average price target of $54.
Legal & General Group Plc Purchases New Position in IMAX Corporation $IMAX
Legal & General Group Plc has acquired a new position in IMAX Corporation, purchasing 40,031 shares valued at approximately $1.6 million during the second quarter. This move comes as IMAX reported strong quarterly results, with EPS of $0.43 exceeding estimates and revenue up 12.2% year-over-year. Despite a "Moderate Buy" consensus from analysts, some insider sales, including a significant transaction by the CEO, and a "Neutral" rating from Goldman Sachs, suggest mixed sentiment surrounding the stock.
IMAX (NYSE:IMAX) Price Target Raised to $50.00
Goldman Sachs raised its price target for IMAX to $50 from $42, while maintaining a neutral rating for the stock. Despite this, analyst sentiment remains positive with a "Moderate Buy" consensus and an average price target of $54. IMAX recently reported stronger-than-expected quarterly earnings, though insiders have sold a significant amount of shares.
IMAX (NYSE:IMAX) Upgraded to "Buy" at Wall Street Zen
Wall Street Zen has upgraded IMAX (NYSE:IMAX) from "Hold" to "Buy," contributing to a generally positive analyst outlook with an average price target of $54. This upgrade follows stronger-than-expected quarterly results, where IMAX reported an EPS of $0.43 against a $0.30 consensus and revenue of $102.84 million, a 12.2% year-over-year increase. Despite insider stock sales totaling approximately $25.5 million over the past 90 days, including significant sales by the CEO, institutional investors have increased their stakes, with shares trading near their 52-week high.
Bank of New York Mellon Corp Takes $5.51 Million Position in IMAX Corporation $IMAX
Bank of New York Mellon Corp has acquired a new position in IMAX Corporation, purchasing 138,279 shares valued at approximately $5.51 million, representing a 0.25% stake. This comes as institutional investors collectively own 93.51% of the company. IMAX recently reported strong quarterly results, with EPS of $0.43 against a $0.30 consensus and revenue up 12.2% year-over-year to $102.84 million, though insiders have sold a significant amount of shares recently.
StoneX reiterates Buy on Imax stock, sees record third quarter
StoneX has reiterated a Buy rating and a $60.00 price target for IMAX Corporation (NYSE: IMAX), anticipating a record-breaking third quarter due to strong box office revenues. Despite a 79% surge in stock price, InvestingPro analysis indicates overvaluation relative to its Fair Value estimate. The firm projects third-quarter global box office revenue to exceed $650 million, significantly above the consensus view, largely driven by the performance of "The Odyssey."
StoneX reiterates Buy on Imax stock, sees record third quarter By Investing.com
StoneX has reiterated a Buy rating and a $60.00 price target for IMAX Corporation (NYSE: IMAX), anticipating a record-breaking third quarter. This projection is based on strong box office performance, with StoneX estimating over $650 million in global box office revenue for Q3, significantly above consensus. The forecast follows IMAX's impressive Q2 earnings, driven by the success of "The Odyssey" and increased system installations.
IMAX Corporation (NYSE:IMAX) Faces Valuation Test After Strong Earnings
IMAX Corporation is drawing significant market attention following a robust quarterly performance that exceeded analyst expectations. The company's differentiated business model, focusing on premium cinema technology and immersive viewing experiences, positions it well within the entertainment sector. While strong fundamentals and constructive analyst sentiment are positive, the stock's elevated valuation suggests that sustained earnings growth will be critical for future momentum.
Deutsche Bank AG Makes New Investment in IMAX Corporation $IMAX
Deutsche Bank AG has made a new investment in IMAX Corporation, purchasing 49,601 shares valued at approximately $1.98 million. This comes as IMAX reported strong quarterly results, exceeding revenue and EPS estimates, while analysts maintain a "Moderate Buy" consensus. However, recent insider selling by the CFO and another insider, alongside the absence of a takeover buyer, could temper sentiment despite positive developments in content and theater upgrades.
B. Riley Securities Maintains IMAX Corp(IMAX.US) With Buy Rating, Raises Target Price to $61
B. Riley Securities has reiterated its Buy rating on IMAX Corp (IMAX.US) and increased the target price to $61. This indicates a positive outlook from the firm regarding IMAX's stock performance.
We're in the midst of an 'Imax awakening,' CEO says. How the company makes millions
Imax CEO Richard Gelfond states the company is experiencing an "Imax awakening" driven by recent film successes like "The Odyssey," "Dune," "Oppenheimer," and "Sinners." The article explains how Imax generates millions primarily through two business segments: content solutions, where studios pay for optimized film distribution, and technology products and services, involving the licensing and installation of Imax technology to theaters worldwide. Despite owning only one theater, Imax profits by offering a premium, immersive viewing experience that moviegoers are willing to pay more for, comparing its exclusivity to a "Rolls Royce" experience in contrast to standard theaters.
IMAX Corp Officer Kenneth Ian Weissman Sells 8,000 Shares at $54.54 Each
Kenneth Ian Weissman, an officer at IMAX Corp, sold 8,000 common shares on August 25, 2026, at a price of $54.5367 per share. Following this transaction, he directly owns 28,205 common shares and holds 11,253 restricted share units. The sale was reported in a Form 4 filing submitted to the SEC on August 26, 2026.
Two IMAX investor talks land on one day, with both webcasts online
IMAX Corporation announced it will participate in two investor conferences on September 9th, 2026: the BofA Securities 2026 Media, Communications and Entertainment Conference and the Goldman Sachs Communacopia + Technology 2026 Conference. CEO Rich Gelfond will speak at the BofA conference, while CFO Natasha Fernandes and CMO Anne Globe will represent IMAX at the Goldman Sachs event. Live webcasts of both fireside chats will be available on the IMAX investor relations website.
IMAX (NYSE: IMAX) holder to sell 8,000 shares via Morgan Stanley
Kenneth Weissman, an IMAX CORP shareholder, plans to sell 8,000 shares of common stock through Morgan Stanley Smith Barney LLC on August 25, 2026, on the NYSE. The aggregate market value of this proposed sale is $436,293.60. These shares were acquired on March 7, 2025, as restricted stock vesting under a registered plan, and the filing is a procedural notice of intent to sell, not affecting IMAX's capital structure or operations.
IMAX CORP (IMAX) officer plans 20,000-share sale in 2026
IMAX CORP officer Natasha Fernandes has filed a Form 144 notice indicating a proposed sale of 20,000 shares of IMAX common stock. These shares, valued at approximately $1.09 million, are expected to be sold through Morgan Stanley Smith Barney LLC on or after August 24, 2026. The shares originated from restricted stock vesting on March 7, 2026, as compensation for services rendered under a registered plan.
IMAX Extends Chief Legal Officer's Contract To 2029
IMAX Corp. has extended the contract of its chief legal officer until 2029. The terms of compensation and severance will remain the same, with amendments to the employment agreement addressing future scenarios. This decision keeps a key legal executive with the company for several more years.
IMAX (NYSE:IMAX) Combines Strong Growth with a Promising Technical Breakout Setup
IMAX (NYSE:IMAX) is highlighted as a strong growth stock exhibiting a promising technical breakout setup. The company shows robust fundamental performance with significant EPS and revenue growth, healthy profitability, and strong liquidity. Technically, IMAX is in a positive trend, trading near its 52-week high, and is showing accumulation signals consistent with a potential breakout.
Imax Corp (IMAX) Insider Sell: CTO & EVP Calamera Pablo Sells 15,000 Shares
Imax Corp's CTO and EVP, Calamera Pablo, sold 15,000 shares of the company's stock, bringing his total sales over the past year to 35,586 shares with no purchases. This insider selling, coupled with IMAX's current valuation—a P/E ratio of 72.25 and a price-to-GF-Value ratio of 1.82 indicating significant overvaluation—suggests caution for investors. The article highlights that while IMAX is a leading entertainment technology company, its stock's high price and persistent insider selling point to an unfavorable risk-reward profile.
Form 144 | IMAX Corp(IMAX.US) Officer Proposes to Sell 11.04 Million in Common Stocks
Richard Gelfond, an officer at IMAX Corp (IMAX.US), intends to sell 205,500 shares of the company's common stock, valued at approximately $11.04 million. This proposed sale follows a previous reduction in his shareholding by 151,250 shares, totaling about $7.71 million, since August 18, 2026. The transaction is disclosed via Form 144, an SEC document required for insiders planning to sell a significant amount of their company's securities.
IMAX CEO Richard Gelfond Executes Stock Option Exercises and Sells Shares Under 10b5-1 Plan
IMAX CEO Richard L. Gelfond executed stock options and sold common shares over three trading days from August 18-20, 2026, under a pre-arranged 10b5-1 trading plan. He exercised 356,757 stock options at $31.9 per share and sold a total of 456,757 shares at prices ranging from $51.0049 to $53.2656. After these transactions, Gelfond retained 665,002 common shares, 975,654 outstanding stock options, and 231,562 restricted share units.
IMAX (NYSE: IMAX) officer to sell 100K shares after recent August trades
IMAX Corporation officer Richard Gelfond plans to sell 100,000 shares of IMAX common stock, valued at $5,274,000, through Goldman Sachs & Co. LLC under Rule 144. This filing also discloses Gelfond's prior sales in August 2026, totaling over 350,000 shares for more than $18 million. The shares were originally acquired as compensation through Restricted Stock Units.
IMAX (NYSE: IMAX) CEO sells stock in 3-day trading-plan sale
IMAX CEO Richard L. Gelfond sold 456,757 common shares over three days under a Rule 10b5-1 trading plan. These sales followed the exercise of stock options for 356,757 shares at $31.90 per share, with the total gross sale proceeds amounting to approximately $23.98 million. After these transactions, Gelfond's holdings include 975,654 stock options, 231,562 restricted share units, and 665,002 common shares.
IMAX (NYSE: IMAX) holder plans March sale of vested stock
Pablo M. Calamera, an IMAX Corporation officer, has filed a Form 144 notice indicating a proposed sale of 15,000 common shares of IMAX (NYSE: IMAX). The shares, valued at $786,174.00, are from restricted stock vesting under a registered plan and are slated for sale through Morgan Stanley Smith Barney LLC on March 7, 2025. This filing is classified as neutral in impact and sentiment by Rhea-AI.
Richard Gelfond plans 205K IMAX (NYSE: IMAX) share sale
Richard Gelfond, an insider at IMAX, plans to sell 205,504 shares of common stock, valued at over $11 million, through Goldman Sachs & Co. LLC. This sale, scheduled for August 19, 2026, is part of a pre-arranged trading plan compliant with Rule 10b5-1(c) and involves shares acquired as compensation via stock options. Gelfond has previously sold 151,253 shares in the last three months, totaling over $7.7 million.
IMAX (NYSE: IMAX) Gelfond to sell 151K shares via preset plan
Richard Gelfond, an officer at IMAX Corporation, plans to sell up to 151,253 common shares valued at approximately $7.6 million through Goldman Sachs & Co. LLC. This sale is part of a pre-planned Rule 10b5-1(c) selling plan, dated May 19, 2026, and involves shares acquired as compensation via stock options through a cashless exercise and same-day sale mechanism. The Rule 144 notice for this transaction was dated August 18, 2026.
Just 1% of China’s Screens Accounted for 53% of a Film’s Gross
IMAX Corporation announced a $47 million global box office weekend, significantly boosted by Christopher Nolan’s "The Odyssey." The film's debut in China was particularly strong, where it earned $19.3 million on IMAX screens, representing 53% of its total Chinese box office despite playing on only 1% of screens. This performance contributed to IMAX China's highest-grossing August ever and extended "The Odyssey's" lead as the highest-grossing IMAX release of all time globally.
The Odyssey breathes new life into Imax Corp.
Christopher Nolan's film "The Odyssey," shot entirely with Imax cameras, has significantly boosted Imax Corp., generating US$52-million in its opening weekend and becoming the company's biggest opening ever. This success has sparked renewed interest in the Imax 70-millimetre film format, driving sold-out screenings despite the challenges of handling large film reels and the limited number of compatible projectors. Imax views this as a "transformational event," encouraging more filmmakers and exhibitors to embrace its technology for a differentiated cinematic experience.
IMAX Powers Stunning Debut of Christopher Nolan's The Odyssey in China with RMB 90 Million/USD 13.2 Million -- a Massive 45% of Opening Weekend
Christopher Nolan's film "The Odyssey" had a strong opening in China, generating RMB 90 million (USD 13.2 million) in IMAX during its debut weekend, representing 45% of the film's nationwide box office. This record-breaking performance has also led IMAX China to achieve its highest-grossing August ever. The film, shot entirely with IMAX Film Cameras, continues its successful global run, contributing to its status as the highest-grossing IMAX release of all time.
Imax Corp (IMAX) News, Articles, Events & Latest Updates
This article provides recent news and updates on Imax Corp (IMAX), highlighting its stock performance and box office successes. Key news includes IMAX reaching its average analyst target price, the record-breaking performance of Christopher Nolan's "The Odyssey" in IMAX theaters, and the upcoming expansion of "Spider-Man: Brand New Day" across the IMAX network in North America. These events underscore a period of strong growth and recovery for IMAX and the broader cinema industry.
Nomura entities disclose 5.4% IMAX (IMAX) stake totaling 2.94M shares
Nomura Asset Management International Inc. and Nomura Investment Management Business Trust have reported a beneficial ownership stake of 5.4% in IMAX Corp., totaling 2,936,661 common shares. This stake represents shared voting and dispositive power and is based on 54,842,114 IMAX common shares outstanding as of June 30, 2026. The disclosure was made via an amended Schedule 13G/A filing with the SEC.
Orbis and Allan Gray (IMAX) disclose 5.15M IMAX shares, a 9.4% beneficial stake
Orbis Investment Management Limited and Allan Gray Australia Pty Ltd have jointly reported a beneficial ownership of 5,149,555 shares, representing a 9.4% stake in IMAX Corp. Orbis holds sole voting and dispositive power over 5,129,735 shares, while Allan Gray Australia controls 19,820 shares. Both entities are classified as non-U.S. institutions equivalent to investment advisers and disclaim beneficial ownership of each other's reported shares.
What the big summer for Imax means for cinema’s future
The summer of 2026 saw record-breaking success for Imax, largely driven by Christopher Nolan's "The Odyssey," which became the highest-grossing Imax release of all time. This performance, along with strong showings for other films in enhanced formats, indicates a growing trend of audiences seeking immersive cinematic experiences. Industry experts believe this highlights a shift in movie-going habits, with premium large format screens becoming a significant and likely continuing draw for audiences.
What the big summer for Imax and other big screens means for cinema’s future
The summer of 2026 saw an unprecedented surge in attendance for large-format cinema experiences like Imax and Dolby Cinema, driven by films such as Christopher Nolan’s “The Odyssey” and Sony Pictures’ “Spider-Man: Brand New Day.” This trend indicates a strong and growing consumer demand for immersive theatrical experiences, contributing to a domestic summer box office that has surpassed pre-pandemic levels. While not every film needs a premium format release, the success suggests a significant shift in moviegoer preferences towards bigger, more engaging screens for cinematic events.
Rosenblatt Securities Maintains IMAX Corp(IMAX.US) With Buy Rating, Raises Target Price to $60
Rosenblatt Securities has reiterated its Buy rating on IMAX Corp (IMAX.US) and increased its price target from $45 to $60. This adjustment reflects continued confidence in the company's financial performance and future prospects.
Christopher Nolan’s The Odyssey Triumphs as Highest Grossing IMAX Release of All Time with $289 Million and Counting
Christopher Nolan's "The Odyssey" has become the highest-grossing IMAX release of all time, earning $289 million globally in less than a month. The film contributed to IMAX's record-breaking performance, marking its fourth consecutive weekend with over $50 million in global box office revenue. With nearly $40 million in pre-sales for future showtimes, the film is expected to continue its successful run through September, including upcoming debuts in China and Japan.
IMAX CORP : ROSENBLATT SECURITIES RAISES TARGET PRICE TO $60 FROM $50
Rosenblatt Securities has increased its target price for IMAX Corporation (IMAX.N) from $50 to $60. This adjustment reflects a more optimistic outlook by the firm on the company's future performance. The article states that the content reflects the author's opinion and is not investment advice.
IMAX's 'The Odyssey' Sets Box Office Record
IMAX's film 'The Odyssey' has achieved a significant box office milestone, becoming its highest-grossing film of all time with $289 million in ticket sales globally. The movie continues to perform strongly, adding $37 million in its fourth weekend, with IMAX theaters contributing 26% of the total box office. Analysts forecast a potential fall in IMAX stock price, yet maintain positive ratings due to increased consumer demand for premium experiences and the film's success.
Renaissance Technologies LLC Sells 216,300 Shares of IMAX Corporation $IMAX
Renaissance Technologies LLC significantly reduced its stake in IMAX Corporation by 74.5% in the first quarter, selling 216,300 shares and retaining 74,100 shares. Despite this sell-off, other institutional investors increased their holdings, with institutional investors collectively owning 93.51% of IMAX. Analysts maintain a "Moderate Buy" consensus for IMAX, with an average price target of $50.36, following strong Q2 earnings where the company exceeded revenue and EPS estimates.
AMC, IMAX, CNK Stocks In Focus: Strong Q2 Box Office Since 2019 Revives Theatre Trade
The second quarter of 2026 marked the best Q2 for the domestic box office since 2019, generating $2.974 billion and boosting investor confidence in cinema chains like AMC, Cinemark, and IMAX. This strong performance, driven by blockbuster releases like "The Super Mario Galaxy Movie," challenges earlier concerns about streaming's impact on movie attendance. While AMC benefits from increased food and drink sales, Cinemark's healthy balance sheet supports profit growth, and IMAX thrives on demand for premium-format movies.
Imax Corp (IMAX) Insider Sell: SVP, Controller & PAO Jose Zlatar Sells 500 Shares
Imax Corp's SVP, Controller & PAO Jose Zlatar sold 500 shares of the company on August 6, 2026, for approximately $24,950. This sale contributes to a pattern of 16 insider sells and zero insider buys over the past year, indicating a potential lack of confidence from insiders. The stock is considered significantly overvalued with a price-to-GF-Value ratio of 1.75 and a high P/E ratio of 66.42, suggesting caution for investors despite the company's strong market position.
