IMAX Stock Surges 15% On Reports Of Potential Company Sale

Aditya Raghunath4 minute read
Reviewed by: Thomas Richmond
Last updated May 24, 2026

Key Stats for IMAX Stock

  • Price change for IMAX stock: 15%
  • $IMAX Share Price as of May. 22: $39
  • 52-Week High: $43
  • $IMAX Stock Price Target: $47

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What Happened?

IMAX (IMAX) stock surged more than 15% on Friday after the Wall Street Journal reported that the company is exploring a potential sale.

  • IMAX has reportedly begun approaching major entertainment companies to gauge interest, though the process is early and no deal is guaranteed.
  • The list of potential buyers is eye-catching. Names mentioned include Apple, Amazon, Netflix, Disney, Sony, and Comcast’s NBCUniversal.
  • The fact that streaming giants are on the list reflects a broader trend — the lines between theatrical and streaming are blurring, and premium cinema formats like IMAX are increasingly seen as a strategic asset.

Analyst firm Benchmark moved quickly after the news broke, raising its price target on IMAX stock to $60 from $44, while maintaining a Buy rating.

The firm argued that IMAX’s strategic value isn’t fully priced into the stock.

IMAX Stock Revenue, EBIT and Free Cash Flow Estimates in Billion USD (TIKR)

CEO Rich Gelfond had already hinted at this possibility.

At the company’s Investor Day in December 2025, he said IMAX is “an incredibly valuable player, either as a wholly differentiated publicly-traded company or as part of a larger company.”

That comment now reads as deliberate groundwork for exactly this moment.

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What the Market Is Telling Us About IMAX Stock

The M&A interest makes sense when you look at what IMAX has built.

Premium large-format screens — including IMAX — now account for 16% of U.S. and Canadian ticket sales, up from 13% in 2021.

IMAX’s domestic box-office share rose to 5.2% last year from 3.2% in 2019. That kind of consistent market share growth is rare in entertainment.

The company also delivered its strongest year ever in 2025, with record global box office and 160 new or upgraded theater installations.

Looking ahead, IMAX is targeting $1.4 billion in global box office for 2026 and has a loaded film slate including Christopher Nolan’s The Odyssey — shot entirely on IMAX cameras — and Dune: Part 3.

IMAX Stock Valuation Model (TIKR)

IMAX stock was already performing well before today. The business is profitable, asset-light, and growing its global footprint across 10+ countries. A buyer could tap into that network while gaining a powerful brand that consistently punches above its weight at the box office.

One note of caution: insiders have sold roughly $40 million worth of shares over the past three months. That’s worth watching, even if the M&A story is dominating the headlines today.

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How Much Upside Does IMAX Stock Have From Here?

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Disclaimer:

Please note that the articles on TIKR are not intended to serve as investment or financial advice from TIKR or our content team, nor are they recommendations to buy or sell any stocks. We create our content based on TIKR Terminal’s investment data and analysts’ estimates. Our analysis might not include recent company news or important updates. TIKR has no position in any stocks mentioned. Thank you for reading, and happy investing!

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