Digimarc Corporation

Digimarc Corporation

DMRCยทNASDAQ

$14.46

-6.5%
TechnologyInformation Technology Services

Digimarc Corporation provides automatic identification solutions to commercial and government customers in the United States and internationally. The company offers Digimarc watermarks, a data carrier that provides a digital identity to media objects; Digimarc Discover, a software for computing devices and network interfaces that recognize and decode indicia of the identity of media; and Digimarc Verify, a suite of software tools used to inspect and verify that the identification and discovery of media. Its solutions are used in various application solutions, such as product authentication of physical products; sorting of consumer-packaged goods in recycling streams; track and trace of products within the supply chain; quality control in manufacturing processes; inventory management and planogram compliance; retail point of sale transaction processing; piracy deterrence of digital media objects; content identification and media management; and enhanced services in support of mobile commerce. The company offers its solutions through its sales personnel and business partners. Digimarc Corporation was incorporated in 2008 and is based in Beaverton, Oregon.

At a Glance

Live Snapshot
Market Cap$321.62M
EPS-1.4900
P/E Ratio-9.70
Earnings Date08/05/2026
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Digimarc Corporation Street Expectations Map

DMRC ยท NASDAQ

Wall Street analysts project that DMRC stock may rise significantly over the coming 12 months. The consensus 1-year price target stands at 24.00, with estimates ranging from a low of 20.00 to a high of 28.00.

Lowest Target
20.00
38.31%
Consensus Target
24.00
65.98%
Highest Target
28.00
93.64%

The consensus 1-year price target stands at 24.00, with estimates ranging from a low of 20.00 to a high of 28.00.

Analyst Consensus Analysis

Upside Potential

+66.0%

Substantial upside potential. Analysts see significant value gap, suggesting the stock may be materially undervalued at current levels.

Analyst Agreement

33.3% spread

Good consensus alignment. Moderate target spread reflects general agreement on value drivers with some variance in assumptions.

Analyst Conviction

High

Positive outlook with reasonable agreement. Analysts generally optimistic about prospects with manageable uncertainty.

Market Sentiment Insight

Monitor and evaluate: Current analyst consensus suggests limited conviction or near-term catalysts. Stay informed on company developments and reassess positioning as new information emerges.

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Digimarc Corporation Forward Estimates of Revenue

DMRC ยท NASDAQ
Latest Revenue
33.91M
FY 2025
Avg Estimate
29.13M
FY 2026
Estimate Range
29.04M - 29.23M
Analyst Spread

Forward Growth Analysis

Projected Growth-14.1%

Significant contraction projectedโ€”major business challenges or industry disruption likely.

Analyst Coverage2 Analysts

Limited coverage may indicate reduced institutional interest or information availability.

Estimate Spread1%

Narrow estimate range signals strong analyst consensus and predictable business outlook.

OutlookNeutral

Mixed signalsโ€”some positive indicators offset by concerns about growth or uncertainty.

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Digimarc Corporation Forward Estimates of Net Income

DMRC ยท NASDAQ
Latest Net Income
-32.31M
FY 2025
Avg Estimate
-28.31M
FY 2026
Estimate Range
-28.90M - -26.35M
Analyst Spread

Forward Growth Analysis

Projected Growth+12.4%

Solid growth trajectory indicates healthy business performance and competitive positioning.

Analyst Coverage2 Analysts

Limited coverage may indicate reduced institutional interest or information availability.

Estimate Spread9%

Narrow estimate range signals strong analyst consensus and predictable business outlook.

OutlookPositive

Generally favorable outlook with reasonable growth prospects and analyst support.

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Digimarc Corporation Forward Estimates of EPS

DMRC ยท NASDAQ
Latest EPS
-1.49
FY 2025
Avg Estimate
$-1.27
FY 2026
Estimate Range
$-1.33 - $-1.22
Analyst Spread

Forward Growth Analysis

Projected Growth+14.4%

Solid growth trajectory indicates healthy business performance and competitive positioning.

Analyst Coverage2 Analysts

Limited coverage may indicate reduced institutional interest or information availability.

Estimate Spread9%

Narrow estimate range signals strong analyst consensus and predictable business outlook.

OutlookPositive

Generally favorable outlook with reasonable growth prospects and analyst support.

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Digimarc Corporation Forward Estimates of EBIT

DMRC ยท NASDAQ
Latest EBIT
-33.34M
FY 2025
Avg Estimate
-29.04M
FY 2026
Estimate Range
-29.13M - -28.94M
Analyst Spread

Forward Growth Analysis

Projected Growth+12.9%

Solid growth trajectory indicates healthy business performance and competitive positioning.

Analyst Coverage2 Analysts

Limited coverage may indicate reduced institutional interest or information availability.

Estimate Spread1%

Narrow estimate range signals strong analyst consensus and predictable business outlook.

OutlookPositive

Generally favorable outlook with reasonable growth prospects and analyst support.

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Digimarc Corporation Forward Estimates of EBITDA

DMRC ยท NASDAQ
Latest EBITDA
-25.05M
FY 2025
Avg Estimate
-26.81M
FY 2026
Estimate Range
-26.90M - -26.73M
Analyst Spread

Forward Growth Analysis

Projected Growth-7.0%

Declining expectations indicate headwindsโ€”investigate whether temporary or structural issues.

Analyst Coverage2 Analysts

Limited coverage may indicate reduced institutional interest or information availability.

Estimate Spread1%

Narrow estimate range signals strong analyst consensus and predictable business outlook.

OutlookNeutral

Mixed signalsโ€”some positive indicators offset by concerns about growth or uncertainty.

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Digimarc Corporation Forward Estimates of SG&A Expense

DMRC ยท NASDAQ
Latest SG&A Expense
32.44M
FY 2025
Avg Estimate
34.69M
FY 2026
Estimate Range
34.57M - 34.80M
Analyst Spread

Forward Growth Analysis

Projected Growth+6.9%

Moderate growth expected, typical for mature businesses with stable market positions.

Analyst Coverage2 Analysts

Limited coverage may indicate reduced institutional interest or information availability.

Estimate Spread1%

Narrow estimate range signals strong analyst consensus and predictable business outlook.

OutlookPositive

Generally favorable outlook with reasonable growth prospects and analyst support.

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Digimarc Corporation Insider Positioning

DMRC ยท NASDAQ

During the last 12 months, insiders have purchased $107K and sold $94K worth of DMRC shares, resulting in $14K of net buying activity.

3 Months

Bought

0

0.00

Sold

0

0.00

Net Activity

+0

+$0

3-6 Months

Bought

0

0.00

Sold

0

0.00

Net Activity

+0

+$0

6-9 Months

Bought

6.0K

58.13K

Sold

0

0.00

Net Activity

+58K

+$58K

9-12 Months

Bought

3.7K

49.36K

Sold

10.6K

93.71K

Net Activity

-44K

-$44K

Top Buyers

1
DS

Dadlani Sandeep

Director

2.2K sharesโ€ข2 transactions

$25K

2
PM

Park Michael

Director

2.2K sharesโ€ข2 transactions

$25K

3
MD

Mcilwain Dana

Director

1.4K sharesโ€ข2 transactions

$16K

4
AL

Anderson-Williams Lashonda

Director

1.4K sharesโ€ข2 transactions

$16K

5
CSC

Cheston Sheila C.

Director

1.4K sharesโ€ข2 transactions

$16K

Top Sellers

1
QCA

Quinn Carle Ann

Officer: Evp, Chief Operating Officer

4.3K sharesโ€ข1 transactions

$38K

2
BC

Beck Charles

Officer: Evp, Chief Financial Officer

1.7K sharesโ€ข1 transactions

$15K

3
RT

Rodriguez Tony

Officer: Evp, Chief Technology Officer

1.5K sharesโ€ข1 transactions

$14K

4
KG

Karamanos George

Officer: Evp, Chief Legal Officer

1.3K sharesโ€ข1 transactions

$12K

5
SK

Sickles Ken

Officer: Evp, Chief Product Officer

944 sharesโ€ข1 transactions

$8K

Insider Activity Analysis

Net Insider Sentiment

Bullish

Moderately bullish with $14K net buying. Insiders show cautious optimism through measured share purchases.

Buy/Sell Ratio

1.15:1

Positive buy/sell ratio. Buying exceeds or matches selling, indicating net positive insider sentiment.

Insider Participation

Balanced

5 insider buyers and 5 sellers. Equal participation suggests mixed or neutral insider views.

Insider Activity Insight

Broad-based insider buying: When multiple insiders independently decide to purchase shares, it often reflects genuine confidence rather than coordinated optics. This pattern deserves attention, especially if buying followed a price decline.