Wall Street thinks IMAX is ripe for a sale. Here's who could buy it

Impact · against what's priced in

IMAX is the primary beneficiary of M&A speculation, which provides a catalyst for a company currently trading below its pre-pandemic valuation despite record box office performance. For the potential suitors like Apple, the acquisition is a negligible balance sheet item that does not materially alter current valuation drivers.

AAPL+0.00

Doesn't touch the price's assumptions

The price assumes

a new-category leg scaling (Vision Pro / Wearables) contributing to the re-rating