Strong Theater Demand Drives IMAX Corporation (IMAX) Stock Momentum

3 hours ago 1

Attiya Zainib

Fri, January 23, 2026 astatine 8:55 AM CST 4 min read

Orbis Investment Management released its Q4 2025 capitalist missive for “Orbis SICAV International Equity Fund”. The Strategy reported a affirmative twelvemonth successful 2025, with returns driven much by stock-specific probe alternatively than post-pandemic valuation rebounds. A transcript of the missive tin beryllium downloaded here. The missive attributes show to disciplined bottom-up investing and improved execution crossed respective portfolio holdings. It besides notes that rising planetary authorities indebtedness supports the lawsuit for equities arsenic halfway existent assets, with non-US markets offering particularly charismatic valuations. Orbis suggests the agelong play of US marketplace dominance whitethorn beryllium starting to displacement and remains focused connected buying fundamentally undervalued businesses wherever mispricing tin close implicit time.

In its fourth-quarter 2025 capitalist letter, Orbis International Equity highlighted stocks specified arsenic IMAX Corporation (NYSE:IMAX). IMAX Corporation (NYSE:IMAX) is simply a premium amusement exertion institution that partners with filmmakers and exhibitors to present immersive large-format cinema experiences worldwide. In Orbis Global Equity's Q4 2025 capitalist letter, IMAX Corporation (NYSE:IMAX) is highlighted arsenic a cardinal amusement holding benefiting from renewed spot successful theatrical releases. The one-month instrumentality of IMAX Corporation (NYSE: IMAX) was astir −5.61%, and its shares gained astir 50.98% of their worth implicit the past 52 weeks. On January 22, 2026, IMAX Corporation (NYSE: IMAX) banal closed astatine astir $35.39 per share, with a marketplace capitalization of astir $1.9 billion.

Orbis International Equity stated the pursuing regarding IMAX Corporation (NYSE:IMAX) successful its Q4 2025 capitalist letter:

"We besides stay enthused by the accidental successful the amusement space, with Canada’s IMAX Corporation (NYSE:IMAX) being a cardinal holding. The caller bidding warfare for Warner Bros Discovery betwixt Paramount and Netflix highlights the immense worth placed connected scarce contented and platforms for processing aboriginal high-value Intellectual Property (IP). It has been wide to america for immoderate clip that the theatrical model is cardinal to maximising the worth of this IP, arsenic contented gains a almighty halo effect and associated selling from a theatre run, portion besides being highly cash-flow generative successful and of itself. The information that 2 of the largest bidders for a storied plus are falling implicit themselves to reason who volition beryllium amended for theatrical accumulation underscores the continued inclination we’ve seen since the acheronian days of COVID erstwhile cinemas were prematurely declared dead."