DMRC

Digimarc Corp

Nasdaq· CIK 0002119322 Software & IT

$7.53 +0.26 (+3.58%)

Oct 26 4:00 PM ET · prev $7.27

Market cap

$194.7M

Micro cap

Median target

$11.50

+53% · range $8.00–15.00

Next earnings

Oct 29

in 3 days · EPS est. −$0.13

1 year

−22.9%

from $9.77 · Oct 27

30 days

+53.7%

from $4.90

52-week range

$4.36–16.43

−54% from high · low Mar 2

Avg volume 20D

160.9K

Oct 1 spike 474.5K

Short interest

2.55M

≈9.4% of shares · +2.7%

Days to cover

14.1

at average volume

Insider net

−$1.2M

0 buyers · 1 seller · since Apr 30

New fund stakes

Q2 2026 13F · 0 exits

Filing reports

analyzed by SecBot

SecBot read BEARISH 4 reports · 90 days

Balance 2 bearish · 1 bullish · 1 neutral oldest → newest, height = score

Avg score

·High conf. 4/4 ·Next Earnings date, Oct 29, 2026

Strongest BULLISH Ocho Investments LLC filed an amended Schedule 13D disclosing the purchase of 3,675,000 shares of Digimarc…

All reports →

Price

Daily candles with volume. Pins mark insider trades, rating changes, 13F stakes, reports, catalysts and short-interest jumps.

R Jun 8 Digimarc Corp filed an 8-K announcing a $17.5M at-the-market (ATM) e…
S Jun 16 to Jun 18 3 days of insider sells: $1.2M by 1 insider, avg $10.41
R Jul 6 Digimarc announced the appointment of Paul Carreiro as CEO and Presi…
R Sep 30 Digimarc Corp entered into purchase agreements to sell 4,500,000 sha…
R Sep 30 Digimarc Corp is offering 4,500,000 shares of common stock at $4.04…
R Oct 1 Ocho Investments LLC filed an amended Schedule 13D disclosing the pu…

Signal stack

Where each data set points today.

InsidersBEARISH

1 insider sold $1.2M.
InstitutionsMIXED

Q2 2026: 1 added (1 new), 0 trimmed or exited. Largest new: Morgan Stanley $16.9M.
EstimatesFALLING

Current-quarter EPS estimate −$0.080 → −$0.130 over 90 days. 0 up, 2 down in 30 days.
Short sellersSTEADY

Short interest +2.7% to 2.55M shares. 14.1 days to cover, ≈9.4% of shares.
TrendUPTREND

26% above its 50-day average.

Who's buying

13F· Q2 2026

new positions

exits

$16.9M

in new stakes

Fund	Move	Shares	Value
MORGAN STANLEY	NEW	2,057,922	$16.9M
UBS Group AG	DOUBLED	339,362	$1.7M
Quantinno Capital Management LP	DOUBLED	293,249	$1.4M
MARSHALL WACE, LLP	DOUBLED	271,858	$1.3M
MORGAN STANLEY	TRIM	191,687	$941.2K
GOLDMAN SACHS GROUP INC	ADD	139,170	$683.3K
Invesco Ltd.	ADD	21,037	$103.3K
FMR LLC	ADD	10,234	$50.3K

Quarterly 13F filings are due 45 days after each quarter ends.

The Street

last action May 2026

12-month targets · 2 analysts

$7.53 $8.00 $11.50 $15.00

Price is below the lowest target. Median implies +53%.Targets as of Oct 26, 2026.

Recent actions

Date	Firm	Action	Rating
May 14, 2026	Needham MAINTAIN	MAINTAIN	Buy

Insider ledger

Form 4

bought · 0 insiders

$1.2M

sold · 1 insider

Date	Insider	Type	Value
Oct 1, 2026	Anderson-Williams LaShonda Director	AWARD	$8.1K
Oct 1, 2026	Dadlani Sandeep Director	AWARD	$12.5K
Oct 1, 2026	McIlwain Dana Director	AWARD	$8.1K
Oct 1, 2026	Park Michael Director	AWARD	$6.2K
Aug 15, 2026	Beck Charles EVP, Chief Financial Officer	AWARD	$19.7K
Aug 15, 2026	Beck Charles EVP, Chief Financial Officer	TAX W/H	$22.5K
Aug 15, 2026	Sickles Ken EVP, Chief Product Officer	TAX W/H	$10.2K
Aug 15, 2026	Sickles Ken EVP, Chief Product Officer	AWARD	$17.1K

Earnings setup

Estimates

Oct 29

reports in 3 days

−$0.13

EPS estimate, this quarter

−63%

estimate change, 90 days

0↑ 2↓

revisions, 30 days

Current-quarter EPS estimate

−$0.080

90d

−$0.080

60d

−$0.080

30d

−$0.130

Now

Period	EPS est.	Range	30D rev.	Revenue
Current Q	-$0.13	-$0.14–-$0.12	-62.5%	$6.2M
Next Q	-$0.13	-$0.13–-$0.12	-56.3%	$6.5M
Current FY	-$0.41	-$0.42–-$0.39	-24.6%	$27.7M
Next FY	-$0.35	-$0.36–-$0.34	-2.9%	$29.3M