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Immunocore Holdings plc (IMCR) Stock Fundamental Analysis & AI Rating 2026

IMCR Nasdaq Biological Products, (No Diagnostic Substances) X0 CIK: 0001671927
Recently Updated • Analysis: Apr 11, 2026 • SEC Data: 2025-12-31
Combined AI Rating
BUY
66% Confidence
AGREEMENT
HOLD
65% Conf
BUY
68% Conf

📊 IMCR Key Takeaways

Revenue: $400.0M
Net Margin: -8.9%
Free Cash Flow: $-15.1M
Current Ratio: 4.04x
Debt/Equity: 1.15x
EPS: $-0.71
AI Rating: HOLD with 65% confidence
Immunocore Holdings plc (IMCR) receives a BUY rating with 66% confidence from our AI fundamental analysis based on SEC 10-K filings. With revenue of $400.0M, net profit margin of -8.9%, and return on equity (ROE) of -9.3%, Immunocore Holdings plc demonstrates strong fundamentals in the Healthcare sector. Below is our complete IMCR stock analysis for 2026.

Is Immunocore Holdings plc (IMCR) a Good Investment?

Claude

Immunocore demonstrates strong revenue growth (+29% YoY) with significantly improving losses (-30.5% improvement), but persistent operating cash burn and negative profitability create execution risk. Adequate cash reserves ($467.7M) provide runway, yet achievement of near-term profitability is critical to justify leverage and operational model.

ChatGPT

Immunocore is growing revenue at a strong 29% YoY while trending toward breakeven with narrowing net losses and modest cash burn. A robust liquidity position (4.0x current ratio, ~$468M cash) provides runway to improve margins despite elevated leverage and negative interest coverage. If growth persists and operating efficiency improves, fundamentals support continued improvement toward sustainable profitability.

Why Buy Immunocore Holdings plc Stock? IMCR Key Strengths

Claude
  • + Strong revenue growth of 29% YoY demonstrates market traction and product demand
  • + Significant loss improvement of 30.5% YoY net income shows trajectory toward profitability
  • + Excellent liquidity with $467.7M cash and 4.04x current ratio provides 18+ month operational runway
ChatGPT
  • + Strong revenue growth (+29% YoY)
  • + Robust liquidity (current ratio ~4x; substantial cash)
  • + Improving losses and near-breakeven free cash flow

IMCR Stock Risks: Immunocore Holdings plc Investment Risks

Claude
  • ! Operational cash burn of -$10.7M and negative free cash flow of -$15.1M despite revenue growth signals operational inefficiency
  • ! Inability to cover interest payments from operations (Interest Coverage -3.7x) with elevated debt position of $438.7M
  • ! Sustained unprofitability with negative ROE (-9.3%) and ROA (-3.3%) raises questions about business unit economics
ChatGPT
  • ! Continued operating and net losses (negative margins)
  • ! High leverage with negative interest coverage
  • ! Biotech execution and concentration risk in revenue sources

Key Metrics to Watch

Claude
  • * Path to operating cash flow positivity and near-term profitability timeline
  • * Gross margin realization if disclosed, as it indicates product-level unit economics
  • * Debt reduction progress and interest coverage trajectory
ChatGPT
  • * Operating cash flow (trend to positive)
  • * Interest coverage ratio

Immunocore Holdings plc (IMCR) Financial Metrics & Key Ratios

Revenue
$400.0M
Net Income
$-35.5M
EPS (Diluted)
$-0.71
Free Cash Flow
$-15.1M
Total Assets
$1.1B
Cash Position
$467.7M

💡 AI Analyst Insight

Strong liquidity with a 4.04x current ratio provides a solid financial cushion.

IMCR Profit Margin, ROE & Profitability Analysis

Gross Margin N/A
Operating Margin -11.3%
Net Margin -8.9%
ROE -9.3%
ROA -3.3%
FCF Margin -3.8%

IMCR vs Healthcare Sector: How Immunocore Holdings plc Compares

How Immunocore Holdings plc compares to Healthcare sector averages

Net Margin
IMCR -8.9%
vs
Sector Avg 12.0%
IMCR Sector
ROE
IMCR -9.3%
vs
Sector Avg 15.0%
IMCR Sector
Current Ratio
IMCR 4.0x
vs
Sector Avg 2.0x
IMCR Sector
Debt/Equity
IMCR 1.2x
vs
Sector Avg 0.6x
IMCR Sector

Sector benchmarks are approximate industry averages. Actual sector performance may vary.

Is Immunocore Holdings plc Stock Overvalued? IMCR Valuation Analysis 2026

Based on fundamental analysis, Immunocore Holdings plc shows some fundamental concerns relative to the Healthcare sector in 2026.

Return on Equity
-9.3%
Sector avg: 15%
Net Profit Margin
-8.9%
Sector avg: 12%
Revenue Growth
N/A
Year-over-year
Debt/Equity
1.15x
Sector avg: 0.6x

Note: This is a fundamental analysis based on SEC filings. For P/E ratio, price targets, and market-based valuation, consult financial data providers. This is not investment advice.

Immunocore Holdings plc Balance Sheet: IMCR Debt, Cash & Liquidity

Current Ratio
4.04x
Quick Ratio
4.01x
Debt/Equity
1.15x
Debt/Assets
64.3%
Interest Coverage
-3.73x
Long-term Debt
$438.7M

IMCR Revenue & Earnings Growth: 5-Year Financial Trend

IMCR 5-year financial data: Year 2023: Revenue $238.7M, Net Income -$180.0M, EPS $-4.24. Year 2024: Revenue $310.2M, Net Income -$52.5M, EPS $-1.15. Year 2025: Revenue $400.0M, Net Income -$55.3M, EPS $-1.13.
Revenue
Net Income
EPS (right axis)

5-Year Trend Summary: Immunocore Holdings plc's revenue has grown significantly by 68% over the 5-year period, indicating strong business expansion. The most recent EPS of $-1.13 indicates the company is currently unprofitable.

IMCR Revenue Growth, EPS Growth & YoY Performance

Revenue Growth
N/A
Year-over-year
Net Income Growth
N/A
Year-over-year
EPS Growth
N/A
Earnings per share
FCF Margin
-3.8%
Free cash flow / Revenue

IMCR Quarterly Earnings & Performance

Quarterly financial performance data for Immunocore Holdings plc including revenue, net income, and earnings per share.
Quarter Revenue Net Income EPS
Q3 2025 $80.2M -$177.0K $0.00
Q2 2025 $75.4M $5.0M $-0.11
Q1 2025 $70.5M $5.0M $0.10

Data sourced from SEC EDGAR 10-Q quarterly filings. Figures may represent quarterly or cumulative values.

Immunocore Holdings plc Dividends, Buybacks & Capital Allocation

Operating Cash Flow
-$10.7M
Cash generated from operations
Capital Expenditures
$4.3M
Investment in assets
Dividends
None
No dividend program

IMCR SEC Filings: Latest 10-K & 10-Q Analysis

Access official SEC EDGAR filings for Immunocore Holdings plc (CIK: 0001671927)

📋 Recent SEC Filings

Date Form Document Action
Feb 25, 2026 8-K ef20066378_8k.htm View →
Feb 25, 2026 10-K imcr-20251231.htm View →
Feb 19, 2026 4 xslF345X05/form4-02192026_100225.xml View →
Feb 19, 2026 4 xslF345X05/form4-02192026_050209.xml View →
Feb 19, 2026 4 xslF345X05/form4-02192026_050207.xml View →

Frequently Asked Questions about IMCR

What is the AI rating for IMCR?

Immunocore Holdings plc (IMCR) has a Combined AI Rating of BUY from Claude (HOLD) and ChatGPT (BUY) with 66% combined confidence, based on fundamental analysis of SEC EDGAR filings.

What are IMCR's key strengths?

Claude: Strong revenue growth of 29% YoY demonstrates market traction and product demand. Significant loss improvement of 30.5% YoY net income shows trajectory toward profitability. ChatGPT: Strong revenue growth (+29% YoY). Robust liquidity (current ratio ~4x; substantial cash).

What are the risks of investing in IMCR?

Claude: Operational cash burn of -$10.7M and negative free cash flow of -$15.1M despite revenue growth signals operational inefficiency. Inability to cover interest payments from operations (Interest Coverage -3.7x) with elevated debt position of $438.7M. ChatGPT: Continued operating and net losses (negative margins). High leverage with negative interest coverage.

What is IMCR's revenue and growth?

Immunocore Holdings plc reported revenue of $400.0M.

Does IMCR pay dividends?

Immunocore Holdings plc does not currently pay dividends.

Where can I find IMCR SEC filings?

Official SEC filings for Immunocore Holdings plc (CIK: 0001671927) including 10-K, 10-Q, and 8-K reports are available on SEC EDGAR.

What is IMCR's EPS?

Immunocore Holdings plc has a diluted EPS of $-0.71.

How is the AI analysis conducted?

Two independent AI systems — Claude (Anthropic) and ChatGPT (OpenAI) — analyze SEC EDGAR filings including 10-K annual reports and 10-Q quarterly reports. Each AI evaluates financial health, profitability ratios, balance sheet strength, and growth metrics. The combined rating reflects both perspectives for balanced insights.

Is IMCR a good stock to buy right now?

Based on our AI fundamental analysis in April 2026, Immunocore Holdings plc has a BUY rating with 66% confidence. The AI analysis suggests favorable fundamentals based on SEC filings. This is not investment advice.

Is IMCR stock overvalued or undervalued?

Valuation metrics for IMCR: ROE of -9.3% (sector avg: 15%), net margin of -8.9% (sector avg: 12%). Compare these metrics with sector averages to assess valuation.

Should I buy IMCR stock in 2026?

Our dual AI analysis gives Immunocore Holdings plc a combined BUY rating for 2026. Revenue is data pending, with profitability at or below sector average. Always conduct your own research.

What is IMCR's free cash flow?

Immunocore Holdings plc's operating cash flow is $-10.7M, with capital expenditures of $4.3M. FCF margin is -3.8%.

How does IMCR compare to other Healthcare stocks?

Vs Healthcare sector averages: Net margin -8.9% (avg: 12%), ROE -9.3% (avg: 15%), current ratio 4.04 (avg: 2).

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Disclaimer: This analysis is generated by Claude AI (Anthropic) and ChatGPT (OpenAI) based on publicly available SEC EDGAR filings. It does not include stock price data and should not be considered financial advice. All fundamental data is sourced from SEC public domain filings. Always conduct your own research and consult with a qualified financial advisor before making investment decisions.
Data Source: SEC EDGAR | Analysis Date: Apr 11, 2026 | Data as of: 2025-12-31 | Powered by Claude AI