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Glimpse Group (VRAR)
NASDAQ:VRAR
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Glimpse Group (VRAR) AI Stock Analysis

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VRAR

Glimpse Group

(NASDAQ:VRAR)

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Neutral 48 (OpenAI - 4o)
Rating:48Neutral
Price Target:
$1.50
▼(-5.66% Downside)
The overall stock score is primarily influenced by financial performance challenges, including negative profitability and cash flow issues. While technical analysis shows some positive momentum, the valuation remains a concern due to the negative P/E ratio. The earnings call provided positive insights, but its weight was redistributed due to the absence of corporate events.

Glimpse Group (VRAR) vs. SPDR S&P 500 ETF (SPY)

Glimpse Group Business Overview & Revenue Model

Company DescriptionThe Glimpse Group, Inc., a virtual reality (VR) and augmented reality (AR) platform company, provides enterprise-focused software, services, and solutions in the United States. It offers QReal, a software that creates and distributes photorealistic 3D and AR content; Adept XR Learning, which provides higher education learning and corporate VR training solutions; PostReality, a cloud-based software as a service solution that enables users to create AR presentations; and XR Platform, a cloud-based, scalable and secure backend infrastructure, including proprietary cloud image recognition technology, online storage, creation and management of subscription plans, and invoicing and payments designed for VR/AR companies. The company also provides D6 VR, a VR-based, analysis, presentation, and education software platform; Immersive Health Group, a digital health platform that leverages VR/AR technology to simplify and streamline complex healthcare challenges in scale; Foretell Reality, an enterprise-grade and easy-to-use solution for meeting others in VR; and Early Adopter, which offers immersive VR and AR EdTech solutions for K-12 schools and pediatric hospital programs. In addition, it offers AUGGD that provides AR software and services primarily for the architecture, engineering, and construction industries; Glimpse Turkey for developing and creating web optimized 3D models, primarily for QReal; and custom specialized AR applications, and white label solutions and services. Further, the company provides Pagoni VR that offers VR video broadcasting solutions, which consists of Chimera that enables real-time communications between a presenter, and local and remote attendees in VR to universities, enterprise, entertainment venues, sports venues, and houses of worship. The company was incorporated in 2016 and is headquartered in New York, New York.
How the Company Makes MoneyGlimpse Group generates revenue through multiple streams, primarily by offering VR and AR development services to businesses across different sectors. This includes custom software development, consulting services, and the licensing of proprietary technology. Additionally, the company earns money through the sale of its own VR/AR products and platforms, which can be used for training, marketing, and entertainment purposes. Strategic partnerships with tech companies and content creators also contribute to its revenue by expanding its service offerings and market reach, while subscription models for ongoing support and updates generate a consistent income stream. The company may also explore revenue through in-app purchases or premium features within its applications.

Glimpse Group Earnings Call Summary

Earnings Call Date:Sep 30, 2025
(Q4-2025)
|
% Change Since: |
Next Earnings Date:Nov 17, 2025
Earnings Call Sentiment Positive
The earnings call presented a strong performance in fiscal year 2025 with significant revenue growth, cash flow improvements, and technological advancements, especially through Brightline Interactive. However, concerns about shareholder value and future revenue consistency due to government contracts were noted. The proposed spin-out of Brightline Interactive aims to unlock further value.
Q4-2025 Updates
Positive Updates
Return to Revenue Growth
Fiscal year 2025 revenue of approximately $10.5 million, an increase of approximately 20% compared to fiscal year 2024.
Record Q4 Revenue Growth
Q4 fiscal year 2025 revenue of approximately $3.5 million, a 105% increase compared to Q4 fiscal year 2024 and a 150% increase compared to Q3 fiscal year 2025.
Achievement of Cash Flow Neutrality
First time in company history achieving cash flow neutrality with net operating cash loss reduced to approximately $0.27 million from $5.2 million in fiscal year 2024.
High Gross Margins Maintained
Gross margin for fiscal year 2025 was approximately 67.5%, consistent with fiscal year 2024.
Brightline Interactive Milestones
Multiple significant contracts with Department of War, including a $4+ million initial contract for a synthetic training ecosystem and a $2+ million Spatial Core contract.
Patent and Technology Developments
Filing of 7 new patents focused on integrating AI with immersive technologies.
Negative Updates
Valuation Concerns
Despite achievements, shareholder value creation has been lacking, necessitating a strategic review and potential spin-out of Brightline Interactive.
Choppy Revenue Expectations
Fiscal year 2026 revenue is expected to be choppy due to the nature of Brightline's DOW-driven contracts and potential U.S. government budget delays.
Company Guidance
During the fiscal year 2025 earnings call, Glimpse Group highlighted several key metrics and achievements. The company reported a revenue of approximately $10.5 million for fiscal year 2025, marking a 20% increase from fiscal year 2024's $8.8 million. Notably, Q4 fiscal year 2025 revenue was approximately $3.5 million, representing a 105% increase from the same period in the previous year and a 150% increase from Q3 fiscal year 2025. The company's gross margin remained steady at approximately 67.5%, and it achieved cash flow neutrality for the first time, with a net operating cash loss of approximately $0.27 million compared to a $5.2 million loss in fiscal year 2024. Additionally, the company maintained a clean capital structure with $6.85 million in cash and equivalents and no debt. A pivotal announcement was the planned spin-off of Brightline Interactive (BLI), which is expected to enhance shareholder value as an independent publicly traded entity.

Glimpse Group Financial Statement Overview

Summary
Glimpse Group shows strong revenue growth, but profitability and cash flow challenges persist. The low leverage is a positive sign, yet the negative returns and cash flow issues suggest financial instability. The company needs to improve its profitability and cash flow management to enhance its financial health.
Income Statement
45
Neutral
The company has shown significant revenue growth, particularly in the latest year, which is a positive indicator. However, the persistent negative net profit margin and EBIT margin highlight ongoing profitability challenges. The gross profit margin remains strong, but the inability to translate this into net profitability is concerning.
Balance Sheet
40
Negative
The balance sheet shows a low debt-to-equity ratio, indicating low leverage, which is a positive aspect. However, the negative return on equity suggests that the company is not generating sufficient returns on its equity base. The equity ratio is relatively stable, but the negative ROE is a significant concern.
Cash Flow
35
Negative
The cash flow statement reveals negative operating and free cash flows, which are concerning for sustainability. The free cash flow to net income ratio is above 1, indicating that free cash flow is higher than net income, but the overall negative cash flow growth and coverage ratios highlight liquidity issues.
BreakdownTTMDec 2025Dec 2024Dec 2023Dec 2022Dec 2021
Income Statement
Total Revenue10.53M10.53M8.80M13.48M7.27M3.42M
Gross Profit7.12M7.12M5.86M9.22M6.03M1.96M
EBITDA-2.06M-2.04M-6.58M-11.68M-7.48M-5.88M
Net Income-2.55M-2.55M-6.39M-28.56M-3.73M-6.28M
Balance Sheet
Total Assets19.28M19.28M15.56M24.28M38.40M3.22M
Cash, Cash Equivalents and Short-Term Investments6.83M6.83M1.85M5.62M16.49M1.77M
Total Debt4.70K4.70K543.51K829.40K0.002.05M
Total Liabilities2.34M2.34M4.02M13.05M9.58M4.39M
Stockholders Equity16.94M16.94M11.54M11.22M28.82M-1.17M
Cash Flow
Free Cash Flow-316.28K-316.28K-5.24M-9.31M-5.14M-1.24M
Operating Cash Flow-273.77K-273.77K-5.21M-9.16M-4.94M-1.21M
Investing Cash Flow-1.54M-1.54M-1.53M-3.53M-5.06M-28.00K
Financing Cash Flow6.80M6.80M2.97M66.11K26.48M1.97M

Glimpse Group Technical Analysis

Technical Analysis Sentiment
Positive
Last Price1.59
Price Trends
50DMA
1.53
Positive
100DMA
1.49
Positive
200DMA
1.44
Positive
Market Momentum
MACD
0.01
Negative
RSI
50.76
Neutral
STOCH
60.87
Neutral
Evaluating momentum and price trends is crucial in stock analysis to make informed investment decisions. For VRAR, the sentiment is Positive. The current price of 1.59 is above the 20-day moving average (MA) of 1.58, above the 50-day MA of 1.53, and above the 200-day MA of 1.44, indicating a bullish trend. The MACD of 0.01 indicates Negative momentum. The RSI at 50.76 is Neutral, neither overbought nor oversold. The STOCH value of 60.87 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Positive sentiment for VRAR.

Glimpse Group Risk Analysis

Glimpse Group disclosed 33 risk factors in its most recent earnings report. Glimpse Group reported the most risks in the "Finance & Corporate" category.
Finance & Corporate - Financial and accounting risks. Risks related to the execution of corporate activity and strategy
Latest Risks Added 0 New Risks

Glimpse Group Peers Comparison

Overall Rating
UnderperformOutperform
Sector (61)
Financial Indicators
Name
Overall Rating
Market Cap
P/E Ratio
ROE
Dividend Yield
Revenue Growth
EPS Growth
$37.18B12.37-10.20%1.83%8.50%-7.62%
$19.97M-0.65-200.90%30.55%43.63%
$33.49M-12.30-17.93%19.58%64.40%
$38.01M-111.75%25.86%85.97%
$33.25M-1.43-335.10%
$37.91M-1.85-106.55%295.86%-2.95%
* Technology Sector Average
Performance Comparison
Ticker
Company Name
Price
Change
% Change
VRAR
Glimpse Group
1.56
0.88
129.41%
AUID
Ipsidy
2.57
-4.83
-65.27%
INTZ
Intrusion
1.82
1.04
133.33%
BNAI
Brand Engagement Network
0.50
-0.36
-41.86%
MSAI
Infrared Cameras Holdings
1.01
-0.98
-49.25%
UBXG
U-BX Technology Ltd.
2.21
-3.15
-58.77%

Glimpse Group Corporate Events

Glimpse Group’s Strong FY2025 Performance Amidst Future Challenges
Oct 10, 2025

The recent earnings call for Glimpse Group, Inc. painted a picture of robust performance in fiscal year 2025, marked by impressive revenue growth, improved cash flow, and significant technological advancements, particularly through Brightline Interactive. However, concerns were raised regarding shareholder value and the consistency of future revenues, primarily due to the reliance on government contracts. The proposed spin-out of Brightline Interactive is aimed at unlocking additional value for shareholders.

Glimpse Group Reports Strong FY 2025 Results
Oct 1, 2025

The Glimpse Group, Inc., a diversified immersive technology platform company, focuses on providing enterprise-focused immersive technology, spatial computing, and AI-driven software and services. In its fiscal year 2025, Glimpse reported a 20% revenue growth to approximately $10.5 million, driven by increased SpatialCore revenues despite divesting non-core entities. The company achieved a significant turnaround with essentially breakeven cash flow and maintained a strong gross margin of 67.5%. Notably, Glimpse’s cash position improved to approximately $6.85 million, and it maintained a clean capital structure with no debt.

Business Operations and StrategyFinancial Disclosures
Glimpse Group Achieves 20% Revenue Growth in 2025
Positive
Sep 30, 2025

On September 30, 2025, Glimpse Group reported its fiscal year 2025 financial results, highlighting a 20% revenue growth to approximately $10.5 million and achieving cash flow neutrality for the first time. The company attributes this growth to increased SpatialCore revenues and significant reorganization efforts. Brightline Interactive, a Glimpse entity, achieved several milestones, including contracts with the Department of War and the U.S. Navy, showcasing its capabilities in AI-driven immersive technologies. Despite these successes, Glimpse believes Brightline’s value is not fully reflected in its current market valuation.

The most recent analyst rating on (VRAR) stock is a Hold with a $1.50 price target. To see the full list of analyst forecasts on Glimpse Group stock, see the VRAR Stock Forecast page.

Business Operations and StrategyProduct-Related Announcements
Glimpse Group Secures $2M Contract for SpatialCore
Positive
Aug 19, 2025

On August 13, 2025, The Glimpse Group, Inc. secured a contract worth over $2 million for its SpatialCore product, to be executed over the next year. This contract signifies a substantial business opportunity for Glimpse Group, potentially enhancing its market position and operational capabilities over the coming months.

The most recent analyst rating on (VRAR) stock is a Hold with a $1.50 price target. To see the full list of analyst forecasts on Glimpse Group stock, see the VRAR Stock Forecast page.

Glossary
BuyA stock rated as a "Buy" is expected to perform better than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the stock is likely to deliver higher returns compared to other stocks in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
HoldA stock rated as a "Hold" is expected to perform in line with the overall market or a specific benchmark. This rating indicates that the stock is neither particularly compelling nor unfavorable for investment. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
SellA stock rated as a "Sell" is expected to perform worse than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the stock may deliver lower returns compared to other stocks in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.

Disclaimer

This AI Analyst Stock Report is automatically generated by our AI systems using advanced algorithms and publicly available financial, technical, and market data. While the information provided aims to be accurate and insightful, it is intended for informational purposes only and should not be considered financial advice. Any content created by an AI (Artificial Intelligence) system may contain inaccuracies and/or contain errors. Investing in stocks carries inherent risks, and past performance is not indicative of future results. This report does not account for your personal financial circumstances, objectives, or risk tolerance. Always conduct your own research or consult with a qualified financial advisor before making investment decisions. The analysis and recommendations provided are based on historical and current data and may not fully reflect future market conditions or unexpected developments. Neither the creators of this report nor its affiliated entities guarantee the accuracy, completeness, or reliability of the information presented. Use this report at your own discretion and risk.Date of analysis: Oct 15, 2025