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ININDI

indie Semiconductor, Inc.

$INDI·$938M·Semiconductors·Technology
$3.83-4.6%YTD+10.4%1Y+0.5%
Mentions · last 7 days
2026-07-09: 25 posts2026-07-10: 15 posts2026-07-11: 5 posts2026-07-12: 15 posts2026-07-13: 35 posts2026-07-14: 24 posts2026-07-15: 41 posts165+38%
Price updated 6m ago·X counts updated 18h ago
ININDI
$INDIindie Semiconductor, Inc.
$3.84-4.60%165 posts+38%
AI analysisFundamentalsVoices on X
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AI verdict & sentimentAI analysisGenerated by AI from underlying data

Top X posts

Today's AI verdict on what's driving $INDI, plus how loud the X conversation is and which way it's leaning.

AI analysis

TickerTalks’ read on the fundamentals and what’s driving the move.

Proven numbersWinding up for a moveAI verdict · as of 2026-07-16

Trading in a tight range and building pressure — a move looks likely soon, but the direction isn't clear yet.

Indie Semiconductor is a $938M automotive-semi story with a new Edge AI SoC launch and multiple executive S-Sales.

Indie Semiconductor designs analog, mixed-signal, and edge-AI chips for automotive ADAS, LiDAR, and connectivity, $938M market cap, with Q2 2026 earnings due 2026-08-06.

  • Q1 revenue was $55.5M, up 2.6% year-over-year — the sixth consecutive quarter of near-flat growth as automotive semiconductor design-in cycles remain slow.
  • EPS -$0.06 met the -$0.06 consensus (in-line), following a series of narrow beats and misses reflecting the pre-scale operating economics.
  • Gross margin 38.0% (Q1) versus trailing -30%, operating margin -70% trailing — investing in R&D ahead of the design-in ramp.
  • Consensus models 2026 revenue $266M rising to $360M in 2027 and $521M in 2028, EPS improving from -$0.16 to $0.05 to $0.29 — fiscal 2027 breakeven inflection.
  • Recent insider activity: July 2-6 S-Sales by CFO Wittmann (36,457 shares at $4.45-$4.67 for ~$164K) and Chair McClymont (126,496 shares at $4.4513 for $563K) — Motley Fool flagged cumulative McClymont sales of $3.8M.
  • On June 10, Indie launched an Edge AI SoC to power smarter perception for automotive and humanoids — a real product-family expansion.
  • Beta 2.74 is high, the stock at 46% of the 52-week range, 7% below the 50-day and near the 200-day — coiled setup.

The setup is a design-in-driven automotive semi at compressed multiples awaiting fiscal 2027 breakeven — August 6 tests design-in acceleration.

Agrees with X sentimentX posters describe INDI chatter as bullish, cite the August 6 Q2 catalyst, note volume patterns 'can't ask for much better,' and community members planning to add $50-100K positions. That aligns with the compressed pre-catalyst setup — the tape is coiled at 46% of the 52-week range, the June 10 Edge AI SoC launch is real, and the fundamental case rests on fiscal 2027 breakeven timing.

What to watch: August 6 Q2 earnings — revenue growth versus the +2.6% Q1 pace (any reacceleration signals ADAS design-in ramp), gross-margin trajectory (Q1 was 38%), operating-loss narrowing, and fiscal 2026 revenue guide versus the $266M consensus. Edge AI SoC design-win commentary is a durable qualitative signal.

On the calendar: 2026-08-06 Q2 2026 earnings; revenue growth and design-win cadence drive the print.

X sentiment

What the X crowd is saying right now — descriptive, summarised from the day’s posts.

Bullish sentiment6 posts analyzed · as of 2026-07-15

indie Semiconductor chatter is bullish. INDI announced Q2 2026 earnings for August 6 - a specific catalyst. Volume patterns 'can't ask for much better.' Community members plan to add INDI positions of $50-100k next week. Community groups INDI with KEEL/DGXX/IMSR as swing plays. Some caution about chasing after runs. Community broadly long.

Read the AI verdict + X sentiment for $INDI

  • One-line verdict on what's driving the move — fundamentals, momentum, both, or an event
  • Next dated catalyst when there is one (earnings, deal closing, activist clock)
  • X crowd read with bullish/bearish call + post volume
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What it does

Plain-English summary of the business — what they sell and how they make money.

Designs automotive chips for ADAS sensing, in-cabin monitoring, and connected vehicle applications.

Industry overviewAI analysisGenerated by AI from underlying data

Where Semiconductors sits in its cycle right now — and what that implies for $INDI.

Semiconductors · Technology

No material change from last week — structural AI capex engine unchanged: hyperscaler Blackwell allocation stays tight through 2H26 and HBM3e pricing holds as LLM context-window expansion drives 5-8x per-server memory demand uplift.

What this means for $INDI

Neutral — Designs automotive chips for ADAS sensing, in-cabin monitoring, and connected vehicle applications; end markets and revenue mix have limited overlap with the AI capex and HBM/compute demand cycle.

Top industry ETF

$SMHVanEck Semiconductor ETF
+60.1%YTD
+103.2%1Y

Fundamentals & catalyst

Profitability, valuation, and the next earnings event — at a glance, with rule-of-thumb signals.

Key ratios

P/E
-5.3How much investors are paying per dollar of profit the company actually earned in the last 12 months. Lower means the stock looks cheaper relative to earnings.~15–25 is typical for the S&P 500; high-growth names trade 30+; hyper-growth or speculative can be 100+ or negative.
ROIC
-18.7%What percentage return the business earns on every dollar of capital (equity + debt) deployed in operations. The cleanest measure of business quality.Above ~15% is high-quality; consistently above 25% suggests a real moat. Below the company's cost of capital is value-destroying.
Op margin
-69.9%Operating profit (after sales, marketing, R&D, and overhead but before interest and taxes) as a percentage of revenue. The clearest view of how well the underlying business is run.Mature business above 20% is healthy; software businesses can run 30%+; commodity / retail businesses operate in single digits.
FCF yield
-7.6%Free cash flow (operating cash flow minus capex) divided by the company's market cap. The cash-on-cash return you'd get owning the whole business at today's price.Above ~5% is attractive; below ~2% means you're paying up for growth. Capital-light businesses (software) run higher than capital-heavy ones (utilities).
P/S
3.9Same idea as P/E but per dollar of revenue. Useful for companies that aren't profitable yet, where P/E is meaningless.Under ~2 is cheap; software / SaaS often runs 8–15; well above 20 implies the market is pricing in very high future growth.
ROE
-42.4%Net income as a percentage of shareholders' equity. Similar to ROIC but counts only the equity side.Above 20% is strong, but can be inflated by leverage — a heavily indebted company can show high ROE with weak underlying ROIC.
Gross margin
21.8%Revenue minus the direct cost of producing what was sold, as a percentage of revenue. The first read on whether the product is structurally profitable.Software / SaaS is typically 70%+; consumer goods 30–50%; commodity / hardware businesses can be under 20%.
D/E
1.3Total debt divided by shareholders' equity. Measures how much the business runs on borrowed money versus owner capital.Under 1 is conservative; 1–2 is typical for mature businesses; over 2 is leveraged and more sensitive to interest rates.

Past earnings

QuarterReportedActualEstimateSurprise
Q1 2026May 7, 2026$-0.06$-0.060.0%
Q4 2025Feb 19, 2026$-0.07$-0.070.0%
Q3 2025Nov 6, 2025$-0.07$-0.06-16.7%
Q2 2025Aug 7, 2025$-0.08$-0.080.0%
Next earningsThu, Aug 6·consensus EPS $-0.05

Quarterly trend

QuarterRevenueYoYGrossOpEPSFCF
Q1 FY26$55.5M+2.6%38.0%-70.1%$-0.22$-25.3M
Q4 FY25$58.0M-0.0%38.0%-56.2%$-0.16$-16.0M
Q3 FY25$53.7M-0.5%-30.7%-71.4%$-0.19$-10.3M
Q2 FY25$51.6M-1.4%40.6%-83.3%$-0.20$-13.6M

Forward consensus

3-year forecast · up to 6 analysts
FYRevenueRangeEPSRangeAnalysts
FY26$265.7M$254.9M – $273.7M-$0.16-$0.19 – -$0.126
FY27$359.8M$316.3M – $405.0M$0.05-$0.11 – $0.296
FY28$520.8M$520.8M – $520.8M$0.29-$1.92 – $2.502

Setup & momentum

Volume, range, and moving-average position — the technical setup driving short-term moves.

Right now

Vol vs 30dToday's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.0.8×Today's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.
52w rangeWhere the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.46%Where the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.
vs 50d MALatest close vs the 50-day simple moving average. Positive = short-term trend is up.-7.2%Latest close vs the 50-day simple moving average. Positive = short-term trend is up.
vs 200d MALatest close vs the 200-day simple moving average. Positive = long-term trend is up.+0.6%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

Float & profile

FloatHigh float · 208.2M shFree-float shares — the slice of issued stock actually available to trade. Lower buckets squeeze harder on a catalyst.Traded today2.3% of floatToday's volume as a percent of the free float. Above 5% on a single day is unusually high turnover for the available share count.β2.745-year weekly beta vs the S&P 500. Above 1.5 means the stock typically moves more than the index; below 0.8 moves less.

Insider activity

Recent open-market buys and sells by officers and directors — flagged when multiple insiders cluster.

Recent transactions

SellJul 6Michael WittmannCOO6.3K sh$29KSellJul 2Donald McclymontCEO126.5K sh$563KSellJul 2Thomas SchillerDirector1.8K sh$8KSellJul 2Naixi WuCFO19.6K sh$86KSellJul 2Michael WittmannCOO30.2K sh$134KSellJun 15Donald McclymontCEO50.0K sh$209KSellJun 4Michael WittmannCOO39.6K sh$190KSellJun 2Michael WittmannCOO37.5K sh$192KSellJun 2Ichiro AokiPresident300.6K sh$1.6MSellJun 2Donald McclymontCEO9.4K sh$48K
1–10 of 28
+ 54 other (38 exempts · 16 awards) in window

See when $INDI insiders are putting their own money in

  • Real-time open-market buys and sells from Form 4 filings
  • Cluster-buy detection when multiple insiders pile in at once
  • 30 / 60 / 180-day windows so you can spot building conviction
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SEC filings

Material 8-K, 13D, S-3, and 424B5 events from the last 180 days — the filings that actually move the price.

Recent material filings

3New insider — initial holdingsJul 23
AI summary

Thomas Schiller, director of indie Semiconductor, filed a Form 3 initial beneficial ownership statement as of June 29, 2026. Administrative disclosure.

8-KOfficer or director changeJun 228-K — Item 5.02: Officer or director change · Item 7.01: Press release / Reg FD
AI summary

Delaware 001-40481 88-1735159 reported an officer/director change: rs; Appointment of Certain Officers; Compensatory Arrangements of Certain Officers. (b) Departure of Director and Principal Officer On June 15, 2026, Dr. Ichiro Aoki notified the Board of Directors (the “Board”) of indie Semiconductor, Inc. (the “Company”) of his intent to resign as a member of the Board and as President of the Company, effective June 29, 2026 (the “Effective Date”), as part of a . Delaware 001-40481 88-1735159 furnished a Reg FD disclosure covering: rs; Appointment of Certain Officers; Compensatory Arrangements of Certain Officers. (b) Departure of Director and Principal Officer On June 15, 2026, Dr. Ichiro Aoki notified the Board of Directors (the “Board”) of indie Semiconductor, Inc. (the “Company”) of his intent to resign as a member of the Board and as President of the Company, effective June 29, 2026 (the “Effective Date”), as part of a .

8-KOfficer or director changeMay 298-K — Item 5.02: Officer or director change · Item 5.07: Shareholder vote
AI summary

indie Semiconductor, Inc. held its 2026 annual meeting on May 28, 2026, where stockholders voted on four proposals. Stockholders approved an amendment to the 2021 Omnibus Equity Incentive Plan increasing authorized shares by 17,000,000 — triggering the Item 5.02 compensatory arrangements disclosure — with approximately 124.7 million shares voted in favor. Three Class II directors (Diane Biagianti, Diane Brink, and Karl-Thomas Neumann) were elected to serve through the 2029 annual meeting. The equity plan expansion is dilutive and signals continued reliance on stock-based compensation for a semiconductor company still scaling to profitability.

8-KPress release / Reg FDMay 78-K — Item 2.02: Earnings release · Item 7.01: Press release / Reg FD
AI summary

INDI reported first quarter ended March 31, 2026. A copy of the pre financial results (8-K Item 2.02). Investors should review the full earnings press release and any management guidance for forward outlook.

8-KMaterial agreementMar 68-K — Item 1.01: Material agreement · Item 2.03: Material debt obligation · Item 3.02: Unregistered equity sale · Item 8.01: Other event
8-KPress release / Reg FDFeb 198-K — Item 2.02: Earnings release · Item 7.01: Press release / Reg FD
+ 13 other (5 13Gs · 2 routine 8-Ks · 2 proxys · 1 SD) in window

Recent news

Latest headlines from major outlets, sourced and timestamped — context for whatever just moved.

indie Sets Date for Second Quarter 2026 Earnings Release and Conference Callbusinesswire.com·9d agoindie Announces Changes to Board of Directorsgurufocus.com·24d agoindie Announces Changes to Board of Directorsbusinesswire.com·24d agoindie Launches Edge AI SoC to Power Smarter Perception Systems for Automotive and Humanoidsbusinesswire.com·36d agoAn indie Semiconductor Co-Founder Sold Company Shares Worth $3.8 Million. Here's What That Mean for Investors.fool.com·42d ago

In themes

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Voices on X · top 1 · last 7 days

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