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ININDI

indie Semiconductor, Inc.

$INDI·$854M·Semiconductors·Technology
$3.92-5.5%YTD0.0%1Y-14.4%
Mentions · last 7 days
2026-08-16: 21 posts2026-08-17: 80 posts2026-08-18: 21 posts2026-08-19: 37 posts2026-08-20: 21 posts2026-08-21: 14 posts2026-08-22: 9 posts204-22%
Price updated 2h ago·X counts updated 2d ago
ININDI
$INDIindie Semiconductor, Inc.
$3.92-5.54%204 posts-22%
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.

Driven by hypeAcceleratingAI verdict · as of 2026-08-23

The move is getting stronger, with heavier trading behind it.

Only US chip supplier with confirmed Unitree humanoid exposure — the specific bull case is $100 content per robot.

Indie Semiconductor makes automotive and humanoid-robot chips (radar processors, LiDAR interface, in-cabin sensing) and the Unitree IPO tailwind put a specific spotlight on it as the only US-listed Western semiconductor with confirmed exclusive Unitree design wins plus Agibot and Figure AI content.

  • The Unitree exposure is the specific bull case: management estimates ~$100 of content per humanoid, and with Unitree targeting mass-production of humanoids alongside Agibot and Figure AI, the semi-content-per-unit math starts to look meaningful — this is the specific thesis bulls are underwriting.
  • The trailing operating result is flat: Q1 revenue $55.5M up 2.5% YoY, Q4 flat, Q3 slightly down — the auto-chip cycle has been soft, so the humanoid narrative has to overcome the auto-chip drag.
  • The FY27 setup is where the humanoid math kicks in: FY26 revenue consensus of $266M grows to $360M FY27, and the FY27 EPS turning positive to $0.05 confirms the sell-side is modeling the humanoid ramp translating to real profitability.
  • The insider tape has meaningful selling: director Parekh sold $244K + $76K in one week, and officer Wittmann sold $174K on 8/18 — three insider sales in a compressed window on a hot stock is worth flagging, though small-cap semis regularly see these patterns.

A continuation requires the November 5 print to reaffirm the auto-chip trajectory plus concrete Unitree design-win commentary. Invalidator: an auto-chip guide cut, a Unitree production delay that pushes the humanoid revenue right, or a competitive win by Ambarella or another auto-chip peer. The XPEV/VPG humanoid basket inclusion positions INDI in the specific 'so early' pocket bulls are working; the $10 target framing is aspirational but not unreasonable given the humanoid TAM.

Agrees with X sentimentThe X view is well-supported — the only-US-listed-Western-supplier-with-Unitree-content framing, the Agibot and Figure AI wins, and the ~$100 content per humanoid math are all documented. The XPEV/VPG humanoid basket framing is coherent for the setup.

What to watch: The November 5 Q3 earnings for auto-chip trajectory and Unitree design-win commentary. Beat + humanoid ramp color = run to $10; auto-chip miss = pullback to $3.

On the calendar: 2026-11-05 — Q3 earnings

humanoid leverageinsider selling

X sentiment

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

Bullish sentiment23 posts analyzed · as of 2026-08-22

Indie Semiconductor sentiment is loudly bullish on the Unitree IPO tailwind. Posters cite INDI as the only US-listed Western chip supplier with confirmed exclusive Unitree content (Agibot and Figure AI wins too), management estimating ~$100 of content per humanoid, +6% intraday gains and traders calling for $10 minimum. INDI is being included in the XPEV/VPG humanoid basket as 'so early' with 2-4x upside targets. There is no visible bear voice.

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; limited read-through from semiconductors macro dynamics to this specific revenue mix.

Top industry ETF

$SMHVanEck Semiconductor ETF
+56.0%YTD
+86.0%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
Q2 2026Aug 6, 2026$-0.05$-0.05+4.5%
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%
Next earningsThu, Nov 5·consensus EPS $-0.04

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$435.0M – $606.7M$0.29-$1.91 – $2.492

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.1.3×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.49%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.+5.7%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.+8.3%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 today4.0% 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.β2.775-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

SellAug 19Parekh Sonalee ElizabethDirector59.9K sh$244KSellAug 14Michael WittmannCOO42.5K sh$174KSellAug 12Parekh Sonalee ElizabethDirector20.0K sh$76KSellJul 6Michael WittmannCOO6.3K sh$29KSellJul 2Michael WittmannCOO30.2K sh$134KSellJul 2Naixi WuCFO19.6K sh$86KSellJul 2Thomas SchillerDirector1.8K sh$8KSellJul 2Donald McclymontCEO126.5K sh$563KSellJun 15Donald McclymontCEO50.0K sh$209KSellJun 4Michael WittmannCOO39.6K sh$190K
1–10 of 31
+ 58 other (38 exempts · 20 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
Free, forever. No credit card.

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

8-K/APress release / Reg FD (amended)Aug 78-K/A — Item 7.01: Press release / Reg FD
AI summary

indie Semiconductor, Inc. (INDI) filed a Reg FD disclosure (Item 7.01) on 2026-08-07, furnishing presentation furnished as Exhibit 99. Reg FD filings ensure simultaneous public disclosure of material information shared with select investors. This is generally an informational filing; no new deal terms or financial results were announced unless noted. Investors should review the attached exhibit for updated guidance or strategic commentary.

8-KPress release / Reg FDAug 68-K — Item 2.02: Earnings release · Item 7.01: Press release / Reg FD
AI summary

indie Semiconductor, Inc. (INDI) reported Q2 2026 financial results on 2026-08-06, reporting financial results details in attached press release. Additional items: Item 7.01. Quarterly earnings are a material disclosure; investors should review the full press release for segment details and management commentary.

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
+ 17 other (7 13Gs · 2 10-Qs · 2 routine 8-Ks · 2 proxys) in window

Recent news

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

What's Going On With Unitree Supplier Indie Semiconductor Stock Wednesday?benzinga.com·6d agoindie Semiconductor, Inc. (INDI) Q2 2026 Earnings Call Transcriptseekingalpha.com·18d agoindie Semiconductor Q2 Earnings Call Highlightsmarketbeat.com·18d agoindie Semiconductor, Inc. (INDI) Reports Q2 Loss, Beats Revenue Estimateszacks.com·18d agoWhy Indie Semiconductor Stock is Trading Higher Thursdaybenzinga.com·18d ago

In themes

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Voices on X · top 15 · last 7 days

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