indie Semiconductor, Inc. (INDI)
NASDAQInformation TechnologySemiconductorsSnapshot 2026-09-04
$3.60+3.75%
Close 2026-09-04 · 1-day change
NASDAQInformation TechnologySemiconductorsSnapshot 2026-09-04
QuarterlyIQ Insights · INDI
How strong the business is — where it ranks within its sector on capital efficiency and cash generation, and how well management has been executing.
How management runs the business: capital, margins, balance sheet, and how reliably they guide and deliver.
A guidance track record builds as the company issues and delivers on guidance.
Priorities management has stated in recent disclosures, with status and evidence drawn from earnings calls, filings, and press releases.
Focus on accelerating revenue growth with guidance targeting 30% year-over-year increase in Q3 2026, driven by core business and Wuxi indie Micro contributions.
Newly stated in 2026-Q2. Revenue grew from $51.6M in 2025-Q2 to $64.0M in 2026-Q2, a 24% increase year-over-year. Management guides Q3 2026 revenue between $67M and $73M, targeting approximately 30% year-over-year growth. This trajectory aligns with management's stated priority to accelerate revenue growth.
Each factor is a parallel diagnostic with a clear read of what it shows and how names like it have historically fared. Never aggregated into a single score.
Operating income rose in 2 of the last 3 quarter-over-quarter moves. Historically, Information Technology names rated weak grew net income 47% of the time over the next year (vs 59% for the rest of the cohort, n=6360).
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
“Q2 revenue was $64M, up 24% Y-o-Y and exceeds midpoint of guidance; guides for accelerating growth of 30% Y-o-Y in Q3 2026.”
Acquire CMOS image sensor product line from ams OSRAM to expand ADAS portfolio and strengthen multimodal sensing capabilities.
Newly stated in 2026-Q1. Management announced the acquisition agreement for the CMOS image sensor business from ams OSRAM, expected to close in Q3 2026 and be immediately accretive. No financial results from the acquisition are yet reported, so progress is pending completion.
“Announced signing of definitive agreement to acquire CMOS image sensor group from ams OSRAM, expected to close in Q3 2026 and be immediately accretive.”
Maintain capital structure discipline through issuance of $150 million convertible senior notes due 2031 to support growth and operations.
Newly stated in 2026-Q1. The company completed a $150 million convertible senior notes issuance in March 2026 to manage capital structure. This capital allocation action is recent and supports financial flexibility, with no contradictory financial data reported.
“Completed private offering of $150 million aggregate principal amount of 4.00% Convertible Senior Notes due 2031.”
Management has guided revenue between $59 million and $65 million for Q2 2026, aiming for growth compared to prior quarters.
Indie UK agreed to acquire the CMOS Imaging Sensor Business from ams-OSRAM, expected to close in Q3 2026 and be immediately accretive.
Over the trailing year it converted 0.57x of net income into operating cash flow.
Most sensitive to the broad stock market.
Not enough signal to read sensitivity to the US dollar, long-term interest rates, Fed net liquidity, real (inflation-adjusted) rates (low R² over the window).
19 material management or governance events in the past 24 months, led by capital-allocation actions. Historically, Information Technology names rated neutral grew net income 60% of the time over the next year (vs 57% for the rest of the cohort, n=3673).
Not investment advice. As of 2026-09-04.