indie Semiconductor, Inc. Class A (INDI)

In May 2025, indie Semiconductor reported Q1 2025 results with a 3% year-over-year revenue growth but an adjusted loss of $0.08 per share, leading to a stock price drop. In August 2025, the company reported Q2 2025 results with sales slightly exceeding expectations and announced the acquisition of emotion3D. In October 2025, the stock soared 18.6% following the launch of a new laser diode, while insider selling occurred. Despite mixed analyst ratings, the stock has seen upgrades and a consensus target price of $6.25, with a 35.18% rise over the prior two weeks as of October 24, 2025.

indie Semiconductor's demand is primarily influenced by the cyclical automotive industry and driven by the rising demand for ADAS, enhanced in-cabin user experiences, and vehicle electrification. While specific quarterly seasonality is not detailed, the sector experiences long-term growth due to increasing adoption of advanced features and the expanding EV market. Short-term challenges like geopolitical tensions and supply chain disruptions can impact demand, but the company's strategic backlog of ADAS orders is expected to drive revenue growth.

indie Semiconductor, Inc. is a fabless semiconductor company specializing in integrated automotive semiconductors and software solutions, operating in the Technology sector. Its core business focuses on ADAS, driver automation, in-cabin applications, connected car technologies, and vehicle electrification. The company's products include ultrasonic and radar sensors, front and side/inside cameras, LiDAR, and chips for user experience and electric vehicle components.

indie Semiconductor provides solutions globally, including the United States, Greater China, Europe, South Korea, North America, Asia Pacific, and South America. In 2024, approximately 66% of its revenue came from Asia, particularly Greater China. The company is headquartered in Aliso Viejo, California.

indie Semiconductor's brand reputation is characterized by innovation and technology leadership in the automotive semiconductor market, supported by partnerships with major automotive manufacturers. However, its reputation is also influenced by financial performance, including unprofitability and operating losses. Analyst sentiment is mixed, and the stock's decline from its all-time high reflects market uncertainty. Recent photonics product launches and the acquisition of emotion3D have positively impacted its reputation, suggesting building investor confidence.

indie Semiconductor has a diverse ownership structure with significant institutional investor holdings. As of June 30, 2025, 221 institutional holders held 195,388,506 shares. Major institutional owners include Primecap Management Co/ca/, Bamco Inc /ny/, and Granahan Investment Management Inc/ma. Approximately 3.35% to 5.60% of the company's stock is owned by insiders, with William Woodward being the largest individual shareholder.