Update shared on 15 Dec 2025
Fair value Increased 25%Analysts have nudged their price target on indie Semiconductor higher, citing stronger projected revenue growth and slightly improved profitability. Fair value estimates have risen from 4.00 dollars to 5.00 dollars as they modestly lower the assumed discount rate and lift future earnings multiple expectations.
What's in the News
- Mixel's ASIL B compliant MIPI D PHY CSI 2 IP was successfully integrated into indie's automotive radar processor and MMIC portfolio, enhancing support for advanced driver assistance and safety applications across multiple vehicle segments (Client Announcements).
- The Mixel IP used in indie's radar solutions has completed full characterization to the MIPI Alliance D PHY Conformance Test Suite, with AEC Q100 Automotive Grade 1 support and broad silicon proof across multiple foundries (Client Announcements).
- indie promoted Naixi Wu to Chief Financial Officer, effective November 6, 2025, expanding her role from Chief Accounting Officer to lead global finance, reporting, tax, treasury, and internal controls (Executive Changes, CFO).
- The company issued fourth quarter 2025 guidance, projecting revenue of 54 million dollars to 60 million dollars, or 57 million dollars at the midpoint, alongside an expected net loss of 0.07 dollars per share (Corporate Guidance).
- indie launched a new GaN based visible DFB laser diode from its Photonics business unit, targeting next generation quantum technologies, automotive LiDAR and sensing, and industrial Raman applications with ultra stable, sub MHz linewidth performance (Product Related Announcements).
Valuation Changes
- The fair value estimate has risen from 4.00 dollars to 5.00 dollars. This is a moderate upward revision reflecting stronger projected fundamentals.
- The discount rate has edged down slightly from 12.32 percent to approximately 12.17 percent, modestly boosting the present value of future cash flows.
- Revenue growth has increased from about 20.20 percent to roughly 23.53 percent, indicating a meaningful upgrade to top line expectations.
- The net profit margin has improved marginally from around 14.41 percent to about 14.71 percent, signaling a slightly more optimistic view on profitability.
- The future P/E multiple has risen from roughly 27.0 times to about 28.3 times, suggesting a small expansion in the valuation investors are expected to assign to earnings.
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