INDI Earnings
Thursday, May 07 2026
EPS Estimate
$-0.07
$-0.07 – $-0.06
Revenue Estimate
$55M
Current Price
$3.38
Our Position
bearishUBS cuts target as Wuxi headwind looms
est. revisions rising
(+62.1pp / 30d)
The valuation compression and near-term EPS cut signal analyst skepticism about near-term growth sustainability despite a solid beat. A $21 million customer loss — meaningful for a $58 million quarterly revenue base — forces investors to assume core business acceleration must offset the headwind or risk further multiple contraction.
Watch: Q1 2026 results in April will reveal whether core business growth hits 20% sequentially and stabilizes sentiment around the Wuxi transition. If core growth falls short, watch for more analyst downgrades and pressure on the $4.25 target.
Data Signal Summary
0 bullish
2 bearish
Put/call 5.8 (bearish skew)
Price downtrend
Key Context
Price Trend
downtrend
From 52w High
-0.3%
Est. Revisions (30d)
+0.0% 0up/6dn
Analyst Target (mean)
$6 $4–$8 +79%
Options P/C Ratio
5.80
Est. Dispersion
15% 6 analysts
Fund Convergence
moderate D.E. Shaw, Citadel
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