IPG Photonics (NASDAQ:IPGP) Issues Q3 2026 Earnings Guidance

Posted by Brian Himes on Aug 5th, 2026

IPG Photonics (NASDAQ:IPGP – Get Free Report) issued an update on its third quarter 2026 earnings guidance on Tuesday morning. The company provided earnings per share (EPS) guidance of 0.300-0.600 for the period, compared to the consensus EPS estimate of 0.440. The company issued revenue guidance of $265.0 million-$295.0 million, compared to the consensus revenue estimate of $276.7 million.

Analyst Ratings Changes

Several equities analysts have recently weighed in on IPGP shares. Stifel Nicolaus dropped their price objective on shares of IPG Photonics from $165.00 to $125.00 and set a “buy” rating on the stock in a research report on Wednesday, May 6th. Weiss Ratings reiterated a “sell (d+)” rating on shares of IPG Photonics in a research note on Wednesday, June 24th. Needham & Company LLC increased their price target on shares of IPG Photonics from $110.00 to $120.00 and gave the company a “buy” rating in a report on Friday, July 17th. Citigroup raised their price objective on shares of IPG Photonics from $105.00 to $150.00 and gave the stock a “buy” rating in a research report on Wednesday, May 6th. Finally, Wall Street Zen downgraded IPG Photonics from a “buy” rating to a “hold” rating in a research report on Saturday, May 9th. Six equities research analysts have rated the stock with a Buy rating, two have given a Hold rating and one has issued a Sell rating to the company’s stock. According to MarketBeat.com, IPG Photonics currently has an average rating of “Moderate Buy” and an average target price of $137.17.

Read Our Latest Research Report on IPG Photonics

IPG Photonics Price Performance

IPG Photonics stock traded up $4.26 during midday trading on Wednesday, hitting $98.33. The company’s stock had a trading volume of 71,150 shares, compared to its average volume of 511,628. The company has a market cap of $4.17 billion, a price-to-earnings ratio of 142.51, a PEG ratio of 2.54 and a beta of 0.96. IPG Photonics has a 1-year low of $71.35 and a 1-year high of $155.82. The company has a 50-day moving average price of $106.24 and a two-hundred day moving average price of $111.70.

IPG Photonics (NASDAQ:IPGP – Get Free Report) last announced its earnings results on Tuesday, August 4th. The semiconductor company reported $0.58 EPS for the quarter, topping the consensus estimate of $0.37 by $0.21. IPG Photonics had a net margin of 2.78% and a return on equity of 2.84%. The company had revenue of $278.58 million for the quarter, compared to analysts’ expectations of $279.98 million. During the same period last year, the firm earned $0.16 earnings per share. The business’s revenue for the quarter was up 11.1% on a year-over-year basis. IPG Photonics has set its Q3 2026 guidance at 0.300-0.600 EPS. Sell-side analysts forecast that IPG Photonics will post 1.66 EPS for the current year.

Insider Activity

In other IPG Photonics news, CFO Timothy Pv Mammen sold 9,975 shares of IPG Photonics stock in a transaction on Friday, May 22nd. The stock was sold at an average price of $119.81, for a total value of $1,195,104.75. Following the completion of the transaction, the chief financial officer directly owned 76,438 shares of the company’s stock, valued at $9,158,036.78. The trade was a 11.54% decrease in their position. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is available at the SEC website. Also, Director Jeanmarie F. Desmond sold 1,690 shares of the company’s stock in a transaction on Thursday, May 14th. The shares were sold at an average price of $105.58, for a total value of $178,430.20. Following the sale, the director owned 10,486 shares of the company’s stock, valued at approximately $1,107,111.88. The trade was a 13.88% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Over the last 90 days, insiders have sold 165,240 shares of company stock worth $16,726,070. 37.50% of the stock is currently owned by insiders.

More IPG Photonics News

Here are the key news stories impacting IPG Photonics this week:

Positive Sentiment: IPG reported second-quarter adjusted EPS of $0.58, surpassing analyst estimates of approximately $0.37-$0.40 and rising from $0.30 a year earlier. Adjusted EBITDA increased 54% to $48.5 million. IPG Photonics Announces Second Quarter 2026 Financial Results
Positive Sentiment: Revenue grew 11% year over year to $278.6 million, driven by a 16% increase in Industrial Solutions. The segment accounts for about 85% of sales and benefited from demand in battery manufacturing, welding, marking, cleaning and additive manufacturing. IPG Photonics Q2 revenue rises 11% to $279 million
Positive Sentiment: Third-quarter guidance projects revenue of $265 million-$295 million and adjusted EPS of $0.30-$0.60. The revenue midpoint is above consensus, while the EPS midpoint is slightly ahead of estimates. Management also reported a book-to-bill ratio above one, indicating continued order demand. Why IPG Photonics Rallied Today
Positive Sentiment: GAAP gross margin improved to 40.4% from 37.3%, helped by lower product costs, inventory improvements and $4.7 million in tariff refunds. The planned Lumibird Medical acquisition may broaden IPG’s medical-market exposure.
Neutral Sentiment: Advanced Solutions revenue declined 9% because of weakness in micromachining and defense, although semiconductor-related sales improved. This creates a mixed outlook across IPG’s business segments.
Negative Sentiment: GAAP net income fell 21% to $5.2 million, and diluted GAAP EPS declined to $0.12 from $0.16. Results included $17.6 million of impairment charges and a higher tax burden.
Negative Sentiment: Director Eugene Scherbakov sold 1,524 shares for approximately $132,000, while major shareholder Fibre Devices sold 27,000 shares for about $2.3 million. Both transactions used pre-arranged Rule 10b5-1 plans, reducing their immediate signaling value, but the absence of reported insider purchases may weigh on sentiment. IPG Photonics insider trading activity

Institutional Trading of IPG Photonics

Large investors have recently made changes to their positions in the company. Corient Private Wealth LLC acquired a new position in IPG Photonics during the fourth quarter valued at approximately $209,000. Virtu Financial LLC bought a new position in shares of IPG Photonics in the 4th quarter valued at $281,000. Invesco Ltd. raised its holdings in shares of IPG Photonics by 169.4% during the 4th quarter. Invesco Ltd. now owns 288,507 shares of the semiconductor company’s stock worth $20,657,000 after buying an additional 181,423 shares in the last quarter. Fuller & Thaler Asset Management Inc. raised its holdings in shares of IPG Photonics by 53.4% during the 4th quarter. Fuller & Thaler Asset Management Inc. now owns 94,670 shares of the semiconductor company’s stock worth $6,778,000 after buying an additional 32,947 shares in the last quarter. Finally, Empowered Funds LLC lifted its position in shares of IPG Photonics by 96.5% during the 4th quarter. Empowered Funds LLC now owns 7,695 shares of the semiconductor company’s stock worth $551,000 after buying an additional 3,778 shares during the last quarter. Institutional investors and hedge funds own 93.79% of the company’s stock.

IPG Photonics Company Profile

(Get Free Report)

IPG Photonics Corporation is a global leader in the design and manufacture of high-performance fiber lasers and amplifiers used in industrial, medical, scientific, and telecommunications applications. The company’s core products include ytterbium and erbium fiber lasers, diode lasers, and fiber amplifiers that deliver high power and efficiency for precision cutting, welding, marking, and engraving. IPG’s systems are engineered to optimize process speed, reliability, and energy consumption, making them a preferred choice for advanced manufacturing environments.

In addition to stand-alone laser sources, IPG offers turnkey laser systems and integrated solutions tailored to sectors such as automotive, electronics, aerospace, additive manufacturing, and life sciences.