IPG Photonics (NASDAQ:IPGP) Given New $105.00 Price Target at Needham & Company LLC

Posted by Stanley Muller on Nov 5th, 2026

IPG Photonics (NASDAQ:IPGP – Free Report) had its price objective decreased by Needham & Company LLC from $120.00 to $105.00 in a research report released on Wednesday,Benzinga reports. Needham & Company LLC currently has a buy rating on the semiconductor company’s stock.

Other equities analysts also recently issued research reports about the company. Citigroup dropped their price objective on IPG Photonics from $150.00 to $137.00 and set a “buy” rating on the stock in a research note on Tuesday, August 11th. Weiss Ratings reissued a “sell (d+)” rating on shares of IPG Photonics in a report on Monday, September 21st. Five research analysts have rated the stock with a Buy rating, two have issued a Hold rating and one has given a Sell rating to the company’s stock. According to data from MarketBeat.com, IPG Photonics has a consensus rating of “Moderate Buy” and an average target price of $139.60.

View Our Latest Analysis on IPG Photonics

IPG Photonics Stock Performance

Shares of IPGP stock opened at $70.11 on Wednesday. The firm has a market cap of $2.98 billion, a price-to-earnings ratio of 74.59, a P/E/G ratio of 1.79 and a beta of 1.00. IPG Photonics has a 52 week low of $67.70 and a 52 week high of $155.82. The firm’s 50-day simple moving average is $76.42 and its two-hundred day simple moving average is $100.71.

IPG Photonics (NASDAQ:IPGP – Get Free Report) last released its earnings results on Tuesday, November 3rd. The semiconductor company reported $0.61 earnings per share for the quarter, beating analysts’ consensus estimates of $0.49 by $0.12. IPG Photonics had a net margin of 3.65% and a return on equity of 3.91%. The firm had revenue of $287.50 million during the quarter, compared to the consensus estimate of $283.31 million. During the same period in the prior year, the firm earned $0.35 EPS. The company’s revenue was up 14.6% compared to the same quarter last year. Analysts forecast that IPG Photonics will post 1.86 earnings per share for the current year.

Insider Transactions at IPG Photonics

In other IPG Photonics news, major shareholder Fibre Devices Ltd Ip sold 15,361 shares of the stock in a transaction dated Friday, October 2nd. The shares were sold at an average price of $85.64, for a total transaction of $1,315,516.04. Following the completion of the transaction, the insider owned 6,390,628 shares in the company, valued at $547,293,381.92. This trade represents a 0.24% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available through this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, major shareholder Valentin Gapontsev Trust I sold 14,632 shares of the stock in a transaction dated Tuesday, November 3rd. The stock was sold at an average price of $75.18, for a total transaction of $1,100,033.76. Following the transaction, the insider owned 6,622,234 shares of the company’s stock, valued at $497,859,552.12. This represents a 0.22% decrease in their position. The SEC filing for this sale provides additional information. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Over the last 90 days, insiders have sold 66,458 shares of company stock valued at $5,194,276. 37.50% of the stock is currently owned by insiders.

Institutional Trading of IPG Photonics

Hedge funds and other institutional investors have recently modified their holdings of the business. MCF Advisors LLC bought a new position in IPG Photonics in the 2nd quarter worth approximately $38,000. Versant Capital Management Inc raised its holdings in IPG Photonics by 42.2% during the 3rd quarter. Versant Capital Management Inc now owns 495 shares of the semiconductor company’s stock valued at $39,000 after acquiring an additional 147 shares during the period. Farther Finance Advisors LLC raised its holdings in IPG Photonics by 83.9% during the 3rd quarter. Farther Finance Advisors LLC now owns 524 shares of the semiconductor company’s stock valued at $41,000 after acquiring an additional 239 shares during the period. Rockefeller Capital Management L.P. raised its holdings in IPG Photonics by 43.0% during the 4th quarter. Rockefeller Capital Management L.P. now owns 552 shares of the semiconductor company’s stock valued at $40,000 after acquiring an additional 166 shares during the period. Finally, IFP Advisors Inc lifted its position in shares of IPG Photonics by 206.1% during the third quarter. IFP Advisors Inc now owns 704 shares of the semiconductor company’s stock worth $55,000 after acquiring an additional 474 shares in the last quarter. Institutional investors own 93.79% of the company’s stock.

IPG Photonics News Summary

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

Positive Sentiment: Q3 adjusted earnings were $0.61 per share, ahead of the $0.49 consensus, while revenue of about $288 million also exceeded estimates and rose roughly 15% year over year. Semiconductor laser revenue more than doubled, and industrial and advanced-solutions demand supported growth. Article: IPG Photonics: 3 Key Takeaways for Long-Term Investors
Neutral Sentiment: Needham lowered its price target to $105 from $120 but maintained a Buy rating. The reduced target is a headwind, although the new target still implies substantial upside from the price cited in the report. Article: Needham price target update
Neutral Sentiment: Major shareholder Valentin Gapontsev Trust I sold shares under a pre-arranged Rule 10b5-1 plan. The reported sales were small relative to its remaining stake of more than 6.6 million shares, limiting the signal’s significance. SEC Form 4 filing
Negative Sentiment: Despite the earnings beat, the Q3 deep dive noted that guidance reflects near-term caution. That outlook may be prompting investors to focus on potential near-term softness rather than the quarter’s growth. Article: IPGP Q3 deep dive

IPG Photonics Company Profile

(Get Free Report)

IPG Photonics Corporation (NASDAQ:IPGP) develops and manufactures high-performance fiber lasers, laser systems, optical amplifiers and related components. Its product portfolio includes single-mode and multi-mode fiber lasers, pulsed lasers, diode lasers, beam-delivery systems and other specialized photonics products.

The company’s technologies are used primarily for industrial materials processing applications, including cutting, welding, marking, drilling, cladding and additive manufacturing.