Zacks Research Expects Increased Earnings for IPG Photonics

Posted by Stanley Muller on May 27th, 2026

IPG Photonics Corporation (NASDAQ:IPGP – Free Report) – Analysts at Zacks Research increased their Q2 2026 earnings per share (EPS) estimates for shares of IPG Photonics in a research note issued to investors on Monday, May 25th. Zacks Research analyst Team now expects that the semiconductor company will earn $0.39 per share for the quarter, up from their previous forecast of $0.33. Zacks Research has a “Hold” rating on the stock. The consensus estimate for IPG Photonics’ current full-year earnings is $1.65 per share. Zacks Research also issued estimates for IPG Photonics’ Q3 2026 earnings at $0.45 EPS, Q4 2026 earnings at $0.47 EPS, FY2026 earnings at $1.59 EPS, Q1 2027 earnings at $0.49 EPS, Q2 2027 earnings at $0.54 EPS, Q3 2027 earnings at $0.59 EPS and Q1 2028 earnings at $0.95 EPS.

IPG Photonics (NASDAQ:IPGP – Get Free Report) last released its quarterly earnings results on Tuesday, May 5th. The semiconductor company reported $0.29 earnings per share for the quarter, missing the consensus estimate of $0.32 by ($0.03). IPG Photonics had a net margin of 2.78% and a return on equity of 2.84%. The firm had revenue of $265.50 million for the quarter, compared to analysts’ expectations of $256.99 million. During the same quarter in the prior year, the business earned $0.09 EPS. The business’s quarterly revenue was up 16.5% compared to the same quarter last year. IPG Photonics has set its Q2 2026 guidance at 0.250-0.550 EPS.

IPGP has been the topic of a number of other research reports. Needham & Company LLC raised IPG Photonics from a “hold” rating to a “buy” rating and set a $110.00 target price on the stock in a research note on Wednesday, May 6th. Roth Mkm reiterated a “buy” rating and issued a $151.00 target price on shares of IPG Photonics in a research note on Tuesday, May 19th. Weiss Ratings reiterated a “sell (d+)” rating on shares of IPG Photonics in a research report on Friday, March 27th. Citigroup boosted their target price on shares of IPG Photonics from $105.00 to $150.00 and gave the company a “buy” rating in a research note on Wednesday, May 6th. Finally, Wall Street Zen cut shares of IPG Photonics from a “buy” rating to a “hold” rating in a 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, the stock currently has a consensus rating of “Moderate Buy” and a consensus price target of $135.50.

View Our Latest Stock Analysis on IPGP

IPG Photonics Price Performance

NASDAQ:IPGP opened at $119.82 on Wednesday. The firm has a market capitalization of $5.09 billion, a price-to-earnings ratio of 173.65, a PEG ratio of 3.47 and a beta of 0.97. The business has a 50 day simple moving average of $115.87 and a 200-day simple moving average of $101.87. IPG Photonics has a 1 year low of $64.93 and a 1 year high of $155.82.

Institutional Investors Weigh In On IPG Photonics

Several institutional investors and hedge funds have recently made changes to their positions in IPGP. MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. grew its stake in IPG Photonics by 20.9% during the 1st quarter. MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. now owns 39,024 shares of the semiconductor company’s stock valued at $2,541,000 after purchasing an additional 6,741 shares during the last quarter. UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC raised its stake in shares of IPG Photonics by 0.9% in the first quarter. UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC now owns 87,469 shares of the semiconductor company’s stock worth $5,523,000 after purchasing an additional 744 shares during the last quarter. Jane Street Group LLC lifted its holdings in shares of IPG Photonics by 79.4% during the first quarter. Jane Street Group LLC now owns 122,105 shares of the semiconductor company’s stock worth $7,710,000 after purchasing an additional 54,026 shares during the period. Prudential Financial Inc. purchased a new stake in IPG Photonics in the second quarter valued at approximately $205,000. Finally, Invesco Ltd. increased its holdings in IPG Photonics by 0.3% in the 2nd quarter. Invesco Ltd. now owns 105,525 shares of the semiconductor company’s stock worth $7,244,000 after buying an additional 272 shares during the period. 93.79% of the stock is currently owned by institutional investors and hedge funds.

Insiders Place Their Bets

In other news, Director Jeanmarie F. Desmond sold 1,690 shares of the stock in a transaction that occurred on Thursday, May 14th. The shares were sold at an average price of $105.58, for a total transaction of $178,430.20. Following the transaction, the director directly owned 10,486 shares in the company, valued at approximately $1,107,111.88. This trade represents a 13.88% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through this link. Also, CFO Timothy Pv Mammen sold 9,975 shares of the business’s 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 approximately $9,158,036.78. The trade was a 11.54% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Insiders have sold a total of 12,165 shares of company stock worth $1,431,645 in the last three months. Corporate insiders own 37.50% 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.