IPG Photonics Corporation (NASDAQ:IPGP – Free Report) – Equities research analysts at Zacks Research lowered their FY2028 earnings per share estimates for IPG Photonics in a report released on Tuesday, August 25th. Zacks Research analyst Team now anticipates that the semiconductor company will earn $3.70 per share for the year, down from their prior estimate of $4.34. Zacks Research has a “Hold” rating on the stock. The consensus estimate for IPG Photonics’ current full-year earnings is $1.82 per share.
Several other research firms have also weighed in on IPGP. Stifel Nicolaus cut their target price on IPG Photonics from $165.00 to $125.00 and set a “buy” rating on the stock in a report on Wednesday, May 6th. Roth Capital restated a “buy” rating and issued a $151.00 target price on shares of IPG Photonics in a report on Tuesday, May 19th. Wall Street Zen cut IPG Photonics from a “buy” rating to a “hold” rating in a research report on Saturday, May 9th. Weiss Ratings reiterated a “sell (d+)” rating on shares of IPG Photonics in a report on Wednesday, June 24th. Finally, Citigroup dropped their price target on shares of IPG Photonics from $150.00 to $137.00 and set a “buy” rating on the stock in a research report on Tuesday, August 11th. Five research analysts have rated the stock with a Buy rating, two have assigned a Hold rating and one has issued a Sell rating to the stock. Based on data from MarketBeat, the stock has an average rating of “Moderate Buy” and a consensus target price of $142.60.
IPG Photonics Trading Up 3.5%
IPGP stock opened at $74.21 on Thursday. IPG Photonics has a 1 year low of $69.41 and a 1 year high of $155.82. The company has a fifty day simple moving average of $95.69 and a 200 day simple moving average of $110.84. The firm has a market cap of $3.16 billion, a PE ratio of 114.17, a PEG ratio of 1.90 and a beta of 0.96.
IPG Photonics (NASDAQ:IPGP – Get Free Report) last posted its earnings results on Tuesday, August 4th. The semiconductor company reported $0.58 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $0.37 by $0.21. The firm had revenue of $278.58 million during the quarter, compared to analysts’ expectations of $279.98 million. IPG Photonics had a net margin of 2.58% and a return on equity of 3.39%. The company’s revenue was up 11.1% compared to the same quarter last year. During the same period in the previous year, the company earned $0.16 earnings per share. IPG Photonics has set its Q3 2026 guidance at 0.300-0.600 EPS.
Insiders Place Their Bets
In related news, major shareholder Valentin Gapontsev Trust I sold 56,316 shares of the business’s stock in a transaction dated Tuesday, July 21st. The stock was sold at an average price of $102.31, for a total transaction of $5,761,689.96. Following the completion of the transaction, the insider owned 6,670,283 shares of the company’s stock, valued at approximately $682,436,653.73. The trade was a 0.84% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, Director Tang Agnes sold 1,511 shares of the stock in a transaction that occurred on Monday, June 22nd. The shares were sold at an average price of $117.85, for a total value of $178,071.35. Following the sale, the director owned 9,588 shares of the company’s stock, valued at approximately $1,129,945.80. The trade was a 13.61% 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. In the last ninety days, insiders sold 183,888 shares of company stock valued at $18,254,751. 37.50% of the stock is owned by company insiders.
Institutional Inflows and Outflows
Large investors have recently modified their holdings of the business. Caitong International Asset Management Co. Ltd grew its stake in shares of IPG Photonics by 184.4% in the fourth quarter. Caitong International Asset Management Co. Ltd now owns 455 shares of the semiconductor company’s stock worth $33,000 after acquiring an additional 295 shares during the last quarter. Rockefeller Capital Management L.P. increased its position in IPG Photonics by 43.0% during the fourth quarter. Rockefeller Capital Management L.P. now owns 552 shares of the semiconductor company’s stock worth $40,000 after acquiring an additional 166 shares during the period. Global Retirement Partners LLC raised its stake in IPG Photonics by 428.9% during the 4th quarter. Global Retirement Partners LLC now owns 677 shares of the semiconductor company’s stock valued at $48,000 after purchasing an additional 549 shares during the last quarter. Hantz Financial Services Inc. raised its stake in IPG Photonics by 332.9% during the 4th quarter. Hantz Financial Services Inc. now owns 684 shares of the semiconductor company’s stock valued at $49,000 after purchasing an additional 526 shares during the last quarter. Finally, EverSource Wealth Advisors LLC boosted its holdings in IPG Photonics by 348.2% in the 2nd quarter. EverSource Wealth Advisors LLC now owns 744 shares of the semiconductor company’s stock valued at $51,000 after purchasing an additional 578 shares during the period. 93.79% of the stock is currently owned by institutional investors and hedge funds.
Key Stories Impacting IPG Photonics
Here are the key news stories impacting IPG Photonics this week:
- Positive Sentiment: Zacks raised its fiscal 2026 EPS forecast to $1.80 from $1.59, above the broader consensus estimate of $1.78. Estimates for third-quarter 2026 EPS increased to $0.46 from $0.45, while fourth-quarter EPS rose to $0.48 from $0.47.
- Positive Sentiment: The firm also lifted second-quarter 2027 EPS expectations to $0.59 from $0.54 and third-quarter 2027 expectations to $0.60 from $0.59, suggesting some confidence in an earnings improvement over the next several quarters.
- Neutral Sentiment: Reported short interest was listed at zero shares as of August 25, unchanged from the prior period. Because the data appears inconsistent with normal trading activity, it provides little useful information about investor positioning.
- Negative Sentiment: Zacks reduced first-quarter 2027 EPS estimates to $0.39 from $0.49 and lowered full-year 2027 EPS to $2.21 from $2.24. It also cut first- and second-quarter 2028 forecasts to $0.82 and $0.90, respectively, from $0.95 and $1.03.
IPG Photonics Company Profile
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.
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