Q3 EPS Estimates for IPG Photonics Boosted by Zacks Research

Key Points

• Zacks Research raised IPG Photonics’ Q3 2026 EPS estimate to $0.46 from $0.45 and projects full-year 2026 EPS of $1.80, above the $1.78 consensus. The firm maintains a “Hold” rating.
• Analyst sentiment is generally positive, with five Buy, two Hold, and one Sell rating; the stock has a “Moderate Buy” consensus and an average price target of $142.60.
• IPG Photonics recently reported quarterly EPS of $0.58, beating estimates of $0.37, while revenue rose 11.1% year over year to $278.58 million. Shares opened at $71.73, near their $69.41 one-year low.

IPG Photonics Corporation (NASDAQ:IPGP - Free Report) - Research analysts at Zacks Research boosted their Q3 2026 earnings estimates for shares of IPG Photonics in a note issued to investors on Tuesday, August 25th. Zacks Research analyst Team now anticipates that the semiconductor company will post earnings of $0.46 per share for the quarter, up from their previous estimate of $0.45. Zacks Research currently has a "Hold" rating on the stock. The consensus estimate for IPG Photonics' current full-year earnings is $1.78 per share. Zacks Research also issued estimates for IPG Photonics' Q4 2026 earnings at $0.48 EPS, FY2026 earnings at $1.80 EPS, Q1 2027 earnings at $0.39 EPS, Q2 2027 earnings at $0.59 EPS, Q3 2027 earnings at $0.60 EPS, FY2027 earnings at $2.21 EPS, Q1 2028 earnings at $0.82 EPS and Q2 2028 earnings at $0.90 EPS.

Several other research analysts have also recently issued reports on the stock. 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. Needham & Company LLC raised their price objective on IPG Photonics from $110.00 to $120.00 and gave the stock a "buy" rating in a report on Friday, July 17th. 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 research report on Wednesday, May 6th. Weiss Ratings reissued a "sell (d+)" rating on shares of IPG Photonics in a report on Wednesday, June 24th. Finally, Citigroup decreased their target price on IPG Photonics from $150.00 to $137.00 and set a "buy" rating for the company in a research report on Tuesday, August 11th. 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. Based on data from MarketBeat, IPG Photonics has an average rating of "Moderate Buy" and a consensus price target of $142.60.

IPG Photonics Stock Performance

IPGP opened at $71.73 on Wednesday. IPG Photonics has a one year low of $69.41 and a one year high of $155.82. The business's 50-day simple moving average is $96.48 and its 200-day simple moving average is $111.01. The company has a market cap of $3.05 billion, a P/E ratio of 110.36, a PEG ratio of 1.91 and a beta of 0.96.

IPG Photonics (NASDAQ:IPGP - Get Free Report) last posted its quarterly earnings results on Tuesday, August 4th. The semiconductor company reported $0.58 earnings per share for the quarter, beating analysts' consensus estimates of $0.37 by $0.21. The company had revenue of $278.58 million for the quarter, compared to analysts' expectations of $279.98 million. IPG Photonics had a return on equity of 3.39% and a net margin of 2.58%.IPG Photonics's quarterly revenue was up 11.1% on a year-over-year basis. During the same period last year, the firm earned $0.16 earnings per share. IPG Photonics has set its Q3 2026 guidance at 0.300-0.600 EPS.

Insider Activity

In other IPG Photonics news, Director Tang Agnes sold 1,511 shares of the company's stock in a transaction on Monday, June 22nd. The shares were sold at an average price of $117.85, for a total transaction of $178,071.35. Following the completion of the transaction, the director owned 9,588 shares in the company, valued at approximately $1,129,945.80. This represents a 13.61% decrease in their position. The sale was disclosed in a filing with the Securities & Exchange Commission, which can be accessed through the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, major shareholder Valentin Gapontsev Trust I sold 56,316 shares of IPG Photonics stock in a transaction dated Tuesday, July 21st. The shares were sold at an average price of $102.31, for a total transaction of $5,761,689.96. Following the completion of the sale, the insider directly owned 6,670,283 shares in the company, valued at approximately $682,436,653.73. The trade was a 0.84% 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 quarter, insiders sold 183,888 shares of company stock valued at $18,254,751. 37.50% of the stock is owned by corporate insiders.

Hedge Funds Weigh In On IPG Photonics

Several institutional investors and hedge funds have recently added to or reduced their stakes in the business. California State Teachers Retirement System boosted its stake in shares of IPG Photonics by 12,027.2% in the second quarter. California State Teachers Retirement System now owns 3,607,121 shares of the semiconductor company's stock valued at $423,187,000 after buying an additional 3,577,377 shares in the last quarter. BlackRock Inc. purchased a new stake in shares of IPG Photonics during the 2nd quarter worth $334,429,000. Segall Bryant & Hamill LLC purchased a new stake in shares of IPG Photonics during the 4th quarter worth $30,254,000. AQR Capital Management LLC grew its stake in shares of IPG Photonics by 53.7% during the 2nd quarter. AQR Capital Management LLC now owns 978,577 shares of the semiconductor company's stock worth $67,101,000 after purchasing an additional 341,773 shares during the period. Finally, Legal & General Group Plc acquired a new position in shares of IPG Photonics during the 2nd quarter worth $35,113,000. Institutional investors and hedge funds own 93.79% of the company's stock.

Trending Headlines about 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 current-year consensus estimate of $1.78. It also increased estimates for third-quarter 2026 EPS to $0.46 from $0.45 and fourth-quarter EPS to $0.48 from $0.47. IPG Photonics analyst estimates
• Positive Sentiment: The firm lifted its second-quarter 2027 EPS forecast to $0.59 from $0.54 and third-quarter 2027 EPS to $0.60 from $0.59, suggesting some expected improvement in earnings later in the forecast period. IPG Photonics earnings forecasts
• Neutral Sentiment: Short-interest data showed zero reported shares sold short as of August 25, unchanged from the prior report. However, the figures produce a zero-day short-interest ratio and appear unreliable, limiting their usefulness as a trading signal. IPG Photonics short interest
• Negative Sentiment: Zacks reduced its first-quarter 2027 EPS estimate to $0.39 from $0.49 and cut full-year 2027 EPS to $2.21 from $2.24. It also lowered first- and second-quarter 2028 forecasts to $0.82 and $0.90, respectively, from $0.95 and $1.03. These reductions point to softer expectations in several future periods. IPG Photonics estimate revisions

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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