IPG Photonics (NASDAQ:IPGP) Issues Quarterly Earnings Results

Key Points

• IPG Photonics reported Q1 EPS of $0.29, missing the consensus by $0.03 while revenue of $265.5M beat estimates and rose 16.5% year‑over‑year; the company guided Q2 to $0.25–$0.55 EPS.
• Shares plunged 21.8% to $95.69 on heavy volume after the report, valuing the company at about $4.06 billion and leaving a stretched P/E around 129.
• Analysts are mostly positive with a consensus rating of "Moderate Buy" and a $131.40 price target, though individual opinions range from sell to strong buy.

IPG Photonics (NASDAQ:IPGP - Get Free Report) released its earnings results on Tuesday. The semiconductor company reported $0.29 earnings per share for the quarter, missing the consensus estimate of $0.32 by ($0.03), FiscalAI reports. The business had revenue of $265.50 million for the quarter, compared to the consensus estimate of $256.99 million. IPG Photonics had a return on equity of 2.89% and a net margin of 3.10%.The firm's revenue for the quarter was up 16.5% on a year-over-year basis. During the same quarter in the previous year, the company earned $0.09 earnings per share. IPG Photonics updated its Q2 2026 guidance to 0.250-0.550 EPS.

IPG Photonics Stock Down 21.8%

Shares of NASDAQ:IPGP traded down $26.64 during trading on Tuesday, hitting $95.69. 772,559 shares of the company were exchanged, compared to its average volume of 511,742. IPG Photonics has a 1-year low of $51.77 and a 1-year high of $155.82. The company has a market capitalization of $4.06 billion, a P/E ratio of 129.13, a price-to-earnings-growth ratio of 3.01 and a beta of 0.97. The business's 50 day moving average is $121.55 and its 200-day moving average is $99.34.

Insiders Place Their Bets

In other IPG Photonics news, CAO Mary E. Buttarazzi sold 500 shares of the company's stock in a transaction dated Tuesday, March 17th. The stock was sold at an average price of $116.22, for a total value of $58,110.00. Following the completion of the transaction, the chief accounting officer owned 4,749 shares of the company's stock, valued at $551,928.78. This represents a 9.53% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available at this link. 37.50% of the stock is owned by corporate insiders.

Institutional Trading of IPG Photonics

A number of hedge funds have recently made changes to their positions in IPGP. Global Retirement Partners LLC grew its holdings in shares of IPG Photonics by 428.9% during the fourth quarter. Global Retirement Partners LLC now owns 677 shares of the semiconductor company's stock worth $48,000 after purchasing an additional 549 shares during the last quarter. EverSource Wealth Advisors LLC raised 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 buying an additional 578 shares during the last quarter. Headlands Technologies LLC bought a new position in IPG Photonics in the 2nd quarter valued at approximately $65,000. Kestra Advisory Services LLC acquired a new stake in IPG Photonics during the 4th quarter worth approximately $82,000. Finally, Deutsche Bank AG boosted its position in IPG Photonics by 6.1% during the 4th quarter. Deutsche Bank AG now owns 2,214 shares of the semiconductor company's stock worth $159,000 after buying an additional 128 shares during the period. 93.79% of the stock is owned by institutional investors and hedge funds.

Analysts Set New Price Targets

A number of equities analysts have recently commented on IPGP shares. Wall Street Zen raised IPG Photonics from a "hold" rating to a "buy" rating in a report on Saturday, April 25th. Weiss Ratings reaffirmed a "sell (d+)" rating on shares of IPG Photonics in a research note on Friday, March 27th. Stifel Nicolaus lifted their target price on IPG Photonics from $92.00 to $165.00 and gave the company a "buy" rating in a research report on Friday, February 13th. Zacks Research raised IPG Photonics from a "hold" rating to a "strong-buy" rating in a research note on Thursday, January 15th. Finally, Roth Mkm increased their target price on shares of IPG Photonics from $105.00 to $110.00 and gave the stock a "buy" rating in a report on Tuesday, February 3rd. One analyst has rated the stock with a Strong Buy rating, five have issued a Buy rating, one has issued a Hold rating and one has given a Sell rating to the company's stock. Based on data from MarketBeat.com, IPG Photonics currently has a consensus rating of "Moderate Buy" and a consensus price target of $131.40.

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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