IPG Photonics (NASDAQ:IPGP) Releases Q2 2026 Earnings Guidance

Key Points

• Q2 2026 guidance: IPG Photonics set EPS guidance of $0.250–$0.550 (consensus $0.430) and revenue guidance of $260M–$290M (consensus $275.6M).
• Recent quarter: The company reported $0.29 EPS (missing the $0.32 estimate) and revenue of $265.5M, a 16.5% year-over-year increase and above expectations.
• Analyst sentiment: Several firms have raised price targets (including Stifel to $165 and Raymond James to $180), leaving a consensus rating of “Moderate Buy” with an average target of $131.40.

IPG Photonics (NASDAQ:IPGP - Get Free Report) updated its second quarter 2026 earnings guidance on Tuesday. The company provided earnings per share guidance of 0.250-0.550 for the period, compared to the consensus earnings per share estimate of 0.430. The company issued revenue guidance of $260.0 million-$290.0 million, compared to the consensus revenue estimate of $275.6 million.

IPG Photonics Price Performance

IPGP opened at $122.33 on Tuesday. The company has a 50 day simple moving average of $121.55 and a two-hundred day simple moving average of $99.34. The firm has a market cap of $5.19 billion, a P/E ratio of 165.31, a PEG ratio of 3.01 and a beta of 0.97. IPG Photonics has a 1-year low of $51.77 and a 1-year high of $155.82.

IPG Photonics (NASDAQ:IPGP - Get Free Report) last released its earnings results on Tuesday, May 5th. The semiconductor company reported $0.29 earnings per share for the quarter, missing analysts' consensus estimates of $0.32 by ($0.03). The firm had revenue of $265.50 million for the quarter, compared to analysts' expectations of $256.99 million. IPG Photonics had a net margin of 3.10% and a return on equity of 2.89%. The firm's quarterly revenue was up 16.5% compared to the same quarter last year. During the same quarter last year, the firm posted $0.09 EPS. IPG Photonics has set its Q2 2026 guidance at 0.250-0.550 EPS. Equities analysts anticipate that IPG Photonics will post 1.83 earnings per share for the current year.

Analysts Set New Price Targets

IPGP has been the subject of a number of recent analyst reports. Stifel Nicolaus upped their price objective on IPG Photonics from $92.00 to $165.00 and gave the stock a "buy" rating in a research note on Friday, February 13th. Raymond James Financial cut IPG Photonics from a "strong-buy" rating to an "outperform" rating and boosted their price target for the stock from $97.00 to $180.00 in a report on Friday, February 13th. Roth Mkm upped their price target on IPG Photonics from $105.00 to $110.00 and gave the stock a "buy" rating in a research note on Tuesday, February 3rd. Weiss Ratings reiterated a "sell (d+)" rating on shares of IPG Photonics in a research report on Friday, March 27th. Finally, Wall Street Zen raised shares of IPG Photonics from a "hold" rating to a "buy" rating in a report on Saturday, April 25th. One research 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 assigned a Sell rating to the stock. According to MarketBeat.com, the stock currently has an average rating of "Moderate Buy" and a consensus price target of $131.40.

Insider Transactions at IPG Photonics

In other news, CAO Mary E. Buttarazzi sold 500 shares of the company's stock in a transaction that occurred on Tuesday, March 17th. The stock was sold at an average price of $116.22, for a total transaction of $58,110.00. Following the sale, the chief accounting officer directly 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 legal filing with the Securities & Exchange Commission, which is available at the SEC website. 37.50% of the stock is currently owned by insiders.

Institutional Inflows and Outflows

A number of hedge funds have recently modified their holdings of IPGP. Global Retirement Partners LLC lifted its stake in shares of IPG Photonics by 428.9% during the 4th quarter. Global Retirement Partners LLC now owns 677 shares of the semiconductor company's stock worth $48,000 after acquiring an additional 549 shares during the last quarter. EverSource Wealth Advisors LLC grew its position 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 acquiring an additional 578 shares during the last quarter. Headlands Technologies LLC purchased a new stake in IPG Photonics in the second quarter worth $65,000. Kestra Advisory Services LLC bought a new stake in shares of IPG Photonics during the fourth quarter worth $82,000. Finally, Deutsche Bank AG lifted its position in shares of IPG Photonics by 6.1% during the fourth quarter. Deutsche Bank AG now owns 2,214 shares of the semiconductor company's stock worth $159,000 after purchasing an additional 128 shares during the last quarter. Institutional investors own 93.79% of the company's stock.

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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