IPG Photonics (NASDAQ:IPGP) Updates Q3 2025 Earnings Guidance

Key Points

• IPG Photonics has updated its Q3 2025 earnings guidance, projecting EPS between $0.050 and $0.350 and revenue between $225 million and $255 million, contrasting with consensus estimates of $0.180 and $238.2 million respectively.
• The company's stock was trading down $1.32 at $76.15 during mid-day trading, following a recent earnings report that showed a negative net margin of 21.18%.
• Several analysts have adjusted their ratings on IPG Photonics, with a price target set as low as $70.00 by Raymond James and an average price target of $69.50, suggesting a generally cautious outlook.

IPG Photonics (NASDAQ:IPGP - Get Free Report) updated its third quarter 2025 earnings guidance on Tuesday. The company provided earnings per share (EPS) guidance of 0.050-0.350 for the period, compared to the consensus estimate of 0.180. The company issued revenue guidance of $225.0 million-$255.0 million, compared to the consensus revenue estimate of $238.2 million.

Analysts Set New Price Targets

A number of research firms have recently weighed in on IPGP. Sanford C. Bernstein upgraded IPG Photonics from a "market perform" rating to an "outperform" rating and set a $97.00 target price for the company in a research report on Thursday. Raymond James Financial decreased their target price on IPG Photonics from $80.00 to $70.00 and set a "strong-buy" rating for the company in a research note on Wednesday, May 7th. Stifel Nicolaus set a $72.00 target price on IPG Photonics in a research note on Monday, April 28th. Finally, Wall Street Zen raised IPG Photonics from a "sell" rating to a "hold" rating in a research note on Saturday. One analyst has rated the stock with a sell rating, four have assigned a hold rating, three have issued a buy rating and one has assigned a strong buy rating to the stock. According to MarketBeat, the company presently has a consensus rating of "Hold" and an average target price of $75.00.

IPG Photonics Trading Up 0.7%

Shares of IPGP stock traded up $0.53 on Friday, hitting $75.26. 254,586 shares of the stock were exchanged, compared to its average volume of 222,867. The firm has a market capitalization of $3.18 billion, a P/E ratio of -15.36, a price-to-earnings-growth ratio of 21.55 and a beta of 0.88. The business has a 50-day moving average of $71.88 and a 200 day moving average of $65.70. IPG Photonics has a fifty-two week low of $48.59 and a fifty-two week high of $88.50.

IPG Photonics (NASDAQ:IPGP - Get Free Report) last posted its quarterly earnings data on Tuesday, August 5th. The semiconductor company reported $0.30 earnings per share for the quarter, topping the consensus estimate of $0.10 by $0.20. The company had revenue of $250.72 million during the quarter, compared to analysts' expectations of $228.20 million. IPG Photonics had a positive return on equity of 2.25% and a negative net margin of 22.77%. IPG Photonics's revenue for the quarter was down 2.7% compared to the same quarter last year. During the same period in the prior year, the firm earned $0.45 earnings per share. As a group, research analysts forecast that IPG Photonics will post 1.54 EPS for the current fiscal year.

IPG Photonics Announces Dividend

The business also recently declared a quarterly dividend, which was paid on Monday, June 16th. Investors of record on Monday, June 2nd were given a dividend of $0.33 per share. This represents a $1.32 annualized dividend and a yield of 1.8%.

Insider Buying and Selling

In related news, Director Jeanmarie F. Desmond sold 1,360 shares of the stock in a transaction that occurred on Friday, August 8th. The stock was sold at an average price of $76.24, for a total transaction of $103,686.40. Following the completion of the transaction, the director directly owned 9,740 shares of the company's stock, valued at approximately $742,577.60. This represents a 12.25% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which is accessible through this hyperlink. Company insiders own 39.50% of the company's stock.

Institutional Inflows and Outflows

Several large investors have recently bought and sold shares of IPGP. MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. boosted its position in IPG Photonics by 20.9% during the first 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 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 valued at $5,523,000 after buying an additional 744 shares during the period. Finally, Jane Street Group LLC raised its stake in IPG Photonics by 79.4% in the first quarter. Jane Street Group LLC now owns 122,105 shares of the semiconductor company's stock valued at $7,710,000 after buying an additional 54,026 shares during the period. 93.79% of the stock is owned by institutional investors and hedge funds.

About IPG Photonics

IPG Photonics Corporation develops, manufactures, and sells various high-performance fiber lasers, fiber amplifiers, and diode lasers used in various applications primarily in materials processing worldwide. Its laser products include hybrid fiber-solid state lasers with green and ultraviolet wavelengths; fiber pigtailed packaged diodes and fiber coupled direct diode laser systems; high-energy pulsed lasers, multi-wavelength and tunable lasers, and single-polarization and single-frequency lasers; and high-power optical fiber delivery cables, fiber couplers, beam switches, chillers, scanners, and other accessories.