IPG Photonics (NASDAQ:IPGP) Upgraded by Wall Street Zen to "Buy" Rating

Key Points

• Wall Street Zen upgraded IPG Photonics from "hold" to "buy", and analyst sentiment is broadly positive with one Strong Buy, five Buys, one Hold and one Sell, yielding a consensus "Moderate Buy" and an average price target of $131.40 (with some firms raising targets as high as $180).
• IPG beat recent quarterly expectations, reporting $0.46 EPS vs. $0.25 expected and $274.5M revenue (up 17.2% YoY), while setting Q1 2026 EPS guidance of $0.10–$0.40 and analysts projecting roughly $1.83 in EPS for the year.
• The stock trades around $124.55 with a $5.29B market cap and a high P/E of 168.31, insiders have trimmed small positions and institutional ownership sits at about 93.8%.

IPG Photonics (NASDAQ:IPGP - Get Free Report) was upgraded by stock analysts at Wall Street Zen from a "hold" rating to a "buy" rating in a research report issued on Saturday.

Other equities research analysts also recently issued research reports about the stock. Weiss Ratings reiterated a "sell (d+)" rating on shares of IPG Photonics in a research note on Friday, March 27th. Stifel Nicolaus lifted their price target on shares of IPG Photonics from $92.00 to $165.00 and gave the stock a "buy" rating in a research note on Friday, February 13th. Roth Mkm lifted their price target on shares of IPG Photonics from $105.00 to $110.00 and gave the stock a "buy" rating in a research note on Tuesday, February 3rd. Raymond James Financial downgraded shares of IPG Photonics from a "strong-buy" rating to an "outperform" rating and lifted their price target for the stock from $97.00 to $180.00 in a research note on Friday, February 13th. Finally, Zacks Research upgraded shares of IPG Photonics from a "hold" rating to a "strong-buy" rating in a research note on Thursday, January 15th. One research analyst has rated the stock with a Strong Buy rating, five have issued a Buy rating, one has given a Hold rating and one has issued a Sell rating to the company's stock. Based on data from MarketBeat, the stock currently has an average rating of "Moderate Buy" and an average target price of $131.40.

IPG Photonics Price Performance

IPGP opened at $124.55 on Friday. IPG Photonics has a fifty-two week low of $51.77 and a fifty-two week high of $155.82. The firm's fifty day moving average price is $123.47 and its two-hundred day moving average price is $98.28. The company has a market capitalization of $5.29 billion, a P/E ratio of 168.31, a P/E/G ratio of 3.03 and a beta of 1.01.

IPG Photonics (NASDAQ:IPGP - Get Free Report) last posted its quarterly earnings results on Thursday, February 12th. The semiconductor company reported $0.46 earnings per share for the quarter, topping analysts' consensus estimates of $0.25 by $0.21. IPG Photonics had a net margin of 3.10% and a return on equity of 2.89%. The firm had revenue of $274.47 million for the quarter, compared to the consensus estimate of $249.58 million. During the same quarter in the previous year, the company earned $0.18 earnings per share. The business's revenue was up 17.2% compared to the same quarter last year. IPG Photonics has set its Q1 2026 guidance at 0.100-0.400 EPS. On average, equities research analysts expect that IPG Photonics will post 1.83 EPS for the current fiscal year.

Insider Buying and Selling at IPG Photonics

In other news, CAO Mary E. Buttarazzi sold 500 shares of the business's stock in a transaction on Tuesday, March 17th. The shares were sold at an average price of $116.22, for a total value of $58,110.00. Following the sale, the chief accounting officer owned 4,749 shares in the company, valued at approximately $551,928.78. The trade was a 9.53% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through this link. Also, Director Eric Meurice sold 750 shares of the business's stock in a transaction on Monday, February 2nd. The shares were sold at an average price of $95.00, for a total transaction of $71,250.00. Following the completion of the sale, the director owned 22,803 shares in the company, valued at $2,166,285. This represents a 3.18% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. 37.50% of the stock is currently owned by insiders.

Institutional Investors Weigh In On IPG Photonics

Several institutional investors and hedge funds have recently made changes to their positions in the company. First Eagle Investment Management LLC boosted its stake in shares of IPG Photonics by 0.3% in the 4th quarter. First Eagle Investment Management LLC now owns 4,487,103 shares of the semiconductor company's stock valued at $321,277,000 after purchasing an additional 12,344 shares in the last quarter. Dimensional Fund Advisors LP boosted its stake in shares of IPG Photonics by 3.4% in the 4th quarter. Dimensional Fund Advisors LP now owns 1,815,042 shares of the semiconductor company's stock valued at $129,960,000 after purchasing an additional 59,178 shares in the last quarter. AQR Capital Management LLC raised its holdings in shares of IPG Photonics by 53.7% in the second quarter. AQR Capital Management LLC now owns 978,577 shares of the semiconductor company's stock valued at $67,101,000 after buying an additional 341,773 shares during the last quarter. State Street Corp raised its holdings in shares of IPG Photonics by 1.7% in the fourth quarter. State Street Corp now owns 805,435 shares of the semiconductor company's stock valued at $57,669,000 after buying an additional 13,092 shares during the last quarter. Finally, Morgan Stanley raised its holdings in shares of IPG Photonics by 14.5% in the fourth quarter. Morgan Stanley now owns 745,246 shares of the semiconductor company's stock valued at $53,360,000 after buying an additional 94,153 shares during the last quarter. Institutional investors and hedge funds own 93.79% of the company's stock.

About IPG Photonics

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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