Q1 EPS Estimates for IPG Photonics Increased by Analyst

Key Points

• Zacks Research raised its Q1 2026 EPS estimate for IPG Photonics from $0.28 to $0.30 and kept a “Strong-Buy” rating, while projecting full-year EPS of $1.54 and longer-term EPS growth (FY2028 $4.34).
• IPG beat Q4 expectations, reporting $0.46 EPS versus $0.25 consensus and $274.5M revenue (up 17.2% YoY), and guided Q1 2026 EPS to a range of $0.10–$0.40.
• Analyst sentiment is mixed but tilted positive—one Strong Buy, six Buys, one Hold and one Sell—giving an average rating of “Moderate Buy” and an average price target of $122.17, with several firms raising targets up to $180.

IPG Photonics Corporation (NASDAQ:IPGP - Free Report) - Equities researchers at Zacks Research increased their Q1 2026 earnings per share estimates for IPG Photonics in a research report issued on Thursday, March 5th. Zacks Research analyst Team now anticipates that the semiconductor company will post earnings of $0.30 per share for the quarter, up from their prior estimate of $0.28. Zacks Research has a "Strong-Buy" rating on the stock. The consensus estimate for IPG Photonics' current full-year earnings is $1.54 per share. Zacks Research also issued estimates for IPG Photonics' Q2 2026 earnings at $0.33 EPS, Q3 2026 earnings at $0.46 EPS, Q4 2026 earnings at $0.48 EPS, Q1 2027 earnings at $0.51 EPS, Q2 2027 earnings at $0.56 EPS, Q3 2027 earnings at $0.75 EPS, Q4 2027 earnings at $0.82 EPS and FY2028 earnings at $4.34 EPS.

A number of other equities analysts have also recently issued reports on IPGP. Roth Mkm increased their target price on IPG Photonics from $105.00 to $110.00 and gave the stock a "buy" rating in a report on Tuesday, February 3rd. Weiss Ratings reaffirmed a "sell (d+)" rating on shares of IPG Photonics in a research note on Monday, December 29th. Stifel Nicolaus boosted their target price on shares of IPG Photonics from $92.00 to $165.00 and gave the stock a "buy" rating in a research report on Friday, February 13th. Benchmark restated a "hold" rating on shares of IPG Photonics in a report on Wednesday, December 10th. Finally, Raymond James Financial cut shares of IPG Photonics from a "strong-buy" rating to an "outperform" rating and raised their price target for the company from $97.00 to $180.00 in a research report on Friday, February 13th. One analyst has rated the stock with a Strong Buy rating, six have issued a Buy rating, one has given a Hold rating and one has issued a Sell rating to the company. According to data from MarketBeat, the company presently has an average rating of "Moderate Buy" and an average price target of $122.17.

IPG Photonics Trading Down 1.9%

NASDAQ:IPGP opened at $126.77 on Friday. IPG Photonics has a 12 month low of $48.59 and a 12 month high of $155.82. The stock has a market capitalization of $5.35 billion, a price-to-earnings ratio of 171.31, a PEG ratio of 3.27 and a beta of 0.95. The firm has a fifty day simple moving average of $102.21 and a two-hundred day simple moving average of $88.79.

IPG Photonics (NASDAQ:IPGP - Get Free Report) last announced its quarterly earnings data on Thursday, February 12th. The semiconductor company reported $0.46 EPS for the quarter, topping the consensus estimate of $0.25 by $0.21. The company had revenue of $274.47 million during the quarter, compared to the consensus estimate of $249.58 million. IPG Photonics had a net margin of 3.10% and a return on equity of 2.89%. The company's quarterly revenue was up 17.2% on a year-over-year basis. During the same quarter last year, the firm posted $0.18 EPS. IPG Photonics has set its Q1 2026 guidance at 0.100-0.400 EPS.

Insiders Place Their Bets

In related news, major shareholder Fibre Devices Ltd Ip sold 29,167 shares of the business's stock in a transaction on Friday, January 16th. The stock was sold at an average price of $79.87, for a total transaction of $2,329,568.29. Following the sale, the insider directly owned 6,628,169 shares in the company, valued at approximately $529,391,858.03. The trade was a 0.44% decrease in their position. The transaction was disclosed in a document filed with the SEC, which can be accessed through this hyperlink. Also, major shareholder Valentin Gapontsev Trust I sold 39,384 shares of IPG Photonics stock in a transaction dated Monday, December 15th. The shares were sold at an average price of $77.63, for a total value of $3,057,379.92. Following the transaction, the insider directly owned 6,886,715 shares of the company's stock, valued at $534,615,685.45. The trade was a 0.57% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Insiders have sold a total of 267,484 shares of company stock worth $20,735,210 in the last ninety days. Insiders own 39.50% of the company's stock.

Institutional Trading of IPG Photonics

A number of hedge funds and other institutional investors have recently bought and sold shares of the company. First Eagle Investment Management LLC grew its position in shares of IPG Photonics by 0.3% during 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. Lazard Asset Management LLC grew its position in IPG Photonics by 81.3% during the second quarter. Lazard Asset Management LLC now owns 1,899,461 shares of the semiconductor company's stock worth $130,397,000 after buying an additional 851,869 shares in the last quarter. Dimensional Fund Advisors LP grew its holdings in shares of IPG Photonics by 3.4% during the fourth quarter. Dimensional Fund Advisors LP now owns 1,815,042 shares of the semiconductor company's stock worth $129,960,000 after purchasing an additional 59,178 shares in the last quarter. AQR Capital Management LLC increased its position 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 worth $67,101,000 after purchasing an additional 341,773 shares during the last quarter. Finally, State Street Corp raised its stake in 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 purchasing an additional 13,092 shares in the last quarter. Institutional investors 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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