Q1 EPS Estimates for IPG Photonics Boosted by Zacks Research

Key Points

• Analysts at Zacks Research have raised their Q1 2026 earnings per share estimate for IPG Photonics from $0.26 to $0.27.
• IPG Photonics reported a quarterly EPS of $0.31, exceeding analyst expectations of $0.21, despite a 9.6% drop in year-on-year revenue.
• The stock received mixed ratings, with one sell, four hold, two buy, and one strong buy, resulting in a consensus rating of "Hold" and an average target price of $69.50.

IPG Photonics Corporation (NASDAQ:IPGP - Free Report) - Stock analysts at Zacks Research raised their Q1 2026 earnings estimates for shares of IPG Photonics in a note issued to investors on Tuesday, July 29th. Zacks Research analyst R. Department now anticipates that the semiconductor company will post earnings per share of $0.27 for the quarter, up from their previous forecast of $0.26. The consensus estimate for IPG Photonics' current full-year earnings is $1.54 per share. Zacks Research also issued estimates for IPG Photonics' Q3 2026 earnings at $0.40 EPS, FY2026 earnings at $1.34 EPS and Q1 2027 earnings at $0.46 EPS.

A number of other research firms also recently commented on IPGP. Raymond James Financial decreased their price objective on shares of IPG Photonics from $80.00 to $70.00 and set a "strong-buy" rating on the stock in a report on Wednesday, May 7th. Stifel Nicolaus set a $72.00 price target on shares of IPG Photonics in a report on Monday, April 28th. Finally, Wall Street Zen raised shares of IPG Photonics from a "sell" rating to a "hold" rating in a report on Thursday, May 15th. One investment analyst has rated the stock with a sell rating, four have assigned a hold rating, two have issued a buy rating and one has issued a strong buy rating to the company. According to data from MarketBeat.com, the stock currently has a consensus rating of "Hold" and an average price target of $69.50.

IPG Photonics Stock Performance

NASDAQ IPGP traded up $1.91 during trading on Thursday, reaching $77.13. The company's stock had a trading volume of 80,718 shares, compared to its average volume of 303,578. The firm has a market cap of $3.28 billion, a price-to-earnings ratio of -16.74, a P/E/G ratio of 12.12 and a beta of 0.88. IPG Photonics has a twelve month low of $48.59 and a twelve month high of $88.50. The business's fifty day moving average price is $71.01 and its 200-day moving average price is $65.67.

IPG Photonics (NASDAQ:IPGP - Get Free Report) last announced its quarterly earnings results on Tuesday, May 6th. The semiconductor company reported $0.31 EPS for the quarter, topping the consensus estimate of $0.21 by $0.10. The firm had revenue of $227.79 million for the quarter, compared to analyst estimates of $227.00 million. IPG Photonics had a negative net margin of 21.18% and a positive return on equity of 2.56%. IPG Photonics's revenue for the quarter was down 9.6% compared to the same quarter last year. During the same period last year, the business earned $0.52 EPS.

IPG Photonics Dividend Announcement

The firm also recently disclosed a quarterly dividend, which was paid on Monday, June 16th. Stockholders of record on Monday, June 2nd were given a $0.33 dividend. This represents a $1.32 annualized dividend and a dividend yield of 1.7%.

Institutional Investors Weigh In On IPG Photonics

Large investors have recently made changes to their positions in the business. Alliancebernstein L.P. boosted its stake in shares of IPG Photonics by 1,918.3% in the first quarter. Alliancebernstein L.P. now owns 1,429,241 shares of the semiconductor company's stock valued at $90,242,000 after purchasing an additional 1,358,428 shares during the period. Sumitomo Mitsui Trust Group Inc. raised its stake in shares of IPG Photonics by 85.8% in the 2nd quarter. Sumitomo Mitsui Trust Group Inc. now owns 1,774,660 shares of the semiconductor company's stock valued at $121,830,000 after purchasing an additional 819,575 shares in the last quarter. AQR Capital Management LLC raised its stake in shares of IPG Photonics by 188.6% in the 1st quarter. AQR Capital Management LLC now owns 636,804 shares of the semiconductor company's stock valued at $40,208,000 after purchasing an additional 416,186 shares in the last quarter. Jacobs Levy Equity Management Inc. acquired a new stake in shares of IPG Photonics in the 1st quarter valued at about $11,516,000. Finally, Dimensional Fund Advisors LP lifted its position in shares of IPG Photonics by 14.7% in the 4th quarter. Dimensional Fund Advisors LP now owns 1,352,246 shares of the semiconductor company's stock worth $98,335,000 after buying an additional 173,584 shares during the last quarter. Institutional investors and hedge funds own 93.79% of the company's stock.

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.