Q3 EPS Estimates for IPG Photonics Lifted by Seaport Res Ptn

Key Points

• Analysts at Seaport Res Ptn raised their Q3 2025 EPS forecast for IPG Photonics from $0.15 to $0.16, while the full-year earnings estimate is set at $1.54 per share.
• Investment activity shows significant interest in IPG Photonics, with hedge funds increasing their stakes, while the stock has a consensus rating of "Hold" and an average price target of $75.00.
• IPG Photonics reported stronger than expected Q2 earnings with $0.30 EPS, surpassing the consensus estimate of $0.10, although the company experienced a 2.7% decline in year-over-year revenue.

IPG Photonics Corporation (NASDAQ:IPGP - Free Report) - Research analysts at Seaport Res Ptn raised their Q3 2025 earnings per share estimates for shares of IPG Photonics in a research note issued to investors on Tuesday, August 5th. Seaport Res Ptn analyst S. Graham now anticipates that the semiconductor company will post earnings per share of $0.16 for the quarter, up from their previous estimate of $0.15. The consensus estimate for IPG Photonics' current full-year earnings is $1.54 per share. Seaport Res Ptn also issued estimates for IPG Photonics' Q4 2025 earnings at $0.45 EPS, FY2025 earnings at $1.22 EPS, Q1 2026 earnings at $0.36 EPS, Q2 2026 earnings at $0.38 EPS, Q3 2026 earnings at $0.30 EPS and FY2026 earnings at $1.58 EPS.

IPG Photonics (NASDAQ:IPGP - Get Free Report) last released its quarterly earnings results 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 business 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%. The firm's revenue for the quarter was down 2.7% compared to the same quarter last year. During the same period last year, the firm posted $0.45 EPS.

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

IPG Photonics Stock Performance

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

IPG Photonics Dividend Announcement

The firm also recently disclosed 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 dividend yield of 1.8%.

Insider Buying and Selling at IPG Photonics

In related news, Director Jeanmarie F. Desmond sold 1,360 shares of the company's stock in a transaction 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 sale, the director directly owned 9,740 shares in the company, valued at $742,577.60. This represents a 12.25% decrease in their position. The sale was disclosed in a filing with the Securities & Exchange Commission, which is available through this link. 39.50% of the stock is currently owned by corporate insiders.

Institutional Trading of IPG Photonics

Institutional investors and hedge funds have recently modified their holdings of the business. True Wealth Design LLC lifted its position in shares of IPG Photonics by 1,621.7% during the 2nd quarter. True Wealth Design LLC now owns 396 shares of the semiconductor company's stock worth $27,000 after buying an additional 373 shares during the last quarter. Larson Financial Group LLC bought a new stake in shares of IPG Photonics during the 1st quarter worth $39,000. UMB Bank n.a. lifted its position in shares of IPG Photonics by 107.5% during the 1st quarter. UMB Bank n.a. now owns 635 shares of the semiconductor company's stock worth $40,000 after buying an additional 329 shares during the last quarter. Signaturefd LLC lifted its position in shares of IPG Photonics by 76.9% during the 2nd quarter. Signaturefd LLC now owns 764 shares of the semiconductor company's stock worth $52,000 after buying an additional 332 shares during the last quarter. Finally, Parallel Advisors LLC lifted its position in shares of IPG Photonics by 853.9% during the 2nd quarter. Parallel Advisors LLC now owns 1,097 shares of the semiconductor company's stock worth $75,000 after buying an additional 982 shares during the last quarter. 93.79% of the stock is currently owned by institutional investors.

IPG Photonics Company Profile

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.