Seaport Res Ptn Reduces Earnings Estimates for IPG Photonics

IPG Photonics Co. (NASDAQ:IPGP - Free Report) - Stock analysts at Seaport Res Ptn decreased their Q2 2025 earnings per share (EPS) estimates for shares of IPG Photonics in a note issued to investors on Wednesday, May 7th. Seaport Res Ptn analyst S. Graham now forecasts that the semiconductor company will post earnings per share of $0.16 for the quarter, down from their prior forecast of $0.44. The consensus estimate for IPG Photonics' current full-year earnings is $1.54 per share. Seaport Res Ptn also issued estimates for IPG Photonics' Q3 2025 earnings at $0.15 EPS, Q4 2025 earnings at $0.43 EPS, FY2025 earnings at $1.04 EPS, Q2 2026 earnings at $0.24 EPS, Q3 2026 earnings at $0.25 EPS and FY2026 earnings at $1.34 EPS.

IPG Photonics (NASDAQ:IPGP - Get Free Report) last released its earnings results on Tuesday, May 6th. The semiconductor company reported $0.31 EPS for the quarter, topping analysts' consensus estimates of $0.21 by $0.10. IPG Photonics had a positive return on equity of 2.98% and a negative net margin of 18.58%. The company had revenue of $227.79 million for the quarter, compared to the consensus estimate of $227.00 million. During the same quarter last year, the business posted $0.52 EPS. IPG Photonics's quarterly revenue was down 9.6% compared to the same quarter last year.

Several other analysts also recently issued reports on the company. Needham & Company LLC reissued a "hold" rating on shares of IPG Photonics in a report on Wednesday, February 12th. StockNews.com downgraded IPG Photonics from a "hold" rating to a "sell" rating in a report on Wednesday, May 7th. Citigroup cut their price target on IPG Photonics from $62.00 to $60.00 and set a "sell" rating on the stock in a report on Tuesday, February 18th. Stifel Nicolaus set a $72.00 price target on IPG Photonics in a report on Monday, April 28th. Finally, CL King upgraded IPG Photonics from a "neutral" rating to a "buy" rating and set a $76.00 target price on the stock in a research report on Tuesday, March 18th. Two research analysts have rated the stock with a sell rating, three have assigned a hold rating, two have assigned a buy rating and one has given a strong buy rating to the company. Based on data from MarketBeat, IPG Photonics currently has an average rating of "Hold" and a consensus target price of $69.50.

IPG Photonics Price Performance

Shares of NASDAQ IPGP traded up $4.66 during mid-day trading on Friday, hitting $64.81. The company had a trading volume of 264,650 shares, compared to its average volume of 286,292. The stock has a market cap of $2.76 billion, a price-to-earnings ratio of -15.50 and a beta of 0.92. IPG Photonics has a 12 month low of $48.59 and a 12 month high of $92.21. The firm's 50 day simple moving average is $59.20 and its two-hundred day simple moving average is $68.40.

Institutional Trading of IPG Photonics

Several large investors have recently added to or reduced their stakes in the business. Pacific Heights Asset Management LLC increased its position in shares of IPG Photonics by 375.0% during the 4th quarter. Pacific Heights Asset Management LLC now owns 304,000 shares of the semiconductor company's stock valued at $22,107,000 after purchasing an additional 240,000 shares during the period. Dimensional Fund Advisors LP increased its position in shares of IPG Photonics by 14.7% during the 4th quarter. Dimensional Fund Advisors LP now owns 1,352,246 shares of the semiconductor company's stock valued at $98,335,000 after purchasing an additional 173,584 shares during the period. Pacer Advisors Inc. increased its position in shares of IPG Photonics by 4,282.2% during the 1st quarter. Pacer Advisors Inc. now owns 175,113 shares of the semiconductor company's stock valued at $11,057,000 after purchasing an additional 171,117 shares during the period. Retirement Systems of Alabama increased its position in shares of IPG Photonics by 437.2% during the 4th quarter. Retirement Systems of Alabama now owns 178,925 shares of the semiconductor company's stock valued at $13,011,000 after purchasing an additional 145,616 shares during the period. Finally, Raymond James Financial Inc. acquired a new position in shares of IPG Photonics during the 4th quarter valued at $8,815,000. 93.79% of the stock is currently owned by institutional investors and hedge funds.

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.