Key Points
- Director John Peeler bought 2,710 IPG Photonics shares for approximately $199,402 at an average price of $73.58, increasing his direct ownership by nearly 15% to 20,886 shares.
- IPG Photonics reported quarterly EPS of $0.58, beating the $0.37 consensus estimate, while revenue reached $278.58 million, up 11.1% year over year but slightly below expectations.
- The stock opened at $77.25 and remains well below its 52-week high of $155.82. Analysts maintain a “Moderate Buy” consensus with an average price target of $142.60, although ratings and earnings forecasts are mixed.
IPG Photonics Corporation (NASDAQ:IPGP - Get Free Report) Director John Peeler acquired 2,710 shares of the company's stock in a transaction that occurred on Wednesday, August 26th. The stock was bought at an average price of $73.58 per share, with a total value of $199,401.80. Following the transaction, the director directly owned 20,886 shares in the company, valued at $1,536,791.88. The trade was a 14.91% increase in their ownership of the stock. The acquisition was disclosed in a document filed with the SEC, which can be accessed through the SEC website.
IPG Photonics Stock Performance
NASDAQ:IPGP opened at $77.25 on Friday. The company has a market cap of $3.29 billion, a price-to-earnings ratio of 118.85, a P/E/G ratio of 1.97 and a beta of 0.96. The stock's fifty day moving average price is $94.88 and its two-hundred day moving average price is $110.61. IPG Photonics Corporation has a 52-week low of $69.41 and a 52-week high of $155.82.
IPG Photonics (NASDAQ:IPGP - Get Free Report) last released its earnings results on Tuesday, August 4th. The semiconductor company reported $0.58 EPS for the quarter, beating the consensus estimate of $0.37 by $0.21. The company had revenue of $278.58 million during the quarter, compared to analysts' expectations of $279.98 million. IPG Photonics had a return on equity of 3.39% and a net margin of 2.58%.The business's revenue for the quarter was up 11.1% on a year-over-year basis. During the same period last year, the firm earned $0.16 EPS. IPG Photonics has set its Q3 2026 guidance at 0.300-0.600 EPS. On average, equities analysts predict that IPG Photonics Corporation will post 1.82 EPS for the current fiscal year.
Institutional Inflows and Outflows
Large investors have recently made changes to their positions in the stock. Oregon Public Employees Retirement Fund boosted its position in shares of IPG Photonics by 2.0% in the 1st quarter. Oregon Public Employees Retirement Fund now owns 5,139 shares of the semiconductor company's stock worth $589,000 after purchasing an additional 100 shares during the last quarter. State of Michigan Retirement System increased its holdings in IPG Photonics by 1.7% in the first quarter. State of Michigan Retirement System now owns 6,100 shares of the semiconductor company's stock valued at $699,000 after purchasing an additional 100 shares during the last quarter. Deutsche Bank AG increased its holdings in IPG Photonics by 6.1% in the fourth quarter. Deutsche Bank AG now owns 2,214 shares of the semiconductor company's stock valued at $159,000 after purchasing an additional 128 shares during the last quarter. EverSource Wealth Advisors LLC increased its holdings in IPG Photonics by 17.0% in the first quarter. EverSource Wealth Advisors LLC now owns 915 shares of the semiconductor company's stock valued at $105,000 after purchasing an additional 133 shares during the last quarter. Finally, Comerica Bank lifted its stake in IPG Photonics by 0.9% in the fourth quarter. Comerica Bank now owns 15,105 shares of the semiconductor company's stock valued at $1,082,000 after buying an additional 135 shares during the period. Institutional investors and hedge funds own 93.79% of the company's stock.
IPG Photonics News Summary
Here are the key news stories impacting IPG Photonics this week:
- Positive Sentiment: Director John R. Peeler purchased 2,710 shares for approximately $199,402 at an average price of $73.58. The purchase increased his direct stake by nearly 15% to 20,886 shares, which may be viewed as a signal of management confidence in IPG Photonics’ valuation and prospects. SEC insider transaction filing
- Positive Sentiment: Zacks Research raised its fiscal 2026 EPS forecast for IPG Photonics to $1.80 from $1.59, above the approximately $1.78 consensus estimate. It also increased estimates for third-quarter 2026 EPS to $0.46 from $0.45, fourth-quarter 2026 EPS to $0.48 from $0.47, second-quarter 2027 EPS to $0.59 from $0.54, and third-quarter 2027 EPS to $0.60 from $0.59.
- Neutral Sentiment: Zacks maintained a “Hold” rating. The firm’s revisions were mixed: some near-term estimates improved, while several later-period forecasts declined. This suggests modest improvement in the immediate outlook but limited conviction in a sustained earnings recovery.
- Negative Sentiment: Zacks reduced its first-quarter 2027 EPS forecast to $0.39 from $0.49, fiscal 2027 EPS to $2.21 from $2.24, first-quarter 2028 EPS to $0.82 from $0.95, second-quarter 2028 EPS to $0.90 from $1.03, and fiscal 2028 EPS to $3.70 from $4.34. The longer-term cuts could weigh on valuation, particularly because IPGP’s reported price-to-earnings ratio remains elevated.
Wall Street Analysts Forecast Growth
A number of analysts recently commented on IPGP shares. Stifel Nicolaus lowered their price objective on IPG Photonics from $165.00 to $125.00 and set a "buy" rating for the company in a research report on Wednesday, May 6th. Roth Capital restated a "buy" rating and set a $151.00 target price on shares of IPG Photonics in a research report on Tuesday, May 19th. Weiss Ratings reaffirmed a "sell (d+)" rating on shares of IPG Photonics in a research note on Wednesday, June 24th. Citigroup lowered their price target on shares of IPG Photonics from $150.00 to $137.00 and set a "buy" rating for the company in a research report on Tuesday, August 11th. Finally, Needham & Company LLC boosted their price target on shares of IPG Photonics from $110.00 to $120.00 and gave the stock a "buy" rating in a research note on Friday, July 17th. Five investment analysts have rated the stock with a Buy rating, two have assigned a Hold rating and one has assigned a Sell rating to the company. Based on data from MarketBeat, the company presently has an average rating of "Moderate Buy" and an average price target of $142.60.
Get Our Latest Analysis on IPGP
IPG Photonics Company Profile
(
Get Free Report)
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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