Q1 EPS Estimates for IPG Photonics Lifted by Zacks Research

IPG Photonics Corporation (NASDAQ:IPGP) – Equities researchers at Zacks Research upped their Q1 2026 earnings per share estimates for IPG Photonics in a note issued to investors on Thursday, March 5th. Zacks Research analyst Team now expects that the semiconductor company will post earnings per share of $0.30 for the quarter, up from their prior forecast 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.

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

Several other equities research analysts have also recently weighed in on the company. Benchmark reiterated a “hold” rating on shares of IPG Photonics in a research report on Wednesday, December 10th. Weiss Ratings reiterated a “sell (d+)” rating on shares of IPG Photonics in a research report on Monday, December 29th. Roth Mkm increased their price target on shares of IPG Photonics from $105.00 to $110.00 and gave the stock a “buy” rating in a research note on Tuesday, February 3rd. Raymond James Financial cut IPG Photonics from a “strong-buy” rating to an “outperform” rating and lifted their price objective for the company from $97.00 to $180.00 in a research report on Friday, February 13th. Finally, Stifel Nicolaus increased their target price on IPG Photonics from $92.00 to $165.00 and gave the stock a “buy” rating in a research report on Friday, February 13th. One analyst has rated the stock with a Strong Buy rating, six have assigned a Buy rating, one has assigned a Hold rating and one has assigned a Sell rating to the company’s stock. Based on data from MarketBeat.com, the stock presently has an average rating of “Moderate Buy” and a consensus price target of $122.17.

IPG Photonics Stock Performance

IPGP stock opened at $126.77 on Friday. The firm’s fifty day moving average is $102.21 and its 200 day moving average is $88.79. IPG Photonics has a 52 week low of $48.59 and a 52 week high of $155.82. The firm has a market cap of $5.35 billion, a P/E ratio of 171.31, a P/E/G ratio of 3.27 and a beta of 0.95.

Insider Buying and Selling

In related news, Director Eugene A. Scherbakov sold 2,700 shares of the company’s stock in a transaction that occurred on Wednesday, January 21st. The stock was sold at an average price of $80.96, for a total value of $218,592.00. Following the sale, the director owned 59,330 shares in the company, valued at $4,803,356.80. This represents a 4.35% decrease in their position. The transaction was disclosed in a filing with the SEC, which is available at this hyperlink. Also, major shareholder Fibre Devices Ltd Ip sold 13,381 shares of the business’s stock in a transaction on Wednesday, January 21st. The stock was sold at an average price of $81.52, for a total value of $1,090,819.12. Following the completion of the sale, the insider directly owned 6,593,169 shares in the company, valued at $537,475,136.88. This trade represents a 0.20% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. In the last 90 days, insiders sold 267,484 shares of company stock valued at $20,735,210. 39.50% of the stock is owned by company insiders.

Institutional Trading of IPG Photonics

A number of institutional investors and hedge funds have recently bought and sold shares of IPGP. True Wealth Design LLC lifted its stake in shares of IPG Photonics by 1,621.7% in the second quarter. True Wealth Design LLC now owns 396 shares of the semiconductor company’s stock worth $27,000 after buying an additional 373 shares in the last quarter. Versant Capital Management Inc raised its holdings in IPG Photonics by 51.1% in the 3rd quarter. Versant Capital Management Inc now owns 343 shares of the semiconductor company’s stock worth $27,000 after acquiring an additional 116 shares during the last quarter. Nomura Asset Management Co. Ltd. lifted its position in IPG Photonics by 207.1% in the 2nd quarter. Nomura Asset Management Co. Ltd. now owns 430 shares of the semiconductor company’s stock valued at $30,000 after acquiring an additional 290 shares in the last quarter. Caitong International Asset Management Co. Ltd boosted its stake in IPG Photonics by 184.4% during the 4th quarter. Caitong International Asset Management Co. Ltd now owns 455 shares of the semiconductor company’s stock valued at $33,000 after purchasing an additional 295 shares during the last quarter. Finally, Global Retirement Partners LLC raised its stake in shares of IPG Photonics by 428.9% in the fourth quarter. Global Retirement Partners LLC now owns 677 shares of the semiconductor company’s stock worth $48,000 after purchasing an additional 549 shares during the last quarter. 93.79% of the stock is currently owned by institutional investors.

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.