Analysts Set IPG Photonics Corporation (NASDAQ:IPGP) Target Price at $142.60

IPG Photonics Corporation (NASDAQ:IPGP) has received a consensus rating of “Moderate Buy” from the eight research firms that are presently covering the company, Marketbeat reports. One research analyst has rated the stock with a sell recommendation, two have given a hold recommendation and five have given a buy recommendation to the company. The average 1-year target price among analysts that have issued ratings on the stock in the last year is $142.60.

A number of equities analysts have issued reports on IPGP shares. Citigroup cut their target price on shares of IPG Photonics from $150.00 to $137.00 and set a “buy” rating on the stock in a report on Tuesday, August 11th. Zacks Research cut IPG Photonics from a “strong-buy” rating to a “hold” rating in a research report on Monday, May 4th. Wall Street Zen downgraded IPG Photonics from a “buy” rating to a “hold” rating in a report on Saturday, May 9th. Weiss Ratings restated a “sell (d+)” rating on shares of IPG Photonics in a research report on Wednesday, June 24th. Finally, Needham & Company LLC raised their target price on IPG Photonics from $110.00 to $120.00 and gave the company a “buy” rating in a research note on Friday, July 17th.

Insider Activity

In related news, Director Eugene A. Scherbakov sold 1,524 shares of the stock in a transaction dated Friday, July 31st. The shares were sold at an average price of $86.61, for a total value of $131,993.64. Following the sale, the director owned 48,210 shares of the company’s stock, valued at $4,175,468.10. This trade represents a 3.06% decrease in their position. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is accessible through the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, major shareholder Valentin Gapontsev Trust I sold 56,316 shares of IPG Photonics stock in a transaction dated Tuesday, July 21st. The shares were sold at an average price of $102.31, for a total transaction of $5,761,689.96. Following the completion of the sale, the insider owned 6,670,283 shares in the company, valued at approximately $682,436,653.73. This represents a 0.84% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders have sold a total of 183,888 shares of company stock worth $18,254,751 over the last ninety days. Insiders own 37.50% of the company’s stock.

Institutional Trading of IPG Photonics

Several large investors have recently added to or reduced their stakes in the business. California State Teachers Retirement System boosted its holdings in IPG Photonics by 12,027.2% during the second quarter. California State Teachers Retirement System now owns 3,607,121 shares of the semiconductor company’s stock worth $423,187,000 after buying an additional 3,577,377 shares in the last quarter. Oakmont Investment Advisors Inc. bought a new position in shares of IPG Photonics in the second quarter valued at $991,000. Nykredit A S bought a new position in shares of IPG Photonics in the second quarter valued at $169,000. Kerrisdale Advisers LLC lifted its position in shares of IPG Photonics by 76.8% during the 2nd quarter. Kerrisdale Advisers LLC now owns 41,450 shares of the semiconductor company’s stock valued at $4,863,000 after acquiring an additional 18,010 shares during the last quarter. Finally, Benjamin Edwards Inc. lifted its position in shares of IPG Photonics by 19.6% during the 2nd quarter. Benjamin Edwards Inc. now owns 3,006 shares of the semiconductor company’s stock valued at $353,000 after acquiring an additional 493 shares during the last quarter. 93.79% of the stock is currently owned by institutional investors and hedge funds.

IPG Photonics Stock Performance

Shares of IPGP opened at $74.21 on Friday. The company has a market capitalization of $3.16 billion, a P/E ratio of 114.17, a P/E/G ratio of 1.90 and a beta of 0.96. IPG Photonics has a one year low of $69.41 and a one year high of $155.82. The stock has a 50-day moving average price of $95.69 and a 200 day moving average price of $110.84.

IPG Photonics (NASDAQ:IPGP) last released its quarterly earnings results on Tuesday, August 4th. The semiconductor company reported $0.58 earnings per share for the quarter, topping analysts’ consensus estimates of $0.37 by $0.21. The business had revenue of $278.58 million during the quarter, compared to the consensus estimate of $279.98 million. IPG Photonics had a net margin of 2.58% and a return on equity of 3.39%. The business’s quarterly revenue was up 11.1% compared to the same quarter last year. During the same quarter last year, the company earned $0.16 earnings per share. IPG Photonics has set its Q3 2026 guidance at 0.300-0.600 EPS. As a group, equities research analysts forecast that IPG Photonics will post 1.82 earnings per share for the current fiscal year.

More IPG Photonics News

Here are the key news stories impacting IPG Photonics this week:

• Positive Sentiment: Zacks raised its fiscal 2026 EPS forecast to $1.80 from $1.59, above the broader consensus estimate of $1.78. Estimates for third-quarter 2026 EPS increased to $0.46 from $0.45, while fourth-quarter EPS rose to $0.48 from $0.47.
• Positive Sentiment: The firm also lifted second-quarter 2027 EPS expectations to $0.59 from $0.54 and third-quarter 2027 expectations to $0.60 from $0.59, suggesting some confidence in an earnings improvement over the next several quarters.
• Neutral Sentiment: Reported short interest was listed at zero shares as of August 25, unchanged from the prior period. Because the data appears inconsistent with normal trading activity, it provides little useful information about investor positioning.
• Negative Sentiment: Zacks reduced first-quarter 2027 EPS estimates to $0.39 from $0.49 and lowered full-year 2027 EPS to $2.21 from $2.24. It also cut first- and second-quarter 2028 forecasts to $0.82 and $0.90, respectively, from $0.95 and $1.03.

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.