IPG Photonics FY2026 EPS Estimate Lifted by Zacks Research

IPG Photonics Corporation (NASDAQ:IPGP) – Stock analysts at Zacks Research boosted their FY2026 earnings per share (EPS) estimates for IPG Photonics in a research note issued to investors on Thursday, March 5th. Zacks Research analyst Team now anticipates that the semiconductor company will post earnings per share of $1.57 for the year, up from their prior estimate of $1.28. 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’ FY2027 earnings at $2.65 EPS.

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

A number of other research firms also recently issued reports on IPGP. Raymond James Financial lowered shares of IPG Photonics from a “strong-buy” rating to an “outperform” rating and lifted their price objective for the stock from $97.00 to $180.00 in a research report on Friday, February 13th. Benchmark reissued a “hold” rating on shares of IPG Photonics in a research report on Wednesday, December 10th. Weiss Ratings restated a “sell (d+)” rating on shares of IPG Photonics in a research note on Monday, December 29th. Stifel Nicolaus lifted their price target on shares of IPG Photonics from $92.00 to $165.00 and gave the stock a “buy” rating in a report on Friday, February 13th. Finally, Roth Mkm upped their price objective on IPG Photonics from $105.00 to $110.00 and gave the company a “buy” rating in a research note on Tuesday, February 3rd. One research 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 issued a Sell rating to the company’s stock. According to MarketBeat.com, the stock currently has a consensus rating of “Moderate Buy” and a consensus price target of $122.17.

IPG Photonics Stock Performance

Shares of NASDAQ:IPGP opened at $116.47 on Monday. The company has a market capitalization of $4.91 billion, a P/E ratio of 157.39, a price-to-earnings-growth ratio of 2.99 and a beta of 0.95. The company’s 50-day moving average is $104.97 and its 200 day moving average is $89.81. IPG Photonics has a fifty-two week low of $48.59 and a fifty-two week high of $155.82.

Institutional Inflows and Outflows

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

Insider Transactions at IPG Photonics

In other news, major shareholder Fibre Devices Ltd Ip sold 13,381 shares of IPG Photonics stock in a transaction dated Wednesday, January 21st. The shares were sold at an average price of $81.52, for a total value of $1,090,819.12. Following the completion of the transaction, the insider 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. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available at the SEC website. Also, Director Eric Meurice sold 750 shares of the business’s stock in a transaction that occurred on Monday, February 2nd. The shares were sold at an average price of $95.00, for a total transaction of $71,250.00. Following the completion of the sale, the director directly owned 22,803 shares in the company, valued at approximately $2,166,285. This trade represents a 3.18% decrease in their position. The disclosure for this sale is available in the SEC filing. Over the last 90 days, insiders have sold 267,484 shares of company stock valued at $20,735,210. 39.50% of the stock is currently owned by insiders.

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.