IPG Photonics (NASDAQ:IPGP) Upgraded by Wall Street Zen to Buy Rating

Wall Street Zen upgraded shares of IPG Photonics (NASDAQ:IPGP) from a hold rating to a buy rating in a report released on Monday morning.

IPGP has been the subject of a number of other reports. Benchmark reissued a “hold” rating on shares of IPG Photonics in a report on Wednesday, December 10th. Weiss Ratings reissued a “sell (d+)” rating on shares of IPG Photonics in a report on Friday, March 27th. Raymond James Financial lowered IPG Photonics from a “strong-buy” rating to an “outperform” rating and boosted their price objective for the stock from $97.00 to $180.00 in a report on Friday, February 13th. Roth Mkm boosted their price objective on IPG Photonics from $105.00 to $110.00 and gave the stock a “buy” rating in a report on Tuesday, February 3rd. Finally, Stifel Nicolaus boosted their target price on IPG Photonics from $92.00 to $165.00 and gave the stock a “buy” rating in a research note on Friday, February 13th. One analyst has rated the stock with a Strong Buy rating, five have issued a Buy rating, one has assigned a Hold rating and one has given a Sell rating to the company. According to data from MarketBeat, the company has an average rating of “Moderate Buy” and a consensus price target of $131.40.

IPG Photonics Stock Performance

Shares of IPGP opened at $110.40 on Monday. The stock has a 50 day moving average price of $119.09 and a two-hundred day moving average price of $94.37. The firm has a market capitalization of $4.69 billion, a P/E ratio of 149.19, a P/E/G ratio of 2.79 and a beta of 1.01. IPG Photonics has a 52 week low of $48.59 and a 52 week high of $155.82.

IPG Photonics (NASDAQ:IPGP) last issued its quarterly earnings data on Thursday, February 12th. The semiconductor company reported $0.46 EPS for the quarter, topping analysts’ consensus estimates of $0.25 by $0.21. The firm had revenue of $274.47 million during 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 for the quarter was up 17.2% on a year-over-year basis. During the same period in the previous year, the company posted $0.18 EPS. IPG Photonics has set its Q1 2026 guidance at 0.100-0.400 EPS. On average, equities analysts forecast that IPG Photonics will post 1.54 earnings per share for the current year.

Insider Transactions at IPG Photonics

In other news, major shareholder Fibre Devices Ltd Ip sold 29,167 shares of the business’s stock in a transaction that occurred on Friday, January 16th. The stock was sold at an average price of $79.87, for a total value of $2,329,568.29. Following the transaction, the insider owned 6,628,169 shares in the company, valued at $529,391,858.03. The trade was a 0.44% decrease in their position. The sale was disclosed in a filing with the Securities & Exchange Commission, which is available at this hyperlink. Also, Director Eugene A. Scherbakov sold 2,700 shares of the business’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 completion of the transaction, the director owned 59,330 shares in the company, valued at $4,803,356.80. The trade was a 4.35% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Over the last three months, insiders have sold 134,617 shares of company stock worth $10,636,883. 39.50% of the stock is owned by insiders.

Hedge Funds Weigh In On IPG Photonics

A number of hedge funds and other institutional investors have recently modified their holdings of the business. First Eagle Investment Management LLC lifted its stake in IPG Photonics by 0.3% in the fourth quarter. First Eagle Investment Management LLC now owns 4,487,103 shares of the semiconductor company’s stock valued at $321,277,000 after purchasing an additional 12,344 shares during the last quarter. Lazard Asset Management LLC lifted its stake in IPG Photonics by 81.3% in the second quarter. Lazard Asset Management LLC now owns 1,899,461 shares of the semiconductor company’s stock valued at $130,397,000 after purchasing an additional 851,869 shares during the last quarter. Dimensional Fund Advisors LP lifted its stake in IPG Photonics by 3.4% in the fourth quarter. Dimensional Fund Advisors LP now owns 1,815,042 shares of the semiconductor company’s stock valued at $129,960,000 after purchasing an additional 59,178 shares during the last quarter. AQR Capital Management LLC lifted its stake in IPG Photonics by 53.7% in the second quarter. AQR Capital Management LLC now owns 978,577 shares of the semiconductor company’s stock valued at $67,101,000 after purchasing an additional 341,773 shares during the last quarter. Finally, State Street Corp lifted its stake in IPG Photonics by 1.7% in the fourth quarter. State Street Corp now owns 805,435 shares of the semiconductor company’s stock valued at $57,669,000 after purchasing an additional 13,092 shares during the last quarter. Hedge funds and other institutional investors own 93.79% of the company’s stock.

IPG Photonics Company Profile

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.