IPG Photonics (NASDAQ:IPGP) Shares Gap Up – Still a Buy?

IPG Photonics Corporation (NASDAQ:IPGP)’s share price gapped up prior to trading on Friday . The stock had previously closed at $104.07, but opened at $111.23. IPG Photonics shares last traded at $113.9440, with a volume of 21,460 shares changing hands.

Wall Street Analyst Weigh In

A number of brokerages recently commented on IPGP. Weiss Ratings reiterated a “sell (d+)” rating on shares of IPG Photonics in a research report on Friday, March 27th. 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. Wall Street Zen lowered IPG Photonics from a “buy” rating to a “hold” rating in a research report on Saturday, May 9th. Raymond James Financial lowered 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. Finally, Needham & Company LLC upgraded IPG Photonics from a “hold” rating to a “buy” rating and set a $110.00 price objective for the company in a research report on Wednesday, May 6th. Six equities research analysts have rated the stock with a Buy rating, two have given a Hold rating and one has given a Sell rating to the company. Based on data from MarketBeat.com, IPG Photonics currently has an average rating of “Moderate Buy” and a consensus price target of $135.50.

IPG Photonics Stock Performance

The company has a 50-day moving average price of $115.01 and a 200-day moving average price of $104.67. The company has a market capitalization of $4.89 billion, a price-to-earnings ratio of 167.17, a price-to-earnings-growth ratio of 3.03 and a beta of 0.95.

IPG Photonics (NASDAQ:IPGP) last issued its quarterly earnings data on Tuesday, May 5th. The semiconductor company reported $0.29 earnings per share (EPS) for the quarter, missing the consensus estimate of $0.32 by ($0.03). The business had revenue of $265.50 million during the quarter, compared to analyst estimates of $256.99 million. IPG Photonics had a net margin of 2.78% and a return on equity of 2.84%. IPG Photonics’s revenue for the quarter was up 16.5% compared to the same quarter last year. During the same quarter in the prior year, the firm posted $0.09 earnings per share. IPG Photonics has set its Q2 2026 guidance at 0.250-0.550 EPS. As a group, sell-side analysts anticipate that IPG Photonics Corporation will post 1.66 earnings per share for the current fiscal year.

Insider Buying and Selling

In other news, CFO Timothy Pv Mammen sold 9,975 shares of the firm’s stock in a transaction dated Friday, May 22nd. The stock was sold at an average price of $119.81, for a total transaction of $1,195,104.75. Following the completion of the transaction, the chief financial officer directly owned 76,438 shares in the company, valued at $9,158,036.78. This trade represents a 11.54% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is available through the SEC website. Also, Director Jeanmarie F. Desmond sold 1,690 shares of the firm’s stock in a transaction that occurred on Thursday, May 14th. The stock was sold at an average price of $105.58, for a total value of $178,430.20. Following the sale, the director directly owned 10,486 shares of the company’s stock, valued at $1,107,111.88. This represents a 13.88% decrease in their position. The disclosure for this sale is available in the SEC filing. Insiders sold a total of 12,165 shares of company stock worth $1,431,645 in the last ninety days. 37.50% of the stock is owned by insiders.

Institutional Investors Weigh In On IPG Photonics

Several large investors have recently added to or reduced their stakes in the business. First Eagle Investment Management LLC grew its stake in IPG Photonics by 0.3% during the fourth quarter. First Eagle Investment Management LLC now owns 4,487,103 shares of the semiconductor company’s stock worth $321,277,000 after purchasing an additional 12,344 shares during the period. Dimensional Fund Advisors LP grew 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 acquiring an additional 59,178 shares during the period. AQR Capital Management LLC grew 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 acquiring an additional 341,773 shares during the period. State Street Corp grew 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 acquiring an additional 13,092 shares during the period. Finally, Morgan Stanley grew its stake in IPG Photonics by 14.5% in the fourth quarter. Morgan Stanley now owns 745,246 shares of the semiconductor company’s stock valued at $53,360,000 after acquiring an additional 94,153 shares during the period. Institutional investors and hedge funds 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.