Old West Investment Management LLC Invests $9.53 Million in IPG Photonics Corporation $IPGP

Old West Investment Management LLC acquired a new stake in IPG Photonics Corporation (NASDAQ:IPGP) in the 2nd quarter, Holdings Channel.com reports. The fund acquired 81,189 shares of the semiconductor company’s stock, valued at approximately $9,525,000.

A number of other large investors have also added to or reduced their stakes in IPGP. First Eagle Investment Management LLC boosted its position in IPG Photonics by 0.3% during the 4th quarter. First Eagle Investment Management LLC now owns 4,487,103 shares of the semiconductor company’s stock worth $321,277,000 after buying an additional 12,344 shares during the period. Dimensional Fund Advisors LP increased its position in IPG Photonics by 3.4% in the 4th 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 increased its position in IPG Photonics by 53.7% in the 2nd 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 raised its stake in shares of IPG Photonics by 1.7% during 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 last quarter. Finally, Morgan Stanley raised its stake in shares of IPG Photonics by 14.5% during 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 last quarter. Institutional investors own 93.79% of the company’s stock.

Wall Street Analysts Forecast Growth

IPGP has been the topic of several analyst reports. Wall Street Zen cut shares of IPG Photonics from a “buy” rating to a “hold” rating in a research note on Saturday, May 9th. Roth Capital reaffirmed a “buy” rating and set a $151.00 target price on shares of IPG Photonics in a research report on Tuesday, May 19th. Citigroup cut their target price on IPG Photonics from $150.00 to $137.00 and set a “buy” rating on the stock in a report on Tuesday, August 11th. Needham & Company LLC upped their price target on IPG Photonics from $110.00 to $120.00 and gave the company a “buy” rating in a research report on Friday, July 17th. Finally, Zacks Research lowered IPG Photonics from a “strong-buy” rating to a “hold” rating in a research report on Monday, May 4th. Five research analysts have rated the stock with a Buy rating, two have assigned a Hold rating and one has assigned a Sell rating to the stock. According to MarketBeat.com, the stock has a consensus rating of “Moderate Buy” and an average price target of $142.60.

IPG Photonics Price Performance

IPGP opened at $85.79 on Monday. IPG Photonics Corporation has a twelve month low of $71.38 and a twelve month high of $155.82. The company has a fifty day moving average of $101.42 and a 200-day moving average of $111.90. The stock has a market cap of $3.65 billion, a PE ratio of 131.99, a price-to-earnings-growth ratio of 2.32 and a beta of 0.96.

IPG Photonics (NASDAQ:IPGP) last announced its 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%. IPG Photonics’s quarterly revenue was up 11.1% on a year-over-year basis. During the same quarter last year, the firm earned $0.16 earnings per share. IPG Photonics has set its Q3 2026 guidance at 0.300-0.600 EPS. Sell-side analysts anticipate that IPG Photonics Corporation will post 1.78 EPS for the current fiscal year.

Insider Activity

In other news, Director Eugene A. Scherbakov sold 1,524 shares of IPG Photonics stock in a transaction dated Friday, July 31st. The stock was sold at an average price of $86.61, for a total value of $131,993.64. Following the completion of the transaction, the director directly owned 48,210 shares of the company’s stock, valued at approximately $4,175,468.10. This trade represents a 3.06% decrease in their position. The transaction was disclosed in a legal filing with the SEC, which is accessible through this link. 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 the business’s stock in a transaction dated Tuesday, July 21st. The shares were sold at an average price of $102.31, for a total value of $5,761,689.96. Following the completion of the transaction, the insider directly owned 6,670,283 shares in the company, valued at $682,436,653.73. This represents a 0.84% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. In the last 90 days, insiders sold 193,863 shares of company stock worth $19,449,856. 37.50% of the stock is owned by insiders.

IPG Photonics 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.