IPG Photonics (NASDAQ:IPGP) Posts Earnings Results, Beats Expectations By $0.21 EPS

04 Aug 2026, 15:26 by Michael Walen · The Markets Daily

IPG Photonics (NASDAQ:IPGP – Get Free Report) posted its quarterly earnings data on Tuesday. The semiconductor company reported $0.58 earnings per share for the quarter, topping the consensus estimate of $0.37 by $0.21, FiscalAI reports. IPG Photonics had a net margin of 2.78% and a return on equity of 2.84%. During the same quarter last year, the business earned $0.16 earnings per share. The company’s revenue for the quarter was up 11.1% on a year-over-year basis. IPG Photonics updated its Q3 2026 guidance to 0.300-0.600 EPS.

IPG Photonics Stock Up 3.0%

Shares of IPGP stock traded up $2.60 during trading hours on Tuesday, reaching $89.80. The company’s stock had a trading volume of 286,555 shares, compared to its average volume of 511,040. The firm’s 50 day simple moving average is $106.75 and its 200-day simple moving average is $111.58. The company has a market capitalization of $3.81 billion, a price-to-earnings ratio of 129.88, a PEG ratio of 2.47 and a beta of 0.96. IPG Photonics has a fifty-two week low of $71.35 and a fifty-two week high of $155.82.

Insider Activity at IPG Photonics

In other IPG Photonics news, major shareholder Fibre Devices Ltd Ip sold 65,700 shares of IPG Photonics stock in a transaction dated Monday, June 29th. The stock was sold at an average price of $103.64, for a total value of $6,809,148.00. Following the transaction, the insider owned 6,463,302 shares in the company, valued at $669,856,619.28. The trade was a 1.01% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the SEC, which is available at 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 stock in a transaction dated Tuesday, July 21st. The stock was sold at an average price of $102.31, for a total transaction of $5,761,689.96. Following the completion of the transaction, the insider directly owned 6,670,283 shares of the company’s stock, valued at $682,436,653.73. This trade represents a 0.84% decrease in their position. The SEC filing for this sale provides additional information. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders have sold 136,716 shares of company stock worth $14,277,206 in the last three months. Insiders own 37.50% of the company’s stock.

Hedge Funds Weigh In On IPG Photonics

Several institutional investors and hedge funds have recently added to or reduced their stakes in the stock. Segall Bryant & Hamill LLC acquired a new stake in IPG Photonics in the fourth quarter worth $30,254,000. AQR Capital Management LLC grew its stake in shares of 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 buying an additional 341,773 shares during the period. Invesco Ltd. increased its position in IPG Photonics by 169.4% in the 4th quarter. Invesco Ltd. now owns 288,507 shares of the semiconductor company’s stock valued at $20,657,000 after buying an additional 181,423 shares in the last quarter. Norges Bank acquired a new position in IPG Photonics during the 4th quarter worth approximately $12,647,000. Finally, American Capital Management Inc. boosted its holdings in IPG Photonics by 106.4% in the fourth quarter. American Capital Management Inc. now owns 235,554 shares of the semiconductor company’s stock worth $16,866,000 after acquiring an additional 121,426 shares in the last quarter. Institutional investors own 93.79% of the company’s stock.

Analysts Set New Price Targets

Several research analysts recently weighed in on the stock. Weiss Ratings restated a “sell (d+)” rating on shares of IPG Photonics in a research report on Wednesday, June 24th. Citigroup increased their price objective on IPG Photonics from $105.00 to $150.00 and gave the stock a “buy” rating in a report on Wednesday, May 6th. Stifel Nicolaus lowered their target price on shares of IPG Photonics from $165.00 to $125.00 and set a “buy” rating on the stock in a report on Wednesday, May 6th. Roth Capital reaffirmed a “buy” rating and set a $151.00 target price on shares of IPG Photonics in a report on Tuesday, May 19th. Finally, Zacks Research cut IPG Photonics from a “strong-buy” rating to a “hold” rating in a research report on Monday, May 4th. Six equities research analysts have rated the stock with a Buy rating, two have given a Hold rating and one has assigned a Sell rating to the company’s stock. According to MarketBeat, the stock has a consensus rating of “Moderate Buy” and a consensus target price of $137.17.

Get Our Latest Stock Analysis on IPG Photonics

IPG Photonics Company Profile

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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.