IPG Photonics Corporation (NASDAQ:IPGP) Receives Consensus Recommendation of “Moderate Buy” from Brokerages

Shares of IPG Photonics Corporation (NASDAQ:IPGP) have been given a consensus recommendation of “Moderate Buy” by the nine analysts that are covering the stock, Marketbeat Ratings reports. One analyst has rated the stock with a sell rating, two have given a hold rating and six have given a buy rating to the company. The average 12-month price target among analysts that have covered the stock in the last year is $128.6667.

Several research firms have recently issued reports on IPGP. Weiss Ratings reaffirmed a “sell (d+)” rating on shares of IPG Photonics in a research note on Friday, March 27th. Zacks Research downgraded shares of IPG Photonics from a “strong-buy” rating to a “hold” rating in a research note on Monday, May 4th. Raymond James Financial downgraded shares of IPG Photonics from a “strong-buy” rating to an “outperform” rating and raised their price target for the company from $97.00 to $180.00 in a research note on Friday, February 13th. Citigroup increased their price objective on shares of IPG Photonics from $105.00 to $150.00 and gave the stock a “buy” rating in a research report on Wednesday, May 6th. Finally, Wall Street Zen cut shares of IPG Photonics from a “buy” rating to a “hold” rating in a research report on Saturday, May 9th.

IPG Photonics Stock Performance

IPGP stock opened at $106.35 on Thursday. The company has a fifty day moving average price of $115.62 and a 200-day moving average price of $100.47. The company has a market capitalization of $4.51 billion, a P/E ratio of 154.13, a PEG ratio of 3.01 and a beta of 0.97. IPG Photonics has a 52-week low of $63.33 and a 52-week high of $155.82.

IPG Photonics (NASDAQ:IPGP) last released its quarterly earnings results 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 for the quarter, compared to the consensus estimate 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 was up 16.5% on a year-over-year basis. During the same period in the previous year, the business posted $0.09 EPS. IPG Photonics has set its Q2 2026 guidance at 0.250-0.550 EPS. As a group, sell-side analysts forecast that IPG Photonics will post 1.64 earnings per share for the current fiscal year.

Insider Buying and Selling at IPG Photonics

In other news, Director Jeanmarie F. Desmond sold 1,690 shares of the stock in a transaction on Thursday, May 14th. The shares were sold at an average price of $105.58, for a total transaction of $178,430.20. Following the completion of the sale, the director directly owned 10,486 shares in the company, valued at $1,107,111.88. This represents a 13.88% decrease in their ownership of the stock. The transaction was disclosed in a filing with the SEC, which is available through the SEC website. Also, CAO Mary E. Buttarazzi sold 500 shares of the stock in a transaction on Tuesday, March 17th. The stock was sold at an average price of $116.22, for a total transaction of $58,110.00. Following the sale, the chief accounting officer owned 4,749 shares of the company’s stock, valued at approximately $551,928.78. This trade represents a 9.53% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Corporate insiders own 37.50% of the company’s stock.

Institutional Investors Weigh In On IPG Photonics

Several large investors have recently modified their holdings of the company. First Eagle Investment Management LLC increased its position in shares of 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 buying an additional 12,344 shares during the period. Dimensional Fund Advisors LP grew its holdings 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 worth $129,960,000 after purchasing an additional 59,178 shares during the period. AQR Capital Management LLC grew its holdings 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 worth $67,101,000 after purchasing an additional 341,773 shares during the period. State Street Corp grew its holdings in IPG Photonics by 1.7% in the fourth quarter. State Street Corp now owns 805,435 shares of the semiconductor company’s stock worth $57,669,000 after purchasing an additional 13,092 shares during the period. Finally, Morgan Stanley grew its holdings in IPG Photonics by 14.5% in the fourth quarter. Morgan Stanley now owns 745,246 shares of the semiconductor company’s stock worth $53,360,000 after purchasing an additional 94,153 shares during the period. 93.79% of the stock is currently owned by institutional investors and hedge funds.

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.