IPG Photonics Q3 EPS Forecast Increased by Zacks Research

IPG Photonics Corporation (NASDAQ:IPGP) – Equities research analysts at Zacks Research upped their Q3 2026 earnings estimates for shares of IPG Photonics in a research note issued on Tuesday, August 25th. Zacks Research analyst Team now expects that the semiconductor company will earn $0.46 per share for the quarter, up from their prior estimate of $0.45. Zacks Research has a “Hold” rating on the stock. The consensus estimate for IPG Photonics’ current full-year earnings is $1.78 per share. Zacks Research also issued estimates for IPG Photonics’ Q4 2026 earnings at $0.48 EPS, FY2026 earnings at $1.80 EPS, Q1 2027 earnings at $0.39 EPS, Q2 2027 earnings at $0.59 EPS, Q3 2027 earnings at $0.60 EPS, FY2027 earnings at $2.21 EPS, Q1 2028 earnings at $0.82 EPS and Q2 2028 earnings at $0.90 EPS.

A number of other research firms have also issued reports on IPGP. Needham & Company LLC upped their target price on IPG Photonics from $110.00 to $120.00 and gave the company a “buy” rating in a research note on Friday, July 17th. Weiss Ratings reissued a “sell (d+)” rating on shares of IPG Photonics in a report on Wednesday, June 24th. Wall Street Zen lowered IPG Photonics from a “buy” rating to a “hold” rating in a research note on Saturday, May 9th. Stifel Nicolaus dropped 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. Finally, Citigroup cut their target price on shares of IPG Photonics from $150.00 to $137.00 and set a “buy” rating for the company in a research note on Tuesday, August 11th. Five investment analysts have rated the stock with a Buy rating, two have issued a Hold rating and one has given a Sell rating to the company’s stock. According to data from MarketBeat.com, the stock has a consensus rating of “Moderate Buy” and a consensus price target of $142.60.

IPG Photonics Price Performance

IPGP stock opened at $71.73 on Wednesday. The company’s 50 day simple moving average is $96.48 and its 200-day simple moving average is $111.01. IPG Photonics has a 12 month low of $69.41 and a 12 month high of $155.82. The firm has a market capitalization of $3.05 billion, a PE ratio of 110.36, a P/E/G ratio of 1.91 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 (EPS) for the quarter, topping analysts’ consensus estimates of $0.37 by $0.21. IPG Photonics had a net margin of 2.58% and a return on equity of 3.39%. The company had revenue of $278.58 million during the quarter, compared to analysts’ expectations of $279.98 million. During the same quarter in the previous year, the business posted $0.16 earnings per share. The firm’s quarterly revenue was up 11.1% compared to the same quarter last year. IPG Photonics has set its Q3 2026 guidance at 0.300-0.600 EPS.

Insiders Place Their Bets

In other news, major shareholder Valentin Gapontsev Trust I sold 56,316 shares of the stock in a transaction dated Tuesday, July 21st. The shares were sold at an average price of $102.31, for a total transaction of $5,761,689.96. Following 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 position. The sale 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, Director Tang Agnes sold 1,511 shares of the firm’s stock in a transaction that occurred on Monday, June 22nd. The stock was sold at an average price of $117.85, for a total transaction of $178,071.35. Following the completion of the sale, the director directly owned 9,588 shares in the company, valued at $1,129,945.80. This represents a 13.61% 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. Insiders sold a total of 183,888 shares of company stock valued at $18,254,751 in the last quarter. Corporate insiders own 37.50% of the company’s stock.

Hedge Funds Weigh In On IPG Photonics

Large investors have recently bought and sold shares of the stock. Caitong International Asset Management Co. Ltd boosted its holdings in shares of IPG Photonics by 184.4% in the 4th quarter. Caitong International Asset Management Co. Ltd now owns 455 shares of the semiconductor company’s stock valued at $33,000 after purchasing an additional 295 shares during the last quarter. Rockefeller Capital Management L.P. increased its holdings in shares of IPG Photonics by 43.0% during the 4th quarter. Rockefeller Capital Management L.P. now owns 552 shares of the semiconductor company’s stock worth $40,000 after buying an additional 166 shares during the last quarter. Global Retirement Partners LLC raised its position in shares of IPG Photonics by 428.9% in the 4th quarter. Global Retirement Partners LLC now owns 677 shares of the semiconductor company’s stock worth $48,000 after buying an additional 549 shares during the period. Hantz Financial Services Inc. raised its position in shares of IPG Photonics by 332.9% in the 4th quarter. Hantz Financial Services Inc. now owns 684 shares of the semiconductor company’s stock worth $49,000 after buying an additional 526 shares during the period. Finally, Northwestern Mutual Wealth Management Co. purchased a new position in shares of IPG Photonics in the 2nd quarter worth $87,000. Hedge funds and other institutional investors own 93.79% of the company’s stock.

Key Stories Impacting IPG Photonics

Here are the key news stories impacting IPG Photonics this week:

• Positive Sentiment: Zacks raised its fiscal 2026 EPS forecast to $1.80 from $1.59, above the current-year consensus estimate of $1.78. It also increased estimates for third-quarter 2026 EPS to $0.46 from $0.45 and fourth-quarter EPS to $0.48 from $0.47. IPG Photonics analyst estimates
• Positive Sentiment: The firm lifted its second-quarter 2027 EPS forecast to $0.59 from $0.54 and third-quarter 2027 EPS to $0.60 from $0.59, suggesting some expected improvement in earnings later in the forecast period. IPG Photonics earnings forecasts
• Neutral Sentiment: Short-interest data showed zero reported shares sold short as of August 25, unchanged from the prior report. However, the figures produce a zero-day short-interest ratio and appear unreliable, limiting their usefulness as a trading signal. IPG Photonics short interest
• Negative Sentiment: Zacks reduced its first-quarter 2027 EPS estimate to $0.39 from $0.49 and cut full-year 2027 EPS to $2.21 from $2.24. It also lowered first- and second-quarter 2028 forecasts to $0.82 and $0.90, respectively, from $0.95 and $1.03. These reductions point to softer expectations in several future periods. IPG Photonics estimate revisions

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.