168,916 Shares in IPG Photonics Corporation $IPGP Acquired by S Squared Technology LLC

S Squared Technology LLC purchased a new stake in IPG Photonics Corporation (NASDAQ:IPGP) during the second quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The institutional investor purchased 168,916 shares of the semiconductor company’s stock, valued at approximately $19,817,225. IPG Photonics accounts for 0.0% of S Squared Technology LLC’s portfolio, making the stock its 6th largest position. S Squared Technology LLC owned 0.40% of IPG Photonics as of its most recent filing with the Securities and Exchange Commission.

A number of other institutional investors also recently modified their holdings of the company. L2 Asset Management LLC bought a new position in IPG Photonics during the second quarter worth about $676,000. Algert Global LLC increased its position in shares of IPG Photonics by 268.8% during the 2nd quarter. Algert Global LLC now owns 24,080 shares of the semiconductor company’s stock valued at $2,825,000 after purchasing an additional 17,550 shares during the last quarter. Sanctuary Advisors LLC bought a new stake in IPG Photonics during the 2nd quarter valued at $576,000. Northwestern Mutual Wealth Management Co. purchased a new position in IPG Photonics during the 2nd quarter worth approximately $87,000. Finally, Ieq Capital LLC acquired a new position in shares of IPG Photonics during the second quarter valued at approximately $363,000. 93.79% of the stock is owned by institutional investors.

IPG Photonics Trading Down 1.7%

Shares of NASDAQ IPGP traded down $1.35 during trading on Friday, reaching $75.90. 446,917 shares of the company traded hands, compared to its average volume of 523,962. The firm’s fifty day simple moving average is $94.88 and its 200 day simple moving average is $110.61. The stock has a market cap of $3.23 billion, a P/E ratio of 116.77, a PEG ratio of 1.97 and a beta of 0.96. IPG Photonics Corporation has a 12-month low of $69.41 and a 12-month high of $155.82.

IPG Photonics (NASDAQ:IPGP) last issued its quarterly earnings data on Tuesday, August 4th. The semiconductor company reported $0.58 earnings per share (EPS) for the quarter, topping the consensus estimate of $0.37 by $0.21. The company had revenue of $278.58 million for 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 revenue for the quarter was up 11.1% on a year-over-year basis. During the same period last year, the firm posted $0.16 EPS. IPG Photonics has set its Q3 2026 guidance at 0.300-0.600 EPS. As a group, research analysts expect that IPG Photonics Corporation will post 1.82 EPS for the current year.

Insider Transactions at IPG Photonics

In other news, Director Eugene A. Scherbakov sold 1,524 shares of the stock in a transaction that occurred on 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 sale, the director directly owned 48,210 shares of the company’s stock, valued at $4,175,468.10. This represents a 3.06% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which is available through this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, Director Tang Agnes sold 1,511 shares of the company’s stock in a transaction on Monday, June 22nd. The shares were 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 of the company’s stock, valued at $1,129,945.80. This trade represents a 13.61% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Over the last 90 days, insiders sold 183,888 shares of company stock valued at $18,254,751. 37.50% of the stock is currently owned by insiders.

Analyst Ratings Changes

Several research analysts recently issued reports on the stock. Needham & Company LLC increased their price target on shares of IPG Photonics from $110.00 to $120.00 and gave the stock a “buy” rating in a report on Friday, July 17th. Roth Capital reiterated a “buy” rating and issued a $151.00 target price on shares of IPG Photonics in a report on Tuesday, May 19th. Stifel Nicolaus cut their price objective 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. Weiss Ratings reiterated a “sell (d+)” rating on shares of IPG Photonics in a research report on Wednesday, June 24th. Finally, Citigroup dropped their price target on IPG Photonics from $150.00 to $137.00 and set a “buy” rating on the stock in a research note on Tuesday, August 11th. Five investment analysts have rated the stock with a Buy rating, two have assigned a Hold rating and one has given a Sell rating to the company. According to MarketBeat, the company currently has a consensus rating of “Moderate Buy” and an average target price of $142.60.

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.