Analysts Issue Forecasts for IPG Photonics FY2025 Earnings

IPG Photonics Corporation (NASDAQ:IPGP) – Equities research analysts at Zacks Research lifted their FY2025 earnings per share estimates for IPG Photonics in a research report issued on Tuesday, November 25th. Zacks Research analyst Team now expects that the semiconductor company will post earnings per share of $1.20 for the year, up from their prior estimate of $1.02. The consensus estimate for IPG Photonics’ current full-year earnings is $1.54 per share. Zacks Research also issued estimates for IPG Photonics’ Q4 2025 earnings at $0.24 EPS, Q1 2026 earnings at $0.28 EPS, Q2 2026 earnings at $0.24 EPS, Q3 2026 earnings at $0.37 EPS, Q4 2026 earnings at $0.37 EPS, FY2026 earnings at $1.27 EPS, Q2 2027 earnings at $0.48 EPS, Q3 2027 earnings at $0.68 EPS and FY2027 earnings at $2.32 EPS.

IPG Photonics (NASDAQ:IPGP) last announced its quarterly earnings data on Tuesday, November 4th. The semiconductor company reported $0.35 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $0.16 by $0.19. IPG Photonics had a positive return on equity of 2.25% and a negative net margin of 22.77%.The firm had revenue of $250.79 million during the quarter, compared to the consensus estimate of $240.18 million. IPG Photonics has set its Q4 2025 guidance at 0.050-0.350 EPS.

IPGP has been the subject of a number of other research reports. Citigroup upgraded shares of IPG Photonics from a “sell” rating to a “buy” rating and raised their price objective for the stock from $68.00 to $105.00 in a report on Wednesday, November 5th. Sanford C. Bernstein raised shares of IPG Photonics from a “market perform” rating to an “outperform” rating and set a $97.00 target price for the company in a research report on Thursday, August 7th. Roth Capital set a $96.00 price target on shares of IPG Photonics and gave the stock a “buy” rating in a research note on Monday, October 6th. Weiss Ratings reaffirmed a “sell (d+)” rating on shares of IPG Photonics in a report on Tuesday. Finally, Stifel Nicolaus set a $92.00 price objective on IPG Photonics in a research note on Tuesday, November 4th. One research analyst has rated the stock with a Strong Buy rating, five have assigned 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 company currently has a consensus rating of “Moderate Buy” and a consensus target price of $89.33.

IPG Photonics Price Performance

NASDAQ IPGP opened at $78.51 on Thursday. The business’s fifty day moving average is $83.00 and its 200-day moving average is $76.87. The stock has a market capitalization of $3.31 billion, a price-to-earnings ratio of -16.02, a PEG ratio of 23.95 and a beta of 1.04. IPG Photonics has a one year low of $48.59 and a one year high of $92.21.

Hedge Funds Weigh In On IPG Photonics

Large investors have recently made changes to their positions in the stock. Alliancebernstein L.P. raised its stake in shares of IPG Photonics by 1,918.3% during the 1st quarter. Alliancebernstein L.P. now owns 1,429,241 shares of the semiconductor company’s stock valued at $90,242,000 after purchasing an additional 1,358,428 shares during the period. Lazard Asset Management LLC grew its holdings in IPG Photonics by 81.3% during the 2nd quarter. Lazard Asset Management LLC now owns 1,899,461 shares of the semiconductor company’s stock valued at $130,397,000 after buying an additional 851,869 shares in the last quarter. Sumitomo Mitsui Trust Group Inc. grew its holdings in IPG Photonics by 85.8% during the 2nd quarter. Sumitomo Mitsui Trust Group Inc. now owns 1,774,660 shares of the semiconductor company’s stock valued at $121,830,000 after buying an additional 819,575 shares in the last quarter. M&G PLC increased its position in shares of IPG Photonics by 263.9% during the second quarter. M&G PLC now owns 600,020 shares of the semiconductor company’s stock valued at $41,401,000 after buying an additional 435,122 shares during the period. Finally, AQR Capital Management LLC lifted its holdings in shares of IPG Photonics by 188.6% in the first quarter. AQR Capital Management LLC now owns 636,804 shares of the semiconductor company’s stock worth $40,208,000 after buying an additional 416,186 shares in the last quarter. 93.79% of the stock is owned by institutional investors.

Insider Activity

In related news, major shareholder Valentin Gapontsev Trust I sold 52,320 shares of IPG Photonics stock in a transaction that occurred on Monday, September 15th. The shares were sold at an average price of $80.71, for a total value of $4,222,747.20. Following the completion of the transaction, the insider directly owned 7,073,279 shares in the company, valued at approximately $570,884,348.09. The trade was a 0.73% decrease in their position. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is accessible through this hyperlink. Also, major shareholder Fibre Devices Ltd Ip sold 35,000 shares of the business’s stock in a transaction on Monday, September 22nd. The shares were sold at an average price of $82.10, for a total transaction of $2,873,500.00. Following the sale, the insider directly owned 6,849,837 shares in the company, valued at $562,371,617.70. The trade was a 0.51% decrease in their position. The SEC filing for this sale provides additional information. Insiders sold 475,771 shares of company stock valued at $38,205,473 in the last quarter. Corporate insiders own 39.50% of the company’s stock.

About IPG Photonics

IPG Photonics Corporation develops, manufactures, and sells various high-performance fiber lasers, fiber amplifiers, and diode lasers used in various applications primarily in materials processing worldwide. Its laser products include hybrid fiber-solid state lasers with green and ultraviolet wavelengths; fiber pigtailed packaged diodes and fiber coupled direct diode laser systems; high-energy pulsed lasers, multi-wavelength and tunable lasers, and single-polarization and single-frequency lasers; and high-power optical fiber delivery cables, fiber couplers, beam switches, chillers, scanners, and other accessories.