Kerrisdale Advisers LLC Purchases 18,010 Shares of IPG Photonics Corporation $IPGP

Kerrisdale Advisers LLC raised its position in shares of IPG Photonics Corporation (NASDAQ:IPGP) by 76.8% in the 2nd quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The institutional investor owned 41,450 shares of the semiconductor company’s stock after buying an additional 18,010 shares during the period. IPG Photonics comprises 1.2% of Kerrisdale Advisers LLC’s portfolio, making the stock its 18th biggest position. Kerrisdale Advisers LLC’s holdings in IPG Photonics were worth $4,863,000 at the end of the most recent reporting period.

Other institutional investors also recently modified their holdings of the company. Oregon Public Employees Retirement Fund grew its position in IPG Photonics by 2.0% during the 1st quarter. Oregon Public Employees Retirement Fund now owns 5,139 shares of the semiconductor company’s stock worth $589,000 after acquiring an additional 100 shares during the last quarter. State of Michigan Retirement System raised its position in IPG Photonics by 1.7% in the 1st quarter. State of Michigan Retirement System now owns 6,100 shares of the semiconductor company’s stock valued at $699,000 after purchasing an additional 100 shares during the last quarter. Deutsche Bank AG raised its position in IPG Photonics by 6.1% in the 4th quarter. Deutsche Bank AG now owns 2,214 shares of the semiconductor company’s stock valued at $159,000 after purchasing an additional 128 shares during the last quarter. EverSource Wealth Advisors LLC boosted its stake in IPG Photonics by 17.0% in the first quarter. EverSource Wealth Advisors LLC now owns 915 shares of the semiconductor company’s stock worth $105,000 after purchasing an additional 133 shares in the last quarter. Finally, Comerica Bank grew its holdings in shares of IPG Photonics by 0.9% during the fourth quarter. Comerica Bank now owns 15,105 shares of the semiconductor company’s stock worth $1,082,000 after purchasing an additional 135 shares during the last quarter. Institutional investors own 93.79% of the company’s stock.

IPG Photonics Price Performance

Shares of NASDAQ:IPGP opened at $76.53 on Monday. IPG Photonics Corporation has a one year low of $69.41 and a one year high of $155.82. The company has a 50 day moving average of $94.05 and a 200-day moving average of $110.36. The stock has a market cap of $3.26 billion, a price-to-earnings ratio of 117.74, a P/E/G ratio of 2.03 and a beta of 0.96.

IPG Photonics (NASDAQ:IPGP) last posted its quarterly earnings results on Tuesday, August 4th. The semiconductor company reported $0.58 earnings per share 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 business had revenue of $278.58 million during the quarter, compared to the consensus estimate of $279.98 million. During the same period in the previous year, the firm posted $0.16 earnings per share. IPG Photonics’s revenue for the quarter 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. Equities research analysts anticipate that IPG Photonics Corporation will post 1.82 earnings per share for the current year.

Wall Street Analyst Weigh In

IPGP has been the subject of a number of research analyst reports. Wall Street Zen cut IPG Photonics from a “buy” rating to a “hold” rating in a report on Saturday, May 9th. Needham & Company LLC upped their target price on shares of IPG Photonics from $110.00 to $120.00 and gave the stock a “buy” rating in a research report on Friday, July 17th. Zacks Research cut shares of IPG Photonics from a “strong-buy” rating to a “hold” rating in a research note on Monday, May 4th. Roth Capital reissued a “buy” rating and issued a $151.00 price target on shares of IPG Photonics in a report on Tuesday, May 19th. Finally, Citigroup dropped their price objective on shares of IPG Photonics from $150.00 to $137.00 and set a “buy” rating for the company in a research report on Tuesday, August 11th. Five analysts have rated the stock with a Buy rating, two have given a Hold rating and one has assigned a Sell rating to the stock. According to data from MarketBeat.com, IPG Photonics presently has an average rating of “Moderate Buy” and a consensus price target of $142.60.

Insider Activity at IPG Photonics

In other news, Director Tang Agnes sold 1,511 shares of the stock in a transaction on Monday, June 22nd. The stock was sold at an average price of $117.85, for a total value of $178,071.35. Following the transaction, the director owned 9,588 shares of the company’s stock, valued at $1,129,945.80. This represents a 13.61% decrease in their position. The transaction 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 Eugene A. Scherbakov sold 1,524 shares of the firm’s stock in a transaction 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 transaction, the director owned 48,210 shares in the company, valued at $4,175,468.10. This represents a 3.06% decrease in their ownership of the stock. 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. In the last ninety days, insiders have sold 183,888 shares of company stock worth $18,254,751. 37.50% of the stock is owned by company insiders.

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.