Pacific Heights Asset Management LLC Grows Holdings in IPG Photonics Corporation $IPGP

Pacific Heights Asset Management LLC raised its position in IPG Photonics Corporation (NASDAQ:IPGP) by 17.6% in the 3rd quarter, HoldingsChannel reports. The institutional investor owned 200,000 shares of the semiconductor company’s stock after purchasing an additional 30,000 shares during the period. Pacific Heights Asset Management LLC’s holdings in IPG Photonics were worth $15,838,000 as of its most recent SEC filing.

A number of other hedge funds and other institutional investors have also recently modified their holdings of IPGP. S Squared Technology LLC increased its position in shares of IPG Photonics by 7.3% during the second quarter. S Squared Technology LLC now owns 73,866 shares of the semiconductor company’s stock valued at $5,071,000 after acquiring an additional 5,000 shares during the last quarter. QSM Asset Management Ltd grew its stake in IPG Photonics by 95.6% in the 3rd quarter. QSM Asset Management Ltd now owns 51,832 shares of the semiconductor company’s stock valued at $4,058,000 after purchasing an additional 25,332 shares during the period. Old West Investment Management LLC bought a new position in IPG Photonics in the 2nd quarter valued at $601,000. Brandes Investment Partners LP increased its position in shares of IPG Photonics by 87.8% during the 2nd quarter. Brandes Investment Partners LP now owns 133,592 shares of the semiconductor company’s stock valued at $9,171,000 after purchasing an additional 62,445 shares during the last quarter. Finally, Wealth Enhancement Advisory Services LLC raised its stake in shares of IPG Photonics by 30.4% during the 2nd quarter. Wealth Enhancement Advisory Services LLC now owns 16,388 shares of the semiconductor company’s stock worth $1,207,000 after purchasing an additional 3,820 shares during the period. Hedge funds and other institutional investors own 93.79% of the company’s stock.

IPG Photonics Stock Up 2.1%

NASDAQ IPGP opened at $81.75 on Tuesday. The firm has a market cap of $3.44 billion, a P/E ratio of 134.02, a price-to-earnings-growth ratio of 10.35 and a beta of 1.01. The company’s 50 day moving average is $77.90 and its 200-day moving average is $79.70. IPG Photonics Corporation has a 12-month low of $48.59 and a 12-month high of $92.21.

IPG Photonics (NASDAQ:IPGP) last released its quarterly earnings data on Tuesday, November 4th. The semiconductor company reported $0.35 EPS for the quarter, topping the consensus estimate of $0.16 by $0.19. IPG Photonics had a net margin of 2.66% and a return on equity of 2.35%. The company 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. Equities analysts expect that IPG Photonics Corporation will post 1.54 EPS for the current year.

Insider Buying and Selling at IPG Photonics

In related news, major shareholder Valentin Gapontsev Trust I sold 47,901 shares of the business’s stock in a transaction on Tuesday, November 18th. The stock was sold at an average price of $76.13, for a total transaction of $3,646,703.13. Following the sale, the insider directly owned 6,926,099 shares in the company, valued at approximately $527,283,916.87. The trade was a 0.69% decrease in their position. The transaction was disclosed in a document filed with the SEC, which can be accessed through this hyperlink. Also, major shareholder Fibre Devices Ltd Ip sold 35,000 shares of the stock in a transaction dated Monday, November 24th. The stock was sold at an average price of $76.36, for a total value of $2,672,600.00. Following the sale, the insider directly owned 6,721,503 shares in the company, valued at $513,253,969.08. This trade represents a 0.52% decrease in their position. The disclosure for this sale is available in the SEC filing. Over the last quarter, insiders sold 404,046 shares of company stock valued at $30,864,437. 39.50% of the stock is owned by company insiders.

Wall Street Analyst Weigh In

Several equities analysts recently weighed in on the stock. Zacks Research upgraded shares of IPG Photonics from a “hold” rating to a “strong-buy” rating in a research report on Thursday, January 15th. Benchmark reissued a “hold” rating on shares of IPG Photonics in a research report on Wednesday, December 10th. Stifel Nicolaus set a $92.00 price target on shares of IPG Photonics in a research note on Tuesday, November 4th. Roth Capital set a $96.00 price objective on IPG Photonics and gave the company a “buy” rating in a research note on Monday, October 6th. Finally, Weiss Ratings reissued a “sell (d+)” rating on shares of IPG Photonics in a report on Monday, December 29th. Two investment analysts have rated the stock with a Strong Buy rating, five have assigned a Buy rating, two have assigned a Hold rating and one has issued a Sell rating to the company. According to MarketBeat, the stock currently has an average rating of “Moderate Buy” and a consensus target price of $89.33.

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.