S Squared Technology LLC Takes Position in IPG Photonics Corporation $IPGP

S Squared Technology LLC bought a new position in shares of IPG Photonics Corporation (NASDAQ:IPGP) in the 2nd quarter, according to its most recent disclosure with the SEC. The institutional investor bought 168,916 shares of the semiconductor company’s stock, valued at approximately $19,817,225,000. IPG Photonics accounts for approximately 6.1% of S Squared Technology LLC’s holdings, making the stock its 6th biggest position. S Squared Technology LLC owned approximately 0.40% of IPG Photonics as of its most recent SEC filing.

Other hedge funds and other institutional investors have also recently made changes to their positions in the company. First Eagle Investment Management LLC raised its position in IPG Photonics by 0.3% during the fourth quarter. First Eagle Investment Management LLC now owns 4,487,103 shares of the semiconductor company’s stock worth $321,277,000 after acquiring an additional 12,344 shares during the period. BlackRock Inc. acquired a new stake in shares of IPG Photonics in the second quarter valued at about $334,429,000. Dimensional Fund Advisors LP grew its position in shares of IPG Photonics by 3.4% in the fourth quarter. Dimensional Fund Advisors LP now owns 1,815,042 shares of the semiconductor company’s stock valued at $129,960,000 after purchasing an additional 59,178 shares during the period. AQR Capital Management LLC increased its stake in shares of IPG Photonics by 53.7% during the second quarter. AQR Capital Management LLC now owns 978,577 shares of the semiconductor company’s stock worth $67,101,000 after purchasing an additional 341,773 shares in the last quarter. Finally, State Street Corp increased its stake in shares of IPG Photonics by 1.7% during the fourth quarter. State Street Corp now owns 805,435 shares of the semiconductor company’s stock worth $57,669,000 after purchasing an additional 13,092 shares in the last quarter. Hedge funds and other institutional investors own 93.79% of the company’s stock.

Analyst Upgrades and Downgrades

IPGP has been the topic of a number of research reports. Roth Capital reaffirmed a “buy” rating and issued a $151.00 price target on shares of IPG Photonics in a research note on Tuesday, May 19th. Weiss Ratings reiterated a “sell (d+)” rating on shares of IPG Photonics in a research note on Wednesday, June 24th. Zacks Research cut IPG Photonics from a “strong-buy” rating to a “hold” rating in a report on Monday, May 4th. Stifel Nicolaus reduced their target price on IPG Photonics from $165.00 to $125.00 and set a “buy” rating for the company in a report on Wednesday, May 6th. Finally, Wall Street Zen downgraded IPG Photonics from a “buy” rating to a “hold” rating in a research report on Saturday, May 9th. 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, IPG Photonics has an average rating of “Moderate Buy” and an average price target of $142.60.

IPG Photonics Trading Down 3.4%

Shares of NASDAQ IPGP opened at $70.74 on Tuesday. IPG Photonics Corporation has a 12-month low of $69.41 and a 12-month high of $155.82. The stock has a market cap of $3.01 billion, a PE ratio of 108.83, a P/E/G ratio of 1.98 and a beta of 0.96. The company has a 50-day moving average of $97.35 and a 200 day moving average of $111.21.

IPG Photonics (NASDAQ:IPGP) last released its 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. The business had revenue of $278.58 million for the quarter, compared to analyst estimates of $279.98 million. IPG Photonics had a net margin of 2.58% and a return on equity of 3.39%. The business’s revenue was up 11.1% on a year-over-year basis. During the same period last year, the company posted $0.16 EPS. IPG Photonics has set its Q3 2026 guidance at 0.300-0.600 EPS. On average, sell-side analysts forecast that IPG Photonics Corporation will post 1.78 EPS for the current fiscal year.

Insider Buying and Selling

In other IPG Photonics news, Director Tang Agnes sold 1,511 shares of the firm’s 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 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. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is available through this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, major shareholder Fibre Devices Ltd Ip sold 18,111 shares of the business’s stock in a transaction dated Wednesday, August 5th. The shares were sold at an average price of $96.12, for a total transaction of $1,740,829.32. Following the transaction, the insider directly owned 6,405,989 shares in the company, valued at approximately $615,743,662.68. The trade was a 0.28% decrease in their position. 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 worth $18,254,751 in the last three months. Company insiders own 37.50% of the company’s stock.

IPG Photonics 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.