Brokers Set Expectations for IPG Photonics FY2025 Earnings

IPG Photonics Corporation (NASDAQ:IPGP) – Investment analysts at Zacks Research boosted their FY2025 EPS estimates for shares of IPG Photonics in a research note issued on Tuesday, November 25th. Zacks Research analyst Team now forecasts that the semiconductor company will earn $1.20 per share for the year, up from their prior forecast 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 posted its quarterly earnings data on Tuesday, November 4th. The semiconductor company reported $0.35 earnings per share (EPS) for the quarter, topping the consensus estimate of $0.16 by $0.19. IPG Photonics had a negative net margin of 22.77% and a positive return on equity of 2.25%. The company had revenue of $250.79 million for 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.

A number of other analysts also recently commented on the company. Wall Street Zen upgraded IPG Photonics from a “sell” rating to a “hold” rating in a research report on Saturday, August 9th. Citigroup upgraded IPG Photonics from a “sell” rating to a “buy” rating and upped their target price for the company from $68.00 to $105.00 in a research note on Wednesday, November 5th. Roth Capital set a $96.00 target price on IPG Photonics and gave the stock a “buy” rating in a research report on Monday, October 6th. Sanford C. Bernstein upgraded shares of IPG Photonics from a “market perform” rating to an “outperform” rating and set a $97.00 price target on the stock in a research note on Thursday, August 7th. Finally, Weiss Ratings restated a “sell (d+)” rating on shares of IPG Photonics in a research note on Tuesday. One research analyst has rated the stock with a Strong Buy rating, five have given a Buy rating, two have issued a Hold rating and one has issued a Sell rating to the stock. Based on data from MarketBeat.com, IPG Photonics has a consensus rating of “Moderate Buy” and a consensus target price of $89.33.

IPG Photonics Stock Up 1.6%

IPGP stock opened at $79.79 on Thursday. IPG Photonics has a twelve month low of $48.59 and a twelve month high of $92.21. The company has a market cap of $3.36 billion, a PE ratio of -16.28, a price-to-earnings-growth ratio of 23.95 and a beta of 1.04. The business’s 50-day simple moving average is $82.89 and its 200 day simple moving average is $76.98.

Institutional Inflows and Outflows

A number of institutional investors have recently modified their holdings of the company. Lazard Asset Management LLC grew its position 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 worth $130,397,000 after acquiring an additional 851,869 shares during the last quarter. Sumitomo Mitsui Trust Group Inc. boosted its stake in IPG Photonics by 85.8% in the second quarter. Sumitomo Mitsui Trust Group Inc. now owns 1,774,660 shares of the semiconductor company’s stock worth $121,830,000 after purchasing an additional 819,575 shares in the last quarter. Dimensional Fund Advisors LP grew its holdings in shares of IPG Photonics by 4.1% during the third quarter. Dimensional Fund Advisors LP now owns 1,755,864 shares of the semiconductor company’s stock worth $139,045,000 after purchasing an additional 68,366 shares during the last quarter. Alliancebernstein L.P. grew its holdings in shares of IPG Photonics by 1,918.3% during the first quarter. Alliancebernstein L.P. now owns 1,429,241 shares of the semiconductor company’s stock worth $90,242,000 after purchasing an additional 1,358,428 shares during the last quarter. Finally, AQR Capital Management LLC increased its stake in shares of IPG Photonics by 53.7% in the second quarter. AQR Capital Management LLC now owns 978,577 shares of the semiconductor company’s stock valued at $67,101,000 after buying an additional 341,773 shares in the last quarter. Institutional investors own 93.79% of the company’s stock.

Insider Buying and Selling

In related news, SVP Trevor Ness sold 1,681 shares of IPG Photonics stock in a transaction dated Tuesday, November 18th. The shares were sold at an average price of $75.58, for a total transaction of $127,049.98. Following the completion of the transaction, the senior vice president directly owned 37,206 shares of the company’s stock, valued at $2,812,029.48. This trade represents a 4.32% decrease in their position. The sale was disclosed in a document filed with the SEC, which is available at this hyperlink. Also, Director Tang Agnes sold 1,881 shares of the business’s stock in a transaction dated Tuesday, November 25th. The shares were sold at an average price of $76.75, for a total transaction of $144,366.75. Following the completion of the transaction, the director owned 8,663 shares in the company, valued at approximately $664,885.25. This trade represents a 17.84% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Insiders have sold 475,771 shares of company stock worth $38,205,473 in the last three months. Company 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.