Wall Street Zen Upgrades IPG Photonics (NASDAQ:IPGP) to “Buy”

IPG Photonics (NASDAQ:IPGP) was upgraded by investment analysts at Wall Street Zen from a “hold” rating to a “buy” rating in a research report issued to clients and investors on Monday.

A number of other equities research analysts have also recently weighed in on IPGP. Roth Mkm lifted their price target on IPG Photonics from $105.00 to $110.00 and gave the company a “buy” rating in a report on Tuesday, February 3rd. Raymond James Financial lowered IPG Photonics from a “strong-buy” rating to an “outperform” rating and increased their price objective for the stock from $97.00 to $180.00 in a report on Friday, February 13th. Benchmark restated a “hold” rating on shares of IPG Photonics in a research report on Wednesday, December 10th. Zacks Research raised IPG Photonics from a “hold” rating to a “strong-buy” rating in a research note on Thursday, January 15th. Finally, Stifel Nicolaus boosted their price target on IPG Photonics from $92.00 to $165.00 and gave the stock a “buy” rating in a research report on Friday, February 13th. One investment analyst has rated the stock with a Strong Buy rating, five have issued a Buy rating, one has issued a Hold rating and one has given a Sell rating to the company. According to data from MarketBeat.com, IPG Photonics has a consensus rating of “Moderate Buy” and a consensus target price of $131.40.

IPG Photonics Stock Performance

IPG Photonics stock opened at $113.94 on Monday. IPG Photonics has a one year low of $48.59 and a one year high of $155.82. The company has a 50-day simple moving average of $118.65 and a 200-day simple moving average of $94.18. The firm has a market capitalization of $4.84 billion, a P/E ratio of 153.97, a P/E/G ratio of 2.79 and a beta of 1.01.

IPG Photonics (NASDAQ:IPGP) last issued its quarterly earnings data on Thursday, February 12th. The semiconductor company reported $0.46 earnings per share for the quarter, beating the consensus estimate of $0.25 by $0.21. The firm had revenue of $274.47 million for the quarter, compared to the consensus estimate of $249.58 million. IPG Photonics had a net margin of 3.10% and a return on equity of 2.89%. IPG Photonics’s quarterly revenue was up 17.2% compared to the same quarter last year. During the same period last year, the firm posted $0.18 EPS. IPG Photonics has set its Q1 2026 guidance at 0.100-0.400 EPS. As a group, sell-side analysts forecast that IPG Photonics will post 1.54 earnings per share for the current year.

Insider Buying and Selling

In related news, major shareholder Fibre Devices Ltd Ip sold 13,381 shares of the firm’s stock in a transaction that occurred on Wednesday, January 21st. The shares were sold at an average price of $81.52, for a total transaction of $1,090,819.12. Following the transaction, the insider owned 6,593,169 shares in the company, valued at $537,475,136.88. This trade represents a 0.20% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is available through the SEC website. Also, Director Eugene A. Scherbakov sold 2,700 shares of the business’s stock in a transaction that occurred on Wednesday, January 21st. The stock was sold at an average price of $80.96, for a total value of $218,592.00. Following the sale, the director directly owned 59,330 shares in the company, valued at approximately $4,803,356.80. The trade was a 4.35% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. In the last quarter, insiders sold 134,617 shares of company stock worth $10,636,883. Company insiders own 39.50% of the company’s stock.

Hedge Funds Weigh In On IPG Photonics

Hedge funds have recently modified their holdings of the company. Versant Capital Management Inc raised its stake in shares of IPG Photonics by 51.1% in the 3rd quarter. Versant Capital Management Inc now owns 343 shares of the semiconductor company’s stock worth $27,000 after buying an additional 116 shares in the last quarter. Caitong International Asset Management Co. Ltd lifted its holdings in shares of IPG Photonics by 184.4% in the fourth quarter. Caitong International Asset Management Co. Ltd now owns 455 shares of the semiconductor company’s stock valued at $33,000 after buying an additional 295 shares during the period. Rockefeller Capital Management L.P. boosted its stake in IPG Photonics by 43.0% during the fourth quarter. Rockefeller Capital Management L.P. now owns 552 shares of the semiconductor company’s stock valued at $40,000 after buying an additional 166 shares in the last quarter. Global Retirement Partners LLC grew its holdings in IPG Photonics by 428.9% during the fourth quarter. Global Retirement Partners LLC now owns 677 shares of the semiconductor company’s stock worth $48,000 after acquiring an additional 549 shares during the period. Finally, Hantz Financial Services Inc. grew its holdings in IPG Photonics by 332.9% during the fourth quarter. Hantz Financial Services Inc. now owns 684 shares of the semiconductor company’s stock worth $49,000 after acquiring an additional 526 shares during the period. 93.79% of the stock is currently owned by institutional investors and hedge funds.

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.