D.A. Davidson & CO. Buys New Holdings in IPG Photonics Corporation $IPGP

D.A. Davidson & CO. purchased a new position in shares of IPG Photonics Corporation (NASDAQ:IPGP) in the first quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The firm purchased 10,207 shares of the semiconductor company’s stock, valued at approximately $1,170,000.

Other institutional investors have also recently bought and sold shares of the company. Caitong International Asset Management Co. Ltd raised its stake in 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 shares of IPG Photonics by 43.0% during the 4th quarter. Rockefeller Capital Management L.P. now owns 552 shares of the semiconductor company’s stock worth $40,000 after acquiring an additional 166 shares during the period. Global Retirement Partners LLC boosted its stake in shares of IPG Photonics by 428.9% during the 4th 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. Hantz Financial Services Inc. increased its holdings in shares of IPG Photonics by 332.9% during the 4th 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 last quarter. Finally, EverSource Wealth Advisors LLC increased its holdings in shares of IPG Photonics by 348.2% during the 2nd quarter. EverSource Wealth Advisors LLC now owns 744 shares of the semiconductor company’s stock worth $51,000 after acquiring an additional 578 shares during the last quarter. Institutional investors and hedge funds own 93.79% of the company’s stock.

Analyst Ratings Changes

IPGP has been the subject of several research reports. Roth Capital reaffirmed a “buy” rating and set a $151.00 price target on shares of IPG Photonics in a report on Tuesday, May 19th. Zacks Research cut shares of IPG Photonics from a “strong-buy” rating to a “hold” rating in a research note on Monday, May 4th. Citigroup lifted their target price on shares of IPG Photonics from $105.00 to $150.00 and gave the stock a “buy” rating in a report on Wednesday, May 6th. Wall Street Zen lowered shares of IPG Photonics from a “buy” rating to a “hold” rating in a research note on Saturday, May 9th. Finally, Needham & Company LLC boosted their price objective on IPG Photonics from $110.00 to $120.00 and gave the stock a “buy” rating in a report on Friday, July 17th. Six equities research analysts have rated the stock with a Buy rating, two have given a Hold rating and one has issued a Sell rating to the company. According to data from MarketBeat.com, the company has a consensus rating of “Moderate Buy” and an average target price of $137.17.

IPG Photonics Trading Down 4.8%

Shares of IPGP opened at $97.84 on Thursday. IPG Photonics Corporation has a 12 month low of $71.35 and a 12 month high of $155.82. The firm’s 50 day moving average is $110.91 and its 200-day moving average is $110.97. The stock has a market capitalization of $4.15 billion, a PE ratio of 141.80, a P/E/G ratio of 2.99 and a beta of 0.94.

IPG Photonics (NASDAQ:IPGP) last issued its quarterly earnings results on Tuesday, May 5th. The semiconductor company reported $0.29 earnings per share (EPS) for the quarter, missing the consensus estimate of $0.32 by ($0.03). IPG Photonics had a net margin of 2.78% and a return on equity of 2.84%. The company had revenue of $265.50 million during the quarter, compared to the consensus estimate of $256.99 million. During the same quarter last year, the firm posted $0.09 earnings per share. The company’s quarterly revenue was up 16.5% on a year-over-year basis. IPG Photonics has set its Q2 2026 guidance at 0.250-0.550 EPS. Equities research analysts predict that IPG Photonics Corporation will post 1.66 earnings per share for the current fiscal year.

Insider Activity

In related news, Director Jeanmarie F. Desmond sold 1,690 shares of the firm’s stock in a transaction on Thursday, May 14th. The stock was sold at an average price of $105.58, for a total value of $178,430.20. Following the transaction, the director owned 10,486 shares in the company, valued at approximately $1,107,111.88. This trade represents a 13.88% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through this link. Also, CFO Timothy Pv Mammen sold 9,975 shares of the business’s stock in a transaction dated Friday, May 22nd. The shares were sold at an average price of $119.81, for a total value of $1,195,104.75. Following the completion of the transaction, the chief financial officer directly owned 76,438 shares of the company’s stock, valued at approximately $9,158,036.78. This trade represents a 11.54% decrease in their position. The SEC filing for this sale provides additional information. In the last quarter, insiders sold 80,400 shares of company stock worth $8,515,516. 37.50% of the stock is owned by insiders.

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.