IPG Photonics (NASDAQ:IPGP) Updates Q1 2026 Earnings Guidance

IPG Photonics (NASDAQ:IPGP) updated its first quarter 2026 earnings guidance on Thursday. The company provided earnings per share (EPS) guidance of 0.100-0.400 for the period, compared to the consensus estimate of 0.270. The company issued revenue guidance of $235.0 million-$265.0 million, compared to the consensus revenue estimate of $243.5 million.

Analyst Upgrades and Downgrades

Several brokerages have recently weighed in on IPGP. Stifel Nicolaus set a $92.00 target price on shares of IPG Photonics in a research note on Tuesday, November 4th. Weiss Ratings restated a “sell (d+)” rating on shares of IPG Photonics in a research report on Monday, December 29th. Benchmark reiterated a “hold” rating on shares of IPG Photonics in a research note on Wednesday, December 10th. Roth Mkm boosted their target price on IPG Photonics from $105.00 to $110.00 and gave the company a “buy” rating in a report on Tuesday, February 3rd. Finally, Citigroup upgraded IPG Photonics from a “sell” rating to a “buy” rating and upped their price target for the stock from $68.00 to $105.00 in a research note on Wednesday, November 5th. Two equities research analysts have rated the stock with a Strong Buy rating, four have assigned a Buy rating, one has issued a Hold rating and one has assigned a Sell rating to the stock. Based on data from MarketBeat.com, the stock has an average rating of “Moderate Buy” and an average target price of $91.67.

IPG Photonics Stock Performance

NASDAQ:IPGP opened at $110.90 on Thursday. IPG Photonics has a 1 year low of $48.59 and a 1 year high of $115.00. The stock has a fifty day moving average price of $83.61 and a two-hundred day moving average price of $82.19. The stock has a market capitalization of $4.67 billion, a price-to-earnings ratio of 181.80, a PEG ratio of 13.99 and a beta of 1.03.

IPG Photonics (NASDAQ:IPGP) last released 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 $0.24 by $0.22. The firm had revenue of $274.47 million during the quarter, compared to the consensus estimate of $249.58 million. IPG Photonics had a return on equity of 2.35% and a net margin of 2.66%.IPG Photonics has set its Q1 2026 guidance at 0.100-0.400 EPS. On average, analysts predict that IPG Photonics will post 1.54 EPS for the current year.

Insider Buying and Selling at IPG Photonics

In related news, major shareholder Fibre Devices Ltd Ip sold 35,000 shares of the business’s stock in a transaction dated Monday, November 24th. The shares were 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. The trade was a 0.52% decrease in their position. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is available at this hyperlink. Also, major shareholder Valentin Gapontsev Trust I sold 47,901 shares of IPG Photonics stock in a transaction dated 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 transaction, the insider owned 6,926,099 shares of the company’s stock, valued at approximately $527,283,916.87. The trade was a 0.69% decrease in their position. The disclosure for this sale is available in the SEC filing. Insiders have sold a total of 470,913 shares of company stock valued at $36,233,025 in the last ninety days. Corporate insiders own 39.50% of the company’s stock.

Institutional Trading of IPG Photonics

Several hedge funds and other institutional investors have recently bought and sold shares of the company. Deutsche Bank AG raised its position in shares of IPG Photonics by 6.1% in the 4th quarter. Deutsche Bank AG now owns 2,214 shares of the semiconductor company’s stock worth $159,000 after buying an additional 128 shares during the period. Orion Porfolio Solutions LLC grew its position in IPG Photonics by 2.8% during the second quarter. Orion Porfolio Solutions LLC now owns 7,922 shares of the semiconductor company’s stock valued at $544,000 after acquiring an additional 215 shares during the period. California State Teachers Retirement System increased its stake in IPG Photonics by 1.0% during the second quarter. California State Teachers Retirement System now owns 26,357 shares of the semiconductor company’s stock worth $1,809,000 after acquiring an additional 261 shares during the last quarter. Invesco Ltd. raised its holdings in shares of IPG Photonics by 0.3% in the 2nd quarter. Invesco Ltd. now owns 105,525 shares of the semiconductor company’s stock worth $7,244,000 after purchasing an additional 272 shares during the period. Finally, Swiss National Bank raised its holdings in shares of IPG Photonics by 1.0% in the 3rd quarter. Swiss National Bank now owns 49,500 shares of the semiconductor company’s stock worth $3,920,000 after purchasing an additional 500 shares during the period. 93.79% of the stock is owned by hedge funds and other institutional investors.

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.