IPG Photonics (NASDAQ:IPGP) Director Sells $131,993.64 in Stock

IPG Photonics Corporation (NASDAQ:IPGP) Director Eugene Scherbakov sold 1,524 shares of the firm’s stock in a transaction on Friday, July 31st. The shares were sold at an average price of $86.61, for a total value of $131,993.64. Following the transaction, the director owned 48,210 shares in the company, valued at approximately $4,175,468.10. This represents a 3.06% decrease in their position. The sale was disclosed in a document filed with the SEC, which is accessible through the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan.

IPG Photonics Stock Up 7.7%

Shares of IPGP stock traded up $6.75 on Tuesday, hitting $93.95. The stock had a trading volume of 829,986 shares, compared to its average volume of 514,915. The business has a 50 day moving average price of $106.75 and a 200 day moving average price of $111.58. The company has a market cap of $3.99 billion, a PE ratio of 136.16, a P/E/G ratio of 2.47 and a beta of 0.96. IPG Photonics Corporation has a one year low of $71.35 and a one year high of $155.82.

IPG Photonics (NASDAQ:IPGP) last issued its earnings results on Tuesday, August 4th. The semiconductor company reported $0.58 earnings per share (EPS) for the quarter, topping the consensus estimate of $0.37 by $0.21. The company had revenue of $278.58 million for the quarter, compared to analysts’ expectations of $279.98 million. IPG Photonics had a net margin of 2.78% and a return on equity of 2.84%. The firm’s quarterly revenue was up 11.1% on a year-over-year basis. During the same period in the prior year, the business earned $0.16 EPS. IPG Photonics has set its Q3 2026 guidance at 0.300-0.600 EPS. Equities research analysts expect that IPG Photonics Corporation will post 1.66 EPS for the current year.

IPG Photonics News Summary

Here are the key news stories impacting IPG Photonics this week:

• Positive Sentiment: IPG reported second-quarter adjusted EPS of $0.58, well above the $0.37-$0.40 analyst consensus and up from $0.30 a year earlier. Revenue rose 11% to $278.6 million, while adjusted EBITDA increased 54% to $48.5 million. IPG Photonics Surpasses Q2 Earnings Estimates
• Positive Sentiment: Industrial Solutions revenue, which represents about 85% of sales, grew 16% on demand for welding, marking, cleaning, additive manufacturing and battery-manufacturing applications. Gross margin improved to 40.4% from 37.3%, aided by lower costs, reduced inventory provisions and $4.7 million of tariff refunds.
• Positive Sentiment: Management said book-to-bill remained above one, signaling demand exceeded shipments, and highlighted growth opportunities in semiconductor applications, directed-energy systems and medical markets following the planned Lumibird Medical acquisition. IPG Photonics Reports Second-Quarter Results
• Neutral Sentiment: Third-quarter guidance calls for revenue of $265 million-$295 million and adjusted EPS of $0.30-$0.60. The midpoint is roughly in line with consensus, although the wide range reflects uncertainty around tariffs, trade restrictions, currencies and customer demand.
• Negative Sentiment: GAAP net income declined 21% to $5.2 million, and Advanced Solutions revenue fell 9% because of weakness in micromachining and defense. A $17.6 million impairment charge also weighed on reported results.
• Negative Sentiment: Recent insider activity shows 40 open-market sales and no purchases over six months, a potential sentiment overhang, though the transactions may not reflect current operating expectations.

Institutional Trading of IPG Photonics

Hedge funds have recently modified their holdings of the company. Oregon Public Employees Retirement Fund raised its stake in shares of IPG Photonics by 2.0% during the 1st quarter. Oregon Public Employees Retirement Fund now owns 5,139 shares of the semiconductor company’s stock worth $589,000 after acquiring an additional 100 shares in the last quarter. State of Michigan Retirement System boosted its stake in IPG Photonics by 1.7% in the first quarter. State of Michigan Retirement System now owns 6,100 shares of the semiconductor company’s stock valued at $699,000 after acquiring an additional 100 shares in the last quarter. Assetmark Inc. boosted its stake in IPG Photonics by 6.8% in the fourth quarter. Assetmark Inc. now owns 1,820 shares of the semiconductor company’s stock valued at $130,000 after acquiring an additional 116 shares in the last quarter. Deutsche Bank AG boosted its stake in IPG Photonics by 6.1% in the fourth quarter. Deutsche Bank AG now owns 2,214 shares of the semiconductor company’s stock valued at $159,000 after acquiring an additional 128 shares in the last quarter. Finally, EverSource Wealth Advisors LLC grew its holdings in IPG Photonics by 17.0% in the first quarter. EverSource Wealth Advisors LLC now owns 915 shares of the semiconductor company’s stock worth $105,000 after purchasing an additional 133 shares during the last quarter. 93.79% of the stock is owned by hedge funds and other institutional investors.

Analysts Set New Price Targets

A number of research firms have recently issued reports on IPGP. Wall Street Zen downgraded shares of IPG Photonics from a “buy” rating to a “hold” rating in a research note on Saturday, May 9th. Roth Capital reissued a “buy” rating and issued a $151.00 price objective on shares of IPG Photonics in a research note on Tuesday, May 19th. Stifel Nicolaus lowered 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. Zacks Research cut IPG Photonics from a “strong-buy” rating to a “hold” rating in a research report on Monday, May 4th. Finally, Citigroup lifted their price target on IPG Photonics from $105.00 to $150.00 and gave the company a “buy” rating in a report on Wednesday, May 6th. Six analysts have rated the stock with a Buy rating, two have issued a Hold rating and one has issued a Sell rating to the company’s stock. According to MarketBeat.com, the stock has an average rating of “Moderate Buy” and an average target price of $137.17.

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.