IPG Photonics (NASDAQ:IPGP) Updates Q3 2026 Earnings Guidance

IPG Photonics (NASDAQ:IPGP) issued an update on its third quarter 2026 earnings guidance on Tuesday. The company provided earnings per share (EPS) guidance of 0.300-0.600 for the period, compared to the consensus earnings per share estimate of 0.440. The company issued revenue guidance of $265.0 million-$295.0 million, compared to the consensus revenue estimate of $276.7 million.

IPG Photonics Stock Performance

NASDAQ IPGP traded up $5.21 during trading on Tuesday, hitting $92.41. The stock had a trading volume of 356,629 shares, compared to its average volume of 511,387. The company has a market capitalization of $3.92 billion, a PE ratio of 134.40, a P/E/G ratio of 2.47 and a beta of 0.96. The company’s 50-day moving average price is $106.75 and its two-hundred day moving average price is $111.58. IPG Photonics has a 12 month low of $71.35 and a 12 month high of $155.82.

IPG Photonics (NASDAQ:IPGP) last released its quarterly earnings results on Tuesday, August 4th. The semiconductor company reported $0.58 earnings per share for the quarter, topping analysts’ consensus estimates of $0.37 by $0.21. IPG Photonics had a return on equity of 2.84% and a net margin of 2.78%.The company’s revenue was up 11.1% on a year-over-year basis. During the same quarter in the prior year, the company posted $0.16 earnings per share. IPG Photonics has set its Q3 2026 guidance at 0.300-0.600 EPS. As a group, equities analysts anticipate that IPG Photonics will post 1.66 earnings per share for the current fiscal year.

Analyst Upgrades and Downgrades

Several research analysts recently commented on IPGP shares. Roth Capital restated a “buy” rating and set a $151.00 target price on shares of IPG Photonics in a report on Tuesday, May 19th. Needham & Company LLC lifted their price target on shares of IPG Photonics from $110.00 to $120.00 and gave the company a “buy” rating in a research note on Friday, July 17th. Stifel Nicolaus cut their price target on shares of IPG Photonics from $165.00 to $125.00 and set a “buy” rating on the stock in a research report on Wednesday, May 6th. Wall Street Zen downgraded shares of IPG Photonics from a “buy” rating to a “hold” rating in a research note on Saturday, May 9th. Finally, Weiss Ratings restated a “sell (d+)” rating on shares of IPG Photonics in a report on Wednesday, June 24th. Six analysts have rated the stock with a Buy rating, two have issued a Hold rating and one has assigned a Sell rating to the company’s stock. Based on data from MarketBeat, the company presently has a consensus rating of “Moderate Buy” and a consensus price target of $137.17.

Insider Buying and Selling

In related news, Director Eugene A. Scherbakov sold 1,524 shares of the business’s stock in a transaction on Monday, June 29th. The shares were sold at an average price of $101.55, for a total transaction of $154,762.20. Following the transaction, the director directly owned 49,734 shares in the company, valued at approximately $5,050,487.70. The trade was a 2.97% decrease in their ownership of the stock. The sale was disclosed in a filing with the Securities & Exchange Commission, which is accessible through this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, CFO Timothy Pv Mammen sold 9,975 shares of the company’s stock in a transaction on Friday, May 22nd. The stock was sold at an average price of $119.81, for a total transaction of $1,195,104.75. Following the sale, the chief financial officer directly owned 76,438 shares in the company, valued at $9,158,036.78. This trade represents a 11.54% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Insiders have sold a total of 136,716 shares of company stock worth $14,277,206 in the last quarter. 37.50% of the stock is owned by company insiders.

Institutional Inflows and Outflows

Several institutional investors have recently modified their holdings of IPGP. Corient Private Wealth LLC bought a new position in shares of IPG Photonics in the fourth quarter valued at about $209,000. Engineers Gate Manager LP bought a new stake in shares of IPG Photonics during the 4th quarter worth about $219,000. Wells Fargo & Company MN boosted its holdings in shares of IPG Photonics by 60.0% during the 4th quarter. Wells Fargo & Company MN now owns 3,108 shares of the semiconductor company’s stock worth $223,000 after buying an additional 1,165 shares during the period. DRW Securities LLC acquired a new position in IPG Photonics in the 4th quarter valued at about $240,000. Finally, Advisory Services Network LLC acquired a new position in IPG Photonics in the 3rd quarter valued at about $211,000. 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.