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

IPG Photonics (NASDAQ:IPGP) issued an update on its first quarter 2026 earnings guidance on Thursday morning. 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

A number of research analysts have weighed in on the stock. Citigroup raised shares of IPG Photonics from a “sell” rating to a “buy” rating and lifted their price target for the company from $68.00 to $105.00 in a research report on Wednesday, November 5th. Zacks Research raised shares of IPG Photonics from a “hold” rating to a “strong-buy” rating in a research note on Thursday, January 15th. Benchmark reaffirmed a “hold” rating on shares of IPG Photonics in a research report on Wednesday, December 10th. Roth Mkm increased 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. Finally, Weiss Ratings reissued a “sell (d+)” rating on shares of IPG Photonics in a research report on Monday, December 29th. Two analysts have rated the stock with a Strong Buy rating, four have issued a Buy rating, one has assigned a Hold rating and one has assigned a Sell rating to the stock. According to data from MarketBeat.com, the company currently has a consensus rating of “Moderate Buy” and an average target price of $91.67.

IPG Photonics Stock Up 0.2%

IPGP opened at $110.90 on Thursday. The firm’s 50 day moving average is $83.61 and its 200-day moving average is $82.19. IPG Photonics has a 52-week low of $48.59 and a 52-week high of $115.00. The firm has a market capitalization of $4.67 billion, a P/E ratio of 181.80, a P/E/G ratio of 13.99 and a beta of 1.03.

IPG Photonics (NASDAQ:IPGP) last released its quarterly earnings results on Thursday, February 12th. The semiconductor company reported $0.46 earnings per share for the quarter, beating analysts’ consensus estimates of $0.24 by $0.22. IPG Photonics had a net margin of 2.66% and a return on equity of 2.35%. The business had revenue of $274.47 million during the quarter, compared to analyst estimates of $249.58 million. IPG Photonics has set its Q1 2026 guidance at 0.100-0.400 EPS. Equities analysts expect that IPG Photonics will post 1.54 earnings per share for the current fiscal year.

Insiders Place Their Bets

In other news, Director Eric Meurice sold 750 shares of IPG Photonics stock in a transaction dated Monday, February 2nd. The stock was sold at an average price of $95.00, for a total transaction of $71,250.00. Following the sale, the director directly owned 22,803 shares of the company’s stock, valued at approximately $2,166,285. The trade was a 3.18% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through this hyperlink. Also, Director Eugene A. Scherbakov sold 2,700 shares of the business’s stock in a transaction dated Wednesday, January 21st. The stock was sold at an average price of $80.96, for a total value of $218,592.00. Following the completion of the transaction, the director owned 59,330 shares in the company, valued at approximately $4,803,356.80. This trade represents a 4.35% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Insiders sold a total of 470,913 shares of company stock valued at $36,233,025 in the last three months. 39.50% of the stock is owned by insiders.

Institutional Trading of IPG Photonics

Hedge funds and other institutional investors have recently made changes to their positions in the stock. AQR Capital Management LLC lifted its position in shares of IPG Photonics by 53.7% in the 2nd quarter. AQR Capital Management LLC now owns 978,577 shares of the semiconductor company’s stock worth $67,101,000 after buying an additional 341,773 shares during the last quarter. Bank of America Corp DE raised its stake in IPG Photonics by 2.0% during the third quarter. Bank of America Corp DE now owns 193,229 shares of the semiconductor company’s stock worth $15,302,000 after acquiring an additional 3,718 shares during the period. Norges Bank acquired a new stake in IPG Photonics during the fourth quarter worth about $12,647,000. JPMorgan Chase & Co. lifted its holdings in IPG Photonics by 5.2% in the fourth quarter. JPMorgan Chase & Co. now owns 138,341 shares of the semiconductor company’s stock worth $9,905,000 after acquiring an additional 6,798 shares during the last quarter. Finally, Jane Street Group LLC boosted its stake in IPG Photonics by 79.4% in the first quarter. Jane Street Group LLC now owns 122,105 shares of the semiconductor company’s stock valued at $7,710,000 after acquiring an additional 54,026 shares during the period. Institutional investors own 93.79% of the company’s stock.

IPG Photonics Company 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.