IPG Photonics Corporation

IPG Photonics Corporation

IPGPยทNASDAQ

$121.62

-4.1%
TechnologySemiconductors

IPG Photonics Corporation develops, manufactures, and sells various high-performance fiber lasers, fiber amplifiers, and diode lasers used in various applications primarily in materials processing worldwide. The company's laser products include hybrid fiber-solid state lasers with green and ultraviolet wavelengths; fiber pigtailed packaged diodes and fiber coupled direct diode laser systems; high-energy pulsed lasers, multi-wavelength and tunable lasers, and single-polarization and single-frequency lasers; and high-power optical fiber delivery cables, fiber couplers, beam switches, chillers, scanners, and other accessories. It also provides erbium-doped fiber and Raman amplifiers, and integrated communications systems, which are deployed in broadband networks; and ytterbium and thulium specialty fiber amplifiers and broadband light sources. In addition, the company offers integrated laser systems; 2D compact flat sheet cutter systems and multi-axis systems; welding seam stepper and picker, a fiber laser welding tool; high precision laser systems; specialized fiber laser systems; and optical transceiver and transponder modules for interconnecting electronic equipment, including Ethernet switches, IP routers and DWDM/SONET/SDH optical transport modules within telecommunications, cable multi-system operators, and data center networking applications. It's lasers and amplifiers are also used in materials processing, communications, and medical and advanced applications. The company markets its products to original equipment manufacturers, system integrators, and end users through direct sales force, as well as through agreements with independent sales representatives and distributors. IPG Photonics Corporation was founded in 1990 and is headquartered in Oxford, Massachusetts.

At a Glance

Live Snapshot
Market Cap$5.16B
EPS0.7300
P/E Ratio166.60
Earnings Date08/04/2026
ipgp

IPG Photonics Corporation Street Expectations Map

IPGP ยท NASDAQ

Wall Street analysts project that IPGP stock may rise significantly over the coming 12 months. The consensus 1-year price target stands at 151.50, with estimates ranging from a low of 110.00 to a high of 180.00.

Lowest Target
110.00
-9.55%
Consensus Target
151.50
24.57%
Highest Target
180.00
48.00%

The consensus 1-year price target stands at 151.50, with estimates ranging from a low of 110.00 to a high of 180.00.

Analyst Consensus Analysis

Upside Potential

+24.6%

Strong upside potential. Consensus indicates attractive return opportunity with favorable risk-reward profile.

Analyst Agreement

46.2% spread

Mixed analyst views. Wide target range suggests differing opinions on key value drivers, growth prospects, or risk factors.

Risk-Reward Profile

5.02x

Favorable risk-reward. Potential upside significantly exceeds downside risk, offering asymmetric return profile attractive for risk-tolerant investors.

Analyst Conviction

Moderate

Neutral sentiment. Fair value pricing with moderate agreement suggests wait-and-see approach or catalyst-driven opportunity.

Market Sentiment Insight

Asymmetric upside: Strong return potential with favorable risk-reward profile. The limited downside relative to upside makes this an attractive risk-adjusted opportunity for growth-oriented portfolios.

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IPG Photonics Corporation Forward Estimates of Revenue

IPGP ยท NASDAQ
Latest Revenue
1.00B
FY 2025
Avg Estimate
1.11B
FY 2026
Estimate Range
1.10B - 1.14B
Analyst Spread

Forward Growth Analysis

Projected Growth+10.9%

Solid growth trajectory indicates healthy business performance and competitive positioning.

Analyst Coverage7 Analysts

Moderate coverageโ€”sufficient for guidance but may lack depth of large-cap analysis.

Estimate Spread4%

Narrow estimate range signals strong analyst consensus and predictable business outlook.

OutlookStrong

Positive analyst consensus with strong growth expectations and forecast confidence.

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IPG Photonics Corporation Forward Estimates of Net Income

IPGP ยท NASDAQ
Latest Net Income
31.10M
FY 2025
Avg Estimate
55.79M
FY 2026
Estimate Range
48.96M - 72.47M
Analyst Spread

Forward Growth Analysis

Projected Growth+79.4%

Strong growth expectations signal robust business momentum and market opportunity expansion.

Analyst Coverage7 Analysts

Moderate coverageโ€”sufficient for guidance but may lack depth of large-cap analysis.

Estimate Spread42%

Wide estimate range reveals significant forecast uncertainty and potential volatility.

OutlookNeutral

Mixed signalsโ€”some positive indicators offset by concerns about growth or uncertainty.

Key Insight

High forecast uncertainty: Wide estimate range indicates analysts struggling to predict outcomesโ€”suggests elevated risk and potential volatility.

ipgp

IPG Photonics Corporation Forward Estimates of EPS

IPGP ยท NASDAQ
Latest EPS
0.73
FY 2025
Avg Estimate
$1.27
FY 2026
Estimate Range
$1.15 - $1.70
Analyst Spread

Forward Growth Analysis

Projected Growth+74.0%

Strong growth expectations signal robust business momentum and market opportunity expansion.

Analyst Coverage6 Analysts

Moderate coverageโ€”sufficient for guidance but may lack depth of large-cap analysis.

Estimate Spread43%

Wide estimate range reveals significant forecast uncertainty and potential volatility.

OutlookNeutral

Mixed signalsโ€”some positive indicators offset by concerns about growth or uncertainty.

Key Insight

High forecast uncertainty: Wide estimate range indicates analysts struggling to predict outcomesโ€”suggests elevated risk and potential volatility.

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IPG Photonics Corporation Forward Estimates of EBIT

IPGP ยท NASDAQ
Latest EBIT
45.10M
FY 2025
Avg Estimate
143.18M
FY 2026
Estimate Range
141.89M - 147.05M
Analyst Spread

Forward Growth Analysis

Projected Growth+217.5%

Strong growth expectations signal robust business momentum and market opportunity expansion.

Analyst Coverage7 Analysts

Moderate coverageโ€”sufficient for guidance but may lack depth of large-cap analysis.

Estimate Spread4%

Narrow estimate range signals strong analyst consensus and predictable business outlook.

OutlookStrong

Positive analyst consensus with strong growth expectations and forecast confidence.

Key Insight

Compelling growth story with analyst consensus: Strong projected growth combined with narrow estimate spread suggests high-conviction opportunity.

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IPG Photonics Corporation Forward Estimates of EBITDA

IPGP ยท NASDAQ
Latest EBITDA
111.95M
FY 2025
Avg Estimate
212.85M
FY 2026
Estimate Range
210.94M - 218.61M
Analyst Spread

Forward Growth Analysis

Projected Growth+90.1%

Strong growth expectations signal robust business momentum and market opportunity expansion.

Analyst Coverage7 Analysts

Moderate coverageโ€”sufficient for guidance but may lack depth of large-cap analysis.

Estimate Spread4%

Narrow estimate range signals strong analyst consensus and predictable business outlook.

OutlookStrong

Positive analyst consensus with strong growth expectations and forecast confidence.

Key Insight

Compelling growth story with analyst consensus: Strong projected growth combined with narrow estimate spread suggests high-conviction opportunity.

ipgp

IPG Photonics Corporation Forward Estimates of SG&A Expense

IPGP ยท NASDAQ
Latest SG&A Expense
241.00M
FY 2025
Avg Estimate
202.28M
FY 2026
Estimate Range
200.46M - 207.75M
Analyst Spread

Forward Growth Analysis

Projected Growth-16.1%

Significant contraction projectedโ€”major business challenges or industry disruption likely.

Analyst Coverage7 Analysts

Moderate coverageโ€”sufficient for guidance but may lack depth of large-cap analysis.

Estimate Spread4%

Narrow estimate range signals strong analyst consensus and predictable business outlook.

OutlookNeutral

Mixed signalsโ€”some positive indicators offset by concerns about growth or uncertainty.

ipgp

IPG Photonics Corporation Insider Positioning

IPGP ยท NASDAQ

During the last 12 months, insiders have sold $19.48M worth of IPGP shares, with no buying activity reported.

3 Months

Bought

0

0.00

Sold

9.5K

1.11M

Net Activity

-1.1M

-$1.11M

3-6 Months

Bought

0

0.00

Sold

83.2K

6.79M

Net Activity

-6.8M

-$6.79M

6-9 Months

Bought

0

0.00

Sold

135.8K

11.12M

Net Activity

-11.1M

-$11.12M

9-12 Months

Bought

0

0.00

Sold

6.5K

471.60K

Net Activity

-472K

-$472K

Top Buyers

No buying activity

Top Sellers

1
VGTI

Valentin Gapontsev Trust I

10 Percent Owner

141.1K sharesโ€ข12 transactions

$11.39M

2
IFDL

Ip Fibre Devices Ltd

10 Percent Owner

61.7K sharesโ€ข6 transactions

$5.17M

3
MTP

Mammen Timothy Pv

Officer: Svp, Chief Financial Officer

7.3K sharesโ€ข1 transactions

$869K

4
LAP

Lopresti Angelo P

10 Percent Owner, Officer: Svp, Secretary & Gen Counsel

10.5K sharesโ€ข5 transactions

$825K

5
SEA

Scherbakov Eugene A

Director, 10 Percent Owner:

4.3K sharesโ€ข4 transactions

$331K

Insider Activity Analysis

Net Insider Sentiment

Bearish

Strong bearish signal with $19.48M net selling. Heavy insider selling may indicate concerns about valuation or near-term prospects.

Buy/Sell Ratio

0.00:1

Very poor ratio. Heavy selling with minimal buying suggests insiders may be concerned about valuation or outlook.

Recent Trend (3 Months)

$1.11M

Heavy recent selling activity. Recent insider sales notably exceed purchasesโ€”may warrant investigation into company developments.

Insider Participation

High Selling

5 insider sellers vs. 0 buyers. Widespread selling across multiple insiders may signal concerns.

Insider Activity Insight

Multiple red flags: Heavy selling, numerous sellers, and continued recent selling create a concerning pattern. Investigate fundamental drivers and consider whether company guidance or industry conditions have deteriorated.