The Top 5 Analyst Questions From IPG Photonics's Q4 Earnings Call
IPG Photonics (IPGP) exceeded Q4 market expectations, driven by stabilizing industrial demand, growth in medical and advanced applications, and new product success. CEO Mark Gitin highlighted robust performance and strategic investments, addressing analyst questions on cutting applications, directed energy, welding growth, competitive environments, and semiconductor exposure. The company's Q1 2026 guidance also surpassed analyst estimates for revenue and EBITDA.
Valentin Gapontsev Trust I Sells 66,500 Shares of IPG Photonics Corp (IPGP)
Valentin Gapontsev Trust I, a 10% owner of IPG Photonics Corp (IPGP), sold 66,500 shares on February 17, 2026. This transaction follows a pattern of insider selling, with 33 insider sells and zero buys over the past year. Analysts believe that IPG Photonics is significantly overvalued, as its price-to-GF-Value ratio is 1.62.
IPG Photonics (IPGP) Return To Profitability Tests Bullish Growth Narrative After Q3 Earnings
IPG Photonics (IPGP) recently reported its Q3 FY 2025 earnings, showing a return to profitability with revenue of US$250.8 million and EPS of US$0.18. While bulls point to this profit swing and expected earnings growth, the company's valuation appears rich compared to peers and DCF fair value, and past revenue has shown a decline from previous highs. Investors are urged to watch for consistent profitability and revenue growth to validate the bullish narrative.
IPG Photonics Corp (IPGP) Shares Down 14.69% on Feb 17
IPG Photonics Corp (IPGP) shares dropped by 14.69% on February 17, reaching an intraday low of $124.44 before closing at $131.39. This places the stock 15.68% below its 52-week high, although it is still 170.41% above its 52-week low. Wall Street analysts maintain an "Outperform" recommendation with an average price target of $144.75, while GuruFocus estimates a one-year fair value of $86.18, suggesting a potential downside.
Bernstein raises IPG Photonics stock price target on recovery outlook
Bernstein SocGen Group has increased its price target for IPG Photonics (NASDAQ:IPGP) to $162 from $100, maintaining an Outperform rating due to a strong cyclical recovery and structural improvements. The improved outlook is supported by accelerating recovery in the global fiber amplifier sector and diversification into high-growth businesses, with expectations for double-digit operating margins by 2027. Despite a 100% rally year-to-date and a premium valuation, the firm remains constructive on the stock, citing strong Q4 2025 results and an early upcycle in global fiber amplifier demand.
IPG Photonics outlines growth in medical, micromachining, and defense for 2026 amid 17% revenue surge and strategic diversification
IPG Photonics outlines a strategic growth plan for 2026, focusing on significant expansion in the medical, micromachining, and defense sectors. This diversification comes alongside a projected 17% revenue increase. The company is actively moving beyond its traditional heavy industry focus to tap into higher-growth, higher-margin specialized markets.
IPG Photonics Hits a New High in February. Here’s What Sparked the 35% Surge
IPG Photonics (IPGP) stock surged by approximately 35% in February after the company reported fourth-quarter earnings that significantly surpassed Wall Street expectations and announced a new share repurchase program. The revenue of $274 million was 10% above analyst estimates, and adjusted EPS of $0.46 beat consensus by over 85%, indicating improved profitability. Despite strong financial flexibility and a solid balance sheet, the stock's valuation, especially concerning operating margins and free cash flow, remains a topic of investor consideration.
IPG Photonics Stock Hits 52-Week High After Strong Quarter
IPG Photonics (IPGP) stock soared after reporting strong fourth-quarter results that surpassed Wall Street expectations, pushing its shares to a new 52-week high. The company reported adjusted earnings of 46 cents per share and net sales of $274.47 million, driven by growth in materials processing, medical, and advanced applications. Despite a decline in adjusted gross margin due to higher costs, the company's CEO expressed optimism for continued revenue growth, citing strategic initiatives and rising demand in additive manufacturing and battery production.
IPG Photonics Q4 Earnings Beat Estimates, Revenues Rise Y/Y, Shares Up
IPG Photonics (IPGP) reported strong fourth-quarter 2025 results, with adjusted earnings of 46 cents per share beating estimates by 21 cents and revenues of $274.4 million increasing 17% year-over-year. The company's shares jumped significantly following the announcement, reflecting robust demand in industrial, medical, and advanced applications across various regions. IPG Photonics also provided positive guidance for the first quarter of 2026 and currently holds a Zacks Rank #1 (Strong Buy).
IPG Photonics Corporation (NASDAQ:IPGP) Q4 2025 Earnings Call Transcript
IPG Photonics Corporation (NASDAQ:IPGP) reported strong Q4 2025 earnings, beating expectations with revenue up 17% year-over-year, driven by industrial demand stabilization and growth in medical and advanced applications. The company saw its first full-year revenue growth since 2021 and made significant progress expanding beyond materials processing, particularly in medical and directed energy with the launch of the Crossbow laser defense system. IPG Photonics is focused on strategic initiatives to strengthen core industrial applications and penetrate new non-industrial high-growth markets, maintaining a strong balance sheet and balanced capital allocation.
IPG Photonics Q4 Earnings Beat Estimates, Revenues Rise Y/Y, Shares Up
IPG Photonics (IPGP) reported strong Q4 2025 results, with adjusted earnings of 46 cents per share and revenues of $274.4 million, both beating analyst estimates. The company saw a 17% year-over-year revenue increase, driven by industrial demand and growth initiatives, leading to a significant 35.48% jump in its share price at the time of writing. IPG Photonics also provided positive guidance for Q1 2026 and currently holds a Zacks Rank #1 (Strong Buy).
These Analysts Boost Their Forecasts On IPG Photonics Following Upbeat Q4 Results
IPG Photonics (NASDAQ: IPGP) reported strong Q4 results, exceeding Wall Street expectations with adjusted earnings of 46 cents per share and net sales up 17% year over year to $274.47 million. Following this performance, analysts from Raymond James and Stifel updated their price targets, with Raymond James downgrading to Outperform but raising the price target to $180, and Stifel maintaining a Buy rating while increasing its price target to $165. The company's CEO, Dr. Mark Gitin, highlighted strategic execution, growth in key applications, and operational improvements as drivers for their strong results and future positioning.
IPG Photonics plans up to $100M buyback after 17% sales jump
IPG Photonics announced strong fourth-quarter 2025 financial results, with revenue up 17% year-over-year to $274.5 million, exceeding expectations. Despite a decline in GAAP gross margin due to higher product costs and tariffs, the company's adjusted EBITDA increased by 11%. In response to its positive performance, the board authorized a new $100 million share repurchase program and provided a positive outlook for Q1 2026, driven by improved industrial activity and demand in Asia.
IPG Photonics Expands Market Presence with New Price Targets and Product Innovations
IPG Photonics (IPGP) is experiencing significant stock growth, up 34.86%, driven by new product innovations and strategic market moves. Roth Capital has increased its price target to $110, while BofA Securities maintains an 'Underperform' rating with a $77.50 target. The company plans to showcase cutting-edge laser systems, such as the CROSSBOW MINI for defense and new high-precision lasers for medical and micro-machining, at upcoming industry exhibitions like the Singapore Airshow 2026 and SPIE Photonics West Exhibition.
IPG Photonics (NASDAQ:IPGP) Shares Gap Up Following Earnings Beat
IPG Photonics (NASDAQ:IPGP) shares gapped up by approximately 18.2% after reporting better-than-expected Q4 earnings, with EPS of $0.46 against an estimated $0.25 and revenue of $274.47 million. The company provided Q1 2026 EPS guidance of $0.10–$0.40, and while analysts have a "Moderate Buy" rating, key insiders have sold over $36 million in shares recently. Institutional investors hold a significant 93.79% stake in IPGP.
IPG Photonics stock hits 52-week high at 117.68 USD
IPG Photonics (IPGP) stock has reached a new 52-week high of $118.96, reflecting increasing investor confidence despite a 7.49% decline in revenue over the last year. The stock is currently trading at a premium with a P/E ratio of 182.87 and is considered overbought by technical indicators. Benchmark has reiterated a "Hold" rating, noting a more positive management outlook and signs of stabilization in industrial demand.
IPG Photonics (NASDAQ:IPGP) Reports Upbeat Q4
IPG Photonics (NASDAQ:IPGP) reported better-than-expected Q4 CY2025 revenue of $274.5 million, up 17.1% year-on-year, and adjusted EPS of $0.46, significantly beating analyst estimates. The company provided optimistic revenue guidance for Q1 CY2026, though its long-term revenue growth has been challenged. IPG Photonics saw a strong improvement in inventory levels, trading up 6.5% following the results.
IPG Photonics Reports Fourth Quarter 2025 Financial Results
IPG Photonics announced its Q4 2025 financial results, reporting a 17% increase in revenue to $274.5 million and a 72% rise in diluted EPS to $0.31, driven by strong demand and strategic execution. The company saw growth across all segments and geographies, and initiated a $100 million share repurchase program. For Q1 2026, IPG Photonics anticipates revenue between $235 million and $265 million, with adjusted EPS ranging from $0.10 to $0.40.
IPG Photonics Reports 17% Revenue Growth in Q4 2025 Driven by Strategic Initiatives Despite Gross Margin Challenges
IPG Photonics reported a 17% increase in Q4 2025 revenue to $274.5 million, driven by strong demand and strategic initiatives, including growth in additive manufacturing. Despite this revenue growth and an increase in net income, the company faced challenges with a decreased gross margin of 36.1% due to higher product costs and tariffs. IPG Photonics plans a new $100 million share repurchase program and anticipates Q1 2026 revenue between $235 million and $265 million, while acknowledging uncertainties from trade policies and European economic conditions.
Earnings Flash (IPGP) IPG Photonics Corporation Posts Q4 Adjusted EPS $0.46 per Share, vs. FactSet Est of $0.30
IPG Photonics Corporation (IPGP) reported Q4 adjusted Earnings Per Share (EPS) of $0.46, surpassing the FactSet estimate of $0.30. The company's stock is real-time estimated at 145.19 USD with significant gains over various periods. This news comes amidst recent developments for IPG Photonics, including product displays and analyst rating adjustments.
IPG Photonics earnings up next: Can defense offset laser woes? By Investing.com
IPG Photonics is set to release its fourth-quarter earnings, with analysts anticipating a sequential decline in both earnings and revenue. The company is attempting to offset weakness in its industrial laser business by expanding into defense markets, such as its recently showcased CROSSBOW MINI counter-drone laser. Investors will be looking for signs of stabilization in industrial laser demand, guidance on pricing and cost controls, and further diversification away from traditional markets to justify the stock's premium valuation.
IPG Photonics (IPGP) Reports Q4: Everything You Need To Know Ahead Of Earnings
IPG Photonics (IPGP) is set to report its Q4 earnings on Thursday. Analysts expect a 6.5% year-over-year revenue growth to $249.6 million and adjusted earnings of $0.25 per share. The company has a history of beating revenue expectations, and the semiconductor manufacturing segment, including IPGP's peers, has shown positive investor sentiment recently.
IPG Photonics Corporation $IPGP Shares Bought by Allianz Asset Management GmbH
Allianz Asset Management GmbH significantly increased its stake in IPG Photonics Corporation, buying 45.2% more shares in Q3, bringing its total to 200,138 shares worth $15.85 million. Despite insider selling activity totaling $36.23 million over the last 90 days, insiders still maintain a 39.50% ownership. The stock opened at $109.61, near its 12-month high, while analysts maintain a "Moderate Buy" rating with an average target price of $91.67, indicating mixed sentiment due to its high P/E ratio of 179.7.
Old West Investment Management LLC Has $1.65 Million Position in IPG Photonics Corporation $IPGP
Old West Investment Management LLC increased its stake in IPG Photonics Corporation by 138% in the 3rd quarter, now holding 20,842 shares valued at $1.65 million. IPG Photonics has a "Moderate Buy" consensus rating from analysts with a target price of $91.67, though the stock recently opened at $109.61. Despite institutional investors owning a significant portion of the company, insiders have been net sellers, offloading over $36 million worth of shares in the past 90 days.
IPG Photonics: Laser Champion At A Crossroads As Investors Weigh Growth Against Cyclic Fears
IPG Photonics (IPGP) stock is navigating investor uncertainty, caught between solid margins and concerns about industrial demand and China exposure. Despite a positive one-year return for long-term holders, the stock shows choppy recent performance due to a mixed earnings report and cautious guidance. Wall Street maintains a neutral to moderately positive outlook, acknowledging the company's technological leadership while monitoring cyclical market conditions.
Strs Ohio Trims Stake in IPG Photonics Corporation $IPGP
STRS Ohio significantly reduced its stake in IPG Photonics Corporation by 96.9% in Q3, selling 18,625 shares. Despite heavy insider selling totaling around $36.23 million, institutional ownership remains high at 93.79%. Wall Street analysts maintain a "Moderate Buy" rating with an average target price of $91.67, and the company recently beat quarterly EPS estimates.
IPG Photonics (IPGP) Reports Next Week: Wall Street Expects Earnings Growth
IPG Photonics (IPGP) is expected to report increased earnings and revenues for the quarter ended December 2025, with an anticipated EPS of $0.25 on $246.37 million in revenue. The company holds a Zacks Rank #1 (Strong Buy) and has a positive Earnings ESP of +15.08%, suggesting a high probability of beating consensus EPS estimates. IPG Photonics has a strong track record of beating EPS estimates in past quarters, doing so three out of the last four times.
IPG Photonics (IPGP) Reports Next Week: Wall Street Expects Earnings Growth
IPG Photonics (IPGP) is expected to announce a year-over-year increase in earnings and higher revenues for the quarter ended December 2025, with results due on February 12. Analysts anticipate quarterly earnings of $0.25 per share, up 38.9%, on revenues of $246.37 million, up 5.1%. The company holds a Zacks Rank #1 and a positive Earnings ESP of +15.08%, indicating a high probability of beating consensus EPS estimates.
Ipg photonics stock hits 52-week high at 102.21 USD By Investing.com
IPG Photonics (IPGP) has reached a new 52-week high of $102.21, reflecting a 42.4% increase over the past year and strong recent momentum. Despite appearing overvalued with a P/E ratio of 162.79, the company boasts robust financial health, exceeding Q3 revenue and EPS forecasts due to electric vehicle welding demand and advancements in additive manufacturing. IPG Photonics is also diversifying with a new facility for its IPG Defense business unit.
Ipg photonics stock hits 52-week high at 102.21 USD
IPG Photonics Corporation (IPGP) has reached a new 52-week high of $102.21, reflecting a 42.4% stock price increase over the last year. Despite showing signs of being overbought and trading at a high P/E ratio, the company demonstrates strong financial health with significant cash reserves and recently reported robust third-quarter earnings. IPG Photonics is also expanding its operations with a new facility for its Defense business unit and diversifying its market reach, driven by strong demand in key sectors like electric vehicles and additive manufacturing.
Eric Meurice Sells 750 Shares of IPG Photonics (NASDAQ:IPGP) Stock
IPG Photonics (NASDAQ:IPGP) Director Eric Meurice sold 750 shares of company stock at an average price of $95.00, totaling $71,250. This transaction reduced his holding to 22,803 shares. The sale follows a previous transaction in November and coincides with IPG shares trading up 4.6% to $98.92, while analysts maintain a "Moderate Buy" rating with a consensus price target of $91.67.
IPG Photonics to Display CROSSBOW™ MINI High-Energy Laser System at Singapore Airshow 2026 in Singapore
IPG Photonics will showcase its CROSSBOW™ MINI High-Energy Laser (HEL) Systems at the Singapore Airshow 2026. This system is designed as a compact, field-ready, cost-effective counter to unmanned aerial systems (UAS), specifically neutralizing Group 1 and 2 drones. The company highlights its ease of deployment, scalability, and ability to integrate with existing defense networks for protecting critical assets in both military and private operations.
IPG Photonics to Display CROSSBOW™ MINI High-Energy Laser System at Singapore Airshow 2026 in Singapore
IPG Photonics will showcase its CROSSBOW™ MINI High-Energy Laser (HEL) Systems at the Singapore Airshow 2026. This compact, field-ready laser defense system is designed to provide a cost-effective counter to unmanned aerial systems (UAS), specifically neutralizing Group 1 and 2 drones. The company highlights its ease of deployment, operator-friendly design, and global demand for such solutions due to increasing drone incursions.
Laser defense against drone swarms: inside IPG’s CROSSBOW MINI system
IPG Photonics (IPGP) is showcasing its CROSSBOW™ MINI High-Energy Laser (HEL) System at the Singapore Airshow 2026. This compact, field-ready system is designed for rapid deployment and counter-UAS protection against Group 1–2 drones, offering a cost-effective solution to rising drone incursions. The company emphasizes its manufacturing capabilities at its Huntsville, Alabama facility and the system's ease of integration and operation for both military and private asset protection.
IPG Photonics (IPGP) to Release Quarterly Earnings on Tuesday
IPG Photonics (NASDAQ:IPGP) is scheduled to release its Q4 2025 earnings before market open on Tuesday, February 10th, with analysts forecasting $0.24 EPS. The company beat estimates in the prior quarter and analysts expect $2.00 EPS for the current and next fiscal year. Insider selling worth $36.2 million occurred last quarter, while institutional ownership is high at 93.79%.
Mid-infrared Lasers Market 2026-2033: Growth Overview, Facts &
The "Mid-infrared Lasers Market" report by Coherent Market Insights offers a comprehensive analysis of the global market from 2026 to 2033, covering trends, segmentation, competitive landscape, and growth drivers. It provides actionable intelligence for strategic decision-making, offering insights into market size, revenue forecasts, and competitive positioning, with a special 40% discount on the report. Key segments include quantum cascade, interband cascade, and solid-state mid-infrared lasers, with applications in gas sensing, medical diagnostics, and defense.
IPG Photonics to Announce Fourth Quarter 2025 Financial Results on February 12
IPG Photonics Corporation (Nasdaq: IPGP) is scheduled to release its fourth-quarter 2025 financial results before the market opens on Thursday, February 12, 2026. The company will host a conference call on the same day at 10:00 a.m. ET to discuss these results, with a live webcast available on their investor relations website. IPG Photonics is a leading provider of high-power fiber lasers and amplifiers, primarily for materials processing.
Subdued Growth No Barrier To IPG Photonics Corporation (NASDAQ:IPGP) With Shares Advancing 27%
This article analyzes IPG Photonics Corporation's stock performance amidst subdued revenue growth. Despite the company's past growth not being significantly impressive, its shares have advanced by 27% over the last three months, reaching a 52-week high. The article suggests that investor optimism may be driving this increase, possibly due to expectations of future improvements, even though profitability has seen a dip.
There's Reason For Concern Over IPG Photonics Corporation's (NASDAQ:IPGP) Massive 27% Price Jump
IPG Photonics (IPGP) shares saw a 27% rise in the last month, contributing to a 28% gain over the past year. Despite this price jump, the company's price-to-sales (P/S) ratio of 4x is high compared to the industry average of 2.9x, raising concerns. Analysts project IPG Photonics' revenue growth to be lower than the industry average, which doesn't support its elevated P/S ratio and suggests potential risks for investors.
Ipg Photonics stock hits 52-week high at $92.52 By Investing.com
IPG Photonics (IPGP) stock hit a new 52-week high of $92.52, reflecting a 27.96% increase over the past year and significant recent gains. This growth is attributed to a strong balance sheet, demand for welding applications in EVs and batteries, and strategic initiatives like the new IPG Defense unit. Despite trading at a premium P/E ratio of 150.45, the company has surpassed earnings and revenue expectations.
Ipg Photonics stock hits 52-week high at $92.52
IPG Photonics (IPGP) stock has reached a new 52-week high of $92.52, reflecting a 27.96% increase over the past year and significant recent gains. While the company demonstrates strong financials with more cash than debt, its P/E ratio suggests it is currently trading at a premium. Recent strong Q3 performance, strategic expansion into defense solutions, and positive analyst sentiment from Stifel and Benchmark contribute to investor confidence.
IPG Photonics to Announce Fourth Quarter 2025 Financial Results on February 12
IPG Photonics Corporation will release its fourth quarter 2025 financial results before the market opens on Thursday, February 12, 2026. The company will host a conference call at 10:00 a.m. ET on the same day to discuss these results. A live webcast will be available on their investor relations website.
IPG Photonics to Announce Fourth Quarter 2025 Financial Results on February 12
IPG Photonics Corporation (Nasdaq: IPGP) is scheduled to release its fourth-quarter 2025 financial results before market open on Thursday, February 12, 2026. The company will host a conference call on the same day at 10:00 a.m. ET to discuss these results, with a live webcast available on its investor relations website. IPG Photonics is a leader in high-power fiber lasers and amplifiers, primarily used in materials processing.
IPG Photonics to Announce Fourth Quarter 2025 Financial Results on February 12
IPG Photonics Corporation will release its fourth quarter 2025 financial results on February 12, 2026, before the market opens, followed by a conference call at 10:00 a.m. ET. Investors can access the webcast of the call from the company's investor relations website. IPG Photonics specializes in high-power fiber lasers for various applications, primarily material processing, and aims to provide innovative, reliable, and cost-effective laser solutions.
IPG Photonics Corp. Stock Underperforms Tuesday When Compared To Competitors Despite Daily Gains
IPG Photonics Corp.'s stock underperformed its competitors despite daily gains on Tuesday. The article also briefly mentions Unity Software's fourth-quarter financial results, including a revenue increase of 35% year-over-year to $609 million and a quarterly loss of 66 cents per share. However, the full details of IPG Photonics' performance are behind a login wall.
Assessing IPG Photonics (IPGP) Valuation After New Laser Systems Showcase At Major Industry Event
IPG Photonics (IPGP) recently showcased new laser systems at the 2026 SPIE Photonics West Exhibition, contributing to a recent surge in its stock momentum. While a narrative suggests the stock is 8.4% undervalued with a fair value of $96.08 due to growth initiatives in medical, semiconductor, micromachining, and defense sectors, another view highlights its high P/E ratio of 144.5x, suggesting rich expectations. Investors should consider these contrasting valuations and potential risks associated with weakening demand or R&D returns.
Zacks.com featured highlights include IPG Photonics, Ironwood and Science Applications
This article highlights IPG Photonics, Dollar General, Ironwood Pharmaceuticals, and Science Applications International as four stocks trading near 52-week highs with further upside potential. It explains that while some investors might consider these stocks overvalued, their strong fundamentals, strategic expansions, and product innovations suggest continued momentum and growth. The article provides a detailed analysis of each company's recent performance, strategic initiatives, and analyst estimates.
ARGA Investment Management LP Reduces Holdings in IPG Photonics Corporation $IPGP
ARGA Investment Management LP significantly reduced its stake in IPG Photonics Corporation by 83.6% in the third quarter of 2025, selling over 20,000 shares. Despite this, IPG Photonics posted strong Q3 earnings, surpassing revenue and EPS expectations, and has a "Moderate Buy" consensus rating from analysts with an average price target of $89.33. Insider selling has also occurred, totaling over $36 million in the past 90 days, though insiders still hold a substantial portion of the company's stock.
Emerald Mutual Fund Advisers Trust Purchases Shares of 83,916 IPG Photonics Corporation $IPGP
Emerald Mutual Fund Advisers Trust recently acquired a new stake of 83,916 shares in IPG Photonics Corporation, valued at approximately $6.65 million. This purchase represents about 0.20% ownership, while institutional investors collectively own roughly 93.8% of the company. Despite recent insider selling, analyst sentiment remains moderately positive with an average price target of $89.33.
Insider Sell: Angelo Lopresti Sells 1,500 Shares of IPG Photonics Corp (IPGP)
Angelo Lopresti, Senior Vice President, Secretary & General Counsel, and 10% Owner of IPG Photonics Corp (IPGP), sold 1,500 shares of the company on January 21, 2026. This transaction increased his total sales over the past year to 10,500 shares, with no purchases. Despite the sale, the stock is considered fairly valued based on its GF Value, even though its price-earnings ratio of 141.70 is higher than the industry and company historical median.
