IPG Photonics (NASDAQ:IPGP) Upgraded by Wall Street Zen to “Buy” Rating

IPG Photonics (NASDAQ:IPGP) was upgraded by research analysts at Wall Street Zen from a “hold” rating to a “buy” rating in a research note issued to investors on Monday.

A number of other research analysts have also recently commented on the company. Benchmark restated a “hold” rating on shares of IPG Photonics in a research note on Wednesday, December 10th. Stifel Nicolaus upped their target price on IPG Photonics from $92.00 to $165.00 and gave the stock a “buy” rating in a research report on Friday, February 13th. Weiss Ratings reiterated a “sell (d+)” rating on shares of IPG Photonics in a research note on Friday, March 27th. Raymond James Financial lowered IPG Photonics from a “strong-buy” rating to an “outperform” rating and boosted their price target for the stock from $97.00 to $180.00 in a research report on Friday, February 13th. Finally, Zacks Research upgraded IPG Photonics from a “hold” rating to a “strong-buy” rating in a report on Thursday, January 15th. One equities research analyst has rated the stock with a Strong Buy rating, five have assigned a Buy rating, one has issued a Hold rating and one has assigned a Sell rating to the company’s stock. According to MarketBeat, the stock currently has an average rating of “Moderate Buy” and a consensus target price of $131.40.

IPG Photonics Price Performance

IPG Photonics stock opened at $113.94 on Monday. The firm has a fifty day moving average of $118.65 and a 200-day moving average of $94.18. IPG Photonics has a 52-week low of $48.59 and a 52-week high of $155.82. The firm has a market capitalization of $4.84 billion, a P/E ratio of 153.97, a PEG ratio of 2.79 and a beta of 1.01.

IPG Photonics (NASDAQ:IPGP) last posted its earnings results on Thursday, February 12th. The semiconductor company reported $0.46 earnings per share for the quarter, beating the consensus estimate of $0.25 by $0.21. IPG Photonics had a net margin of 3.10% and a return on equity of 2.89%. The business had revenue of $274.47 million for the quarter, compared to analyst estimates of $249.58 million. During the same quarter in the previous year, the business posted $0.18 EPS. The business’s quarterly revenue was up 17.2% on a year-over-year basis. IPG Photonics has set its Q1 2026 guidance at 0.100-0.400 EPS. On average, research analysts expect that IPG Photonics will post 1.54 EPS for the current fiscal year.

Insider Activity at IPG Photonics

In other IPG Photonics news, Director Eric Meurice sold 750 shares of the company’s stock in a transaction that occurred on Monday, February 2nd. The stock was sold at an average price of $95.00, for a total value of $71,250.00. Following the transaction, the director directly owned 22,803 shares of the company’s stock, valued at $2,166,285. This represents a 3.18% decrease in their position. The sale was disclosed in a document filed with the SEC, which is available at the SEC website. Also, major shareholder Valentin Gapontsev Trust I sold 7,952 shares of IPG Photonics stock in a transaction on Thursday, January 15th. The stock was sold at an average price of $80.10, for a total transaction of $636,955.20. Following the completion of the sale, the insider owned 6,793,099 shares of the company’s stock, valued at approximately $544,127,229.90. This trade represents a 0.12% decrease in their position. The disclosure for this sale is available in the SEC filing. Insiders sold 134,617 shares of company stock worth $10,636,883 over the last ninety days. Company insiders own 39.50% of the company’s stock.

Institutional Investors Weigh In On IPG Photonics

Several hedge funds and other institutional investors have recently modified their holdings of IPGP. Emerald Mutual Fund Advisers Trust bought a new position in shares of IPG Photonics during the third quarter valued at approximately $6,645,000. Allianz Asset Management GmbH raised its position in shares of IPG Photonics by 45.2% during the 3rd quarter. Allianz Asset Management GmbH now owns 200,138 shares of the semiconductor company’s stock worth $15,849,000 after purchasing an additional 62,286 shares during the period. Polar Asset Management Partners Inc. lifted its holdings in shares of IPG Photonics by 27.4% in the 3rd quarter. Polar Asset Management Partners Inc. now owns 79,721 shares of the semiconductor company’s stock worth $6,313,000 after purchasing an additional 17,132 shares during the last quarter. Assenagon Asset Management S.A. acquired a new position in IPG Photonics during the 4th quarter valued at approximately $3,435,000. Finally, Old West Investment Management LLC boosted its position in IPG Photonics by 138.0% during the 3rd quarter. Old West Investment Management LLC now owns 20,842 shares of the semiconductor company’s stock valued at $1,650,000 after purchasing an additional 12,085 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.