Analysts Issue Forecasts for IPG Photonics FY2028 Earnings

IPG Photonics Corporation (NASDAQ:IPGP) – Equities research analysts at Zacks Research decreased their FY2028 earnings per share (EPS) estimates for shares of IPG Photonics in a note issued to investors on Tuesday, August 25th. Zacks Research analyst Team now expects that the semiconductor company will earn $3.70 per share for the year, down from their previous forecast of $4.34. Zacks Research has a “Hold” rating on the stock. The consensus estimate for IPG Photonics’ current full-year earnings is $1.82 per share.

IPG Photonics (NASDAQ:IPGP) last announced its quarterly earnings data on Tuesday, August 4th. The semiconductor company reported $0.58 EPS for the quarter, topping analysts’ consensus estimates of $0.37 by $0.21. IPG Photonics had a return on equity of 3.39% and a net margin of 2.58%.The company had revenue of $278.58 million during the quarter, compared to the consensus estimate of $279.98 million. During the same quarter last year, the company earned $0.16 EPS. The company’s quarterly revenue was up 11.1% on a year-over-year basis. IPG Photonics has set its Q3 2026 guidance at 0.300-0.600 EPS.

Other equities research analysts also recently issued research reports about the stock. Roth Capital reiterated a “buy” rating and set a $151.00 price target on shares of IPG Photonics in a research note on Tuesday, May 19th. Weiss Ratings restated a “sell (d+)” rating on shares of IPG Photonics in a research note on Wednesday, June 24th. Needham & Company LLC raised their price objective on shares of IPG Photonics from $110.00 to $120.00 and gave the stock a “buy” rating in a report on Friday, July 17th. Stifel Nicolaus reduced their price objective on shares of IPG Photonics from $165.00 to $125.00 and set a “buy” rating for the company in a report on Wednesday, May 6th. Finally, Wall Street Zen lowered shares of IPG Photonics from a “buy” rating to a “hold” rating in a research report on Saturday, May 9th. Five research analysts have rated the stock with a Buy rating, two have issued a Hold rating and one has issued a Sell rating to the company. According to MarketBeat.com, the company currently has an average rating of “Moderate Buy” and a consensus target price of $142.60.

IPG Photonics Trading Up 3.5%

Shares of NASDAQ IPGP opened at $74.21 on Thursday. The business has a fifty day simple moving average of $95.69 and a 200 day simple moving average of $110.84. The firm has a market capitalization of $3.16 billion, a price-to-earnings ratio of 114.17, a PEG ratio of 1.90 and a beta of 0.96. IPG Photonics has a one year low of $69.41 and a one year high of $155.82.

Insider Buying and Selling

In related news, major shareholder Valentin Gapontsev Trust I sold 56,316 shares of the business’s stock in a transaction on Tuesday, July 21st. The stock was sold at an average price of $102.31, for a total value of $5,761,689.96. Following the sale, the insider owned 6,670,283 shares of the company’s stock, valued at $682,436,653.73. The trade was a 0.84% decrease in their position. The sale was disclosed in a filing with the Securities & Exchange Commission, which is available through this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, Director Tang Agnes sold 1,511 shares of the company’s stock in a transaction on Monday, June 22nd. The shares were sold at an average price of $117.85, for a total value of $178,071.35. Following the completion of the sale, the director owned 9,588 shares in the company, valued at $1,129,945.80. This trade represents a 13.61% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders sold 183,888 shares of company stock worth $18,254,751 in the last quarter. Corporate insiders own 37.50% of the company’s stock.

Hedge Funds Weigh In On IPG Photonics

Institutional investors have recently added to or reduced their stakes in the company. Legal & General Group Plc increased its holdings in IPG Photonics by 8.5% during the 4th quarter. Legal & General Group Plc now owns 199,766 shares of the semiconductor company’s stock valued at $14,303,000 after purchasing an additional 15,670 shares in the last quarter. Intech Investment Management LLC acquired a new position in IPG Photonics in the fourth quarter worth $6,376,000. First Eagle Investment Management LLC grew its holdings in shares of IPG Photonics by 0.3% during the fourth quarter. First Eagle Investment Management LLC now owns 4,487,103 shares of the semiconductor company’s stock worth $321,277,000 after purchasing an additional 12,344 shares during the last quarter. Renaissance Technologies LLC grew its holdings in shares of IPG Photonics by 173.8% during the first quarter. Renaissance Technologies LLC now owns 85,700 shares of the semiconductor company’s stock worth $9,820,000 after purchasing an additional 54,400 shares during the last quarter. Finally, Sei Investments Co. increased its stake in shares of IPG Photonics by 445.9% in the first quarter. Sei Investments Co. now owns 192,688 shares of the semiconductor company’s stock valued at $22,080,000 after buying an additional 157,392 shares in the last quarter. 93.79% of the stock is owned by institutional investors.

Key IPG Photonics News

Here are the key news stories impacting IPG Photonics this week:

• Positive Sentiment: Zacks raised its fiscal 2026 EPS forecast to $1.80 from $1.59, above the broader consensus estimate of $1.78. Estimates for third-quarter 2026 EPS increased to $0.46 from $0.45, while fourth-quarter EPS rose to $0.48 from $0.47.
• Positive Sentiment: The firm also lifted second-quarter 2027 EPS expectations to $0.59 from $0.54 and third-quarter 2027 expectations to $0.60 from $0.59, suggesting some confidence in an earnings improvement over the next several quarters.
• Neutral Sentiment: Reported short interest was listed at zero shares as of August 25, unchanged from the prior period. Because the data appears inconsistent with normal trading activity, it provides little useful information about investor positioning.
• Negative Sentiment: Zacks reduced first-quarter 2027 EPS estimates to $0.39 from $0.49 and lowered full-year 2027 EPS to $2.21 from $2.24. It also cut first- and second-quarter 2028 forecasts to $0.82 and $0.90, respectively, from $0.95 and $1.03.

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.