IPG Photonics (NASDAQ:IPGP) Issues Q3 2026 Earnings Guidance

IPG Photonics (NASDAQ:IPGP) updated its third quarter 2026 earnings guidance on Tuesday morning. The company provided earnings per share guidance of 0.300-0.600 for the period, compared to the consensus estimate of 0.440. The company issued revenue guidance of $265.0 million-$295.0 million, compared to the consensus revenue estimate of $276.7 million.

IPG Photonics Stock Performance

Shares of NASDAQ IPGP opened at $87.20 on Tuesday. IPG Photonics has a 1 year low of $71.35 and a 1 year high of $155.82. The stock’s 50-day simple moving average is $106.75 and its 200-day simple moving average is $111.58. The firm has a market cap of $3.70 billion, a price-to-earnings ratio of 126.38, a PEG ratio of 2.47 and a beta of 0.96.

IPG Photonics (NASDAQ:IPGP) last issued its quarterly earnings data on Tuesday, August 4th. The semiconductor company reported $0.58 earnings per share for the quarter, beating analysts’ consensus estimates of $0.37 by $0.21. IPG Photonics had a return on equity of 2.84% and a net margin of 2.78%.During the same quarter last year, the firm posted $0.16 earnings per share. The company’s revenue was up 11.1% compared to the same quarter last year. IPG Photonics has set its Q3 2026 guidance at 0.300-0.600 EPS. As a group, research analysts predict that IPG Photonics will post 1.66 EPS for the current year.

Analysts Set New Price Targets

A number of research analysts have commented on the stock. Weiss Ratings reiterated a “sell (d+)” rating on shares of IPG Photonics in a research note on Wednesday, June 24th. Roth Capital reaffirmed a “buy” rating and set a $151.00 price target on shares of IPG Photonics in a research report on Tuesday, May 19th. Zacks Research lowered IPG Photonics from a “strong-buy” rating to a “hold” rating in a report on Monday, May 4th. Wall Street Zen cut IPG Photonics from a “buy” rating to a “hold” rating in a research note on Saturday, May 9th. Finally, Needham & Company LLC increased their target price on IPG Photonics from $110.00 to $120.00 and gave the stock a “buy” rating in a report on Friday, July 17th. Six equities research analysts have rated the stock with a Buy rating, two have issued a Hold rating and one has given a Sell rating to the company’s stock. According to MarketBeat.com, the company has a consensus rating of “Moderate Buy” and an average target price of $137.17.

Insider Buying and Selling at IPG Photonics

In other IPG Photonics news, CFO Timothy Pv Mammen sold 9,975 shares of the business’s stock in a transaction dated Friday, May 22nd. The shares were sold at an average price of $119.81, for a total transaction of $1,195,104.75. Following the completion of the transaction, the chief financial officer directly owned 76,438 shares of the company’s stock, valued at $9,158,036.78. The trade was a 11.54% decrease in their position. The transaction was disclosed in a document filed with the SEC, which is available at this hyperlink. Also, major shareholder Valentin Gapontsev Trust I sold 56,316 shares of IPG Photonics stock in a transaction that occurred on Tuesday, July 21st. The shares were sold at an average price of $102.31, for a total value of $5,761,689.96. Following the sale, the insider directly owned 6,670,283 shares in the company, valued at approximately $682,436,653.73. This trade represents a 0.84% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. In the last ninety days, insiders have sold 136,716 shares of company stock valued at $14,277,206. Corporate insiders own 37.50% of the company’s stock.

Institutional Inflows and Outflows

Several institutional investors and hedge funds have recently modified their holdings of IPGP. Corient Private Wealth LLC acquired a new stake in IPG Photonics in the fourth quarter worth about $209,000. Engineers Gate Manager LP acquired a new position in IPG Photonics during the 4th quarter valued at about $219,000. Wells Fargo & Company MN increased its stake in IPG Photonics by 60.0% during the 4th quarter. Wells Fargo & Company MN now owns 3,108 shares of the semiconductor company’s stock valued at $223,000 after buying an additional 1,165 shares during the period. DRW Securities LLC bought a new stake in shares of IPG Photonics during the 4th quarter worth about $240,000. Finally, Advisory Services Network LLC bought a new stake in shares of IPG Photonics during the 3rd quarter worth about $211,000. Institutional investors own 93.79% of the company’s stock.

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.