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5 stories mentioning IPGPUpdated 33d ago

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Insider Trading

Ipg Photonics Insider Sold Shares Worth $1,195,098, According to a Recent SEC Filing

Timothy PV Mammen, Senior Vice President, Chief Financial Officer, on May 22, 2026, sold 9,975 shares in Ipg Photonics (IPGP) for $1,195,098. Following the Form 4 filing with the SEC, Mammen has control over a total of 76,438 common shares of the company, with 76,438 shares held directly.SEC Filing:https://www.sec.gov/Archives/edgar/data/1111928/000111192826000122/xslF345X05/wk-form4_1779831263.xml

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Research

Research Alert: CFRA Maintains Hold Rating On Shares Of Ipg Photonics Corporation

CFRA, an independent research provider, has providedwith the following research alert. Analysts at CFRA have summarized their opinion as follows:We lower our target price to $137 from $156, based on 60x our 2027 EPS estimate, a premium to IPGP's historical forward average of ~45x, reflecting the company's transformation toward higher-value applications. We decrease our 2026 EPS estimate to $1.59 from $1.67 and 2027 to $2.29 from $2.40 as management's EPS guidance midpoint came in below consensus and margin headwinds persist. We expect IPGP's strategic pivot to benefit from emerging growth products representing 53% of revenue, strong geographic diversification, and book-to-bill above 1.0. However, we remain cautious given structural margin pressure from tariffs (150-200 bps gross margin drag), Advanced Solutions weakness (-5% Y/Y), and elevated operating expenses. This margin compression, combined with cyclicality risk in battery manufacturing and nascent defense opportunities requiring extended timelines, supports our Hold rating until we see sustained margin recovery and more consistent growth across solution categories.

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Wire

Update: IPG Photonics Shares Drop After Q1 Adjusted Earnings Fall

(Updates with recent stock movement in headline and first paragraph.)IPG Photonics (IPGP) shares dropped about 30% in afternoon trading on Tuesday after the company posted lower Q1 adjusted earnings.The company reported Q1 adjusted earnings Tuesday of $0.29 per diluted share, down from $0.31 a year earlier.An analyst polled by FactSet expected $0.31.Revenue for the quarter ended March 31 was $265.5 million, compared with $227.8 million a year earlier.An analyst polled by FactSet expected $265.5 million.The company expects Q2 adjusted EPS of $0.25 to $0.55 and $260 million to $290 million in revenue. Analysts polled by FactSet expect $0.44 in adjusted EPS on revenue of $275.7 million.Separately, IPG Photonics said it agreed on a global settlement with TRUMPF Laser- und Systemtechnik to resolve and close their patent dispute. No other details were disclosed.Price: $86.18, Change: $-36.16, Percent Change: -29.56%

$IPGP
Research

Research Alert: Ipgp: Strong Revenue Growth; Margins Impacted By Tariffs, Litigation Settlement

CFRA, an independent research provider, has providedwith the following research alert. Analysts at CFRA have summarized their opinion as follows:IPGP delivered Q1 results with revenue of $265M (+17% Y/Y), beating consensus of $257M and marking the second consecutive quarter of double-digit growth, though profitability was impacted by tariff pressures and a $13.5M TRUMPF litigation settlement. North America surged 27%, Asia grew 14%, and Europe was up 4%, while emerging growth products maintained 53% of total revenue. We believe the TRUMPF settlement removes a significant overhang, allowing management to focus on executing the diversification strategy toward higher-value applications. Management provided Q2 guidance of $260M-$290M revenue with adjusted EPS of $0.25-$0.55, suggesting continued near-term margin pressure. Constructive demand indicators including book-to-bill above 1.0 for the second consecutive quarter and the company's strong balance sheet with $481M in cash provide flexibility to navigate current challenges while investing in long-term growth initiatives.

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Wire

IPG Photonics' Q1 Adjusted Earnings Decline, Revenue Increases; Q2 Outlook Issued; Shares Drop Pre-Bell

IPG Photonics (IPGP) reported Q1 adjusted earnings Tuesday of $0.29 per diluted share, down from $0.31 a year earlier.An analyst polled by FactSet expected $0.31.Revenue for the quarter ended March 31 was $265.5 million, compared with $227.8 million a year earlier.An analyst polled by FactSet expected $265.5 million.The company expects Q2 adjusted EPS of $0.25 to $0.55 and $260 million to $290 million in revenue. Analysts polled by FactSet expect $0.44 in adjusted EPS on revenue of $275.7 million.Separately, IPG Photonics said it agreed on a global settlement with TRUMPF Laser- und Systemtechnik to resolve and close their patent dispute. No other details were disclosed.Shares of IPG Photonics were down more than 17% premarket Tuesday.Price: $100.60, Change: $-21.73, Percent Change: -17.76%

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