IPG Photonics (NASDAQ:IPGP) Director Eugene Scherbakov Sells 1,524 Shares

IPG Photonics Corporation (NASDAQ:IPGP) Director Eugene Scherbakov sold 1,524 shares of the business’s stock in a transaction dated Friday, July 31st. The shares were sold at an average price of $86.61, for a total value of $131,993.64. Following the sale, the director directly owned 48,210 shares of the company’s stock, valued at approximately $4,175,468.10. This trade represents a 3.06% decrease in their position. The transaction was disclosed in a document filed with the SEC, which can be accessed through this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan.

IPG Photonics Price Performance

Shares of NASDAQ:IPGP opened at $94.07 on Wednesday. The firm has a market capitalization of $3.99 billion, a PE ratio of 136.34, a P/E/G ratio of 2.54 and a beta of 0.96. The business has a 50-day moving average of $106.24 and a two-hundred day moving average of $111.70. IPG Photonics Corporation has a 12 month low of $71.35 and a 12 month high of $155.82.

IPG Photonics (NASDAQ:IPGP) last released 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. The company had revenue of $278.58 million for the quarter, compared to the consensus estimate of $279.98 million. IPG Photonics had a return on equity of 2.84% and a net margin of 2.78%.The company’s quarterly revenue was up 11.1% compared to the same quarter last year. During the same period last year, the business posted $0.16 EPS. IPG Photonics has set its Q3 2026 guidance at 0.300-0.600 EPS. As a group, research analysts anticipate that IPG Photonics Corporation will post 1.66 earnings per share for the current year.

Analysts Set New Price Targets

A number of brokerages have weighed in on IPGP. Needham & Company LLC lifted their price target on shares of IPG Photonics from $110.00 to $120.00 and gave the company a “buy” rating in a research report on Friday, July 17th. Wall Street Zen downgraded shares of IPG Photonics from a “buy” rating to a “hold” rating in a research note on Saturday, May 9th. Zacks Research lowered shares of IPG Photonics from a “strong-buy” rating to a “hold” rating in a report on Monday, May 4th. Stifel Nicolaus reduced their target price on shares of IPG Photonics from $165.00 to $125.00 and set a “buy” rating on the stock in a report on Wednesday, May 6th. Finally, 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. Six research analysts have rated the stock with a Buy rating, two have issued a Hold rating and one has assigned a Sell rating to the stock. According to MarketBeat.com, the stock currently has an average rating of “Moderate Buy” and an average target price of $137.17.

Hedge Funds Weigh In On IPG Photonics

A number of institutional investors and hedge funds have recently bought and sold shares of IPGP. Segall Bryant & Hamill LLC acquired a new stake in IPG Photonics in the fourth quarter valued at approximately $30,254,000. AQR Capital Management LLC lifted its position in shares of IPG Photonics by 53.7% during the second quarter. AQR Capital Management LLC now owns 978,577 shares of the semiconductor company’s stock worth $67,101,000 after purchasing an additional 341,773 shares in the last quarter. Invesco Ltd. boosted its stake in shares of IPG Photonics by 169.4% in the fourth quarter. Invesco Ltd. now owns 288,507 shares of the semiconductor company’s stock valued at $20,657,000 after purchasing an additional 181,423 shares during the period. Norges Bank purchased a new position in shares of IPG Photonics in the fourth quarter valued at $12,647,000. Finally, Sei Investments Co. grew its holdings in IPG Photonics by 445.9% during the 1st quarter. Sei Investments Co. now owns 192,688 shares of the semiconductor company’s stock valued at $22,080,000 after purchasing an additional 157,392 shares in the last quarter. Hedge funds and other institutional investors own 93.79% of the company’s stock.

Trending Headlines about IPG Photonics

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

• Positive Sentiment: IPG reported second-quarter adjusted EPS of $0.58, well above the $0.37-$0.40 analyst consensus and nearly double the $0.30 reported a year earlier. Adjusted EBITDA rose 54% to $48.5 million. IPG Photonics Announces Second Quarter 2026 Financial Results
• Positive Sentiment: Revenue increased 11% year over year to $278.6 million, supported by 16% growth in Industrial Solutions, which represents 85% of sales. Demand was particularly strong in battery manufacturing, welding, marking, cleaning and additive manufacturing. IPG Photonics Q2 revenue rises 11% to $279 million
• Positive Sentiment: Third-quarter guidance calls for revenue of $265 million to $295 million, with a midpoint above consensus, and adjusted EPS of $0.30 to $0.60, with a midpoint modestly ahead of estimates. Management also cited a book-to-bill ratio above one, suggesting continued demand. Why IPG Photonics Rallied Today
• Positive Sentiment: Gross margin improved to 40.4% from 37.3%, helped by lower product costs, better inventory management and $4.7 million in tariff refunds. The planned Lumibird Medical acquisition could expand IPG’s presence in medical markets. IPG Photonics pops as strong guidance offsets mixed Q2 results
• Neutral Sentiment: Advanced Solutions revenue declined 9% year over year because of weakness in micromachining and defense, although semiconductor sales improved. Management highlighted continued interest in its CROSSBOW directed-energy system.
• Negative Sentiment: GAAP net income fell 21% to $5.2 million, while diluted GAAP EPS declined to $0.12 from $0.16. Results included $17.6 million of impairment charges and a higher tax burden.
• Negative Sentiment: Recent insider activity remains one-sided: a director sold 1,524 shares and major shareholder Fibre Devices sold 27,000 shares. Both transactions were made under pre-arranged Rule 10b5-1 plans, limiting their immediate significance, but the sales may temper sentiment. IPG Photonics insider sale filing

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.