IPG Photonics

Tariff Tensions And Chinese Competition Will Compress Laser Margins

AnalystLowTarget

Not Invested

Community Contributor

Published

05 May 25

Updated

08 May 25

AnalystLowTarget's Fair Value

US$65.00

24.1% overvalued

10 Sep

US$80.68

5.9%

-8.5%

5.9%

-8.5%

You can edit this narrative until May 12 6:03 AM. Then, changes will post as Updates.

Author's Valuation

US$6524.1% overvalued

AnalystLowTarget Fair Value

Narrative

Updates1

Shared on08 May 25
Fair value Increased 18%

AnalystLowTarget Fair Value

US$65

24.1% overvalued

Future estimation in

% p.a.

Decrease

Increase

Current revenue growth rate

7.62%

Electronic Equipment and Components revenue growth rate

0.43%

Risk Level (Discount Rate)

Our default considers factors like the company's size, volatility, profitablity and country of operation.

Decrease

Increase

Current discount rate

8.21%

Calculation

US$169.42m

Earnings '28

18.93x

PE Ratio '28

US$3.21b

Market Cap '28

US$3.21b

Market Cap '28

39.28m

No. shares '28

US$81.66

Share Price '28

US$81.66 Share Price '28

Discounted to 2025 @ 8.16% p.a.

US$64.54

Fair Value '25

Tariff Tensions And Chinese Competition Will Compress Laser Margins

Shared on08 May 25Fair value Increased 18%

Shared on08 May 25
Fair value Increased 18%