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IPG Photonics Community
NasdaqGS:IPGP Community
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IPG Photonics
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IPG Photonics
AN
AnalystConsensusTarget
Consensus Narrative from 5 Analysts
Global Automation And Electric Trends Will Expand Advanced Laser Adoption
Key Takeaways Expanding applications in automation, electric vehicles, and new verticals like medical and defense are driving diversified growth and increasing IPG's long-term revenue potential. Operational efficiencies, flexible manufacturing, and innovative product launches are expected to further support margin expansion and stronger profitability.
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US$80.20
FV
1.9% undervalued
intrinsic discount
8.08%
Revenue growth p.a.
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3 days ago
author updated this narrative
IPG Photonics
AN
AnalystLowTarget
Consensus Narrative from 5 Analysts
Tariff Tensions And Chinese Competition Will Compress Laser Margins
Key Takeaways Increasing competitive pressure, regulatory costs, and technological shifts threaten profitability and could undermine revenue growth in IPG's core industrial laser business. Tariffs, supply chain issues, and global deglobalization trends may hinder international expansion and lead to stagnation or decline in key overseas markets.
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US$65.00
FV
21.0% overvalued
intrinsic discount
4.00%
Revenue growth p.a.
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1 day ago
author updated this narrative
IPG Photonics
AN
AnalystHighTarget
Consensus Narrative from 5 Analysts
Manufacturing Automation And EV Demand Will Drive Fiber Lasers
Key Takeaways Rapid adoption of new high-power laser platforms and vertical integration are driving early margin expansion and positioning IPG for outsized growth in high-demand sectors. Accelerating global automation and manufacturing recovery are creating immediate, sustained demand tailwinds, shortening the cycle between R&D investment and revenue gains.
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US$97.00
FV
18.9% undervalued
intrinsic discount
8.54%
Revenue growth p.a.
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2 days ago
author updated this narrative
Your Valuation for
IPGP
IPGP
IPG Photonics
Your Fair Value
US$
Current Price
US$78.67
37.0% overvalued
intrinsic discount
Growth estimate over
Annual revenue growth rate
5 Years
time period
%/yr
Decrease
Increase
Past
Future
-215m
2b
2015
2018
2021
2024
2025
2027
2030
Revenue US$1.4b
Earnings US$121.5m
Advanced
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