IPG Photonics Corporation

Informe acción NasdaqGS:IPGP

Capitalización de mercado: US$5.1b

IPG Photonics Dirección

Dirección controles de criterios 3/4

El CEO de IPG Photonics es Mark Gitin , nombrado en Jun 2024, tiene una permanencia de 1.92 años. compensación anual total es $9.07M, compuesta por 9.7% salario y 90.3% primas, incluidas acciones y opciones de la empresa. posee directamente un 0.037% de las acciones de la empresa, por valor de $1.90M. La antigüedad media del equipo directivo y de la junta directiva es de 1.2 años y 5.3 años, respectivamente.

Información clave

Mark Gitin

Chief Executive Officer (CEO)

US$9.1m

Compensación total

Porcentaje del salario del CEO9.69%
Permanencia del CEO1.9yrs
Participación del CEO0.04%
Permanencia media de la dirección1.2yrs
Promedio de permanencia en la Junta Directiva5.3yrs

Actualizaciones recientes de la dirección

Recent updates

Actualización de narrativa May 01

IPGP: Defense And Laser Collaborations Will Drive Long Term Earnings Power

IPG Photonics' analyst price target has shifted to $180.00. This reflects updated views as analysts factor in recent target changes from Stifel and Roth Capital, along with a downgrade from Raymond James.
Seeking Alpha Apr 20

IPG Photonics: Stock Could Outperform On Above-Average Long-Term Growth

Summary IPG Photonics is positioned for above-average long-term growth, supported by margin expansion and a reasonable PEG valuation. IPGP's growth is driven by strong demand in welding, medical, and defense applications, with recent FDA clearance and new product launches. Gross margin improved from 34.6% to 38% in 2025, and net income margin turned positive, reflecting successful operational streamlining. IPGP's strong balance sheet and technical bull flag formation suggest a potential near-term breakout, with the Q1 2026 earnings call as a key catalyst. Read the full article on Seeking Alpha
Actualización de narrativa Apr 16

IPGP: Business Recovery And Higher P/E Assumptions Will Support Future Upside

The analyst price target for IPG Photonics has moved from $96.08 to $144.75, with analysts citing updated assumptions around revenue growth, profit margins and future P/E. These revisions are informed by recent research that includes both higher targets from some firms and a downgrade from others.
Actualización de narrativa Apr 02

IPGP: Defense And Industrial Laser Demand Will Drive Long Term Earnings Power

Analysts have raised their blended price target on IPG Photonics, reflecting a $73 increase at Stifel, a $12.50 increase at BofA, and a $5 increase at Roth Capital, while refining assumptions on revenue growth, profit margins, discount rate, and future P/E. Analyst Commentary Recent Street research on IPG Photonics shows a clear split in views, with some cautious voices alongside a group of bullish analysts who are becoming more constructive on the stock and its long term setup.
Actualización de narrativa Mar 19

IPGP: Elevated P E Assumptions Will Pressure Returns If Margins Disappoint

The analyst fair value estimate for IPG Photonics has shifted from $65.00 to $92.50, with analysts pointing to updated assumptions around revenue growth, profitability, and future P/E multiples in light of recent price target changes from firms covering the stock. Analyst Commentary Recent Street research around IPG Photonics shows a mix of updated price targets and rating changes that point to a more cautious tone from some bearish analysts, even as others review their assumptions.
Actualización de narrativa Mar 05

IPGP: Defense And Industrial Laser Demand Will Support Higher Long Term Earnings Power

Narrative Update on IPG Photonics The analyst price target for IPG Photonics has been raised by $73, with supporting research pointing to updated assumptions for discount rates, revenue growth, profit margins, and future P/E. Several firms have recently lifted their targets, although opinions on the stock's rating remain mixed.
Actualización de narrativa Feb 19

IPGP: Defense And Industrial Laser Demand Will Support Higher Future Earnings Multiple

Analysts have raised their implied fair value estimate for IPG Photonics from $110.00 to $180.00, reflecting updated assumptions on growth, profitability and future P/E that align with several recent price target increases across the Street and incorporate both the latest upgrades and a fresh downgrade. Analyst Commentary Recent Street research on IPG Photonics reflects a mix of views, but the higher implied fair value estimate to $180.00 is broadly in line with several bullish target moves clustered over the past few weeks.
Actualización de narrativa Feb 05

IPGP: Defense And Industrial Laser Demand Will Support Measured Multiyear Upside Potential

Narrative Update on IPG Photonics The analyst price target for IPG Photonics moves from US$105 to US$110. Analysts point to updated assumptions on discount rate, revenue growth, profit margin and future P/E, alongside recent price target increases from multiple firms, as the key drivers of this shift.
Artículo de análisis Jan 29

There's Reason For Concern Over IPG Photonics Corporation's (NASDAQ:IPGP) Massive 27% Price Jump

IPG Photonics Corporation ( NASDAQ:IPGP ) shares have had a really impressive month, gaining 27% after a shaky period...
Actualización de narrativa Jan 21

IPGP: Business Recovery In Welding And Micromachining Will Support Higher Future Multiple

Analysts have nudged their price expectations for IPG Photonics higher, with our fair value estimate moving from about $94 to roughly $96, citing recent target increases and upgrades that highlight improving demand trends and a slightly richer assumed future P/E multiple. Analyst Commentary Bullish Takeaways Bullish analysts point to the recent upgrade and higher price target of US$105, up from US$68, as support for a higher assumed P/E.
Actualización de narrativa Jan 06

IPGP: Welding And Micromachining Recovery Will Drive Multiyear Upside Potential

Analysts have raised their price target on IPG Photonics to US$105, citing signs of business recovery in welding and micromachining, as well as a shift to positive year over year revenue growth after an extended period of declines. Analyst Commentary Recent Street research shows a clear shift in tone from bearish to more constructive, with bullish analysts citing early signs of business recovery as the key driver behind their updated views on IPG Photonics.
Actualización de narrativa Dec 18

IPGP: Urology And Defense Expansion Will Drive Multiyear Upside Potential

Analysts have raised their price target on IPG Photonics from $97 to $105 per share, citing a nascent business recovery with improving welding and micromachining demand, a return to year over year revenue growth after a prolonged downturn, and expectations for multi year expansion driven by urology, directed energy, and broader fiber laser adoption. Analyst Commentary Bullish analysts are framing the recent price target increase to $105 as a validation of IPG Photonics renewed growth trajectory and improving execution.
Actualización de narrativa Dec 04

IPGP: Business Recovery Will Drive Demand In Welding And Micromachining

Analysts have raised their price target on IPG Photonics to $105 from $68, reflecting renewed confidence in the companys return to growth, improving demand in welding and micromachining, and expanding opportunities in urology and directed energy applications. Analyst Commentary Recent rating changes and initiations reflect a notable shift in sentiment toward IPG Photonics, with bullish analysts emphasizing a clear inflection in fundamentals and a more supportive demand backdrop across key end markets.
Actualización de narrativa Nov 19

IPGP: Sustained Business Recovery Will Support Gains in Key Application Markets

Analysts have raised their price target for IPG Photonics from $82.83 to $94.00. They cite signs of a business turnaround, improved revenue growth, and expectations for ongoing demand recovery across key markets.
Actualización de narrativa Nov 05

IPGP: Business Recovery and Expanding Margins Will Drive Measured Opportunity Ahead

IPG Photonics' analyst price target has risen sharply from $68 to $105. This reflects analysts' optimism following signs of business recovery, improved revenue growth, and expanding margins.
Actualización de narrativa Oct 22

Analysts Highlight Growth Drivers and Risks as IPG Photonics Updates Valuation and Guidance

Analysts have raised their price target for IPG Photonics by $16, citing renewed revenue growth, margin expansion, and strengthening positions in emerging end markets as key drivers for improved valuation. Analyst Commentary Recent analyst research on IPG Photonics highlights both the company's strengthening fundamentals and areas where caution may be warranted.
Actualización de narrativa Oct 08

Global Automation And Electric Trends Will Expand Advanced Laser Adoption

IPG Photonics' analyst fair value price target has increased from $80.20 to $82.83. Analysts cite renewed growth, margin expansion, and opportunities in emerging markets as key drivers of the revised outlook.
Actualización de narrativa Aug 07

Global Automation And Electric Trends Will Expand Advanced Laser Adoption

With consensus analyst forecasts for both revenue growth (6.3% per annum) and the discount rate (8.06%) remaining stable, the fair value estimate for IPG Photonics is unchanged at $75.80. What's in the News Completed repurchase of 3,600,367 shares (8.13%) for $279.93 million under 2024 buyback plan.
Artículo de análisis Jul 11

The Returns On Capital At IPG Photonics (NASDAQ:IPGP) Don't Inspire Confidence

What underlying fundamental trends can indicate that a company might be in decline? When we see a declining return on...
Seeking Alpha Feb 14

IPG Photonics Corporation: A Further Decline Is Still Possible

Summary The latest report from IPGP was a letdown overall and the stock dropped to new lows, but it may now be at a crossroad in terms of the charts. The charts suggest what the stock does in the short term could encourage the bulls, but also the bears, depending on the moves the stock makes. IPGP tried to put a positive spin on the current state of affairs by talking about future prospects, but it is telling that the market was not buying it. Trends can change, but with IPGP yet to solve its main problems, it is hard to see the stock not sticking with the existing trend for a while longer. Read the full article on Seeking Alpha
Seeking Alpha Nov 03

IPG Photonics: Cheap, Only If Execution Returns

Summary IPG Photonics is a former growth darling in lasers, having lost real momentum in recent years. Most of this is self-inflicted as execution is the issue, as the company has changed its leadership this year. Margin and sales momentum can unleash great potential, yet few green shoots are seen here. Read the full article on Seeking Alpha
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Nueva narrativa Sep 05

Innovative R&D And Decisive Partnerships Set To Enhance Competitiveness And Revenue Growth

Focusing on R&D and launching innovative products along with expanding into new applications like EV battery welding and 3D printing to boost demand and revenue.
Seeking Alpha Aug 27

IPG Photonics Corporation: The Possibility Of A Further Decline Cannot Be Excluded

Summary IPG Photonics stock has recovered lately after several factors led to a big drop in the preceding weeks, but there is reason to believe IPGP has yet to hit bottom. The charts suggest that with the loss of support that held for a long time, the stock price could fall further. IPGP was once targeting a return to growth in H2, but the latest outlook no longer considers that possibility with guidance much worse than expected. While some may want to bet on a further bounce in the stock, another drop in the stock price is possible with IPGP yet to resolve the challenges it faces. Read the full article on Seeking Alpha

Análisis de compensación del CEO

¿Cómo ha cambiado la remuneración de Mark Gitin en comparación con los beneficios de IPG Photonics?
FechaCompensación totalSalarioIngresos de la empresa
Mar 31 2026n/an/a

US$29m

Dec 31 2025US$9mUS$879k

US$31m

Sep 30 2025n/an/a

US$26m

Jun 30 2025n/an/a

-US$215m

Mar 31 2025n/an/a

-US$202m

Dec 31 2024US$7mUS$411k

-US$182m

Compensación vs. Mercado: La compensación total ($USD9.07M) de Mark está en línea con el promedio de empresas de tamaño similar en el mercado US ($USD8.38M).

Compensación vs. Ingresos: La compensación de Mark ha sido consistente con los resultados de la empresa en el último año.


CEO

Mark Gitin (58 yo)

1.9yrs
Permanencia
US$9,071,490
Compensación

Dr. Mark Milton Gitin, Ph D., serves as CEO & Director of IPG Photonics Corporation since June 05, 2024. He served as Executive Vice President & General Manager of Photonics Solutions Division of MKS Instr...


Equipo directivo

NombrePosiciónPermanenciaCompensaciónPropiedad
Mark Gitin
CEO & Director1.9yrsUS$9.07m0.037%
$ 1.9m
Timothy P. Mammen
Senior VP & CFO25.8yrsUS$3.04m0.15%
$ 7.9m
Paulus Bucher
Senior Vice President of Global Operationsless than a yearUS$1.41msin datos
Angelo Lopresti
Senior VP25.3yrsUS$2.57m0.10%
$ 5.3m
Trevor Ness
Senior Vice President & Chief Revenue Officerless than a yearUS$2.65m0.050%
$ 2.6m
Mary Buttarazzi
VP, Corporate Controller1.2yrssin datos0.00082%
$ 41.9k
Igor Samartsev
Senior VP & Chief Scientist4.3yrsUS$1.05m2.24%
$ 114.6m
Eugene Fedotoff
Senior Director of Investor Relationsno datasin datossin datos
Jennifer Kartono
Senior VP & Chief Human Resources Officerless than a yearsin datossin datos
Eugene Scherbakov
Director & Advisor1.9yrsUS$6.10m0.098%
$ 5.0m
Mira Sahney
Senior Vice President of Global Laser Systems1yrsin datossin datos
Alex Schoenfelder
Senior VP & GM of Global Componentsless than a yearsin datossin datos
1.2yrs
Permanencia media
56.5yo
Promedio de edad

Equipo directivo experimentado: El equipo directivo de IPGP no se considera experimentado ( 1.2 años antigüedad media), lo que sugiere un nuevo equipo.


Miembros de la Junta

NombrePosiciónPermanenciaCompensaciónPropiedad
Mark Gitin
CEO & Director1.9yrsUS$9.07m0.037%
$ 1.9m
Eugene Scherbakov
Director & Advisor25.7yrsUS$6.10m0.098%
$ 5.0m
John Peeler
Independent Non-Executive Chairman13.6yrsUS$381.60k0.037%
$ 1.9m
Gregory Dougherty
Independent Director7.3yrsUS$324.94k0.037%
$ 1.9m
Agnes Tang
Independent Director4.2yrsUS$302.44k0.020%
$ 1.0m
Gregory Beecher
Independent Director3.3yrsUS$309.94k0.023%
$ 1.2m
Eric Meurice
Independent Director11.9yrsUS$309.74k0.054%
$ 2.7m
Kolleen Kennedy
Independent Director2.8yrsUS$304.10k0.021%
$ 1.1m
Jeanmarie Desmond
Independent Director5.3yrsUS$324.94k0.025%
$ 1.3m
Natalia Pavlova
Director5.3yrsUS$291.81k0.27%
$ 14.0m
5.3yrs
Permanencia media
66yo
Promedio de edad

Junta con experiencia: La junta directiva de IPGP se considera experimentada (5.3 años de antigüedad promedio).


Análisis de la empresa y estado de los datos financieros

DatosÚltima actualización (huso horario UTC)
Análisis de la empresa2026/05/22 19:19
Precio de las acciones al final del día2026/05/22 00:00
Beneficios2026/03/31
Ingresos anuales2025/12/31

Fuentes de datos

Los datos utilizados en nuestro análisis de empresas proceden de S&P Global Market Intelligence LLC. Los siguientes datos se utilizan en nuestro modelo de análisis para generar este informe. Los datos están normalizados, lo que puede introducir un retraso desde que la fuente está disponible.

PaqueteDatosMarco temporalEjemplo Fuente EE.UU. *
Finanzas de la empresa10 años
  • Cuenta de resultados
  • Estado de tesorería
  • Balance
Estimaciones del consenso de analistas+3 años
  • Previsiones financieras
  • Objetivos de precios de los analistas
Precios de mercado30 años
  • Precios de las acciones
  • Dividendos, escisiones y acciones
Propiedad10 años
  • Accionistas principales
  • Información privilegiada
Gestión10 años
  • Equipo directivo
  • Consejo de Administración
Principales avances10 años
  • Anuncios de empresas

* Ejemplo para valores de EE.UU., para no EE.UU. se utilizan formularios y fuentes normativas equivalentes.

A menos que se especifique lo contrario, todos los datos financieros se basan en un periodo anual, pero se actualizan trimestralmente. Esto se conoce como datos de los últimos doce meses (TTM) o de los últimos doce meses (LTM). Más información.

Modelo de análisis y copo de nieve

Los detalles del modelo de análisis utilizado para generar este informe están disponibles en nuestra página de Github, también tenemos guías sobre cómo utilizar nuestros informes y tutoriales en Youtube.

Conozca al equipo de talla mundial que diseñó y construyó el modelo de análisis Simply Wall St.

Métricas industriales y sectoriales

Simply Wall St calcula cada 6 horas nuestras métricas sectoriales y de sección. Los detalles de nuestro proceso están disponibles en Github.

Fuentes analistas

IPG Photonics Corporation está cubierta por 25 analistas. 9 de esos analistas presentaron las estimaciones de ingresos o ganancias utilizadas como datos para nuestro informe. Las estimaciones de los analistas se actualizan a lo largo del día.

AnalistaInstitución
Christopher MuseBarclays
Andrew DeGasperiBerenberg
Paretosh MisraBerenberg