IPG Photonics Corporation

Report azionario NasdaqGS:IPGP

Capitalizzazione di mercato: US$5.1b

IPG Photonics Performance degli utili passati

Criteri Il passato verificati 1/6

Gli utili di IPG Photonics sono diminuiti a un tasso medio annuo di -46.5%, mentre il settore Electronic ha visto gli utili crescere a un tasso medio annuo di 3.8%. I ricavi sono cresciuti diminuire a un tasso medio annuo di 9.3%. Il ritorno sul capitale proprio di IPG Photonics è 1.4% e ha margini netti di 2.8%.

Informazioni chiave

-46.54%

Tasso di crescita degli utili

-44.76%

Tasso di crescita dell'EPS

Electronic Crescita del settore15.34%
Tasso di crescita dei ricavi-9.27%
Rendimento del capitale proprio1.37%
Margine netto2.78%
Ultimo aggiornamento sugli utili31 Mar 2026

Aggiornamenti sulle prestazioni recenti

Recent updates

Aggiornamento della narrazione • 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
Aggiornamento della narrazione • 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.
Aggiornamento della narrazione • 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.
Aggiornamento della narrazione • 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.
Aggiornamento della narrazione • 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.
Aggiornamento della narrazione • 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.
Aggiornamento della narrazione • 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.
Articolo di analisi • 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...
Aggiornamento della narrazione • 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.
Aggiornamento della narrazione • 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.
Aggiornamento della narrazione • 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.
Aggiornamento della narrazione • 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.
Aggiornamento della narrazione • 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.
Aggiornamento della narrazione • 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.
Aggiornamento della narrazione • 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.
Aggiornamento della narrazione • 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.
Aggiornamento della narrazione • 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.
Articolo di analisi • 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
User avatar
Nuova narrazione • 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

Ripartizione dei ricavi e delle spese

Come IPG Photonics guadagna e spende denaro. In base agli ultimi utili dichiarati, su base LTM.

Storico di utili e ricavi

NasdaqGS:IPGP Ricavi, spese e utili (USD Millions )
DataRicaviUtiliSpese G+ASpese di R&S
31 Mar 261,04129250116
31 Dec 251,00431247111
30 Sep 2596426227114
30 Jun 25946-215223111
31 Mar 25953-202223102
31 Dec 24977-182220103
30 Sep 241,042-148220112
30 Jun 241,110141219109
31 Mar 241,192183214105
31 Dec 231,28721921694
30 Sep 231,3228520698
30 Jun 231,37010620698
31 Mar 231,407100208105
31 Dec 221,430110208116
30 Sep 221,460268208126
30 Jun 221,491267208135
31 Mar 221,485280206140
31 Dec 211,461278204140
30 Sep 211,433263197135
30 Jun 211,372223190132
31 Mar 211,297191184128
31 Dec 201,201160181127
30 Sep 201,171106180126
30 Jun 201,181127179126
31 Mar 201,249161185129
31 Dec 191,315180185130
30 Sep 191,338260185131
30 Jun 191,365304178130
31 Mar 191,415353168127
31 Dec 181,460404160123
30 Sep 181,491381151118
30 Jun 181,527397147112
31 Mar 181,483379141107
31 Dec 171,409348130101
30 Sep 171,32837012296
30 Jun 171,20132311591
31 Mar 171,08528610984
31 Dec 161,00626110279
30 Sep 169502469874
30 Jun 169272409470
31 Mar 169102349167
31 Dec 159012428963
30 Sep 158852388959
30 Jun 158412308857

Guadagni di qualità: IPGP ha un grande una tantum perdita di $14.1M che ha avuto un impatto sui suoi ultimi 12 mesi di risultati finanziari pari a 31st March, 2026.

Margine di profitto in crescita: IPGP è diventata redditizia in passato.

Flusso di cassa libero e analisi degli utili

Analisi della crescita degli utili nel passato

Andamento degli utili: Gli utili di IPGP sono diminuiti del 46.5% all'anno negli ultimi 5 anni.

Accelerare la crescita: IPGP è diventata redditizia nell'ultimo anno, rendendo difficile confrontare il tasso di crescita degli utili con la media quinquennale.

Guadagni vs Settore: IPGP è diventata redditizia nell'ultimo anno, rendendo difficile confrontare la crescita dei suoi utili dell'anno passato con il settore Electronic ( 13.4% ).

Rendimento del capitale proprio

ROE elevato: Il Return on Equity ( 1.4% ) di IPGP è considerato basso.

Rendimento delle attività

Rendimento del capitale investito

Scoprire le aziende con forti performance passate

7D

1Y

7D

1Y

7D

1Y

Analisi aziendale e situazione dei dati finanziari

DatiUltimo aggiornamento (ora UTC)
Analisi dell'azienda2026/05/22 14:33
Prezzo dell'azione a fine giornata2026/05/22 00:00
Utili2026/03/31
Utili annuali2025/12/31

Fonti dei dati

I dati utilizzati nella nostra analisi aziendale provengono da S&P Global Market Intelligence LLC. I seguenti dati sono utilizzati nel nostro modello di analisi per generare questo report. I dati sono normalizzati, il che può comportare un ritardo nella disponibilità della fonte.

PacchettoDatiTempisticaEsempio Fonte USA *
Dati finanziari della società10 anni
  • Conto economico
  • Rendiconto finanziario
  • Bilancio
Stime di consenso degli analisti+3 anni
  • Previsioni finanziarie
  • Obiettivi di prezzo degli analisti
Prezzi di mercato30 anni
  • Prezzi delle azioni
  • Dividendi, scissioni e azioni
Proprietà10 anni
  • Top azionisti
  • Insider trading
Gestione10 anni
  • Team di leadership
  • Consiglio di amministrazione
Sviluppi principali10 anni
  • Annunci aziendali

* Esempio per i titoli statunitensi, per i titoli non statunitensi si utilizzano forme e fonti normative equivalenti.

Se non specificato, tutti i dati finanziari si basano su un periodo annuale ma vengono aggiornati trimestralmente. Si tratta dei cosiddetti dati TTM (Trailing Twelve Month) o LTM (Last Twelve Month). Per saperne di più.

Modello di analisi e Snowflake

I dettagli del modello di analisi utilizzato per generare questo report sono disponibili sulla nostra pagina Github; abbiamo anche guide su come utilizzare i nostri report e tutorial su Youtube.

Scoprite il team di livello mondiale che ha progettato e realizzato il modello di analisi Simply Wall St.

Metriche di settore e industriali

Le nostre metriche di settore e di sezione sono calcolate ogni 6 ore da Simply Wall St; i dettagli del nostro processo sono disponibili su Github.

Fonti analitiche

IPG Photonics Corporation è coperta da 25 analisti. 9 di questi analisti ha fornito le stime di fatturato o di utile utilizzate come input per il nostro report. Le stime degli analisti vengono aggiornate nel corso della giornata.

AnalistaIstituzione
Christopher MuseBarclays
Andrew DeGasperiBerenberg
Paretosh MisraBerenberg