IPG Photonics Corporation

NasdaqGS:IPGP Aktierapport

Börsvärde: US$4.4b

IPG Photonics Förvaltning

Förvaltning kriterier kontrolleras 2/4

IPG Photonics VD är Mark Gitin, utsedd i Jun 2024, har en mandatperiod på 2.08 år. totala årliga ersättningen är $ 9.07M, bestående av 9.7% lön 90.3% bonusar, inklusive företagsaktier och optioner. äger direkt 0.049% av företagets aktier, värda $ 2.16M. Den genomsnittliga mandatperioden för ledningsgruppen och styrelsen är 1.3 år respektive 5.5 år.

Viktig information

Mark Gitin

Verkställande direktör

US$9.1m

Total ersättning

VD-lön i procent9.69%
Anställning som VD2.1yrs
Ägande av VD0.05%
Ledningens genomsnittliga anställningstid1.3yrs
Styrelsens genomsnittliga mandatperiod5.5yrs

Senaste uppdateringar av ledningen

Recent updates

Seeking Alpha 17h

IPG Photonics: Lowered Earnings Expectations And Higher Valuation (Rating Downgrade)

Summary IPG Photonics is downgraded to 'HOLD' due to an overvaluation and recent downward earnings revisions. Q1 2026 revenue grew 17% YoY, driven by Industrial Solutions, especially in EV battery and data center applications. Advanced Solutions segment faces near-term headwinds but offers long-term growth potential in medical, defense, and semiconductor markets. IPGP stock remains in consolidation with bearish technicals; upcoming Q2 earnings and tariff impacts are key near-term catalysts. Read the full article on Seeking Alpha
Uppdatering av berättelse Jun 23

IPGP: Rich P/E And Execution Risks Will Limit Strategy-Driven Upside

Analysts have adjusted their price targets on IPG Photonics in a mixed but generally constructive way, with Roth Capital lifting its target by $2 to $151. The firm points to the company’s refreshed management approach, broader use of its product portfolio, and entry into new, higher-growth markets as key supports for the updated outlook.
Analysartikel Jun 20

IPG Photonics (IPGP) Stock Could Be 36% Below Fair Value As Data Center Competition Heats Up

Conference spotlight and rising competitive pressure IPG Photonics (IPGP) is back in focus after investor concern grew around competition in data center applications, just as the company prepared to present at the EPHJ Genf conference in Switzerland. See our latest analysis for IPG Photonics. Recent trading reflects that tension, with IPG Photonics’ share price gaining 3.9% over the last day and 2.9% over the week, even as the 1‑month share price return slipped 2.1%. This sits against a...
Uppdatering av berättelse Jun 08

IPGP: Rich P E And Weak Fundamentals Will Restrain AI Hype-Fueled Upside

Analysts have adjusted their price targets for IPG Photonics, with one recent update moving from $149 to $151. The commentary noted that the company's refreshed management approach and broader use of its product portfolio are helping it address more customer needs and enter higher growth markets.
Uppdatering av berättelse May 25

IPGP: Updated Management And New Markets Will Drive Long Term Earnings Power

The updated analyst fair value estimate for IPG Photonics has shifted from $180.00 to $162.00, as analysts factor in revised discount rate and growth assumptions while still highlighting progress under the refreshed management team and the company’s broader product reach into markets considered to have higher growth potential. Analyst Commentary Bullish analysts are highlighting the refreshed management team and broader product reach as key factors behind their optimistic stance on IPG Photonics.
Uppdatering av berättelse 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.
Uppdatering av berättelse 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.
Uppdatering av berättelse 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.
Uppdatering av berättelse 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.
Uppdatering av berättelse 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.
Uppdatering av berättelse 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.
Uppdatering av berättelse 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.
Analysartikel 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...
Uppdatering av berättelse 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.
Uppdatering av berättelse 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.
Uppdatering av berättelse 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.
Uppdatering av berättelse 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.
Uppdatering av berättelse 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.
Uppdatering av berättelse 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.
Uppdatering av berättelse 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.
Uppdatering av berättelse 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.
Uppdatering av berättelse 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.
Analysartikel 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...
Analysartikel May 16

Revenues Not Telling The Story For IPG Photonics Corporation (NASDAQ:IPGP) After Shares Rise 26%

IPG Photonics Corporation ( NASDAQ:IPGP ) shareholders would be excited to see that the share price has had a great...
Analysartikel Apr 21

What Does IPG Photonics Corporation's (NASDAQ:IPGP) Share Price Indicate?

IPG Photonics Corporation ( NASDAQ:IPGP ), might not be a large cap stock, but it received a lot of attention from a...
Analysartikel Mar 31

IPG Photonics (NASDAQ:IPGP) Will Be Hoping To Turn Its Returns On Capital Around

What underlying fundamental trends can indicate that a company might be in decline? When we see a declining return on...
Analysartikel Mar 06

Unpleasant Surprises Could Be In Store For IPG Photonics Corporation's (NASDAQ:IPGP) Shares

When close to half the companies in the Electronic industry in the United States have price-to-sales ratios (or "P/S...
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
Analysartikel Jan 02

At US$72.72, Is IPG Photonics Corporation (NASDAQ:IPGP) Worth Looking At Closely?

IPG Photonics Corporation ( NASDAQ:IPGP ), is not the largest company out there, but it received a lot of attention...
Analysartikel Dec 12

Investors Could Be Concerned With IPG Photonics' (NASDAQ:IPGP) Returns On Capital

What financial metrics can indicate to us that a company is maturing or even in decline? When we see a declining return...
Analysartikel Nov 20

Estimating The Intrinsic Value Of IPG Photonics Corporation (NASDAQ:IPGP)

Key Insights The projected fair value for IPG Photonics is US$86.73 based on 2 Stage Free Cash Flow to Equity Current...
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
Analysartikel Sep 26

Should You Investigate IPG Photonics Corporation (NASDAQ:IPGP) At US$70.41?

IPG Photonics Corporation ( NASDAQ:IPGP ), might not be a large cap stock, but it saw a double-digit share price rise...
User avatar
Ny berättelse 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.
Analysartikel Sep 05

These Return Metrics Don't Make IPG Photonics (NASDAQ:IPGP) Look Too Strong

If you're looking at a mature business that's past the growth phase, what are some of the underlying trends that pop...
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
Analysartikel Aug 15

The Price Is Right For IPG Photonics Corporation (NASDAQ:IPGP) Even After Diving 26%

IPG Photonics Corporation ( NASDAQ:IPGP ) shareholders that were waiting for something to happen have been dealt a blow...

Analys av ersättningar till VD

Hur har Mark Gitin:s ersättning förändrats jämfört med IPG Photonics:s resultat?
DatumTotal ersättningLönFöretagets resultat
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

Ersättning vs marknad: Mark s total kompensation ($USD 9.07M ) är över genomsnittet för företag av liknande storlek på US marknaden ($USD 6.91M ).

Ersättning vs inkomst: Ersättningen från Mark har varit i linje med företagets resultat under det senaste året.


VD OCH KONCERNCHEF

Mark Gitin (59 yo)

2.1yrs
Anställning
US$9,071,490
Kompensation

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...


Ledningsgrupp

NamnPositionAnställningKompensationÄgarskap
Mark Gitin
CEO & Director2.1yrsUS$9.07m0.049%
$ 2.2m
Timothy P. Mammen
Senior VP & CFO26yrsUS$3.04m0.13%
$ 5.8m
Paulus Bucher
Senior Vice President of Global Operations1yrUS$1.41minga uppgifter
Angelo Lopresti
Senior VP25.4yrsUS$2.57m0.10%
$ 4.5m
Trevor Ness
Senior Vice President & Chief Revenue Officerless than a yearUS$2.65m0.050%
$ 2.2m
Mary Buttarazzi
VP, Corporate Controller1.3yrsinga uppgifter0.00082%
$ 36.4k
Igor Samartsev
Senior VP & Chief Scientist4.4yrsUS$1.05m2.24%
$ 99.6m
Eugene Fedotoff
Senior Director of Investor Relationsno datainga uppgifteringa uppgifter
Jennifer Kartono
Senior VP & Chief Human Resources Officerless than a yearinga uppgifteringa uppgifter
Eugene Scherbakov
Director & Advisor2.1yrsUS$6.10m0.094%
$ 4.2m
Mira Sahney
Senior Vice President of Global Laser Systems1.2yrsinga uppgifteringa uppgifter
Alex Schoenfelder
Senior VP & GM of Global Componentsless than a yearinga uppgifteringa uppgifter
1.3yrs
Genomsnittlig anställningstid
57.5yo
Genomsnittlig ålder

Erfaren ledning: IPGP s ledningsgrupp anses inte vara erfaren ( 1.3 års genomsnittlig anställningstid), vilket föreslår ett nytt team.


Styrelseledamöter

NamnPositionAnställningKompensationÄgarskap
Mark Gitin
CEO & Director2.1yrsUS$9.07m0.049%
$ 2.2m
Eugene Scherbakov
Director & Advisor25.8yrsUS$6.10m0.094%
$ 4.2m
John Peeler
Independent Non-Executive Chairman13.8yrsUS$381.60k0.037%
$ 1.6m
Gregory Dougherty
Independent Director7.5yrsUS$324.94k0.037%
$ 1.7m
Agnes Tang
Independent Director4.3yrsUS$302.44k0.017%
$ 748.8k
Gregory Beecher
Independent Director3.5yrsUS$309.94k0.023%
$ 1.0m
Eric Meurice
Independent Director12.1yrsUS$309.74k0.054%
$ 2.4m
Kolleen Kennedy
Independent Director2.9yrsUS$304.10k0.021%
$ 950.5k
Jeanmarie Desmond
Independent Director5.5yrsUS$324.94k0.025%
$ 1.1m
Natalia Pavlova
Director5.5yrsUS$291.81k0.27%
$ 12.2m
5.5yrs
Genomsnittlig anställningstid
67yo
Genomsnittlig ålder

Erfaren styrelse: IPGP s styrelse anses vara erfaren ( 5.5 års genomsnittlig mandatperiod).


Företagsanalys och finansiella data Status

UppgifterSenast uppdaterad (UTC-tid)
Analys av företag2026/07/07 23:15
Aktiekurs vid dagens slut2026/07/07 00:00
Intäkter2026/03/31
Årlig intjäning2025/12/31

Datakällor

Den data som används i vår företagsanalys kommer från S&P Global Market Intelligence LLC. Följande data används i vår analysmodell för att generera denna rapport. Data är normaliserade vilket kan medföra en fördröjning från det att källan är tillgänglig.

PaketUppgifterTidsramExempel US-källa
Företagets finansiella ställning10 år
  • Resultaträkning
  • Kassaflödesanalys
  • Balansräkning
Analytikernas konsensusuppskattningar+3 år
  • Prognos för finansiella poster
  • Analytikernas prismål
Marknadspriser30 år
  • Aktiekurser
  • Utdelningar, splittar och åtgärder
Ägarskap10 år
  • Största aktieägare
  • Insiderhandel
Förvaltning10 år
  • Ledningsgrupp
  • Styrelse och verkställande direktörer
Viktiga utvecklingstendenser10 år
  • Företagsmeddelanden

* Exempel för amerikanska värdepapper, för icke-amerikanska värdepapper används motsvarande regelverk och källor.

Om inget annat anges är all finansiell data baserad på en årsperiod men uppdateras kvartalsvis. Detta kallas data för efterföljande tolv månader (TTM) eller senaste tolv månader (LTM). Lär dig mer om detta.

Analysmodell och snöflinga

Detaljer om analysmodellen som används för att skapa denna rapport finns på vår Github-sida; vi har också guider om hur du använder våra rapporter och handledningar på Youtube.

Lär dig mer om det team i världsklass som utformade och byggde analysmodellen Simply Wall St.

Industri- och sektormått

Våra bransch- och sektionsmått beräknas var sjätte timme av Simply Wall St, detaljer om vår process finns tillgängliga på Github.

Källor för analytiker

IPG Photonics Corporation bevakas av 25 analytiker. 9 av dessa analytiker lämnade de uppskattningar av intäkter eller resultat som användes som indata till vår rapport. Analytikernas inskickade estimat uppdateras löpande under dagen.

AnalytikerInstitution
Christopher MuseBarclays
Andrew DeGasperiBerenberg
Paretosh MisraBerenberg